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.
Rishi’s market bounce, Made.com collapse, bumper US earnings and bond fund explainer
What the mini-Budget U-turns mean for your money, markets and pensions
The safety of pensions, top tips for mortgages and the big stories on the stock market
Learning from the 1970s, and why stocks, the pound and mortgage and savings rates are going up
How the falling pound, rising gilt yields and higher interest rates affect consumers and businesses
Profit warnings flash red and markets brace for further rate hikes
Inflation, savings tax trap, Fundsmith fund closure and the great un-retirement
Scottish Mortgage fund manager grilled, investors react to new UK Prime Minister, and FTSE 100 stocks with best dividend yields
BP, buybacks, banking results, bumper borrowing and big recession worries
Earnings season winners and losers, bond market struggles, and how man stacks up against machine when picking investments
It’s all about inflation as UK CPI hits another 40-year high
Best deals on cash, how Ruffer protected investors’ money and cracks in the inflation story
What’s hitting the new Chancellor’s to-do list, UK growth fears, pound falls and outlook for UK banks
Miners, defence stocks and the return of the pension triple lock
Money budgeting tools, why takeovers aren’t always good news, and important things to consider before drawing on your pension
Ahead of the Fed
Jubilees, confidence votes and airport chaos
Markets rebound, warnings over plummeting pound, and how to pick a financial adviser
Energy price cap, Snap’s warning, retailers dodging inflation worries and Amazon’s hit to the property market
It’s all about inflation as the UK rate hits a 40-year high
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