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.
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
How investors behave, a neat way to organise your portfolio and forecasting future returns
Robots managing your money, university tuition fees and mini bonds
Pension fund mismanagement, share buybacks, saving up for university fees and cash machine troubles
Investment scams, stocks and funds that are less exposed to market movements, and the importance of manufacturing data.
Behind the scenes of floating AJ Bell on the stock market, what we all spend money on and the safe-haven funds failing to deliver
Activist investors, mortgage prisoners, income risks with utility investments and spotting Amazon price anomalies
Brexit impact on stocks and currencies, a dive into property funds and understanding why shares can fall on good news.
How to start investing, financial advice charges, using cash back to boost savings, and personal finance goals for 2019.
New retail sector woes, personal finance outlook, market trends to watch in 2019 and reasons to be optimistic
Markets in 2018, best and worst performing shares and funds, pension dashboards and the 1p savings challenge
Investments yielding more than 5%, Junior ISA trends and different ways to value companies
Investors amassing a cash pile, British brands losing their way and cautious fund managers
Housebuilder woes, what to do when a fund manager leaves, and investing in unicorns
Companies stockpiling goods, annuity rate hikes and big pay rises
Rising personal debt, company founders who can’t let go, and profit warnings
Dissecting the Budget and how reporters and PRs cover the main event
Pricing power, star fund managers, finding lost investments and shopping trends
Market sell-off, pension cash conundrum and Merlin’s cultural challenge
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