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Citywire Funds Fanatic

Citywire

Citywire Funds Fanatic brings investors the latest news and views on funds and investment trusts.

  • 36 minutes 47 seconds
    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.

    14 December 2023, 4:09 pm
  • 40 minutes 55 seconds
    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.

    1 December 2023, 2:37 pm
  • 33 minutes 25 seconds
    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.

    29 September 2023, 3:46 pm
  • 26 minutes 10 seconds
    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. 

    19 April 2023, 9:00 am
  • 27 minutes
    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. 

    2 March 2023, 9:00 am
  • 39 minutes 26 seconds
    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. 

    17 February 2023, 9:00 am
  • 37 minutes 38 seconds
    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.
    27 January 2023, 12:36 pm
  • 29 minutes 52 seconds
    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.
    18 January 2023, 10:43 am
  • 40 minutes 17 seconds
    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.
    14 December 2022, 12:00 pm
  • 39 minutes 55 seconds
    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.
    8 December 2022, 10:59 am
  • 40 minutes 14 seconds
    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.
    10 November 2022, 10:52 am
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