Citywire: The Funds Fanatic Show
Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
Gore Street: COP28 ‘a disgrace’ but energy storage well placed
Alex O’Cinneide, fund manager of Gore Street Energy Storage, denounces the pressure petro states brought to bear on the climate change summit but says the global growth in renewable energy storage is unstoppable.
This crash will look like a blip
Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.
Chris Mills: It’s hard to be optimistic, but we’re money-makers
Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust’s £107m cash pile after a series of spectacular successes.
The top emerging market fund with no Indian stocks
Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.
Abrdn UK Value’s McCoy: How contrarian is oil and gas now?
Wesley McCoy, manager of the £375m Abrdn UK Value fund, discusses why banks like Barclays are now a more contrarian bet than energy giants but defends making money from coal companies.
Vietnam’s oldest trust on its most turbulent year yet
Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.
Don’t let 2022’s slump fool you, real estate is reviving
The fog of uncertainty is clearing around real estate investment trusts after last year’s selloff, says TR Property's Marcus Phayre-Mudge, who tells Gavin Lumsden where he is finding good value in a sector trailing on steep discounts to asset value.
Ken Wotton: Takeover resurgence should drive UK small caps
Ken Wotton, the manager of the £361m Gresham House Multi Cap Income fund and Strategic Equity Capital trust, discusses lowly-rated British smaller companies and the next wave of corporate activity.
A turbulent 2022 in review
Gavin Lumsden and Jeremy Gordon discuss the best and worst performing funds and investment trusts in a rollercoaster year, key investment themes and what 2023 might bring.
Matthew Tillett: Extreme UK bargains and why I jumped ship
Having just left Allianz after 16 years to take over running the Premier Miton UK Value Opportunities fund, Matthew Tillett discusses why the switch and where he is finding bargains for the long-term while taking less risk today.
Alex Savvides: ‘We’ve had many attempts at calling the bottom’
Alex Savvides, manager of the £1.1bn JOHCM UK Dynamic fund, discusses investing in companies at the moment of change and once-in-a-generation value in the UK stock market.
Tim Guinness: Asset management through boom and bust
Guinness Global Investors chairman Tim Guinness discusses founding (at least) two asset managers, the evolving use of data in investing and opportunities in sustainable versus traditional energy stocks.
Alex Wright: UK value will do best as markets revert to mean
Fidelity Special Values fund manager Alex Wright explains why the next decade will be unlike the past 15 years. Investment returns will fall, but the cheap UK stock market is placed to do very well.
Smithson: Our growth stocks will survive this crash stronger than before
After three years of strong performance, Smithson investment trust has suffered badly in the 2022 growth selloff. Fund manager Simon Barnard explains how he is keeping faith with his stock picks.
Commodity investing: Is it too late to hedge against inflation?
George Cheveley, Citywire AA-rated manager of Ninety One’s Global Gold and Global Natural Resources funds, discusses the energy crisis in context, inflation, gold’s lacklustre 2022, and whether his portfolios’ strong run can continue even as we head for recession.
The surprising secrets of growth in emerging markets
Joe Studwell, economist, author and director of Baillie Gifford’s Pacific Horizon investment trust, discusses the surprising secrets of development in Asia and Africa, and why the fastest growing economies rarely generate the best investment opportunities.
Schroders: Don’t let recession put you off property income
Nick Montgomery of Schroder Real Estate explains how UK commercial property is well positioned for the slowdown in the economy and why real estate investment trusts can generate income ahead of inflation and also do their bit for the environment.
Troy's James Harries: Lessons for life after the bubble
Troy’s James Harries, manager of the Trojan Global Equity Income fund and Securities Trust of Scotland, discusses inflation, recession, tumultuous global markets and why he expects to make steady returns despite all of the above.
Baillie Gifford’s James Dow: What most income investors get wrong
James Dow, a global equity income fund manager at Baillie Gifford, on why long-term growth trumps all else, the Chinese market, and the lessons of great investors like Warren Buffett and the recently-retired James Anderson.
Peter Spiller: The bear waiting for the big crash & a bull market
Peter Spiller, the UK’s longest serving fund manager, explains how Capital Gearing Trust is waiting for a ‘Volcker moment’ when high inflation has caused markets to crash and interest rates are hiked aggressively, leading to a new golden era for investors.