Épisodes

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

    We're 'in the early innings' of a biotech recovery
    Feb 17 2026
    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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    31 min
  • Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations

    Edinburgh Worldwide’s Simpson-Dent fends off Saba accusations
    Jan 8 2026
    The Edinburgh Worldwide chair fended off accusations made by Saba Capital ahead of its impending vote to remove the board later this month, defending the £750m trust’s sale of SpaceX and his personal involvement in the FCA’s largest ever fine against a retail company.
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    24 min
  • The Trust Show with Charlotte Yonge

    The Trust Show with Charlotte Yonge
    Jan 7 2026
    Personal Assets’ newest manager looks back on a busy 2025 in a conversation spanning stickier-than-expected inflation, Yen exposure and why the trust won’t be investing alongside crypto’s ‘nefarious actors’.
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    17 min
  • Gore Street: COP28 ‘a disgrace’ but energy storage well placed

    Gore Street: COP28 ‘a disgrace’ but energy storage well placed
    Dec 14 2023
    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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    37 min
  • This crash will look like a blip

    This crash will look like a blip
    Dec 1 2023
    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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    41 min
  • Chris Mills: It’s hard to be optimistic, but we’re money-makers

    Chris Mills: It’s hard to be optimistic, but we’re money-makers
    Sep 29 2023
    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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    33 min
  • The top emerging market fund with no Indian stocks

    The top emerging market fund with no Indian stocks
    Apr 19 2023
    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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    26 min
  • Abrdn UK Value’s McCoy: How contrarian is oil and gas now?

    Abrdn UK Value’s McCoy: How contrarian is oil and gas now?
    Mar 2 2023
    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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    27 min