The Trust Show

Simon Adler, part of the Schroders team behind Global Recovery and other funds, makes the case for buying the cheapest stocks in the market and argues a recent recovery has barely scratched the surface after a lacklustre decade.

Steven Tredget, partner at Oakley Capital Investments, reveals how the investment trust invests in established technology companies in Europe at lower valuations than publicly traded tech stocks.

Ben 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.

Jon 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.

Redwheel 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.

Simon 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.

Peter 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.

Daniel 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.

Alex 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.

John 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.