200: Weekly Investment Trusts Podcast - with Simon Elliott and Mark Dampier (02 Mar 2024)

In this week's two-hundredth edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Simon Elliott, client director at J.P.Morgan Asset Management and former podcast co-host, and Mark Dampier, former head of research at Hargreaves Lansdown and non-executive director at Invesco Select (IVPU).

We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free.

Section Timestamps:
00:39 - This week's guests
01:38 - Review of the week
03:23 - Corporate news, announcements, and results
05:49 - Money Makers Circle
06:36 - Q&A with Simon Elliott and Mark Dampier
07:12 - Recalling the start of the podcast
10:22 - Fighting fires
14:01 - Cyclicality and the target market for investment trusts
16:41 - Investment trust advantages
21:39 - Issued raised by the performance of investment trusts
29:13 - Parallels between 2000 and today
34:26 - Alternatives
37:57 - Presentation of investment trusts in the media
43:03 - Solving the IPO problem
45:36 - The number of trusts
48:49 - Mark's investment trust holdings
49:54 - Master Investor Show
50:11 - Close

Trusts mentioned this week (with tickers): Cordiant Digital (CORD), Regional REIT (RGL), J.P.Morgan Global Growth and Income (JGGI), Murray International (MYI), Midwynd (MWY), Smithson (SSON), European Opportunities (EOT), Law Debenture (LWDB), Abrdn UK Smaller Companies (AUSC), Tritax Big Box (BBOX), Greencoat UK WInd (UKW), The Renewables Infrastructure Group (TRIG), Bluefield Solar (BSIF), Aquila European Renewables (AERI), Digital 9 Infrastructure (DGI9), Abrdn Diversified Income and Growth (ADIG), Downing Strategic Micro-Cap (DSM), J.P.Morgan European Discovery (JEDT), Hipgnosis Songs Fund (SONG), Home REIT (HOME), CC Japan (CCJI), Greencoat UK Wind (UKW), Capital Gearing Trust (CGT), Personal Assets Trust (PNL), Ashoka India (AIE), City of London (CTY), Temple Bar (TMPL), Edinburgh Investment Trust (EDIN).

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 features a profile of Bankers Investment Trust (BNKR). Future profiles include CC Japan Income & Growth (CCJI) and Majedie Investments (MAJE). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts along with a new list of his favourite funds, and includes all the regular features available in the Circle.

Produced by Ben Gamblin.