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The Trust Show

Citywire

Citywire's Trust Show brings investors the latest news and analysis on the world of investment trusts.

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Episodis

76 episodis

  1. Merchants' Gergel: Will flight from AI stocks fuel a UK rally? 18:05
  2. ‘Expect us to be excited’: Polar Capital’s Rogoff eyes Anthropic listing 33:18
  3. Tufton: ‘We’re not going back to status quo’ after Hormuz 21:36
  4. Ecofin’s De Lamaze: UK ‘most challenging’ market for utilities 24:28
  5. Seraphim’s Boggett ‘unapologetic’ about near-40% ICEYE holding 27:34
  6. Allianz Tech: Wave of trillion-dollar IPOs could dethrone tech leaders 24:49
  7. Luke Finch: AI progress is a ‘win win’ for HgCapital 24:50
  8. Nick Train: Worse-ification is the route to mediocrity 46:48
  9. We're 'in the early innings' of a biotech recovery 31:12
  10. Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations 24:10
  11. The Trust Show with Charlotte Yonge 17:07
  12. Gore Street: COP28 ‘a disgrace’ but energy storage well placed 36:46
  13. This crash will look like a blip 40:54
  14. Chris Mills: It’s hard to be optimistic, but we’re money-makers 33:24
  15. The top emerging market fund with no Indian stocks 26:09
  16. Abrdn UK Value’s McCoy: How contrarian is oil and gas now? 26:59
  17. Vietnam’s oldest trust on its most turbulent year yet 39:25
  18. Don’t let 2022’s slump fool you, real estate is reviving 37:37
  19. Ken Wotton: Takeover resurgence should drive UK small caps 29:51
  20. A turbulent 2022 in review 40:16
  21. Matthew Tillett: Extreme UK bargains and why I jumped ship 39:54
  22. Alex Savvides: ‘We’ve had many attempts at calling the bottom’ 40:13
  23. Tim Guinness: Asset management through boom and bust 42:23
  24. Alex Wright: UK value will do best as markets revert to mean 37:30
  25. Smithson: Our growth stocks will survive this crash stronger than before 27:07
  26. Commodity investing: Is it too late to hedge against inflation? 41:28
  27. The surprising secrets of growth in emerging markets 50:23
  28. Schroders: Don’t let recession put you off property income 30:48
  29. Troy's James Harries: Lessons for life after the bubble 36:43
  30. Baillie Gifford’s James Dow: What most income investors get wrong 34:56
  31. Peter Spiller: The bear waiting for the big crash & a bull market 44:17
  32. Schroders on value stocks’ comeback: ‘Hostage to patience’ not fortune 32:07
  33. Private equity: How to invest in tech stocks without the bubble 44:28
  34. GRID battery fund: How we make money from renewables 26:41
  35. Impax: Investing in a faster energy transition after Ukraine war 40:39
  36. Income heavyweight Nick Clay: Why we left billions behind at ‘unsupportive’ Newton 45:16
  37. Merchants Trust: How to invest in the new world order 22:18
  38. Liontrust’s sustainable supremos: Why we can keep beating the market 39:47
  39. Top small caps fund manager: The 2022 outlook for UK equities 39:22
  40. Ruffer: We’re not a doomsday fund, but inflation upheaval is coming 36:40
  41. John Chatfeild-Roberts: The secret to finding top fund managers 36:38
  42. Liontrust Special Situations: Our UK ideas are ‘as strong as ever’ 41:58
  43. Fidelity’s Jeremy Podger: Big tech could be worth more broken up 40:52
  44. Jupiter: ‘Coiled spring’ Japan is still an active manager’s paradise 41:53
  45. Schroders: ‘Exciting’ Shell can help manage climate change 30:28
  46. Gervais Williams: I’ve been waiting 30 years for UK micro caps to shine 37:15
  47. 10 years beating Warren Buffett by investing in UK stocks 42:33
  48. Covid-19: What does the future of vaccination look like now? 40:31
  49. China’s a ‘growth honeypot, but you have to mind your eye’ 43:10
  50. ISA 2021: Climate change, China’s rise & risky index funds 39:24