Partner content: Silicon Valley byte size - Enter the golden age
This podcast episode from Allianz Technology Trust, looks at the ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. The team discuss how this will benefit bu...
25 Aug 202118min
Nick Greenwood: “There’s always something coming in and out of favour”
There are lots of reasons why investment trusts swing to discounts, and spotting those that might soon tighten can significantly boost shareholder returns. That’s the business of Miton Global Opportun...
19 Aug 202126min
Chrysalis' managers: “We want as vibrant IPO market as possible”
Chrysalis Investments (CHRY) has made considerable gains by backing a small number of rapid growth companies, with a heavy weighting in fintech.In this interview, co-managers Nick Williamson and Richa...
11 Aug 202140min
Lord Macpherson: "We're all addicted to consumption and housing inflation"
The stimulus needed to support the economy over the pandemic has caused a spike in public debt and rising inflation fears. To help make sense of what might come next, Nick Macpherson, former Treasury ...
6 Aug 202140min
Temple Bar's Lance and Purves: "Dixons Carphone has a better market position than Amazon"
Temple Bar Investment Trust (TMPL) has surged ahead in the last year but its focus on "old economy" UK stocks may be off-putting for some. In this interview RWC Partners fund managers Ian Lance and Ni...
4 Aug 202135min
Partner Content: A Value View Podcast – The UK Five Years on
In this podcast episode from The Merchants Trust, portfolio manager Simon Gergel looks back over the five years since the Brexit referendum where many different factors combined to create a particular...
2 Aug 202112min
Tim Creed: Woodford Patient Capital overhaul is "often two steps forward, one step back"
Tim Creed and his colleagues certainly have their hands full, having taken over the former Woodford Patient Capital trust in 2019. They also work on a separate trust, Schroder British Opportunities (S...
28 Jul 202139min
Hugh Sergeant: "We're pretty close to the bottom of the cycle again"
As a dedicated value investor, River & Mercantile fund manager Hugh Sergeant has perhaps unsurprisingly made big gains from the cyclical rally of recent months, with the River and Mercantile UK Recove...
21 Jul 202139min
