cover art for Converting higher interest rates into a substantial dividend yield with the M&G Credit Income Investment Trust

UK Investor Magazine

Converting higher interest rates into a substantial dividend yield with the M&G Credit Income Investment Trust

The UK Investor Magazine was thrilled to welcome Adam English, Fund Manager of the M&G Credit Income Investment Trust, for a deep dive into the trust and the opportunity for investors to benefit from the higher interest rate environment.

Adam employs a counter-cyclical approach to portfolio composition and focuses on private and public credit assets with floating rates.

The trust pays a quarterly dividend at a rate of SONIA +4% which has gradually increased since the Bank of England started hiking rates.

Visit the M&G Credit Income Investment Trust website.

The M&G Credit Income Investment Trust is an investment-grade portfolio which means the portfolio is considered lower risk than other high-yield fixed income trusts.

More episodes

View all episodes

  • Creating a measurable impact with Centaur Robotics’ award-winning mobility vehicle

    The UK Investor Magazine was delighted welcome Eric Kihlstrom, CEO of Centaur Robotics, for a deep-dive into their electric mobility vehicle designed to give people more freedom.Find out more about Centaur Robotics on Seedrs here.6 million people in the UK and 34 million in the US can’t walk 400 metres. Centaur’s mission is to provide an aesthetically pleasing mobility vehicle with a high level of agility that is able to manoeuvre in areas alternatives can’t.The management team includes executives with decades of experience at Ford and leading the UK government’s efforts in longevity and helping people in later life.The company has been engaged by Emirates Airlines to help boost bookings by providing a better customer experience for people with mobility impairment. Centaur’s aim is for their vehicles to be used on cruise ships, museums, and other public venues.The product has been displayed at the Victoria & Albert Museum, won various design awards, and received three grants from Innovate UK.One of Britain’s greatest Paralympic athletes, Tanni Grey-Thompson, is an ambassador and has said Centaur gives her “the freedom to do what you want, when you want.”The current Seedrs campaign will provide the funds to take their product to market and start generating revenue.
  • The cyclical opportunity in UK small and mid-cap shares with the Rights and Issues Investment Trust

    Dan Nickols, head of strategy, UK small and mid-cap at Jupiter Asset Management and manager of the Rights and Issues Investment Trust delivers a compelling case for UK growth companies at a time when many stocks within the sector offer deep historical value.Visit the Rights and Issues Investment Trusts website here.Dan explains the current environment for UK small and mid-cap’s from a macro-economic perspective before outlining the specific companies he and his team have been adding to their portfolio in preparation for the cyclical recovery.Jupiter Asset Management took over the Rights and Issues mandate last year and has since moulded the portfolio to their way of thinking while staying true to the investment philosophy that produced a 144% return over the past ten years.We explore the trust’s positioning and blended top-down, bottom-up approach to stock selection. Dan highlights the highly concentration nature of the portfolio with just 23 high-conviction selections.We finish with Dan’s outlook for UK small and mid-caps and catalysts for a recovery.
  • Improving autonomous vehicle safety and fighting electric vehicle range anxiety with Guident’s Harald Braun

    The UK Investor Magazine was delighted to have Harald Braun, CEO of Guident, back on the Podcast to discuss the latest developments at Guident, an autonomous and electric vehicle technology company based in Florida.Guident has two distinct technologies; the first is autonomous vehicle remote monitoring and control software, and the second is regenerative shock absorbers for electric vehicles.Harald details the progress at Guident and the importance of a recent deal that secures Guident reoccurring revenue into the future.Guident is a first mover in human-in-the-loop remote monitoring and control of autonomous vehicles for fixed-route geo-fenced buses and shuttles. Harald discussed their commercial progress and the rapid development of the market.We finish with a look at developments at ReVive Energy Solutions and promising interactions with leading EV makers and tire companies.
  • A UK Small Cap Rerate, Cadence Minerals, ECR Minerals with Alan Green

    Alan Green joined the UK Investor Magazine Podcast to dive into a selection of UK equities and provide scenarios for broader markets after the Autumn Statement.This Podcast explores potential scenarios for UK markets and the catalysts for a rerating of UK mid and small caps.We discuss Cadence Minerals (LON:KDNC) and ECR Minerals (LON:ECR).Alan outlines the valuation case for Cadence Minerals, given the current share price and the underlying value of their portfolio of mining assets.ECR Minerals is proceeding with a more positive tone after a change of leadership. Alan provides an update on activities.
  • Scaling an award-winning brewery that makes music better with Signature Brew

