Investment Trust Show #12: how to pick a trust, why European markets are racing ahead, best and worst performers, Greencoat UK Wind deep dive
AJ Bell Money & Markets - A podcast by AJ Bell

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Dan Coatsworth explores some of the best and worst performing trusts so far this year and what this tells us about investor appetite towards certain parts of the market. [01:15] We’ve been very thin on the ground for new investment trusts joining the stock market for a long time but things are looking up. Laith Khalaf discusses the launch of Achilles Investment Company (AIC). [05:40] Dan looks at the latest events involving Bill Ackman and his Pershing Square Holdings (PSH) investment vehicle [09:47], while Laith has some interesting stats comparing funds to trusts. [12:53] JPMorgan Global Growth & Income (JGGI) has fast become one of investors’ favourites but did you know it has a sister investment trust that follows the same strategy but just looks at Europe? Dan talks to Tim Lewis, portfolio manager on JPMorgan European Growth & Income (JEGI), about opportunities and risks in the year ahead. [18:53] Martin Gamble and Tom Sieber from Shares magazine conduct a deep dive into Greencoat UK Wind (UKW). [35:20] Finally, we’re joining by Paul Angell, AJ Bell’s head of investment research, to discuss ways to research and select investment trusts. [46:39]