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.
The Trust Show
Citywire's Trust Show brings investors the latest news and analysis on the world of investment trusts.
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Ecofin’s De Lamaze: UK ‘most challenging’ market for utilities
Manager Jean-Hugues de Lamaze talks UK market and dramatic infrastructure replacement cycle.
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.
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.
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.
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’.
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.
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.
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’.
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.