About this episode
Dave Baxter is joined by Stephen Yiu, lead manager of the popular but embattled Blue Whale Growth fund (GB00BD6PG787). They discuss recent shifts in the portfolio - from Yiu exiting many of the mega-cap US tech stocks to a newfound interest in the energy sector - and the thinking behind this. From Chatgpt to the metaverse, they also look at which technological advances might drive tomorrow's returns, and which might look less convincing.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times.
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time Investors' Chronicle publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Investors' Chronicle
Semiconductor stocks, our Top 50 Funds and Mortgage Advice Bureau: Companies and...
Investors' Chronicle
Our favourite ETFs, toxic stocks to avoid and industrials: Companies and Markets...
Investors' Chronicle
Protecting your pension, UK industrials and Nvidia: Companies and Markets Show
Investors' Chronicle
How to invest under Andy Burnham: Lee and the IC
Investors' Chronicle