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:

AI fever, how B&M lost its way, and compensation for motorists

The AJ Bell Money & Markets podcast celebrates its 7th anniversary with a bumper episode all about stocks, investing, wealth and more.

Dan... Read more

Money & Markets Podcast | Fri, 10/10/2025 - 10:02


Investment Trust Show: Making money from UK stocks, activists, and endowment investing

Welcome to the monthly bonus episode of the AJ Bell Money & Markets podcast all about investment trusts, presented by Dan Coatsworth and Hannah... Read more

Money & Markets Podcast | Mon, 06/10/2025 - 10:19


Shutdowns, Sausage Rolls and GSK CEO steps down

Charlene Young and Danni Hewson are your hosts this week, delving into the latest money and markets news. The US government has shut down for the first time... Read more

Money & Markets Podcast | Fri, 03/10/2025 - 09:05