Talking Trusts: Weekly Review with Jonathan Davis (14 August 2021) - Nick Greenwood Special Edition
Jonathan Davis, editor of the Investment Trusts Handbook, reviews the main announcements and market movements in the latest edition of our free weekly investment trust podcast. While Simon Elliott, head of investment trust research of Winterflood Securities, takes a well-deserved holiday, Jonathan is joined by Nick Greenwood, the manager of Miton Global Opportunities. Trusts mentioned this week (with tickers) include: Acorn Income Fund (AIF), GCP Student Living (DIGS), Scottish Mortgage (SMT), Pershing Square Holdings (PSH), Tritax Euro Box (EBOX), Tufton Oceanic Assets (SHIP), Taylor Maritime Investments (TMI/TMIP), BMO Real Estate Investments (BREI), Roundhill Music Royalty (RHM), Hipgnosis Songs (SONG), Literacy Capital (BOOK), Witan Investment Trust (WTAN), Baillie Gifford US Growth Trust (USA), Smithson Investment Trust (SSON), Diverse Income Trust (DIVI), Schroder UK Public Private (SUPP). Section Timestamps: 00:53 - Market overview 02:16 - Announcements 12:37 - Results 19:50 - Nick Greenwood interview The Money Makers circle is now up and running. It is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, forums, market/portfolio reviews and regular extracts from the editor’s notebook. For more information about this new offering, please visit www.money-makers.co/membership-join. The weekly investment trust portfolio will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 70 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.