Citywire: The Funds Fanatic Show
Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
The global collaboration that will help us defeat Covid-19
Citywire talks to BB Healthcare fund manager Paul Major and professors Justin Stebbing and Tony Young about the remarkable co-operation between scientists, medical practitioners, and academics the battle against coronavirus has inspired (Sponsored).
James de Uphaugh: the Guardianista going for a ‘V’-shape recovery at Edinburgh
Citywire's Gavin Lumsden speaks to Majedie's James de Uphaugh about picking up the pieces at Edinburgh investment trust about after Invesco's Mark Barnett and why he is optimistic about the UK stock market.
The stock market has given up on UK smaller companies
JOHCM UK Equity Income managers Clive Beagles and James Lowen say the share prices of some UK smaller companies could double, but in light of the Woodford scandal are operating within self-imposed limits.
International Biotechnology: ‘We are on a recovery now’
Carl Harald Jansen, co-manager of International Biotechnology Trust, talks to Citywire’s Gavin Lumsden about why biotech stocks are making a comeback after a comparatively quiet five years. He explains the revival is not all about finding a cure for Covid-19.
The surprising strength of emerging markets in Covid-19
Chetan Sehgal, manager of the £1.9bn Templeton Emerging Markets investment trust, tells Citywire’s Gavin Lumsden that the good performance of countries such as Korea, Taiwan and even China this year demonstrates how emerging markets have changed for the better since the last financial crisis. Accounting for over a third of…
Peter Spiller: gold too speculative for the threat we face
Peter Spiller, manager of Capital Gearing Trust (CGT), a defensive fund that has protected shareholders from this year’s coronavirus crash, explains his investment approach and why he believes gold is too expensive to be a safe haven.
TRIG: Renewable energy was easy, now comes the hard part
Richard Crawford, fund manager of the £2.4bn Renewables Infrastructure Group (TRIG), tells Citywire’s Gavin Lumsden the UK has no clear path to achieving carbon neutrality by 2050. After the green revolution in energy, other sectors of the economy require transformation.
Mark Slater: pandemic panic was all too brief
Veteran UK stock market investor made 35 times his money on a single stock in the 2008 financial crisis. This time those opportunities haven’t arisen.
Covid-19’s ‘creative destruction’ of investment trusts
Nick Greenwood of Miton Global Opportunities talks to Citywire’s Gavin Lumsden about the new cycle of investor unrest unleashed by coronavirus in the investment trust sector.
US-China tensions will last for decades
But so will the growth story as China becomes a consumer society, says Dale Nicholls, manager of Fidelity China Special Situations investment trust, in conversation with Citywire’s Gavin Lumsden.
Harry Nimmo: the banking crisis was worse than Covid
Aberdeen Standard Investments’ UK smaller company veteran Harry Nimmo tells Citywire’s Gavin Lumsden the 2008 credit crunch was a bigger threat to investors than the 2020 coronavirus crash and that the UK stock market has passed the worst.
How private equity is responding to Covid-19
With growing numbers of funds investing in companies before they go public on the London Stock Exchange, Citywire’s Gavin Lumsden speaks to Helen Steers of Pantheon International (PIN) to find out what the private equity fund managers she invests with are saying about the coronavirus crisis.
'Bonkers' tech stocks
Citywire columnist David Stevenson joins editors Gavin Lumsden and Daniel Grote to discuss stock markets and his portfolio.
Hargreaves' Fundsmith snub
Gavin Lumsden and Daniel Grote examine the changes Hargreaves Lansdown has made to its buy list as the broker looks to repair its reputation after the Woodford fund scandal.
Faith in Darwall shattered
Citywire editors Gavin Lumsden and Daniel Grote discuss their painful experiences as shareholders in the European Opportunities trust.
Here we go again
Citywire editors Gavin Lumsden and Daniel Grote discuss a rollercoaster week in markets, Unilever's U-turn, dividend decisions and a tentative value recovery.
British Dividends: ‘paradise postponed, not lost’?
William Meadon of JPMorgan Claverhouse investment trust tries to convince Citywire’s Gavin Lumsden that all is not lost for UK income investors.
What happens to property after Covid-19?
Citywire's Gavin Lumsden speaks to Marcus Phayre-Mudge, manager of TR Property investment trust.
Do ‘value’ funds need a bailout from high inflation?
Following Mark Barnett’s departure from Invesco last week Citywire editors Gavin Lumsden and Daniel Grote assess prospects for his successors and whether poorly performing ‘value’-style fund managers need a surge in inflation to displace the dominance of ‘growth’ investing.
Scottish Mortgage: Covid-19 is no 'black swan'
Gavin Lumsden talks to Tom Slater, co-manager of the £10bn Scottish Mortgage Trust, who says the pandemic was utterly predictable but that the economic shock has accelerated positive changes such as the end of carbon energy and the electrification of transport.