196: Weekly Investment Trusts Podcast - with Matt Hose and Peter Hewitt (03 Feb 2024)

Money Makers

In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, reviews the week in the markets and speaks to Matt Hose, alternative assets analyst at Jeffries, and Peter Hewitt, manager of the CT Global Managed Portfolio Trust (CMPI/CMPG). We are grateful for the support of J.P. Morgan Asset Management, which enables us to keep the podcast free. Section Timestamps: 00:39 - Review of the week 04:02 - This week's guests 04:47 - Money Makers Circle 06:21 - Corporate news and announcements 08:05 - Q&A with Matt Hose 08:40 - The current direction and outlook 10:57 - Cost disclosure 11:46 - General infrastructure sector 18:28 - Renewable infrastructure sector 24:04 - Battery storage 26:32 - Listed private equity 30:46 - Growth capital 32:09 - Shipping 33:18 - Hipgnosis Songs Fund (SONG) 35:42 - Summing up 36:16 - Q&A with Peter Hewitt 36:32 - The current situation 40:38 - Ratings difference between equities and alternatives 42:13 - Commercial property vs infrastructure and renewables 43:46 - Concerns about dividend cuts 49:29 - Income portfolio yield 52:35 - Hipgnosis Songs Fund (SONG) 55:35 - Scotland in the Rugby 57:50 - 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. This week, as well as the usual features, the Circle features a profile of Gore Street Energy Storage (GSF). Future profiles include Schroder UK Mid Cap (SCP) and J.P.Morgan Indian (JII). Remember to look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and all the regular features available in the Circle. 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 190 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.