Allianz Tech: Wave of trillion-dollar IPOs could dethrone tech leaders

Head of Client Services at European and US software investor Hg, manager of HgCapital, defends the sector against rapid AI advancement. 

The Lindsell Train manager defends his high-conviction approach that has been ‘wonderful on the upside but painful on the downside’. Despite falling far behind the benchmark in recent years, Train said that ‘in a world of ETFs and index huggers, it is necessary to offer investors a strategy that is…

RTW’s Oliver Kenyon unpacks the biotech opportunity as pioneering companies move into commercialisation, and explains why he thinks the sector still looks attractively valued.

The Edinburgh Worldwide chair fended off accusations made by Saba Capital ahead of its impending vote to remove the board later this month, defending the £750m trust’s sale of SpaceX and his personal involvement in the FCA’s largest ever fine against a retail company.

Personal Assets’ newest manager looks back on a busy 2025 in a conversation spanning stickier-than-expected inflation, Yen exposure and why the trust won’t be investing alongside crypto’s ‘nefarious actors’.