Episodes

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

    Ecofin’s De Lamaze: UK ‘most challenging’ market for utilities
    Jun 24 2026
    Manager Jean-Hugues de Lamaze talks UK market and dramatic infrastructure replacement cycle.
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    24 mins
  • Seraphim’s Boggett ‘unapologetic’ about near-40% ICEYE holding

    Seraphim’s Boggett ‘unapologetic’ about near-40% ICEYE holding
    Jun 5 2026
    Seraphim Space CEO Market Boggett defends largest holding and shares fresh deployment plans after £137m raise.
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    28 mins
  • Allianz Tech: Wave of trillion-dollar IPOs could dethrone tech leaders

    Allianz Tech: Wave of trillion-dollar IPOs could dethrone tech leaders
    Jun 3 2026
    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.
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    25 mins
  • Luke Finch: AI progress is a ‘win win’ for HgCapital

    Luke Finch: AI progress is a ‘win win’ for HgCapital
    Apr 29 2026
    Head of Client Services at European and US software investor Hg, manager of HgCapital, defends the sector against rapid AI advancement.
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    25 mins
  • Nick Train: Worse-ification is the route to mediocrity

    Nick Train: Worse-ification is the route to mediocrity
    Apr 15 2026
    The Lindsell Train manager defends his high-conviction approach that has been ‘wonderful on the upside but painful on the downside’. Despite falling far behind the benchmark in recent years, Train said that ‘in a world of ETFs and index huggers, it is necessary to offer investors a strategy that is radically differentiated’.
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    47 mins
  • 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 mins
  • 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 mins
  • 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 mins