Talking Trusts: Weekly Review with Jonathan Davis (02 April 2022)

Jonathan Davis, editor of the Investment Trusts Handbook, reviews all the main announcements and market movements in the latest edition of our free weekly investment trust podcast. Also this week, while regular co-host Simon Elliott takes a break, Jonathan introduces an extract from another podcast - Moses and Methuselah - which he records regularly with his friend and fund manager, Peter Seilern. Hear the full episode at www.mosesandmethuselahpodcast.com. Trusts mentioned this week (with tickers) include: BlackRock Greater Europe (BRGE), Crystal Amber Fund (CRS), Geiger Counter (GCL), Jupiter Emerging and Frontier Income (JEFI), JPMorgan Global Growth and Income (JGGI) / Scottish Investment Trust (SCIN), Greencoat Renewables (GRP), Gore Street Energy Storage Fund (GSF), Pershing Square Holdings (PSH), BH Macro (BHMG/BHMU), JPMorgan UK Smaller Companies (JMI), Invesco Bond Income Plus (BIPS), Henderson High Income Trust (HHI), Abrdn Asian Income Fund (AAIF), BlackRock Latin American Income (BRLA), Fidelity Japan (FJV), Nippon Active Value Fund (NAVF), RTW Venture Fund (RTW), Schiehallion Fund (MNTN/MNTC), Octopus Renewables Infrastructure Trust (ORIT), BBGI Global Infrastructure (BBGI), Schroder BSC Social Impact Trust (SBSI), Impact Healthcare REIT (IHR), BMO Real Estate Investments (BREI), Phoenix Spree Deutschland (PSDL). Section Timestamps: 01:36 - Review of the week 06:29 - Corporate activity 15:50 - Fundraising 17:19 - Moses and Methuselah Podcast 21:27 - Results 32:41 - Results (overseas) 39:39 - Results (private equity) 42:49 - Results (infrastructure and renewables) 46:26 - Results (specialist) 53:02 - First quarter movements 57:22 - Money Makers Circle 58:07 - 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 100 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.