Videos

China has defied recession in 2020, but where to now? Roderick Snell, investment manager of New China Growth Trust, anticipates big things ahead.

Ewan Markson-Brown, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio and explains why, when looking to the future, the only thing to fear is fear itself.

Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.

Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.

Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust talk to Alex Blake, Investment Trusts Director, on why we’re excited about China, why they believe Baillie Gifford is the right manager for the trust, and what their investment approach will look like.

For investors who have done their research and decided which investment company or companies they want to invest in, this easy to digest animation explains what happens next. Discover the role of platforms, different investment accounts, costs and regular versus lump-sum investing.

Zehrid Osmani, Portfolio Manager and Kim Catechis Head of investment strategy at Martin Currie, discuss the hot topic of the forthcoming US Presidential election. Infrastructure, Healthcare and Big Tech are just three areas of focus as well as the future relationship with China.

Andrew Wellington, Co-Founder and CIO of Lyrical Asset Management, explains how the pandemic has indirectly created buying opportunities for Alliance Trust investors, his outlook for the year and more.

In a short video Craig Baker, Global Chief Investment Officer at Willis Towers Watson,  takes you through the thinking behind Alliance Trust’s investment strategy and how this benefits investors.

An update on PIP and the private equity market. Recorded 16 September 2020.