Income heavyweight Nick Clay: Why we left billions behind at ‘unsupportive’ Newton

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Redwheel Global Equity Income fund manager Nick Clay discusses the right environment for success, the case for income investing, defence stocks post-Ukraine invasion and why you shouldn’t buy Microsoft.

18 Mar 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.

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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.

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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.

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