The Investment Cuddle

the investment cuddle
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Financial and investing podcast for investors

  1. 5d ago

    Episode 67 The Investment Company Showcase Review 2026

    This month the Cuddle covers our visit to The Investment Company Showcase, the fifth year the Association of Investment Companies (AIC) have held their showcase event.  We talk through our best bits and cover the funds and managers that caught the eye.   Music by https://audionautix.com   Information links Association of Investment Companies (AIC) https://www.theaic.co.uk The Investment Company Showcase 2026: The Investment Company Showcase 2026 - Synergy | The AIC Video link: Showcase | AIC   Building resilient returns - Panel session Panellists: Steve Cook, Sequoia Economic Infrastructure Income (SEQI) Jamie Hossain, International Public Partnerships (INPP) Sizing up the continent - Panel session Panellists: Adnan El-Araby, Barings Emerging EMEA Opportunities (BEMO) Tim Lewis, JPMorgan European Growth & Income Trust (JEGI) Benjamin Moore, BlackRock Greater Europe (BRGE)   Keynote: Sweet sixty - Job Curtis, City of London Investment Trust (CTY)   Digging for returns Olivia Markham of BlackRock World Mining (BRWM) delves into the outlook for commodities after a rollercoaster year.   The hunt for yield Panel session Panellists: Anthony Lynch, JPMorgan Claverhouse Investment Trust (JCH) David Smith, Henderson High Income Trust (HHI) Dominic Younger, CT UK Capital & Income Investment Trust (CTUK)*   Keynote speaker: In conversation: London, a vibrant place to invest, Speakers: Dame Julia Hoggett, CEO, London Stock Exchange Richard Stone, CEO, AIC   *Rebranded as CT Progressive Income (CTUK), 20th October 2026

  2. Sep 27

    Episode 66 Mid-term update - the Investment Cuddle Portfolio

    This month the Cuddle looks at its income portfolio, paying homage to the Helen Pridham portfolio, and we talk through its performance over the first 6 months of 2026.   For further details see episode 60 the Investment Cuddle Portfolio   Music by https://audionautix.com   Information links AIC - https://www.theaic.co.uk Edison research - https://www.edisongroup.com   Articles 11 investment trusts for a £10,000 annual income Nine investment trusts to generate a £10,000 income in 2026 Nine investment trusts for a £10,000 income in 2025   Domestic Base The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/ Diverse Income Trust (DIVI) Premier Miton Group Premier Milton UK mid cap fund (link) Merchants Trust (MRCH) The Merchants Trust PLC - MRCH   Global Income Murray International Trust (MYI) https://www.murray-intl.co.uk Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts   Specialist Trusts The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts The European Smaller Companies Trusts (ESCT) The European Smaller Companies Trust plc | Janus Henderson Investment Trusts Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com

  3. Jul 27

    Episode 65 Lifecycle Costs

    This month the Cuddle looks at Investment platform total costs, with a focus on how this works for retail investors. We also delve into the world of lifecycle costs with what investment platform vehicles cost over the longer term.   Music by https://audionautix.com   Information links Freetrade - Freetrade: Award-winning investment & trading platform Hargreaves Lansdowne - Hargreaves Lansdown | ISAs, pensions, investments, savings IG - Trade and invest with the UK's No.1 trading provider - IG UK Interactive Brokers (IBKR) - Traders and Investors | Interactive Brokers U.K. Limited InvestEngine - InvestEngine – The ETF Investing Platform Trading 212 - Commission-free investing for everyone | Trading 212 Vanguard Investor - Vanguard Asset Management | Personal Investing in the UK XTB - XTB – Investing, Savings & Trading Platform | XTB   Platform_lifecycle_Costs

  4. Jun 27

    Episode 64 Platform Costs

    This month the Cuddle looks at Investment platform costs, with a focus on how this works for retail investors. We also delve into the world of how investment vehicles effect the spread and overall costs.   Music by https://audionautix.com   Information links Freetrade - Freetrade: Award-winning investment & trading platform Hargreaves Lansdowne - Hargreaves Lansdown | ISAs, pensions, investments, savings IG - Trade and invest with the UK's No.1 trading provider - IG UK Interactive Brokers (IBKR) - Traders and Investors | Interactive Brokers U.K. Limited InvestEngine - InvestEngine – The ETF Investing Platform Trading 212 - Commission-free investing for everyone | Trading 212 Vanguard Investor - Vanguard Asset Management | Personal Investing in the UK XTB - XTB – Investing, Savings & Trading Platform | XTB     Hugh Hendry (The Acid Capitalist) - Hugh Hendry Hedgeye - Hedgeye Grant Williams - The Grant Williams Podcast   Platform_Costs

