Citywire: The Funds Fanatic Show
Business:Investing
Carl Harald Jansen, co-manager of International Biotechnology Trust, talks to Citywire’s Gavin Lumsden about why biotech stocks are making a comeback after a comparatively quiet five years. He explains the revival is not all about finding a cure for Covid-19.
Peter Spiller: The bear waiting for the big crash & a bull market
Schroders on value stocks’ comeback: ‘Hostage to patience’ not fortune
Private equity: How to invest in tech stocks without the bubble
GRID battery fund: How we make money from renewables
Impax: Investing in a faster energy transition after Ukraine war
Income heavyweight Nick Clay: Why we left billions behind at ‘unsupportive’ Newton
Merchants Trust: How to invest in the new world order
Liontrust’s sustainable supremos: Why we can keep beating the market
Top small caps fund manager: The 2022 outlook for UK equities
Ruffer: We’re not a doomsday fund, but inflation upheaval is coming
John Chatfeild-Roberts: The secret to finding top fund managers
Liontrust Special Situations: Our UK ideas are ‘as strong as ever’
Fidelity’s Jeremy Podger: Big tech could be worth more broken up
Jupiter: ‘Coiled spring’ Japan is still an active manager’s paradise
Schroders: ‘Exciting’ Shell can help manage climate change
Gervais Williams: I’ve been waiting 30 years for UK micro caps to shine
10 years beating Warren Buffett by investing in UK stocks
Covid-19: What does the future of vaccination look like now?
China’s a ‘growth honeypot, but you have to mind your eye’
ISA 2021: Climate change, China’s rise & risky index funds
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