26 min

A biotech bounce back? With IBT Manager Ailsa Craig Kepler Trust Intelligence Podcast

    • Investing

In this episode of Trust Issues, we speak to Ailsa Craig, Investment Manager at International Biotechnology Trust (IBT). The trust recently announced it would be moving to Schroders and we discuss the move, developments in biotech this year, what the IBT managers have been investing in, and more. You can skip to individual questions using the buttons below:
00:00 - Intro and risk warnings01:17 - What's happening with IBT now you are moving to Schroders?03:26 - Are we seeing a bounce back in biotech?09:02 - How are you reinvesting cash from acquisitions?14:05 - How do you invest for lower volatility but higher returns?16:45 - Did upping gearing levels work as hoped for?19:40 - Have rate hikes started to filter out bad companies?21:13 - Is the trend for new obesity drugs impacting the IBT portfolio and are there other trends investors should be aware of?22:39 - Should investors be worried about US pricing changes?
Visit the IBT website - ibtplc.comRead our latest note on IBT - https://tinyurl.com/3pe7jejp
Intro music by State Azure, used with permission.

In this episode of Trust Issues, we speak to Ailsa Craig, Investment Manager at International Biotechnology Trust (IBT). The trust recently announced it would be moving to Schroders and we discuss the move, developments in biotech this year, what the IBT managers have been investing in, and more. You can skip to individual questions using the buttons below:
00:00 - Intro and risk warnings01:17 - What's happening with IBT now you are moving to Schroders?03:26 - Are we seeing a bounce back in biotech?09:02 - How are you reinvesting cash from acquisitions?14:05 - How do you invest for lower volatility but higher returns?16:45 - Did upping gearing levels work as hoped for?19:40 - Have rate hikes started to filter out bad companies?21:13 - Is the trend for new obesity drugs impacting the IBT portfolio and are there other trends investors should be aware of?22:39 - Should investors be worried about US pricing changes?
Visit the IBT website - ibtplc.comRead our latest note on IBT - https://tinyurl.com/3pe7jejp
Intro music by State Azure, used with permission.

26 min