Talking Trusts: Weekly Review with Simon Elliott (25 September 2021)

Money Makers

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: Acorn Income Fund (AIF), Civitas Social Housing (CSH), Genesis Emerging Markets (GSS), Gore Street Energy Storage (GSF), BH Macro (BHMG/BHMU), Home REIT (HOME), Tritax Eurobox (EBOX), Martin Currie Global Portfolio Investment Trust (MNP), New Star Investment Trust (NSI), City of London Investment Trust (CTY), Murray Income (MUT), Baillie Gifford Shin Nippon (BGS), BlackRock Latin American (BRLA), European Opportunies Trust (JEO), Gulf Investment Fund (GIF), Nippon Active Value Fund (NAVF), Pacific Horizon (PHI), CQS New City High Yield (NCYF), Schroder UK Public Private (SUPP), Gresham House Energy Storage (GRID), US Solar Fund (USF), Phoenix Spree Deutschland (PSDL), Supermarket Income REIT (SUPR). Section Timestamps: 00:30 - Review of the week 01:49 - Corporate news 10:58 - Fundraising 16:29 - Results 24:12 - Results (overseas) 42:13 - Results (infrastructure) 47:07 - Results (property) 50:30 - Money Makers Circle 51:04 - Thoughts on the market cycle 52:04 - Close 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. 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 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.