About this episode

The episode discusses investment trusts that provide income, the US market situation, and developments in renewable infrastructure.

In this episode of the investment trust show, Dan Coatsworth and Hannah Williford explore the trusts offering generous income to investors, the state of US markets and the changes happening to the renewable infrastructure sector. Plus, AJ Bell’s own Eve Maddock-Jones joins for a chat on what you need to know if your trust is winding up. [01:24] Hannah and Eve talk about the latest news in trust windups, and what investors need to be prepared for if theirs is on the chopping block. [10:03] Dan speaks to Felise Agranoff from JP Morgan American Trust about the sentiment surrounding the US in the midst of the US-Iran War. [24:51] Jeremiah Buckley from North American Income Trust joins Hannah for a second US perspective, and talks about why getting dividends from US companies is an underrated approach for investors. [38:11] Ryan Lightfoot-Aminoff from Kepler talks to Dan about finding income in unexpected areas of the market, and why investors are needing to get creative with where they look. [54:19] FGEN’s Charlie Wright rounds off the pod speaking about the state of the renewable energy infrastructure sector, where many trusts are rotating away from their dividend-paying roots.

People in this episode

Hosts: Dan Coatsworth, Hannah Williford

Guests: Eve Maddock-Jones, Felise Agranoff, Jeremiah Buckley, Ryan Lightfoot-Aminoff, Charlie Wright

Topics covered

• investment trusts
• US markets
• renewable infrastructure
• dividends
• income generation

Keywords

• investment trusts
• income
• US markets
• renewable energy
• dividends
• trust windups
• creative investing

Mentioned in this episode

Organizations: JP Morgan American Trust, North American Income Trust, Kepler, FGEN

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