Citywire Citywire: The Funds Fanatic Show

Don’t let 2022’s slump fool you, real estate is reviving

Loading player...
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.
27 Jan 2023 English United Kingdom Investing

Other recent episodes

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.
7 May 2020 28 min

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.
22 May 2020 30 min

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.
15 May 2020 34 min

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.
1 May 2020 27 min
All episodes