The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
コンテンツは Money Makers Investment Trusts and Jonathan Davis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Money Makers Investment Trusts and Jonathan Davis またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう!
Player FMアプリでオフラインにしPlayer FMう!
212: Weekly Investment Trusts Podcast - with Andrew McHattie and Charlie Morris (25 May 2024)
Manage episode 420177955 series 1260834
コンテンツは Money Makers Investment Trusts and Jonathan Davis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Money Makers Investment Trusts and Jonathan Davis またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trust Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trusts Newsletter and Charlie Morris, CEO of ByteTree Research. Next week’s podcast is likely to be shorter than normal while Jonathan is away, but you can still look forward to a discussion with HgCapital Trust (HGT) and the normal format will return on the following Saturday. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:01:04 - This week's guests 0:03:21 - Summary of results 0:03:39 - Money Makers Circle 0:04:06 - Corporate news and announcements 0:06:47 - Q&A with Andrew McHattie 0:06:59 - Election announcement 0:09:50 - Performance of investment trusts this year 0:13:08 - Scottish Mortgage Trust (SMT) 0:17:49 - Asia Dragon 0:23:13 - HICL Infrastructure (HICL) 0:26:04 - Battery storage trusts 0:30:04 - Chrysalis (CHRY) 0:32:52 - Capital Gearing Trust (CGT) 0:35:57 - Looking ahead 0:38:05 - Q&A with Charlie Morris 0:38:22 - Fears and hopes for the election 0:41:15 - Thoughts on the investment trusts sector 0:43:16 - Commodities 0:47:02 - Outcomes from the year of elections 0:51:58 - Close Trusts mentioned this week (with tickers): Rockwood Strategic (RKW), Odyssean Investment Trust (OIT), Montenaro UK Smaller Companies (MTU), Scottish Mortgage Trust (SMT), Capital Gearing Trust (CGT), STS Global Income and Growth (STS), HICL Infrastructure (HICL), Caledonia Investments (CLDN), Shires Income (SHRS), Abrdn European Logistics Income (ASLI), GCP Asset Backed Income (GABI), US Solar Fund (USF), Asia Dragon (DGN), Ashoka WhiteOak Emerging Markets (AWEM), Seraphim Space (SSIT), Baker Steel Resources Trust (BSRT), Gore Street Energy Storage (GSF), Gresham House Energy Storage (GRID), Chrysalis (CHRY), RIT Capital Partners (RCP), Pantheon International (PIN), BlackRock World Mining (BRWM). 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 RTW Biotech Opportunities (RTW). Future profiles include CT Private Equity (CTPE) and Scottish Mortgage (SMT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. 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 210 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.
…
continue reading
272 つのエピソード
Manage episode 420177955 series 1260834
コンテンツは Money Makers Investment Trusts and Jonathan Davis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Money Makers Investment Trusts and Jonathan Davis またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this week’s edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trust Handbook, reviews the week in the markets and speaks to Andrew McHattie, editor of the Investment Trusts Newsletter and Charlie Morris, CEO of ByteTree Research. Next week’s podcast is likely to be shorter than normal while Jonathan is away, but you can still look forward to a discussion with HgCapital Trust (HGT) and the normal format will return on the following Saturday. We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 0:00:39 - Review of the week 0:01:04 - This week's guests 0:03:21 - Summary of results 0:03:39 - Money Makers Circle 0:04:06 - Corporate news and announcements 0:06:47 - Q&A with Andrew McHattie 0:06:59 - Election announcement 0:09:50 - Performance of investment trusts this year 0:13:08 - Scottish Mortgage Trust (SMT) 0:17:49 - Asia Dragon 0:23:13 - HICL Infrastructure (HICL) 0:26:04 - Battery storage trusts 0:30:04 - Chrysalis (CHRY) 0:32:52 - Capital Gearing Trust (CGT) 0:35:57 - Looking ahead 0:38:05 - Q&A with Charlie Morris 0:38:22 - Fears and hopes for the election 0:41:15 - Thoughts on the investment trusts sector 0:43:16 - Commodities 0:47:02 - Outcomes from the year of elections 0:51:58 - Close Trusts mentioned this week (with tickers): Rockwood Strategic (RKW), Odyssean Investment Trust (OIT), Montenaro UK Smaller Companies (MTU), Scottish Mortgage Trust (SMT), Capital Gearing Trust (CGT), STS Global Income and Growth (STS), HICL Infrastructure (HICL), Caledonia Investments (CLDN), Shires Income (SHRS), Abrdn European Logistics Income (ASLI), GCP Asset Backed Income (GABI), US Solar Fund (USF), Asia Dragon (DGN), Ashoka WhiteOak Emerging Markets (AWEM), Seraphim Space (SSIT), Baker Steel Resources Trust (BSRT), Gore Street Energy Storage (GSF), Gresham House Energy Storage (GRID), Chrysalis (CHRY), RIT Capital Partners (RCP), Pantheon International (PIN), BlackRock World Mining (BRWM). 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 RTW Biotech Opportunities (RTW). Future profiles include CT Private Equity (CTPE) and Scottish Mortgage (SMT). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan’s latest thoughts including some of his most recent trust purchases, and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. 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 210 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.
…
continue reading
272 つのエピソード
Tất cả các tập
×プレーヤーFMへようこそ!
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。