Investors' Chronicle

Adrian Lim and Pruksa Iamthongthong, co-managers of Asia Dragon Trust (DGN), tell Mary McDougall what they have been buying and selling as vaccination programmes progress and inflation fears pick up.They explain why they continue to support new economy stocks, how the antitrust proceedings are progressing in China and if climate change might threaten the region’s chipmakers. They also discuss how the development of China’s e-yuan might disrupt the corporate sector. Asia Dragon’s share price rose 120 per cent over five years to 8 June 2021, ahead of a 96 per cent return for MSCI AC Asia Pacific ex Japan Index. Hosted on Acast. See acast.com/privacy for more information.

In this podcast episode from The Brunner Investment Trust, a three-part discussion covers; recent developments in volatile markets, how a different approach from policy makers around the world is providing ongoing monetary and fiscal stimulus plus a focus on the healthcare industry, and a look at the Trust's annual results and the current dividend/income situation. To see the full podcast series visit https://www.brunner.co.uk/podcast/. Hosted on Acast. See acast.com/privacy for more information.

Janus Henderson's James Henderson tells Mary McDougall where he thinks the best value is in the UK stock market, what his favourite holdings are, how he values companies and what the key differences are between the funds he manages.James is co-manager of Lowland Investment Company (LWI), Henderson Opportunities Trust (HOT) and the equity portfolio of Law Debenture (LWDB). He also co-manages Janus Henderson UK Equity Income & Growth Fund.Henderson Opportunities Trust currently has the best five-year NAV performance in Winterflood’s UK All Companies trust sector, while Law Debenture ranks top of the broker’s UK Equity Income sector over the same period.  Hosted on Acast. See acast.com/privacy for more information.

In this interview, three fund managers from Liontrust’s Sustainable Future investment team tell Dave Baxter how a planned ESG investment trust will differ from the funds they already run. Peter Michaelis, Simon Clements and Chris Foster also discuss the most important ESG criteria to use in different sectors, how to deal with a holding that runs into controversy and why Alphabet is one of their most prominent investments.Read more about how ESG funds deal with the FAANG stocks here. Hosted on Acast. See acast.com/privacy for more information.

Emerging markets are not associated with high environmental, social and governance (ESG) standards but Mobius Investment Trust applies this kind of investment approach in these regions. The trust's co-manager, Carlos Hardenberg, explains how it is possible to do this, how ESG standards vary in different countries and he also takes ‘culture’ factors into account.Hardenberg profiles some of the trust's recent investments and explains why some companies in Covid hotspots are managing to hold up amid the challenges. Hosted on Acast. See acast.com/privacy for more information.

Baillie Gifford has delivered some tremendous returns to investors across a wide range of funds over a long period of time, and the man at the heart of it all has been Charles Plowden, joint senior partner and chief of Baillie Gifford’s investment staff from 2006 to 2021. In this interview, Charles tells Mary McDougall how the Scottish firm has grown to become the dominant force it is today, how individual funds sit within the firm’s wider context and shares his concerns about the rapid growth of passive investing. He also explains why he doesn’t think the types of stocks Baillie Gifford invests in are overvalued. Charles has worked across a number of investment teams over 38 years at Baillie Gifford, most recently managing the Monks Investment Trust and Baillie Gifford Global Alpha Growth Fund. This interview was conducted in his last week at the firm, ahead of his retirement on 30 April 2021.  Hosted on Acast. See acast.com/privacy for more information.

On this week's Alpha Podcast, Phil Oakley explains to John Hughman why he's growing more fearful of an inflation headwind for equities, and reveals one company he expects to power its way through it Hosted on Acast. See acast.com/privacy for more information.

We’re all very grateful to the healthcare industry for the amazing work it has done to create vaccines and treatments to help fight the pandemic. But what is the investment outlook now for the companies in the biotech sector?In this interview, Ailsa Craig of the International Biotechnology Trust (IBT) shares what types of companies she looks to own, where she sees the value in the biotech industry currently and how the development of coronavirus treatments has impacted holdings in the fund. Ailsa was named co-lead manager of the trust last month, alongside Marek Poszepczynski, following the announcement of Dr Carl Harald Janson’s departure, manager of the trust since 2013.   Hosted on Acast. See acast.com/privacy for more information.

On this week's Alpha Podcast, John Hughman and Phil Oakley ask whether asset price bubbles are forming everywhere, and assess the prospects for three British retailers proving that physical stores still matter. Hosted on Acast. See acast.com/privacy for more information.

A cashless, cashier-less supermarket experience. Simply walk in, load up your bags, and walk out, without any queuing, fumbling for wallets or human interaction whatsoever. This is not out the pages of a sci-fi novel, but a new venture from Amazon that has recently arrived on the streets of London.Yes, this month ‘Amazon Fresh’ has opened in two locations, firstly Ealing and most recently Wembley Park. They’re the first to be seen outside of the US, and the first of many planned for the UK. So today we’ll be discussing Amazon’s entry onto our high streets, and asking whether it’s a taste of the future for all retail or an experiment that’s doomed to fail. Hosted on Acast. See acast.com/privacy for more information.