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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

Reaching financial advisers

Mike Barratt, Director at the lang cat, gives his advice for investment company boards wanting to reach financial advisers at our Annual Conference this year.

Recorded 4 March 2020.

8 May 2020

Simon Elliott, Winterflood – Dangers of daily dealing funds in illiquid assets

Simon Elliott, Head of Research at Winterflood Securities, highlights the AIC’s work on the dangers of daily dealing funds investing in illiquid assets and the proposed solution of reliable redemption.

Recorded 4 March 2020.

7 May 2020

Simon Elliott, Winterflood – The impact of Woodford

Simon Elliott, Head of Research at Winterflood Securities, discusses the gating of the Woodford Equity Income Fund at our Annual Conference. Recorded 4 March 2020.

7 May 2020

What has been the impact of coronavirus on your portfolio?

Ross Teverson, Jupiter Emerging & Frontier Income, and Andrew Ness, Templeton Emerging Markets, discuss the effects of COVID-19.

7 May 2020

Simon Elliott, Winterflood – Investment company liquidity

Simon Elliott, Head of Research at Winterflood Securities, discusses investment company liquidity at our Annual Conference.

Recorded 4 March 2020.

6 May 2020

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