Citywire Citywire: The Funds Fanatic Show

Smithson: Our growth stocks will survive this crash stronger than before

Loading player...
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.
7 Oct 2022 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