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US Growth Trust – Manager Insights – May 2020

Ben James gives an update on the positioning and activity of the Baillie Gifford US Growth Trust portfolio.

14 May 2020

Pacific Horizon Investment Trust – Manager Insights – May 2020

Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio and explains why he believes it’s time to look East.

13 May 2020

What is your outlook for the sector?

Andrew Ness, Templeton Emerging Markets, and Ross Teverson, Jupiter Emerging & Frontier Income, share their outlook for emerging markets.

13 May 2020

Demand for VCTs

Modwenna Rees-Mogg, Director of Albion Technology & General VCT, explains why she thinks that the demand for VCTs is likely to grow.

12 May 2020

How do you incorporate ESG into your investment approach?

Ross Teverson, Jupiter Emerging & Frontier Income, and Andrew Ness, Templeton Emerging Markets, explain how ESG considerations affect their investment decisions.

12 May 2020

Zehrid Osmani – Interrogating the earnings outlook

Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, gives an update on his portfolio, focusing on earnings risk, and investment process.

11 May 2020

Where are you seeing opportunities?

Andrew Ness, Templeton Emerging Markets, and Ross Teverson, Jupiter Emerging & Frontier Income, reveal which emerging markets sectors and countries they like best.

11 May 2020

Why have VCTs stood the test of time?

We spoke to Modwenna Rees-Mogg, Director of Albion Technology & General VCT, at our Annual Conference this year to hear her views on the VCT industry as it celebrates its 25th anniversary.

11 May 2020

The impact of Woodford

We spoke to Modwenna Rees-Mogg, Director of Albion Technology & General VCT, at our Annual Conference this year to hear her thoughts on the Woodford debacle.

11 May 2020

Are financial advisers a potential market?

Mike Barratt, Director at the lang cat, explains why he thinks that investment companies provide an attractive market for financial advisers at our Annual Conference.

Recorded 4 March 2020.

8 May 2020

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