Fund Manager Interviews

Fidelity European Trust PLC Investment Review AGM 2023 by Sam Morse (VIDEO)

Fidelity European Trust PLC (LON:FEV) Lead Portfolio Manager Sam Morse presents an investment review of the Trust at the AGM in May 2023. The video contains three sections: i/ Detailed..

Why real estate fund income investments remain compelling

Real Estate Credit Investments Ltd (LON:RECI), a stable quarterly paying high dividend income stock, is the topic of conversation when DirectorsTalk interviewed Cheyne Capital’s Ravi Stickney, Chief Investment Officer. This..

Equity income strategies through high inflation explained by Gervais Williams (VIDEO)

Investing in equities in a period of high inflation can be a tricky area and getting the best return on our hard-earned money to generate a retirement income is more..

6 Small cap companies overlooked by Investors with Gervais Williams (VIDEO)

Miton UK MicroCap Trust (LON:MINI) Co Fund Manager Gervais Williams joins DirectorsTalk Interviews to discuss the current market situation. In this interview Gervais shares his thoughts on the high number..

TEAM plc Craig Farley reading a market of mixed signals (VIDEO)

TEAM plc (LON:TEAM) Head of Multi Asset Investments Craig Farley discusses market performance. In this interview Craig explains what shaped market performance in Q1, the signals he is keeping a..

Graft Polymer drug delivery GraftBio used in U.S. COVID-19 treatment (LON:GPL)

Miton UK MicroCap Trust plc (LON:MINI) Co Fund Manager Gervais Williams was asked by DirectorsTalk his thoughts on portfolio company Graft Polymer (UK) plc (LON:GPL) earlier in the month. DirectorsTalk asked, Graft Polymer..

Spring Budget 2023 analysis by Gervais Williams Premier Miton (VIDEO)

Miton UK MicroCap Trust (LON:MINI) Co fund manager Gervais William joins DirectorsTalk Interviews to discuss the effects of Jeremy Hunt’s Spring budget on investing. Gervais explains what stood out in..

Ravi Stickney hails RECI’s accelerated real estate investment opportunities

Real Estate dividend stock, Real Estate Credit Investments Ltd (LON:RECI) published on 30 January 2023 its Investment Manager, Cheyne Capital’s Q3 Investor Presentation. It provide investors with an update on..

Fidelity Dale Nicholls on China stock picks and economic outlook (VIDEO)

The Lunar New Year brought with it a change of direction for China, now focusing on driving demand and increasing consumer spending in nearly every sector of the economy. On..

Miton UK Microcap Trust Gervais Williams on high performers and recovery potential (VIDEO)

Miton UK Microcap Trust plc (LON:MINI) Co Fund Manager Gervais Williams joins DirectorsTalk to discuss stock picking in a looming recession. Gervais explains his investment strategy with MINI and how..

Emerging markets investing: opportunities and strategies of FEML investment trust (Video)

Christopher Tennant, co-portfolio manager of Fidelity Emerging Markets Limited (LON:FEML), shares his thoughts on the challenges emerging markets have faced over the last twelve months, but also the many opportunities..

TEAM plc market catalysts key to performance in 2023 (VIDEO)

Team Plc (LON:TEAM) Head of multi asset investments Craig Farley joins DirectorsTalk Interviews to discuss investing through 2023. Craig shares his thoughts on market catalysts and risks that are key..

Europe Investment fund: JEDT manager assesses European smaller companies

DirectorsTalk interviewed Edward Greaves, Portfolio Manager for JPMorgan European Discovery Trust plc (LON: JEDT) to discuss the investment case for European smaller companies, current valuations in the sector as well..

Market insights on China, US stocks, Diverse Income Trust – Paypoint, TP ICAP, Just Group (LON: DIVI)

The Diverse Income Trust (LON:DIVI) fund manager Gervais Williams joins DirectorsTalk Interview to discuss current market conditions. Gervais shares his thoughts on China, the internal challenges they are facing and..

Fund manager Gervais Williams thoughts on Jeremy Hunt’s Autumn statement (VIDEO)

Miton U.K. Microcap Trust (LON:MINI) Co-Fund Manager Gervais Williams discusses the Chancellor’s Autumn statement. Gervais shares his views on the Autumn statement, what would bring about a recovery in investor..

Miton UK Microcap Trust see tremendous opportunity for small caps moving through the recession (VIDEO)

Miton UK Microcap Trust (LON:MINI) Gervais Williams Co-Fund Manager discusses the Chancellor’s new approach for Corporate Britain and UK equities. Gervais explains what this new approach means for UK equities,..

Diverse Income Trust Fund Manager Gervais Williams on highly attractive stocks in DIVI income fund

Diverse Income Trust plc (LON:DIVI) Fund Manager Gervais Williams caught up with DirectorsTalk for an exclusive interview to discuss UK inflation, how market conditions impact how the fund is managed..

Nitin Bajaj analyses opportunities in Asia investment fund and markets (LON: FAS)

Asia investment trust Fidelity Asian Values Plc (LON:FAS) Fund Manager Nitin Bajaj, joins DirectorsTalk Interviews to give us a better understanding of his investment approach, opportunities and the thought processes..

Energy transition opportunities and dividends with BlackRock Energy & Resources, Mark Hume Video (LON:BERI)

BlackRock Energy and Resources Income Trust plc (LON:BERI) Co-Manager Mark Hume joins DirectorsTalk Interviews to tell us more about the trust. Mark explains the objective of the BlackRock Energy and..

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