Matthew Tillett, the new lead fund manager of Brunner, is happy to hold Microsoft as his biggest position in the global investment trust but is wary of investors' confidence in highly-rated technology companies.
Dale Nicholls, fund manager of Fidelity China Special Situations, isn't worried about Beijing's curbs on tech, as new draft competition rules follow the dramatic suspension of the world's largest ever flotation.
Shares in the unusual 6.5% yielding UK equity and property portfolio have shot up 28% in the past week after the ‘dividend hero’ confirmed plans to increase its focus on real estate and re-build the strength of its payouts.
The digital disruption of the high street accelerated during the pandemic. Moritz Sitte, manager of Baillie Gifford’s European Growth Trust, explores the innovative ways in which European retailers are reshaping the future of shopping.
What lies ahead for global markets in 2021? Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, discusses his key opportunities, predictions and reasons to be optimistic about global equities.
Charles Plowden, Monks Investment Trust, Job Curtis, City of London Investment Trust, and Simon Barnard, Smithson Investment Trust, discuss where they are seeing opportunities and risks in 2021 and beyond.