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.
Fund manager views on banking crisis, IMF’s bleak forecast and a pension boost for grandparents
Opec cuts, Credit Suisse says sorry and whilst Virgin Orbit goes up for sale Cineworld is off the market
Pocket money trends, US tech bounce-back, savers and investors braced for big tax changes
Banking crisis, Man Utd sale, savings rates to rise and new pension rules explained
Banking blues and budget bonanzas
The investment plan to cover university costs, why a tax-free childcare scheme has flopped, and reasons behind the share price rally in Aston Martin, Rolls-Royce and Premier Foods
Market rally fizzles, supermarket price wars, energy bill warning and Musk back on top
Rate rise worries are back, why shares in UK banks were hit and thoughts on the market from Alliance Trust
Inflation double whammy, Barclays disappoints, Premium Bond boost and investor stories
FTSE highs, BP profits soar, taxman’s pension raid and how popular songs can boost your investment pot
IMF worries and Terry Smith’s musings
Soaring Government debt, Netflix update, and how to find an index
Inflation cools, over 50s head back to work and the FTSE flirts with a new record high
Christmas trading, Amazon job cuts and why Terry Smith is still disgruntled with Unilever
How personal finance studies could work alongside Rishi Sunak’s maths push, retail sector analysis and Fundsmith’s bad year
Fund manager picks and the year in review
Your rights for train delays and cancellations, state pension review and CEO secrets
Bumper fund manager interviews, strikes, British Steel and...it’s coming home?
Nick Train on another challenging year for Finsbury Growth & Income, thoughts on Unilever’s CEO departure and why he remains optimistic
Outlook for tech stocks, we grill the boss of NS&I, and reasons to be positive on bonds
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