284: Money Makers Investment Trusts Podcast - with Marcus Phayre-Mudge (18 June 2025)
The Money Makers Investment Trusts Podcast is taking a short break following this edition while Jonathan is away on holiday, but it will return in a week or two so keep those subscriptions active!
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In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Marcus Phayre-Mudge, manager of TR Property (TRY).
This discussion was recorded on Thursday 12 June 2025.
*** Out now: The 2025 Investment Trusts Handbook ***
The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version.
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Section Timestamps:
0:00:24 - Introduction
0:00:39 - Signs of green shoots
0:06:21 - Economic growth, interest rates, and commercial property valuations
0:12:16 - Activity and deals in the investment trusts sector
0:19:06 - A place for smaller trusts
0:24:34 - A short break
0:25:41 - Healthcare commercial property
0:28:40 - Other specialist property sectors
0:32:47 - Cost disclosure and discounts
0:37:57 - TR Property (TRY)
0:44:26 - Why invest in TRY over other REITs
0:47:00 - Close
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Produced by Ben Gamblin - www.bgprofessional.co.uk
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