Videos

China’s domestic growth story has continued to thrive despite the pandemic and with Chinese companies now increasingly becoming global innovators, it’s getting harder for investors to stay on the sidelines. In his conversation with Citywire, Dale Nicholls, portfolio manager of Fidelity China Special Situations Trust PLC explores these opportunities.

Watch the recent Citywire broadcast with Nitin Bajaj, portfolio manager of Fidelity Asian Values Trust PLC, where he explains his investment philosophy, how he looks for high quality stocks in the diverse Asian equity markets and why he thinks now is a particularly interesting time for his ‘value’ approach.

Chaos is often associated with a failure of leadership. Gary Robinson, manager of Baillie Gifford US Growth Trust, argues that the best bosses don’t resist disorder but channel it to create ‘chaordic organisations’ in which innovation thrives.

Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.

In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.

In this AGM film, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, explains that success will be determined by the deep underlying structural changes going on in our world, the brilliance of business models, and the vision of their founders, rather than economic cycles, sector rotations and interest rates.

In this AGM film, James Anderson, co-manager of the Scottish Mortgage Investment Trust, reflects on the biggest lessons he has learnt during his time managing the trust.

The managers of Target Healthcare REIT, Civitas Social Housing and Schroder BSC Social Impact explain why caring for the elderly, providing high-quality housing and making real social impact are some of the reasons they most like running their strategies.

The managers of Schroder BSC Social Impact, Civitas Social Housing and Target Healthcare REIT discuss how diversification, extensive due diligence and attention to detail helps them manage risks to their portfolios.

The managers of Civitas Social Housing, Target Healthcare REIT and Schroder BSC Social Impact explain the benefits of the closed-ended structure for making social impact investments.