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The IC Interviews
October 15, 2024
‘The yen will keep on going’: Paul ffolkes Davis of Rising Sun Management
Dave Baxter hosts the chairman of the Japanese-focused portfolio Nippon Active Value
August 13, 2024
‘Buybacks are more interesting than dividends’: Charlotte Cuthbertson of Migo Opportunities
Share buybacks may seem counterintuitive for trusts that want to grow, but the case for them is still strong
July 30, 2024
‘AI is going to split the market in two’: James Cook of JPMorgan Global Growth & Income
Val Cipriani and the manager of the only global equity income trust trading at a premium talk semiconductor stocks, AI's impact and more
July 16, 2024
‘It’s a fantastic environment for shorting’: Chris Tennant of Fidelity Emerging Markets
Dave Baxter talks to Chris Tennant on TSMC, low interest rates paying off, buybacks and more
July 02, 2024
'We underestimated tech's potential’: Alastair Laing of Capital Gearing Trust
Dave Baxter hosts the CEO of Capital Gearing Asset Management
June 04, 2024
‘We’re investors, we’re not supposed to mimic benchmarks’: Cathie Wood of Ark Invest
Dave Baxter sits down with one of America’s most notable female investment managers and founder and CEO of Ark Invest
May 07, 2024
‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar
Dave Baxter and Ian Lance unpack the UK’s cheap valuation, the energy stocks throwing off cash, Royal Mail’s owner and more
April 09, 2024
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI
Dave Baxter sits down with AVI Global Trust and AVI Japan Opportunity Trust manager, Joe Bauernfreund
March 19, 2024
‘We should redefine what a recession is’: Abby Glennie of Abrdn UK Smaller Companies
Fund manager Abby Glennie on the UK small-cap market, changes to her portfolio and why we should re-evaluate the definition of a recession
March 05, 2024
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors
Dave Baxter and portfolio manager Laura Foll discuss income investing, Rolls-Royce and more
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