Equities

Interview with Marcel Stotzel, Fidelity

In this interview, Marcel Stotzel, co-manager of the Fidelity European Fund and Fidelity European Trust, discusses the potential impact of interest rates on businesses in 2024.

The Launch Pad: Raj Shant, PGIM Jennison Carbon Solutions Equity fund

In the first of a new series, Adam Lewis talks to Raj Shant, managing director of Jennison Associates, about the recently launched PGIM Jennison Carbon Solutions Equity fund.

Fund in Five: Fidelity Cash Fund

In this Fund in Five, Christopher Ellinger, fund manager of the Fidelity Cash Fund, discusses why investors need to think of cash as a standalone asset class within their portfolios.

Interview with Joe Hawkes, CCLA Better World Global Equity Fund

In this sponsored Q&A, Joe Hawkes, portfolio manager of the Better World Global Equity Fund at CCLA, discusses the firms overarching investment philosophy and running a diversified portfolio.

Interview with Peter Hewitt, Columbia Threadneedle Global Managed Portfolio Trust

Peter Hewitt of the Columbia Threadneedle Global Managed Trust, tells Adam Lewis that he has not seen such attractive valuation opportunities within the investment trust sector this century.

Interview with Richard de Lisle, VT De Lisle America Fund

Richard de Lisle talks about having patience in the US stockmarket and the long-term themes outside of tech.

Interview with Ailsa Craig, International Biotechnology Trust

Ailsa Craig, joint manager of the International Biotechnology Trust, looks at the prospects for the sector and the trust’s move to Schroders.

In the Hot Seat: James Dowey, Liontrust

James Dowey, fund manager within the Global Innovation team at Liontrust, explains what he believes is the most important driver of companies and stocks.

The Diversifiers: Alexandra Christiansen, Nordea Global Climate Engagement Strategy

In the second part of the PA+ Diversifiers series, Adam Lewis talks to Alexandra Christiansen, portfolio manager of Nordea’s Global Climate Engagement strategy.

Interview with Stephen Yiu, Blue Whale Growth fund

Julian Marr sits down with Stephen Yiu, lead manager of the Blue Whale Growth fund to reflect on the portfolio’s six-year anniversary.

Interview with Emily Fletcher, BlackRock Frontiers trust

Emily Fletcher, co-manager of the BlackRock Frontiers trust, provides an update on her outlook for emerging markets and where she is finding the best investment opportunities.

Interview with Cooper Abbott, Matthews Asia

Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ and where there is room for innovation in the industry.