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The IC Interviews

May 06, 2025
鈥楥ommodities are the best protection against inflation鈥�: Jasmine Yeo of Ruffer
The manager of the wealth preservation trust talks bonds, commodities and the end of US exceptionalism
April 22, 2025
Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust
Co-manager of Personal Assets Trust explains why she is bullish on gold and why consumer stock investors need not fear weight loss drugs
March 25, 2025
鈥業 don鈥檛 believe in tech鈥�: Stephen Yiu of Blue Whale Growth
Manager of the popular global fund talks tech stocks, how the fund will evolve and what impact trade wars will have
March 04, 2025
There are AI winners apart from Nvidia: Nick Train of Finsbury Growth & Income
The popular UK fund manager explains why he鈥檚 hopeful for a performance turnaround
February 18, 2025
Vietnam and India will benefit from China鈥檚 fall: Carson Block of Muddy Waters
The researcher and short-seller shares his take on the impact of trade wars
February 04, 2025
Some European stocks will be protected from Trump: Sam Gleave of Liontrust European Dynamic
What lies ahead for European stocks in 2025?
January 21, 2025
鈥楾rusts need to do better鈥�: Boaz Weinstein of Saba Capital
US hedge fund Saba has ruffled feathers by forcing shareholder votes on proposals to oust board members and merge a set of investment trusts. What should shareholders do?
December 19, 2024
Simon Thompson: The scene is set for a UK small-cap recovery
Simon Thompson speaks to Dan Jones about the outlook for the UK market in 2025
December 17, 2024
Small-cap expert Simon Thompson鈥檚 2024 review: IC Interviews
It鈥檚 the IC Interview鈥檚 end-of-year show with stockpicker favourite, Simon Thompson
November 26, 2024
鈥榊ou don鈥檛 have to love Europe to own its stocks鈥�: Stefan Gries of BlackRock Greater Europe
Val Cipriani sits down with BlackRock鈥檚 head of European equities to discuss the outlook for the continent鈥檚 stockmarket, how he picks investments and promising sectors

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