The Trust Show

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.

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.

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 the global economy, he says they represent a vital source of high quality c...

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.

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.

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.

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.

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.

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.

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.

Citywire columnist David Stevenson joins editors Gavin Lumsden and Daniel Grote to discuss stock markets and his portfolio.

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. 

Citywire editors Gavin Lumsden and Daniel Grote discuss their painful experiences as  shareholders in the European Opportunities trust.

Citywire editors Gavin Lumsden and Daniel Grote discuss a rollercoaster week in markets, Unilever's U-turn, dividend decisions and a tentative value recovery.

William Meadon of JPMorgan Claverhouse investment trust tries to convince Citywire’s Gavin Lumsden that all is not lost for UK income investors.

Citywire's Gavin Lumsden speaks to Marcus Phayre-Mudge, manager of TR Property investment trust.

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.

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.

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.

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.

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.

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.

Citywire editors Gavin Lumsden and Daniel Grote discuss the dividend drought and the impact on funds.