    The UK Investor Magazine was delighted to be joined by Tom Bott, Managing Director & Co-Founder at Signature Brew, to delve into the company’s current Seedrs crowdfunding round.Signature Brew was founded by a brewer and a musician with a mission, brew beer that makes music better.Signature Brew has established a thriving brewery and music venus business which is set to generate over £5m in revenue in 2023. The company has achieved their success by forging relationships with musicians and music venues to deliver an all-encompassing service to music lovers.Signature Brew is currently crowdfunding on Seedrs and enjoying strong investor interest, surpassing its initial target.Visit Seedrs Crowdfunding Page.Tom discusses the importance of reaching the £10m revenue milestone and how it quickly attracts the interest of global brewers who may be interested in adding Signature Brew to their portfolios.
  • Capital appreciation, a compelling discount, and uncorrelated diversification with Foresight Sustainable Forestry

    The UK Investor Magazine was thrilled to welcome Richard Kelly, Co-Founder and Co-Lead of the Foresight Sustainable Forestry Investment Trust, for a comprehensive discussion about the trust and current environment.Watch Foresight Sustainable Forestry PresentationWe start by exploring the global timber market and the dynamics underpinning long-term trends. The conversation moves onto the UK timber market and the opportunity for investors in the structural supply deficit of UK-produced timber.Richard details the trust’s assets, focusing on the stage in the life cycle and geographical distribution.Discussing the trust’s characteristics, Richard explains that forestry is a unique asset class that provides a substantial level of diversification due to very low levels of correlations with equities, fixed income, or infrastructure.Richard delves into the carbon credit and details how the trust is well placed to benefit global companies’ net zero pledges.FSF is the first and only company to receive the London Stock Exchange’s Voluntary Carbon Market (VCM) designation due to its funding of carbon mitigation that generates carbon credits.
  • The future of solar power generation and storage with Heliac

    The UK Investor Magazine was thrilled to welcome Michael Lindegaard, CFO at Heliac, for an exploration of the future of solar power generation and revolutionary storage systems.Find out more about Heliac on Seedrs here.Heliac believes they are developing what will be a vital part of the net zero energy transition. Their solar foil produces emission-free power that can be stored in their patented Rockstore energy storage system.Rockstore utilises rocks to store heat and is one the most competitively priced methods of energy storage, offering a real alternative to lithium batteries or pumped hydro.We explore Heliac’s progress to date, including their first two solar panel installations constructed for energy major E.ON and district heat provider Norfors.Michael explains that their technology operating profitably in Denmark bodes well for the scalability of their systems in other countries with far more daylight hours per year.
  • The Investment Trust landscape and harnessing discounts with BRI Wealth Management

    The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, Chief Executive and CIO of BRI Wealth Management, for an in-depth discussion around Investment Trusts and the current environment.We start with a look at the growing popularity of Investment Trusts among retail investors when compared to institutional investors and the reasons behind this trend.There is consideration paid to the macroeconomic environment and the impact this is having on Investment Trust discounts.Dan highlights the deep discounts in Investment Trusts currently and where he sees opportunity in the space.
  • Exploring Vietnam Holding’s portfolio companies with Craig Martin

    The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, for a deep dive into the trust’s portfolio companies.Download the Vietnam Holding annual reportCraig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep insight into three portfolio companies; FPT Corporation, Petrovietnam Technical Services, and Gemadept.FPT Corporation is the portfolio’s largest holding with 15% weighting. The company provides technology and STEM education services and is positioned to benefit from Vietnam’s aims to do more in the semiconductor value chain.Petrovietnam Technical Services (PVS) is a renewable energy transition play. Vietnam Holding feels PVS could be a key winner in Vietnam’s plans for NetZero by 2050 – through its ambitions to be a leading producer and exporter of renewable energy. In addition, PVS is working with Singapore to build the world’s longest subsea electricity cable (1000 km to export 1.2 GW, 10% of Singapore’s energy need).We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam.