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:
Inflation joy: good news for pensioners and borrowers
The AJ Bell Money & Markets podcast team give you the latest insights on issues affecting your personal finances, investments and pensions.
Dan... Read more
Money & Markets Podcast | Fri, 24/10/2025 - 09:33
What is active and passive investing?
This week on the AJ Bell Money Matters podcast, Danni and Charlene discuss rumours about the upcoming budget and how they could affect your finances.
... Read moreMoney Matters Podcast | Wed, 22/10/2025 - 09:01
In this week’s episode, Charlene Young and Laith Khalaf discuss the latest global economic forecasts from the IMF. The UK growth forecast has been increased... Read more
Money & Markets Podcast | Thu, 16/10/2025 - 12:23
 
        