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 Williford. Kicking off the show is the news that activist investor Saba is back with new campaigns and talk of launching a new investment vehicle. [02:33]

It’s been a good year to invest in UK shares, and we’ve got two experts on the pod to explain how they find opportunities. Dan talks to Ian Lance from Temple Bar about how he’s delivered supersized returns, and why Smith & Nephew and Johnson Matthey have caught his eye. [12:58].

We also hear from James Harries, manager of the STS Global Income & Growth, about why the UK is such a big part of his portfolio, and why he likes insurance provider Admiral and consumer goods giant Reckitt. [26:07]

Hannah talks about some new figures that suggest Donald Trump’s policies have revived interest in ESG-related factors when investing, following a steady decline since 2022. [40:18]

Finally, Hannah chat with Dan Higgins from Majedie about bringing university-style endowment investment to the public. [45:45]