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.
How pensions and investments have been hit by the coronavirus, Woodford refund time, everything you need to know about infrastructure investments and ISAs versus SIPPs
The property debate: who had it easier between baby boomers and millennials? Plus Marks & Spencer's huge problem and a top fund manager on the outlook for UK stocks.
Investing in all things vegan, a big change to cash savings accounts and the UK funds that have soared since the general election
Supermarkets’ Christmas battle, big tech trends, financial New Year’s resolutions and a decade of spending habits
The big money and markets events of the year, why Sports Direct has gone all posh and it’s festive quiz time.
How the General Election result affects your money and investments
The big personal finance changes coming to you in 2020, this year’s hot metal and is value investing back in fashion?
Investing in Coca-Cola, M&G’s fund problem, the changing world of property and giving money for Christmas
Using a Lifetime ISA to help buy a house, the great fund liquidity debate and clampdown on mini bonds
NHS pension breakthrough, best and worst performing retail shares, Fevertree’s ups and downs, VCT season and the National Lottery’s big birthday
Investing in gold, betting on stocks, the Singles Day and Black Friday phenomena, and solving money problems with a financial life coach
PPI windfalls, the challenges facing McDonald’s and secret savings
How the general election could impact your finances, improving financial education in schools and the US stock market hits new record high
How to talk to your partner about money, and pay rises for pensioners
Woodford’s dramatic 24 hours, soaring UK stocks and how people spend their pension money
The Greta Thunberg approach to investing, Barclays’ beef with the Post Office and first year joy for Fundsmith’s Smithson
How Brexit could impact your investments, attitudes to risk, new twist on fund suspensions and Peloton’s stock market flop
Thomas Cook collapse, lack of new investment trusts, savings accounts that pay zilch and a cheeky way to make money from Monzo
Takeovers galore, the rush out of absolute return funds and a summer money and markets quiz
What Boris means for your money, warning signs with property bonds, and why paper receipts could be history
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