AJ Bell Money & Markets

AJ Bell

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Episodes

Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity
06-05-2024
Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity
It’s bonus podcast time: welcome to episode four of the AJ Bell investment trust show. We discuss a range of topics with investment experts and fund managers. Each episode debates 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 governance, finding bargains and private equity. One of the differences between traditional funds and investment trusts is the latter have a board of directors. They’re meant to keep a check on what the manager is doing and uphold high levels of corporate governance but that doesn’t always happen. Laith Khalaf talks to James Carthew from research group QuotedData about what the board should really be doing. We’ve had some requests to look at Ruffer Investment Company so Tom Sieber and Martin Gamble from Shares magazine join us on the podcast to talk about this investment trust and the broader capital preservation space. Migo Opportunities Trust knows a thing or two about how to find bargains among investment trusts so we invited co-manager Charlotte Cuthbertson to explain what trends and opportunities she’s seeing at the moment. To round things off, we take a look at the world of private equity because the UK financial regulator has got a bee in its bonnet about a few things in the industry. Joining Dan Coatsworth to talk about what the FCA is reviewing is Alan Gauld from Patria Private Equity Trust.
Investment trust show #3. Exploring dividend heroes, the rise of JPMorgan Global Growth & Income, options for investing in the UK, and why the renewable energy sector has been a letdown
01-04-2024
Investment trust show #3. Exploring dividend heroes, the rise of JPMorgan Global Growth & Income, options for investing in the UK, and why the renewable energy sector has been a letdown
Welcome to the third instalment 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 income, growth, the UK and renewable energy. Laith Khalaf talks to Annabel Brodie-Smith from the Association of Investment Companies about dividend heroes. These are investment trusts that have raised their dividend every year for at least 20 years in a row. Martin Gamble and Tom Sieber from Shares magazine explore the rise of JPMorgan Global Growth & Income and how it has become one of the most popular trusts with UK investors. Ryan Lightfoot-Aminoff from Kepler Partners is on the show to explain the different ways you can invest in the UK following plans by the Government to launch a British ISA. Meanwhile, Dan Coatsworth talks to James Smith from Premier Miton Global Renewables Trust about why the renewable energy space has been a disappointing place to invest recently, and what is needed for the sector to deliver better returns.