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Citywire: The Funds Fanatic Show
Citywire
66 episodes
7 months ago
Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
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Investing
Business
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All content for Citywire: The Funds Fanatic Show is the property of Citywire and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
Show more...
Investing
Business
Episodes (20/66)
Citywire: The Funds Fanatic Show
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.

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1 year ago
36 minutes

Citywire: The Funds Fanatic Show
This crash will look like a blip

Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.

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1 year ago
40 minutes

Citywire: The Funds Fanatic Show
Chris Mills: It’s hard to be optimistic, but we’re money-makers

Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust’s £107m cash pile after a series of spectacular successes.

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2 years ago
33 minutes

Citywire: The Funds Fanatic Show
The top emerging market fund with no Indian stocks

Kamil 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. 

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2 years ago
26 minutes

Citywire: The Funds Fanatic Show
Abrdn 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. 

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2 years ago
27 minutes

Citywire: The Funds Fanatic Show
Vietnam’s oldest trust on its most turbulent year yet

Dragon 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. 

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2 years ago
39 minutes

Citywire: The Funds Fanatic Show
Don’t let 2022’s slump fool you, real estate is reviving
The 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.
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2 years ago
37 minutes

Citywire: The Funds Fanatic Show
Ken Wotton: Takeover resurgence should drive UK small caps
Ken 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.
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2 years ago
29 minutes

Citywire: The Funds Fanatic Show
A turbulent 2022 in review
Gavin 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.
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2 years ago
40 minutes

Citywire: The Funds Fanatic Show
Matthew Tillett: Extreme UK bargains and why I jumped ship
Having 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.
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2 years ago
39 minutes

Citywire: The Funds Fanatic Show
Alex 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.
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3 years ago
40 minutes

Citywire: The Funds Fanatic Show
Tim Guinness: Asset management through boom and bust
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.
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3 years ago
42 minutes

Citywire: The Funds Fanatic Show
Alex Wright: UK value will do best as markets revert to mean
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.
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3 years ago
37 minutes

Citywire: The Funds Fanatic Show
Smithson: Our growth stocks will survive this crash stronger than before
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.
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3 years ago
27 minutes

Citywire: The Funds Fanatic Show
Commodity investing: Is it too late to hedge against inflation?
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.
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3 years ago
41 minutes

Citywire: The Funds Fanatic Show
The surprising secrets of growth in emerging markets
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.
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3 years ago
50 minutes

Citywire: The Funds Fanatic Show
Schroders: Don’t let recession put you off property income
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.
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3 years ago
30 minutes

Citywire: The Funds Fanatic Show
Troy's James Harries: Lessons for life after the bubble
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.
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3 years ago
36 minutes

Citywire: The Funds Fanatic Show
Hewitt: Why I cut Scottish Mortgage but will never sell
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.
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3 years ago
36 minutes

Citywire: The Funds Fanatic Show
Baillie Gifford’s James Dow: What most income investors get wrong
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.
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3 years ago
34 minutes

Citywire: The Funds Fanatic Show
Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.