China's rebound from the coronavirus pandemic and the trust's new, souped-up dividend policy help JPMorgan China Growth & Income deliver a barnstorming performance, with fund manager Howard Wang taking profits on his biggest winners.
Polar Capital Technology fund manager saw trust's net asset value soar 28% in half-year to 30 October, and with cheap, value stocks rallying after the vaccine discoveries, knows he has to discuss the heady valuations of his 'new normal' growth stocks.
Joe Bauernfreund, fund manager of AVI Global, discusses his recent engagement with SoftBank over its controversial option trades, and new strategies he has started to employ at the discount hunting trust.
Fund managers of inflation-linked multi-asset investment trust believe markets may have passed an ‘inflection point’ after its assets leaped 12% last month following the discovery of coronavirus vaccines.
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.