Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust
This month’s bonus podcast from the AJ Bell Money & Markets team on investment trusts explores two different ways to add a flavour of private equity to ISAs and pensions.
We talk to Oakley Capital Investments’ Steven Tredget about tapping into private equity funds, while Gresham House’s Ken Wotton, fund manager of Strategic Equity Capital, explains how to apply private equity investment techniques to public markets.
Dan Coatsworth talks to Emma Bird, head of investment trust research at Winterflood, about how trusts can provide a smoother stream of dividends than open-ended funds.
Dan also talks with Tom Sieber about the latest results from JPMorgan Global Growth & Income, while Steve Frazer and Ian Conway explore Baillie Gifford’s Monks Investment Trust and what it is trying to achieve.
Latest podcasts:
UK tech takeover targets, a weakening labour market and the winter fuel payment u-turn
In this week’s episode of the AJ Bell Money and Markets podcast, Charlene Young and Danni Hewson unpack the latest UK jobs and retail sales figures [1:45].... Read more
Money & Markets Podcast | Fri, 13/06/2025 - 11:00
How much money you need in retirement and brighter prospects for UK commercial property
This week’s AJ Bell Money & Markets podcast digests gloomier economic forecasts. Dan Coatsworth explains why investors are still fired up by the defence... Read more
Money & Markets Podcast | Fri, 06/06/2025 - 09:52
Dan Coatsworth and Laith Khalaf bring you a bonus edition of the AJ Bell Money & Markets podcast, all about investment trusts.
The pair answer... Read more
Money & Markets Podcast | Mon, 02/06/2025 - 14:07