Seraphim’s Boggett ‘unapologetic’ about near-40% ICEYE holding

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

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…

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.