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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 29, 2022GRID battery fund: How we make money from renewablesBen Guest, manager of Gresham House Energy Storage, talks to Gavin Lumsden about how the volatility of power prices, not their high level, enables the battery fund to make impressive returns while helping the UK transition to clean energy....more27minPlay
April 14, 2022Impax: Investing in a faster energy transition after Ukraine warJon Forster discusses the lessons of two decades running the pioneering £1.4bn Impax Environmental Markets investment trust and new opportunities created by an accelerated transition to green energy as a result of the war in Ukraine....more41minPlay
March 18, 2022Income heavyweight Nick Clay: Why we left billions behind at ‘unsupportive’ NewtonRedwheel Global Equity Income fund manager Nick Clay discusses the right environment for success, the case for income investing, defence stocks post-Ukraine invasion and why you shouldn’t buy Microsoft....more46minPlay
March 11, 2022Merchants Trust: How to invest in the new world orderSimon Gergel, manager of the 133-year-old UK equity income trust Merchants, talks to Gavin Lumsden about the stock market impact of high inflation, soaring energy prices and the war in Ukraine....more23minPlay
February 11, 2022Liontrust’s sustainable supremos: Why we can keep beating the marketPeter Michaelis and Simon Clements, who run Liontrust’s top-performing £15bn sustainable fund range, discuss crashing growth stocks, greenwashing, under-pressure Unilever, and the pros and cons of private equity in this in-depth interview....more40minPlay
January 20, 2022Top small caps fund manager: The 2022 outlook for UK equitiesDaniel Hanbury, manager of the chart-topping £630m River & Mercantile UK Equity Smaller Companies fund, discusses valuations, hidden gems and whether the UK stock market can finally deliver a bout of outperformance this year....more40minPlay
December 21, 2021Ruffer: We’re not a doomsday fund, but inflation upheaval is comingAlex Chartres, manager of the £4bn Ruffer Total Return fund, discusses the protective qualities of UK equities, that famous bitcoin buy, conventional bonds as ‘killing fields’, and markets caught napping as a new inflationary era dawns....more37minPlay
December 10, 2021John Chatfeild-Roberts: The secret to finding top fund managersJohn Chatfeild-Roberts, the fund-picking heavyweight who heads up Jupiter’s £6.5bn Merlin range, discusses why he still believes in Terry Smith, personal lessons from Neil Woodford’s downfall, getting the rise of passive investing wrong and the key traits he hunts for in active managers....more37minPlay
October 25, 2021Liontrust Special Situations: Our UK ideas are ‘as strong as ever’Anthony Cross and Julian Fosh, managers of the top-performing and now giant £6bn Liontrust Special Situations fund, discuss the nature of competitive advantage among UK stocks, backing Shell and BP during the energy crisis, and why smaller companies remain the kings of compounding....more42minPlay
September 21, 2021Fidelity’s Jeremy Podger: Big tech could be worth more broken upJeremy Podger, manager of the £3.3bn Fidelity Global Special Situations fund, discusses breaking up big tech, controversial takeovers and why he’s getting ready for ‘another leg’ of the value rally....more41minPlay
FAQs about The Trust Show:How many episodes does The Trust Show have?The podcast currently has 73 episodes available.