BusinessInvesting

The Trust Show

Citywire

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

Play

Open in

20 episodes
Avg 31 min
English

Episodes 20

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

S0 · E0
August 12 · 21 min
Tufton: ‘We’re not going back to status quo’ after Hormuz
Nikos Petrakakos, portfolio manager of shipping trust Tufton Assets explains how disruption in the Middle East is permanently reshaping global trade routes.
S0 · E0
June 24 · 24 min
Ecofin’s De Lamaze: UK ‘most challenging’ market for utilities
Manager Jean-Hugues de Lamaze talks UK market and dramatic infrastructure replacement cycle.
S0 · E0
June 5 · 27 min
Seraphim’s Boggett ‘unapologetic’ about near-40% ICEYE holding
Seraphim Space CEO Market Boggett defends largest holding and shares fresh deployment plans after £137m raise.
S0 · E0
June 3 · 24 min
Allianz Tech: Wave of trillion-dollar IPOs could dethrone tech leaders
Investors could fund the highly anticipated listings of SpaceX and Anthropic – plus the numerous others on the horizon – by selling the Magnificent Seven giants that have long dominated markets.
S0 · E0
April 29 · 24 min
Luke Finch: AI progress is a ‘win win’ for HgCapital
Head of Client Services at European and US software investor Hg, manager of HgCapital, defends the sector against rapid AI advancement.
S0 · E0
April 15 · 46 min
Nick Train: Worse-ification is the route to mediocrity
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 radically differentiated’.
S0 · E0
February 17 · 31 min
We're 'in the early innings' of a biotech recovery
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.
S0 · E0
January 8 · 24 min
Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations
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.
S0 · E0
January 7 · 17 min
The Trust Show with Charlotte Yonge
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’.
S0 · E0
Dec 14, 2023 · 36 min
Gore Street: COP28 ‘a disgrace’ but energy storage well placed
Alex O’Cinneide, fund manager of Gore Street Energy Storage, denounces the pressure petro states brought to bear on the climate change summit but says the global growth in renewable energy storage is unstoppable.
S0 · E0
Dec 1, 2023 · 40 min
This crash will look like a blip
Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.
S0 · E0
Sep 29, 2023 · 33 min
Chris Mills: It’s hard to be optimistic, but we’re money-makers
Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust’s £107m cash pile after a series of spectacular successes.
S0 · E0
Apr 19, 2023 · 26 min
The top emerging market fund with no Indian stocks
Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.
S0 · E0
Mar 2, 2023 · 26 min
Abrdn UK Value’s McCoy: How contrarian is oil and gas now?
Wesley McCoy, manager of the £375m Abrdn UK Value fund, discusses why banks like Barclays are now a more contrarian bet than energy giants but defends making money from coal companies.
S0 · E0
Feb 17, 2023 · 39 min
Vietnam’s oldest trust on its most turbulent year yet
Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.
S0 · E0
Jan 27, 2023 · 37 min
Don’t let 2022’s slump fool you, real estate is reviving
The fog of uncertainty is clearing around real estate investment trusts after last year’s selloff, says TR Property's Marcus Phayre-Mudge, who tells Gavin Lumsden where he is finding good value in a sector trailing on steep discounts to asset value.
S0 · E0
Jan 18, 2023 · 29 min
Ken Wotton: Takeover resurgence should drive UK small caps
Ken Wotton, the manager of the £361m Gresham House Multi Cap Income fund and Strategic Equity Capital trust, discusses lowly-rated British smaller companies and the next wave of corporate activity.
S0 · E0
Dec 14, 2022 · 40 min
A turbulent 2022 in review
Gavin Lumsden and Jeremy Gordon discuss the best and worst performing funds and investment trusts in a rollercoaster year, key investment themes and what 2023 might bring.
S0 · E0
Dec 8, 2022 · 39 min
Matthew Tillett: Extreme UK bargains and why I jumped ship
Having just left Allianz after 16 years to take over running the Premier Miton UK Value Opportunities fund, Matthew Tillett discusses why the switch and where he is finding bargains for the long-term while taking less risk today.
S0 · E0
Nov 10, 2022 · 40 min
Alex Savvides: ‘We’ve had many attempts at calling the bottom’
Alex Savvides, manager of the £1.1bn JOHCM UK Dynamic fund, discusses investing in companies at the moment of change and once-in-a-generation value in the UK stock market.

Showing 1–20 of 20 episodes