223: Weekly Investment Trusts Podcast - with Andrew McHattie (17 Aug 2024)
Update: 2024-08-17
Description
In this week's edition of the Weekly Investment Trust Podcast, Jonathan Davis, editor of the Investment Trusts Handbook, has returned from holiday and is joined by Andrew McHattie, editor of the Investment Trust Newsletter, to review the week in the markets.
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
0:01:17 - Money Makers Circle
0:01:54 - Q&A with Andrew McHattie
0:01:45 - The early August market meltdown
0:05:39 - Results from the investment trusts sector
0:05:52 - J.P.Morgan American (JAM)
0:09:54 - J.P.Morgan Claverhouse (JCH)
0:13:23 - Murray International (MYI)
0:18:38 - JLEN Environmental Assets (JLEN)
0:22:40 - Biopharma Credit (BPCR)
0:25:27 - Bellevue Healthcare (BBH)
0:29:45 - Syncona (SYNC)
0:35:26 - Riverstone Credit Opportunities (RCOI)
0:39:38 - Close
Trusts mentioned (with tickers) include: J.P.Morgan American (JAM), J.P.Morgan Claverhouse (JCH), 3i Group (III), Murray International (MYI), J.P.Morgan Global Growth and Income (JGGI), Scottish American (SAIN), JLEN Environmental Assets (JLEN), 3i Infrastructure (3IN), Biopharma Credit (BPCR), Bellevue Healthcare (BBH), Syncona (SYNC), International Biotechnology Trust (IBT), Biotech Growth Trust (BIOG), RTW Biotech Opportunities (RTW), Worldwide Healthcare Trust (WWH), Riverstone Credit Opportunities (RCOI), GCP Asset Backed Income (GABI), Riverstone Energy (RSE), Blackstone Global Loan Financing (BGLF).
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 Edinburgh Investment Trust (EDIN). Future profiles include Ecofin Global Utilities and Infrastructure (EGL) and abrdn Asia Focus (AAS). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts 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 more than 220 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.
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
0:01:17 - Money Makers Circle
0:01:54 - Q&A with Andrew McHattie
0:01:45 - The early August market meltdown
0:05:39 - Results from the investment trusts sector
0:05:52 - J.P.Morgan American (JAM)
0:09:54 - J.P.Morgan Claverhouse (JCH)
0:13:23 - Murray International (MYI)
0:18:38 - JLEN Environmental Assets (JLEN)
0:22:40 - Biopharma Credit (BPCR)
0:25:27 - Bellevue Healthcare (BBH)
0:29:45 - Syncona (SYNC)
0:35:26 - Riverstone Credit Opportunities (RCOI)
0:39:38 - Close
Trusts mentioned (with tickers) include: J.P.Morgan American (JAM), J.P.Morgan Claverhouse (JCH), 3i Group (III), Murray International (MYI), J.P.Morgan Global Growth and Income (JGGI), Scottish American (SAIN), JLEN Environmental Assets (JLEN), 3i Infrastructure (3IN), Biopharma Credit (BPCR), Bellevue Healthcare (BBH), Syncona (SYNC), International Biotechnology Trust (IBT), Biotech Growth Trust (BIOG), RTW Biotech Opportunities (RTW), Worldwide Healthcare Trust (WWH), Riverstone Credit Opportunities (RCOI), GCP Asset Backed Income (GABI), Riverstone Energy (RSE), Blackstone Global Loan Financing (BGLF).
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 Edinburgh Investment Trust (EDIN). Future profiles include Ecofin Global Utilities and Infrastructure (EGL) and abrdn Asia Focus (AAS). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts 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 more than 220 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.
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