A turbulent 2022 in review

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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 Dec 2022 English United Kingdom Investing Citywire

Nick Train: Worse-ification is the route to mediocrity

The Lindsell Train manager defends his high-conviction approach that has been ‘wonderful on the upside but painful on the downside’. Despite falling far behind the benchmark in recent years, Train said that ‘in a world of ETFs and index huggers, it is necessary to offer investors a strategy that is…

15 Apr 46 min

We're 'in the early innings' of a biotech recovery

RTW’s Oliver Kenyon unpacks the biotech opportunity as pioneering companies move into commercialisation, and explains why he thinks the sector still looks attractively valued.

17 Feb 31 min

Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations

The Edinburgh Worldwide chair fended off accusations made by Saba Capital ahead of its impending vote to remove the board later this month, defending the £750m trust’s sale of SpaceX and his personal involvement in the FCA’s largest ever fine against a retail company.

8 Jan 24 min

The Trust Show with Charlotte Yonge

Personal Assets’ newest manager looks back on a busy 2025 in a conversation spanning stickier-than-expected inflation, Yen exposure and why the trust won’t be investing alongside crypto’s ‘nefarious actors’.

7 Jan 17 min

What happens to property after Covid-19?

Citywire's Gavin Lumsden speaks to Marcus Phayre-Mudge, manager of TR Property investment trust.

29 May 2020 34 min