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Previously only available to subscribers of www.johnbaronportfolios.co.uk, you can now listen here to the interviews we’ve conducted with leading investment trust managers, to our regular interviews in future, and to our new monthly podcast (The Two Johns) where John Baron…
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 2, 2026
- Audience
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- Earliest in this view
- Jul 14, 2026
Latest episodes
Utilico Emerging Markets Trust (UEM) (opens the original)
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UEM is aspecialist investment company focused on infrastructure, utilities and essential services across emerging markets. Managed by Charles Jillings and his team, the trust invests in the companies that help economies function and grow, including ports, railways, electricity networks, telecoms, digitalinfrastructure and transport assets. With a concentrated, bottom-up approach, UEM looks for high-quality businesses with strong management teams, resilient cash generation and the potential to de
The Two Johns: Tapping into the coming infrastructure boom (opens the original)
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Welcome to another episode of The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors' Chronicle editor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website's ten live investment trust portfolios are being managed. In episode 21, they examine why infrastructure is emergin
Ecofin Global Utilities and Infrastructure Trust (EGL) (opens the original)
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EGL investsin a diversified portfolio of utilities, environmental services, and transportation infrastructure companies across developed markets, with the aim of delivering a combination of secure income, capital preservation, and long-term growth. Managed by Jean-Hugues de Lamaze since launch in 2016, the trust focuses on businesses with predictable cash flows, strong inflation linkage and structural growth opportunities arising from the energy transition. Recent years have seen the portfolio b
The Two Johns: Embracing uncertainty (opens the original)
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Welcome to The Two Johns, the investment trust podcast brought to you by the website www.johnbaronportfolios.co.uk . Each month, John Baron joins former Investors’ Chronicle e ditor John Hughman to discuss the big themes dominating the investment landscape and the important issues affecting the sector, while explaining how these are influencing the way the website’s ten live investment trust portfolios are being managed. In episode 20, they first look at special situations - and why uncertainty,
Capital Gearing Trust (CGT) (opens the original)
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CGT is a long-established, defensively positioned multi-asset investment company focused on preserving and steadily growing investors’ real wealth over time. Managed byCG Asset Management, the trust aims to deliver long-term returns ahead of inflation while minimising the risk of significant capital loss, using a flexible global portfolio spanning equities, bonds and commodities without leverage or short selling. As of 31 January 2026, the portfolio was heavilyweighted towards inflation protecti
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