Talking Trusts: Weekly Review with Simon Elliott (28 August 2021)

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research at Winterflood Securities, review the week and the main market movements in the latest edition of our weekly investment trust podcast. Trusts mentioned this week (with tickers) include: Aberdeen Asian Income Fund (AAIF), BH Macro (BHMG/BHMU), Third Point Investors (TPOU), Target Healthcare REIT (THRL), JPMorgan American (JAM), JPMorgan US Smaller Companies Trust (JUSC), BBGI Global Infrastructure (BBGI), Invesco Bond Income Plus (BIPS), Pershing Square Holdings (PSH), BMO Private Equity (BPET), HG Capital Trust (HGT), Pantheon International (PIN), Princess Private Equity (PEY), GCP Student Living (DIGS), Warehouse REIT (WHR). Section Timestamps: 00:40 - Review of the market 03:21 - Corporate activity 14:26 - Fundraising 17:24 - Results 23:30 - Results (specialists) 36:01 - Results (private equity) 43:25 - Results (property) 46:09 - Looking ahead 48:08 - Postscript - JPMorgan American (JAM) 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 over 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.