Investing, Markets & Money

Thomas Moore: stockpicking for yield, dividend & capital growth | Ep.148


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In this episode of the Investing, Markets & Money podcast, we sit down with Thomas Moore, manager of the Aberdeen Equity Income Investment Trust, winner of Best Investment Trust for Income at the Online Money Awards 2025.
Thomas shares his approach to picking dividend stocks that deliver not only high yield but also dividend growth and long-term capital growth. With the trust currently yielding 6.1% and boasting nearly 25 years of uninterrupted dividend increases, we explore how UK equity investors can find opportunities in a market that still yields just 3.2%.
💡 Key topics we cover:
Why dividend income matters in 2025 with high living costs
How to find UK dividend stocks yielding 5–10%
The balance between income and capital growth
Why high-yield stocks can also be growth opportunities
Stock picking insights from a seasoned income fund manager
👉 Whether you’re focused on dividend investing, income investing, or just looking for the best UK stocks for long-term returns, this episode is packed with insights.
Find out more about Aberdeen Investments here - www.aberdeeninvestments.com
#Investing #InvestmentTrusts #Equities #Dividends #InvestingPodcast #Markets #WealthBuilding #FinancialMarkets
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00:00 Intro to the Aberdeen Equity Income Trust
01:33 Balancing income and capital growth
04:09 Focus on UK value stocks
08:13 Criteria for picking new companies
11:18 Inflows and outflows from UK equity markets
13:00 Mergers and acquisitions in the market
14:58 Why do companies do share buybacks?
19:36 What does "index-agnostic" mean?
22:03 What has helped the fund's performance recently?
27:30 The effect of politics on UK stocks?
31:22 Looking at British companies with exposure outside the UK
35:30 Effect of tariffs
...more
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