Investment videos
Russ Mould: Updates from an informative UK reporting season
Russ Mould delves into the ongoing UK reporting season, highlighting positive earnings surprises and dividend increases. He provides a detailed analysis of upcoming results from key companies, including Persimmon, Legal...
Shares and the stockmarket | Thu, 06/03/2025 - 11:34
Smithson Investment Trust – Simon Barnard, Portfolio Manager
Portfolio Manager for Smithson Investment Trust, Simon Barnard talks us through the trust’s investment objectives, their investment process, new discoveries and more.
00:11 – Simon’s background and role...
Investment trusts | Wed, 05/03/2025 - 08:51
Fidelity China Special Situations PLC - Dale Nicholls, Portfolio Manager
Dale Nicholls, Portfolio Manager for Fidelity China Special Situations discusses the trust's long term investment performance, how they generate ideas for the portfolio and the investment case for Chinese equities.
Investment trusts | Tue, 04/03/2025 - 11:57
Russ Mould: What to expect from Ashtead and Fresnillo updates
Russ Mould discusses the impact of President Donald J. Trump's policies on markets and previews key UK corporate results. Special focus on Ashtead (AHT) and Fresnillo's (FRES) upcoming reports.
Shares and the stockmarket | Thu, 27/02/2025 - 10:33
Patria Private Equity Trust plc - Alan Gauld, Senior Investment Director
Alan Gauld, Senior Investment Director discusses the Patria Private Equity Trust, changes in the management and highlights its performance in 2024. It covers improvements in cash flows, increased debt facility, and portfolio growth.
Investment trusts | Tue, 25/02/2025 - 11:34
Blue Whale Growth Fund - Stephen Yiu, Chief Investment Officer
Stephen Yiu discusses his career journey along with the investment strategies and the performance of the Blue Whale Growth Fund. He emphasises the importance of evolving with the market and conducting detailed in-house research.
Investment trusts | Fri, 21/02/2025 - 15:29
Russ Mould: The best and worst FTSE 100 companies set to report next week
AJ Bell's Investment Director, Russ Mould gives us a break down on what to expect from the FTSE 100's best performer International Consolidated Airlines (IAG), the market's worst performer Croda (CRDA) and market...
Shares and the stockmarket | Thu, 20/02/2025 - 17:30
Fidelity European Trust, Marcel Stötzel, Portfolio Manager
Marcel Stötzel runs through the trust's investment goals and details how they generate ideas for inclusion in the Fidelity European Trust. He also highlights the how the trust typically performs in different market conditions.
Investment trusts | Tue, 18/02/2025 - 14:42
Russ Mould: What to expect from a trio of miners' latest results
Russ Mould runs through what we can expect from Antofagasta, Glencore and Rio Tinto when they announce their latest set of results next week (w/c: 17 February 2025).
Shares and the stockmarket | Thu, 13/02/2025 - 14:45
How to invest in alternative asset classes webinar: Ruffer Investment Company
Duncan MacInnes discusses the current high valuations in the US stock market, and details the investment strategy of Ruffer Investment Company, which focuses on defensive allocations and diversification.
Webinar | Wed, 12/02/2025 - 11:32
How to invest in alternative asset classes webinar: Schroder Real Estate Investment Trust
Bradley Biggins discusses the trusts' strategy in UK commercial real estate, focusing on interest rates, market conditions, and sustainability improvements to enhance returns.
Webinar | Wed, 12/02/2025 - 11:30
Russ Mould: What to expect from Barclays’ and Natwest’s latests results
Russ Mould runs through what we can expect from Barclays and Natwest when they announce their latest set of results next week.
Shares and the stockmarket | Fri, 07/02/2025 - 10:41