Citywire: The Funds Fanatic Show Citywire
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- Business
Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
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Gore Street: COP28 ‘a disgrace’ but energy storage well placed
Alex O’Cinneide, fund manager of Gore Street Energy Storage, denounces the pressure petro states brought to bear on the climate change summit but says the global growth in renewable energy storage is unstoppable.
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This crash will look like a blip
Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.
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Chris Mills: It’s hard to be optimistic, but we’re money-makers
Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust’s £107m cash pile after a series of spectacular successes.
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The top emerging market fund with no Indian stocks
Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.
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Abrdn UK Value’s McCoy: How contrarian is oil and gas now?
Wesley McCoy, manager of the £375m Abrdn UK Value fund, discusses why banks like Barclays are now a more contrarian bet than energy giants but defends making money from coal companies.
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Vietnam’s oldest trust on its most turbulent year yet
Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.