Scottish Investment Trust contrarian insights: UK food retail
Manager Alasdair McKinnon gives his contrarian perspective on the UK’s food retail industry, an area of the market he believes offers attractive investment opportunities.
City of London: webinar
City of London fund manager Job Curtis tackles investor questions with financial journalist Cherry Reynard. He addresses concerns around a so-called ‘hard Brexit’ and possible implications for the company’s portfolio.
Alliance Trust stock spotlight: Oerlikon & Henry Schei
Bill Kanko, Founder and President of Black Creek Investment Management, discusses why Alliance Trust saw value in industrial group Oerlikon and healthcare distributor Henry Schein.
An introduction to Martin Currie Asia Unconstrained Trust
Andrew Graham, Portfolio Manager, explains why Asia could offer a compelling opportunity for investors.
Biotech Growth: Fund Manager update
Portfolio Manager, Geoffrey Hsu, discusses why innovation in areas such as gene therapy is presenting exciting opportunities in the biotechnology sector.
Worldwide Healthcare: manager update
Trevor Polischuk, Portfolio Manager, explains how the company focuses on innovation and growth from across the healthcare sector to target superior returns.
Investment companies: the UK before Brexit
Alastair Mundy, Temple Bar, Georgina Brittain, JPMorgan MidCap and Neil Hermon, Henderson Smaller Companies, discuss the outlook for UK markets.
An introduction to Martin Currie Global Portfolio Trust
Portfolio Manager, Tom Walker, explains the company’s approach and what it offers to investors.
An introduction to Securities Trust of Scotland
Portfolio Manager, Mark Whitehead, outlines how the company could help investors achieve both growth and a rising income.