Money & Markets Podcast

Investment Trust Show #8: Investing in private equity, finding income and exploring Baillie Gifford’s Monks trust

0:00 ~3295 mins

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:

Stock market winners and losers of the year, and investing in a market downturn

On this episode of the AJ Bell Money & Markets podcast, discover problems on the high street for one well-known retailer [01:33], and why the UK cinema... Read more

Money & Markets Podcast | Fri, 19/12/2025 - 10:14


Nvidia chips to China, Warner Brothers bidding war, cash ISA shake-up explained and secret spenders revealed

In this week’s AJ Bell Money & Markets podcast, Charlene Young and Laura Suter are joined by AJ Bell’s markets expert Martin Gamble to unpack the... Read more

Money & Markets Podcast | Fri, 12/12/2025 - 09:16


Your easy tax toolkit

On the AJ Bell Money Matters podcast this week, Danni and Laura reveal that more than half of Brits in relationships are keeping some spending secret from... Read more

Money Matters Podcast | Wed, 10/12/2025 - 09:06