The Trust Show
Citywire's Trust Show brings investors the latest news and analysis on the world of investment trusts.
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.
Hargreaves' shrinking buy list
Citywire editors Gavin Lumsden and Daniel Grote discuss Hargreaves Lansdown's revamp of its fund buy list and whether Fundsmith could finally make an entry.
Shell's seismic cut
Citywire editors Gavin Lumsden and Daniel Grote discuss Shell's seismic dividend cut and the challenge now facing investors after the biggest blow yet to the UK stock market's income credentials.
Oil in turmoil
Citywire editors Gavin Lumsden and Daniel Grote examine oil's historic fall to negative prices, why ETFs tracking the sector haven't behaved as you might have thought, and which active funds have been hit.
Barnett loses trust
Citywire editors Gavin Lumsden and Daniel Grote pick apart Mark Barnett’s sacking as manager of the Perpetual Income and Growth investment trust and the prospects for the underperforming Invesco Income and High Income funds that are now his main focus.
The Dividend Drought
Citywire editors Gavin Lumsden and Daniel Grote discuss the dividend drought and the impact on funds.