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Citywire's Trust Show brings investors the latest news and analysis on the world of investment trusts.... more
FAQs about The Trust Show:How many episodes does The Trust Show have?The podcast currently has 73 episodes available.
April 19, 2023The top emerging market fund with no Indian stocksKamil 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....more27minPlay
March 02, 2023Abrdn 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....more27minPlay
February 17, 2023Vietnam’s oldest trust on its most turbulent year yetDragon 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....more40minPlay
January 27, 2023Don’t let 2022’s slump fool you, real estate is revivingThe 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....more38minPlay
January 18, 2023Ken Wotton: Takeover resurgence should drive UK small capsKen 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....more30minPlay
December 14, 2022A turbulent 2022 in reviewGavin 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....more41minPlay
December 08, 2022Matthew Tillett: Extreme UK bargains and why I jumped shipHaving 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....more40minPlay
November 10, 2022Alex 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....more41minPlay
October 27, 2022Tim Guinness: Asset management through boom and bustGuinness Global Investors chairman Tim Guinness discusses founding (at least) two asset managers, the evolving use of data in investing and opportunities in sustainable versus traditional energy stocks....more43minPlay
October 14, 2022Alex Wright: UK value will do best as markets revert to meanFidelity Special Values fund manager Alex Wright explains why the next decade will be unlike the past 15 years. Investment returns will fall, but the cheap UK stock market is placed to do very well....more38minPlay
FAQs about The Trust Show:How many episodes does The Trust Show have?The podcast currently has 73 episodes available.