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VIDEO
Scottish Mortgage – a case study in net asset value

‘Gavatar’ explains the four different types of an investment company’s net asset value (NAV).

Mercantile’s Anderson: The £150bn reason I’m a UK bull

UK fund manager Guy Anderson explains why he is convinced a strong consumer and manufacturing recovery is underway after the pandemic slump.

‘Why super stock Tesla isn’t exciting me at $750 a share’

Tim Woodhouse, co-manager of JPMorgan Global Growth & Income, regrets missing out on Tesla's stratospheric growth last year but won't invest now.

How BlackRock Energy & Resources made 94% return trading zero carbon transition

Mark Hume, co-manager of BlackRock Energy and Resources Income, explains how the trust played both sides of the clean energy theme to generate a remarkable one-year return.

JPMorgan Japanese: Why we have 40% in ‘internet stocks’

Top investment trust manager Nicholas Weindling discusses the major opportunity in Japan's long-awaited online shift.

Nitin Bajaj: This will be a long rally for value stocks

Fidelity Asian Values fund manager says today’s rotation from ‘growth’ to ‘value’ will be as durable as the one that occurred after the 2000 dotcom crash.

comment & ANALYSIS
David Stevenson: I'm backing Scottish Mortgage star James Anderson's new company
Peter Spiller: The 60:40 portfolio is dying and multi-asset trusts are its inheritors
Citywire Pulse: Market signals flash a hot summer correction
James Carthew: Private equity trusts remain grossly mispriced
David Kempton: The 7 ESG funds I picked for my daughter
top news
Trust Watch: Surprise, surprise Caledonia is a real ‘bargain’
Capital Gearing: US bubble will burst after ‘Great Acceleration’
Baillie Gifford’s Schiehallion targets $500m-plus raise but retail investors still barred
India Capital Growth soars 134% in India’s Covid crisis
Ruffer bags a billion as wild bitcoin ride comes to an end