Gary Moglione, one of SIGT’s fund managers, discusses how the environment has been for value managers and how Brexit is affecting the fund’s UK exposure. He then highlights the new positions in the portfolio, before discussing changes within the specialist asset segment of the company and how overall asset allocation has evolved over the course of this year.
Will Fraser-Allen – Albion VCTs, Dr Paul Jourdan – Amati AIM VCT and Charlie Winward – The Northern VCTs explain the economic, environmental and social benefits of VCT investing. Recorded 3 February 2020
Zehrid Osmani, Manager of Martin Currie Global Portfolio Trust, discusses why he holds consumer luxury brand Moncler in the investment company. Recorded January 2020.
Asset TV interview Jonathan Davis, Editor of the Investment Trusts Handbook, to find out more about the contents of the publication and what people can learn from reading it.
Asset TV interview portfolio manager Nicholas Weindling to understand what benefits the JPMorgan Japanese Investment Trust plc's resources provide when dealing in the Japanese markets.
Laura Foll, Co-Manager of Lowland Investment Company, and Bruce Stout, Manager of Murray International, discuss their key reasons for optimism in 2020. Recorded 10 December 2019.
Laura Foll, Co-Manager of Lowland Investment Company, and Bruce Stout, Manager of Murray International, discuss their key reasons for concern in 2020. Recorded 10 December 2019.
Laura Foll, Co-Manager of Lowland Investment Company, and Bruce Stout, Manager of Murray International, discuss how they are approaching Brexit in their portfolios. Recorded 10 December 2019.
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