In this week's shorter than normal edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, speaks to Tom Stevenson, investment director at Fidelity International, and looks ahead to some key events in 2024.
We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.
Section Timestamps:
00:55 - This week's guest
01:15 - Looking ahead to 2024
03:47 - Review of the week
05:24 - Corporate news and announcements
05:37 - Money Makers Circle
06:25 - Q&A with Tom Stevenson
07:01 - Looking back at 2023
08:46 - Expectations for 2024
14:49 - The best way to manage money
18:11 - Opportunities to add value
21:40 - Investment trusts in general
23:44 - Cost disclosure and consumer duty
25:59 - The investment trust rally
29:35 - Personal highlights in writing about investment trusts
33:23 - Close
Trusts mentioned this week (with tickers): Biopharma Credit (BPCR), Hipgnosis Songs Fund (SONG), Seraphim Space Investment Trust (SSIT), Digital 9 Infrastructure (DGI9), Chrysalis (CHRY), Scottish Mortgage (SMT), Polar Capital Technology Trust (PCT), Allianz Technology Trust (ATT), Smithson (SSON), Edinburgh Worldwide (EWI), RIT Capital Partners (RCP), RTW Biotech Opportunities (RTW), Schroder Oriental Income Fund (SOI), Balanced Commercial Property Trust (BCPT), International Public Partnerships (INPP), Schroder Japan (SJG).
If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This 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, market/portfolio reviews and regular extracts from the editor's notebook.
This week, as well as the usual features, the Circle will feature Schroder Asian Total Return (ATR). Future profiles include the Witan Investment Trust (WTAN) and Sequoia Economic Infrastructure Income (SEQI). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and the regular features available in the Circle.
For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 190 podcasts since launch.
You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.
Produced by Ben Gamblin.