  5. May 27

    Episode 63 Bid Offer Spread

    This month the Cuddle looks at Bid offer spread, with a focus on how this works for  retail investors. We also delve into the world of investment platforms and try to assess their spread breakdown.   Music by https://audionautix.com   Information links Fidelity International - Fidelity International | ISAs, Shares, Funds & Pensions (SIPPs) AJ Bell - AJ Bell | Award-Winning Investment Platform Interactive Brokers - Traders and Investors | Interactive Brokers U.K. Limited eToro - Invest With eToro™ | Stocks, Crypto & ETFs in One Powerful App InvestEngine - InvestEngine – The ETF Investing Platform   Bid_Offer_Spread_Platform_Table

  6. Apr 27

    Episode 62 – Financial Education – Part 2

    This month the Cuddle looks at Financial Education, with a little help from secondary school pupils in years 7, 9 and 11. They let us know their thoughts on the world of money and financial education.   Music by https://audionautix.com   Information links Curriculum and Assessment Review Final Report Curriculum and Assessment Review Final Report - GOV.UK Financial Times Financial Literacy & Inclusion Campaign (FT FLIC) FT FLIC | Mastering your money Personal, Social, Health and Economic education (PSHE) https://pshe-association.org.uk/   Articles Young Enterprise - Huge steps forward for financial education and life skills in schools | Young Enterprise Just Finance Foundation - Financial Education In Primary Schools - Compulsory Citizenship Learning   Blazing Saddles (1974) - IMDb

  7. Mar 27

    Episode 61 – Financial Education – Part 1

    This month the Cuddle looks at Financial Education, outlining the UK Governments 2025 review, and how this links to the Financial Times Flic initiative.   Music by https://audionautix.com   Information links Curriculum and Assessment Review Final Report Curriculum and Assessment Review Final Report - GOV.UK Financial Times Financial Literacy & Inclusion Campaign (FT FLIC) FT FLIC | Mastering your money Personal, Social, Health and Economic education (PSHE) https://pshe-association.org.uk/   Articles Young Enterprise - Huge steps forward for financial education and life skills in schools | Young Enterprise Just Finance Foundation - Financial Education In Primary Schools - Compulsory Citizenship Learning

  8. Feb 27

    Episode 60 the Investment Cuddle Portfolio

    This month the Cuddle looks at its income portfolio, paying homage to the Helen Pridham portfolio, and we talk through how our fund has changed in the last 12 months ready for 2026.   Music by https://audionautix.com   Information links AIC - https://www.theaic.co.uk Edison research - https://www.edisongroup.com   Articles 11 investment trusts for a £10,000 annual income Nine investment trusts to generate a £10,000 income in 2026 Nine investment trusts for a £10,000 income in 2025   Domestic Base The City of London Investment Trust plc (CTY) https://www.janushenderson.com/en-gb/investor/product/the-city-of-london-investment-trust-plc/ Diverse Income Trust (DIVI) Premier Miton Group Merchants Trust (MRCH) The Merchants Trust PLC - MRCH   Global Income Murray International Trust (MYI) https://www.murray-intl.co.uk Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts   Specialist Trusts The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts The European Smaller Companies Trusts (ESCT) The European Smaller Companies Trust plc | Janus Henderson Investment Trusts Blackrock Energy and Resources Income Trust (BERI) www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-energy-and-resources-income-trust/trust-information BlackRock Frontiers Investment Trust plc (BRFI) https://www.blackrock.com/uk/solutions/investment-trusts/our-range/blackrock-frontiers-investment-trust/performance-holdings CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com

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About

Financial and investing podcast for investors

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  • Creator
    the investment cuddle
  • Years Active
    2020 - 2026
  • Episodes
    70
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    The Investment Cuddle