Ranked #1
The top emerging market fund with no Indian stocks
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... Read more
19 Apr 2023
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26mins
Ranked #2
Abrdn UK Value’s McCoy: How contrarian is oil and gas now?
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 ... Read more
2 Mar 2023
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27mins
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Ranked #3
Vietnam’s oldest trust on its most turbulent year yet
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 t... Read more
17 Feb 2023
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39mins
Ranked #4
Don’t let 2022’s slump fool you, real estate is reviving
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 Ma... Read more
27 Jan 2023
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37mins
Ranked #5
Ken Wotton: Takeover resurgence should drive UK small caps
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 l... Read more
18 Jan 2023
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29mins
Ranked #6
A turbulent 2022 in review
A turbulent 2022 in review
Gavin Lumsden and Jeremy Gordon discuss the best and worst performing funds and investment trusts in a rollercoaster yea... Read more
14 Dec 2022
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40mins
Ranked #7
Matthew Tillett: Extreme UK bargains and why I jumped ship
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 Till... Read more
8 Dec 2022
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39mins
Ranked #8
Alex Savvides: ‘We’ve had many attempts at calling the bottom’
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... Read more
10 Nov 2022
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40mins
Ranked #9
Tim Guinness: Asset management through boom and bust
Tim Guinness: Asset management through boom and bust
Guinness Global Investors chairman Tim Guinness discusses founding (at least) two asset managers, the evolving use of da... Read more
27 Oct 2022
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42mins
Ranked #10
Alex Wright: UK value will do best as markets revert to mean
Alex Wright: UK value will do best as markets revert to mean
Fidelity Special Values fund manager Alex Wright explains why the next decade will be unlike the past 15 years. Investme... Read more
14 Oct 2022
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37mins