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Investment Trust Show: can big dividends make up for weak share price performance? The challenges facing renewable energy and infrastructure trusts.

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Manage episode 517487880 series 2458236
Content provided by AJ Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’re back with November’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Dan Coatsworth and Hannah Williford dive into a dilemma facing the Manchester & London Investment Trust. [01:14]

They chat about the pros and cons of portfolio concentration, and whether it is working for names such as Finsbury Growth & Income and Pershing Square Holdings. [04:39]

Renewable energy and infrastructure trusts typically have generous dividends, but their share price performance has been patchy. Hannah talks to QuotedData’s James Carthew about the challenges and whether there’s a brighter future. [16:48]

Octopus Renewables Infrastructure Trust is among the companies trying to bounce back, and Tom Seiber speaks with the trust’s manager David Bird on why it has pivoted to a new strategy. [28:41]

Finally, Hannah speaks with CVC Income and Growth manager Pieter Staelens about an income strategy that’s been a bit more successful in recent years, and why it’s worked. [43:28]

  continue reading

360 episodes

Artwork
iconShare
 
Manage episode 517487880 series 2458236
Content provided by AJ Bell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ Bell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’re back with November’s episode of the investment trust show, an AJ Bell Money & Markets bonus episode. This month, Dan Coatsworth and Hannah Williford dive into a dilemma facing the Manchester & London Investment Trust. [01:14]

They chat about the pros and cons of portfolio concentration, and whether it is working for names such as Finsbury Growth & Income and Pershing Square Holdings. [04:39]

Renewable energy and infrastructure trusts typically have generous dividends, but their share price performance has been patchy. Hannah talks to QuotedData’s James Carthew about the challenges and whether there’s a brighter future. [16:48]

Octopus Renewables Infrastructure Trust is among the companies trying to bounce back, and Tom Seiber speaks with the trust’s manager David Bird on why it has pivoted to a new strategy. [28:41]

Finally, Hannah speaks with CVC Income and Growth manager Pieter Staelens about an income strategy that’s been a bit more successful in recent years, and why it’s worked. [43:28]

  continue reading

360 episodes

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