Investment Trust Insider - Videos
James Anderson Uncut: our full, in-depth interview
We present our full 48-minute video interview recorded with Scottish Mortgage Trust co-manager James Anderson last month.
Why investment trusts trade on ‘discounts’ and ‘premiums’
Gavatar explains why investment trust share prices are often said to be ‘cheap’ or ‘expensive’ and why it matters.
'An irrelevant and dangerous question': Train on rates fears
Finsbury Growth & Income manager gives short shrift to argument higher interest rates will erode the value of big consumer brands he owns.
F&C's Peter Hewitt: how I pick investment trusts
Manager of F&C Managed Portfolio Growth and Income trusts says he starts with the manager and guards against big discounts luring him into a 'value trap'.
Worldwide Healthcare eyes 'Holy Grail' Alzheimer's breakthrough
Worldwide Healthcare is keenly watching the progress of two of its portfolio companies in developing a drug to combat the disease.
James Anderson: US can’t beat China, tech titans won’t stop
Scottish Mortgage Trust co-manager sees no long-term threat to China and says a regulatory clampdown on technology companies is unlikely to work.
James Anderson: my great fear and hope for the next 10 years
Co-manager of Scottish Mortgage Trust says the financial world has not changed since the banking crisis but predicts the next decade will bring unprecedented upheaval in all areas of the market.
James Anderson: ‘vicious’ short sellers are Tesla’s big problem, not Elon Musk
Exclusive: Scottish Mortgage manager attacks the ‘malignant’ influence aggressive short-sellers and negative media reporting have had on Elon Musk’s pioneering electric car company.
The strong appeal of ‘closed-end’ investment trusts
Gavatar returns to explain a crucial bit of jargon: the important difference between ‘closed-end’ investment trusts and rival ‘open-ended’ funds.
Vietnam trust: trade war could play into our hands
VinaCapital Vietnam Opportunity's stellar progress has been checked by global trade war fears this year.