The Trust Show

The recent cycle of money out of speculative AI stocks and into defensive UK companies may be a precursor for what's to come.

Polar Capital Technology manager Ben Rogoff discusses the race for frontier AI, the fund’s SpaceX holding, and navigating downside risk – all as Anthropic prepares to go public.

Nikos Petrakakos, portfolio manager of shipping trust Tufton Assets explains how disruption in the Middle East is permanently reshaping global trade routes.

Manager Jean-Hugues de Lamaze talks UK market and dramatic infrastructure replacement cycle.

Seraphim Space CEO Market Boggett defends largest holding and shares fresh deployment plans after £137m raise.

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.

Head of Client Services at European and US software investor Hg, manager of HgCapital, defends the sector against rapid AI advancement. 

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’.

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.

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.