

194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
Fidelity China Special Situations investment trust invests predominantly in companies listed in China and Hong Kong, but manager Dale Nicholls will also invest in companies listed elsewhere in the world that have significant interests in, and get most of their revenues from, China. Dale has a bias towards small and medium-sized companies, which he thinks are less well covered, so there is greater room for the market to underestimate their potential.
Read more about Fidelity China Special Situations
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
Richard Sennitt, manager of Schroder Oriental Income Fund, talks about the regulatory issues in...
Niall Gallagher, manager of GAM Star Continental European Equity fund, explains why European...