Direct lending: Income, diversification and sustainability

The managers of Honeycomb Investment Trust, GCP Asset Backed Income Fund and RM Infrastructure Income discuss their strategies, COVID and the recovery, sustainability and the opportunities they are most excited about within the Debt-Direct Lending sector.

Japan: the next generation of growth

Nicholas Price, portfolio manager of Fidelity Japan Trust, spoke to Citywire’s Gavin Lumsden about how his near three decades’ experience of Japanese companies has put the trust at the top of its sector, and why he sees the investment opportunities continuing in the world’s third largest economy.

Baillie Gifford US Growth Trust - Manager Insights

The ways we work, play, study, shop and seek healthcare have changed during the pandemic, prompting new investments by the Baillie Gifford US Growth Trust, as co-manager Kirsty Gibson details.

Monks Investment Trust – Manager Insights

Investment manager Spencer Adair and client director John Carnegie review the portfolio’s performance and hone in on Tesla, Moderna and Sea, as well as its Chinese holdings.

Freetrade interview with Elmley de la Cour

Elmley de la Cour, Communications Manager at the AIC, discusses investment companies and explains the benefits of the closed-ended structure with Dan Lane, Senior Analyst at Freetrade.

Seven key risks

Zehrid Osmani, Manager of Martin Curie Global Portfolio Trust, talks about seven potential key risks which could impact the pace of economic recovery and prevent a prolonged period of economic growth, including increased indebtedness and taxation.

Market update

Zehrid Osmani, Manager of Martin Curie Global Portfolio Trust, gives a summary of one of the strongest reporting seasons, discusses the regions that offer the most potential and what the leading indicators are telling us.

Eight medium-term opportunities

Listen to Zehrid Osmani, Manager of Martin Curie Global Portfolio Trust, discuss the important drivers of global growth and attractive investment opportunities, which include cloud computing and cybersecurity, renewable energy and healthcare infrastructure.