The Trust Show

Guinness 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.

Fidelity 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.

After three years of strong performance, Smithson investment trust has suffered badly in the 2022 growth selloff. Fund manager Simon Barnard explains how he is keeping faith with his stock picks.

George Cheveley, Citywire AA-rated manager of Ninety One’s Global Gold and Global Natural Resources funds, discusses the energy crisis in context, inflation, gold’s lacklustre 2022, and whether his portfolios’ strong run can continue even as we head for recession.

Joe Studwell, economist, author and director of Baillie Gifford’s Pacific Horizon investment trust, discusses the surprising secrets of development in Asia and Africa, and why the fastest growing economies rarely generate the best investment opportunities.

Nick Montgomery of Schroder Real Estate explains how UK commercial property is well positioned for the slowdown in the economy and why real estate investment trusts can generate income ahead of inflation and also do their bit for the environment.

Troy’s James Harries, manager of the Trojan Global Equity Income fund and Securities Trust of Scotland, discusses inflation, recession, tumultuous global markets and why he expects to make steady returns despite all of the above.

Experienced investment trust investor Peter Hewitt explains how he cut his position in Scottish Mortgage before it halved this year but says he will never sell the stake entirely from BMO Managed Portfolio Trust.

James Dow, a global equity income fund manager at Baillie Gifford, on why long-term growth trumps all else, the Chinese market, and the lessons of great investors like Warren Buffett and the recently-retired James Anderson.

Peter Spiller, the UK’s longest serving fund manager, explains how Capital Gearing Trust is waiting for a ‘Volcker moment’ when high inflation has caused markets to crash and interest rates are hiked aggressively, leading to a new golden era for investors.