Investment Trust Show: How fund managers handle “sin stocks”

Join Dan Coatsworth and Hannah Williford in a new bonus episode of the AJ Bell Money & Markets podcast all about investment trusts. They break down the latest trends in investment trust discounts, and which names are looking cheaper or more expensive. Dan speaks with Martin Connaghan of Murray International to discuss the investing debate around sin stocks, ethical investing, and whether morals come into fund manager portfolio decisions. Hannah interviews Nicola Takada Wood, managing director, Japan at Asset Value Investors about Japan’s recent election and the outlook for investing in the country. Finally, Dan chats with Stephen Anness from Invesco Global Equity Income Trust about the prospects for dividend growth and why he's looking in less obvious places for income. 00:00 — Introduction: What’s coming up 01:23 — What investment trust discounts are, why they matter, and the big changes observed by Hannah and Dan 12:42 — Dan talks to Martin Connaghan on sin stocks and ethical investing 27:25 — Hannah chats with Nicola Takada Wood about Japan’s political landscape and what that means for investors 41:00 — Interview: Stephen Anness on the search for attractive dividends If you enjoy this episode, don’t forget to like and

You can listen to Investment Trust Show: How fund managers handle “sin stocks” online on Radio and Podcast. Open the player on this page to stream the available audio.

Investment Trust Show: How fund managers handle “sin stocks” is an episode from AJ Bell Money & Markets by AJ Bell.

This episode is 57:05 long.

This episode was published on Mar 2, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from AJ Bell Money & Markets when more episodes are available from the podcast feed.