Tufton: ‘We’re not going back to status quo’ after Hormuz

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Nikos Petrakakos, portfolio manager of shipping trust Tufton Assets explains how disruption in the Middle East is permanently reshaping global trade routes.

12 Aug English United Kingdom Investing

‘Expect us to be excited’: Polar Capital’s Rogoff eyes Anthropic listing

Polar Capital Technology manager Ben Rogoff discusses the race for frontier AI, the fund’s SpaceX holding, and navigating downside risk – all as Anthropic prepares to go public.

27 Oct 33 min

Ecofin’s De Lamaze: UK ‘most challenging’ market for utilities

Manager Jean-Hugues de Lamaze talks UK market and dramatic infrastructure replacement cycle.

24 Jun 24 min

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