Baillie Gifford’s James Dow: What most income investors get wrong

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James Dow, a global equity income fund manager at Baillie Gifford, on why long-term growth trumps all else, the Chinese market, and the lessons of great investors like Warren Buffett and the recently-retired James Anderson.

16 Jun 2022 English United Kingdom Investing Citywire

Seraphim’s Boggett ‘unapologetic’ about near-40% ICEYE holding

Seraphim Space CEO Market Boggett defends largest holding and shares fresh deployment plans after £137m raise.

5 Jun 27 min

Allianz Tech: Wave of trillion-dollar IPOs could dethrone tech leaders

Investors could fund the highly anticipated listings of SpaceX and Anthropic – plus the numerous others on the horizon – by selling the Magnificent Seven giants that have long dominated markets.

3 Jun 24 min

Luke Finch: AI progress is a ‘win win’ for HgCapital

Head of Client Services at European and US software investor Hg, manager of HgCapital, defends the sector against rapid AI advancement.

29 Apr 24 min

Nick Train: Worse-ification is the route to mediocrity

The Lindsell Train manager defends his high-conviction approach that has been ‘wonderful on the upside but painful on the downside’. Despite falling far behind the benchmark in recent years, Train said that ‘in a world of ETFs and index huggers, it is necessary to offer investors a strategy that is…

15 Apr 46 min

We're 'in the early innings' of a biotech recovery

RTW’s Oliver Kenyon unpacks the biotech opportunity as pioneering companies move into commercialisation, and explains why he thinks the sector still looks attractively valued.

17 Feb 31 min