The Investment Cuddle

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Oct 2026

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Financial and investing podcast for investors

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October 27, 2026Episode 7023 min

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

September 27, 2026Episode 6824 min

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

July 27, 2026Episode 6734 min

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

June 27, 2026Episode 6627 min

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

May 27, 2026Episode 6531 min

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

April 27, 2026Episode 6433 min

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

March 27, 2026Episode 6330 min

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

February 27, 2026Episode 6223 min

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

January 27, 2026Episode 6126 min

Episode 59 Good, Bad, Ugly - 2025

This month the Cuddle covers what went on in the markets in 2025, looking at indexes and individual sectors. We talk through how our portfolio performed and review our best and worst performers and what to expect in 2026. Music by https://audionautix.com Information links CC Japan Income & Growth Trust plc (CCJI) https://ccjapanincomeandgrowthtrust.com Murray International Trust (MYI) https://www.murray-intl.co.uk 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 Henderson High Income Trust plc (HHI) Henderson High Income Trust | Janus Henderson Investment Trusts The North American Income Trust plc (NAIT) The North American Income Trust plc | Janus Henderson Investment Trusts Index and sector performance Sector Screener: a review of 2025 and look ahead to 2026

December 27, 2025Episode 6030 min

Episode 58 Pull the other one – Christmas Special

This month the Cuddle covers its Christmas Crackers, looking at the previous two years with the best winners and losers! We talk through how these Christmas cracker gifts have performed. Music by https://audionautix.com Information links Christmas Cracker Gifts 2023 Analogue Devices (ADI) Investor Relations - Analog Devices Andrada Mining (ATM.L) Andrada Mining | Investors The Buckle, Inc (BKE) The Buckle, Inc. - Investor Overview Hanesbrands Inc. (HBI) Hanesbrands, Inc. - Investors - Investor Relations Home | Hanesbrands Inc. Norwegian Cruise Line Holdings Ltd. (NCLH) Investor Relations :: Norwegian Cruise Line Holdings Ltd. (NCLH) (nclhltd.com) Tharisa plc (THS.L) Investment Overview | Tharisa Christmas Cracker Gifts 2024 Japan Gold Corp. (JG) Corporate PureCycle Technologies (PCT) PureCycle Technologies, Inc. (PCT) Microstrategy (MSTR) Explore MicroStrategy's Investor Relations: Stay Informed on Financial Performance and Corporate Governance Pan African Resources (PAF) Pan African Resources: Home 3M Company (MMM) 3M Company (MMM) On Holdings (OnOn) On - Home