Investment Trust Insider - Videos
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.
'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.
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.
Rogoff: I wish I had geared, but I'm not going to start now
Shares in Polar Capital Technology are up 580% over the last decade even without gearing and Ben Rogoff is not about to start borrowing now.
Scottish American: Capita’s culture was wrong before crash
Outsourcer Capita hit fund managers Neil Woodford, Mark Barnett and Alastair Mundy with a profits warning and rights issue in January but not Toby Ross of Scottish American who bailed out of the stock earlier.