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 to invest money for your children, why you should pay attention to directors dealing in their shares and the latest fund manager departure.
Best buy lists, finding financial happiness, credit deserts and postal savings rates
The best and worst performing shares this year, planning a tidy death, investing for a house deposit and the most popular job searches.
New investment fund format, loss-making billion pound companies, pension transfer probe and pricey London
Gaming boom, fund managers cutting fees, how Fevertree hit the big time, and Saga’s radical cash savings change
Big changes to overdraft fees, robots saving retail, FTSE 100 stocks with falling earnings and football as an investment
Making sense of the Woodford fund suspension, how to teach your kids about money and a clampdown on peer-to-peer lending
Bank scams, fund managers saying sorry and how to spend your cash in retirement
How to quiz an investment trust manager, hidden fund fees and everything you need to know about shorting stocks
Unloved income stocks, how the trade war is impacting investors, and a new fund that pays you to own it
Investing in Uber and Beyond Meat, buying overseas-listed shares, and how to plan your dividend calendar
Saving money on holiday, understanding tracker funds, why Google is lagging Amazon, and the future of 1p coins
Mortgage alarm bells, Monzo moves into investments, rising life expectancy and the competition watchdog gets tough
The hidden cost of Brexit, how fund managers hide information, pension charges and leisure sector winners and losers
Dwindling brand loyalty, NHS pensions crisis, demand for gold, and bizarre business pairings
Stock market performance in the first quarter of 2019, why fraud is being ignored and why Lyft’s stock market debut has reignited the dual-class share debate
Breaking up the tech giants, the rise of challenger banks, 40 year mortgages and how the new tax year will affect your finances
ISA special: nervous investors, understanding Innovative Finance ISAs, growing rates on children’s accounts and a special quiz
Woodford fund goes asset swapping, Norway dumps oil, using shares to benefit charity and looking inside the inflation basket
How to become a millionaire, new excuses for poor corporate earnings and choices for taking tax-free pension cash
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