AIC interview with Katie Potts, Herald Investment Trust
Katie Potts, Manager of Herald Investment Trust, discusses the differences between the US and UK technology investment scenes, why she invests in earlier-stage companies and the technology sectors where she is finding most value.
AIC interview with Ben Rogoff, Polar Capital Technology Trust
Ben Rogoff, Lead Manager of Polar Capital Technology Trust, talks to the AIC about how he approaches technology investment, the prospects for the FAANG companies (Facebook, Apple, Amazon, Netflix and Google) and the sectors he believes present the strongest opportunities.
Private equity panel discussion with Andrew Lebus and Richard Hickman
Andrew Lebus, Pantheon International and Richard Hickman, HarbourVest Global Private Equity discuss what private equity offers to investors, the steps taken after the financial crisis and the outlook for private equity following strong performance.
Japan panel discussion with Praveen Kumar, Nicholas Price and Andrew Rose
Praveen Kumar, Manager of Baillie Gifford Shin Nippon, Nicholas Price, Manager of Fidelity Japanese Values and Andrew Rose, Manager of Schroder Japan Growth Fund, discuss their investment strategies, the outlook for Japan and where they are finding opportunities.
Overview and Outlook for Impax Environmental Markets PLC
Jon Forster, Co-manager of Impax Environmental Markets PLC gives an overview of the investment company in Q1 2017 and comments on the outlook for environmental markets.
Infrastructure panel: Harry Seekings and Greg Taylor
Harry Seekings, Director at InfraRed Capital Partners, Investment Advisers to HICL Infrastructure, and Greg Taylor, Co-Portfolio Manager, Sequoia Economic Infrastructure Income, discuss the outlook for infrastructure, whether strong yields are sustainable, and where they are finding opportunities
VCT panel discussion with Patrick Reeve & David Hall
Patrick Reeve, Managing Partner, Albion Ventures and David Hall, Managing Director, YFM Equity Partners discuss where they are finding investment opportunities, the strong demand for VCTs and the benefits of VCTs for investors, as well as the impact of VCTs on the UK economy.
Securities Trust of Scotland Manager Update
Mark Whitehead, Portfolio Manager of Securities Trust of Scotland, discusses the outlook for markets, the stocks he’s finding attractive and the trust’s recent evolution to an unconstrained investment approach.
What are the prospects for markets and the investment company industry in 2017?
The AIC talks to Bruce Stout, manager of Murray International, Peter Ewins, manager of F&C Global Smaller Companies and James Henderson, manager of Lowland, Law Debenture and Henderson Opportunities, about what 2017 may have in store for the investment company industry.