Welcome to the second in a new series of bonus podcasts from the AJ Bell Money & Markets team all about investment trusts.
Published at the start of each month, the bonus podcast features a range of topics with investment experts and fund managers, with each episode debating some of the most popular trusts with retail investors, the big topics that matter, and a little bit of educational material to get listeners up to speed. This episode focuses on underperforming fund managers and mergers.
Should you pay a fund manager to try and outperform or use a low-cost tracker fund that simply follows the market and doesn’t try to beat it? It’s a key conundrum for investors, particularly as many big-name fund managers have lagged the market in recent years. Dan Coatsworth debates this topic with Stuart Gray, co-portfolio manager at Alliance Trust.
Nick Train-managed Finsbury Growth & Income is among the trusts that have underperformed over the past three years so Ian Conway and Steven Frazer from Shares magazine are on the podcast to discuss what the trust is trying to do and whether there are flaws to its strategy.
Shares magazine’s Tom Sieber also joins the podcast to talk about an investment trust that is shooting for the moon as it hopes to make money from investing in space. So far, Seraphim Space Investment Trust has delivered poor returns for shareholders who invested at its stock market debut in 2021.
Dan chats with James Carthew, head of investment company research at QuotedData, about the growing trend for mergers in the investment trust space. We’ve also got Laith Khalaf to run through what it means if one of the trusts in your portfolio goes through a merger, takeover or decides to be shut down.
When to sell your stocks, the fading biotech rally, big news for BooHoo, Domino’s Pizza and Best of the Best, and what negative interest rates mean for you
Why stock markets have rallied, outlook for house prices, investment trusts cutting dividends and getting your will sorted in lockdown
Coping with debt: a special podcast on how personal finances have been affected by coronavirus
Shop reopening plans drive stock market rally, future for property funds, Boohoo’s problems, paying less tax and fairer rights for retail investors
Where to still find dividends, how Evenlode is managing its global income fund portfolio and the biotech stocks delivering 200%+ gains
The future of air travel, claiming refunds for cancelled holidays, impact investing and reviewing your health and life insurance during Covid-19
Wealth tax to pay for coronavirus costs, the role of property in thematic investing, Lifetime ISA changes and why savers have been hit again
The world of small caps, markets bouncing back, companies returning to work, changes to income funds, and free financial help
The slump in the oil price, retail investors locked out of share placings, and how to spread your money around in the current crisis
Safe haven funds in a crisis, mortgage holidays, the perils of pension withdrawals and inside AJ Bell’s Covid-19 reaction
Shares racing higher, how to prepare your finances for a recession, companies doing good and why people are taking out longer mortgages
Why banks have got a bad reputation, how fund managers are changing their portfolios to cope with coronavirus, the mortgage market grinds to a halt, and a new wave of scams.
Central banks to the rescue, stocks bounce back, and the key ways to get help with your finances
We’ve found some good news on the markets! Sectors in demand, company bosses buying shares, assessing the damage among funds, and shopping for gin
Budget special: good news for drinkers, drivers, doctors and children
The FTSE 350 stocks bucking the market sell-off, Budget preview, getting money back for cancelled travel, and paying in cheques with your phone
Stocks and funds being bought after the market sell-off, how we spend money in retirement, and the investment portfolios of ISA millionaires
Scottish Mortgage fund manager on Tesla and Amazon, understanding strange stock market behaviour, Virgin Galactic’s soaring shares, and debating a cashless society
Football, fake tan and finance! It’s a podcast special with Lindsell Train fund manager Nick Train who talks about investing in Manchester United, PZ Cussons and Unilever
The tough job of running a China investment fund, Tesla’s runaway share price, digesting the new-look Just Eat, and millions of pounds in unclaimed pension tax relief.
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