Citywire: The Funds Fanatic Show podcast

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Vor sechs Jahren hinzugefügt

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Smart Travel: Upgrade Your Getaways

1
Cash or Miles? The 2025 Points Valuations That Could Change How You Travel 42:36

vor 9 weeks42:36

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42:36

Get fresh NerdWallet data on what your points and miles are really worth in 2025 — and why the answer might change how you book travel. Should you take a $650 flight voucher or 32,500 miles? How much are your points and miles actually worth? Hosts Sally French and Meghan Coyle break down the latest NerdWallet valuations to help you make smarter redemption choices. But first, they cover the week’s biggest travel headlines, including Southwest Airlines’ new partnership with EVA Air, Frontier’s companion certificate promotion and status match, and JetBlue opening up award bookings with Condor Airlines. Then, travel Nerd Craig Joseph joins Meghan to discuss NerdWallet’s latest airline, hotel, and credit card point valuations, with tips and tricks on comparing loyalty programs, maximizing transfer partners, and deciding when cash is more valuable than points. They also discuss the impact of devaluations, how close-in bookings can save you points, and why premium cabins can sometimes offer outsized redemption value. Plus: Craig’s hot take on airport lounges. Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: Is the Frontier Airlines World Mastercard Worth Its Annual Fee? https://www.nerdwallet.com/article/travel/is-the-frontier-airlines-world-mastercard-worth-its-annual-fee Citi Strata Credit Card Review: Solid Rewards for No Annual Fee https://www.nerdwallet.com/reviews/credit-cards/citi-strata Citi Double Cash Review: A Solid Choice for Everyday Spending https://www.nerdwallet.com/reviews/credit-cards/citi-double-cash Citi Custom Cash Card Review: Low-Maintenance 5% Cash Back https://www.nerdwallet.com/reviews/credit-cards/citi-custom-cash Citi Strata Premier: Big Rewards Across Top Spending Categories https://www.nerdwallet.com/reviews/credit-cards/citi-strata-premier Is the New Alaska Atmos Summit Card Worth a $395 Annual Fee? https://www.nerdwallet.com/article/travel/is-the-alaska-airlines-atmos-summit-card-worth-its-annual-fee Resources discussed in this episode: Airline Miles vs. Cash Calculator https://www.nerdwallet.com/article/travel/calculator-should-you-book-a-flight-with-cash-or-miles How Much Are Travel Points and Miles Worth in 2025? https://www.nerdwallet.com/article/travel/airline-miles-and-hotel-points-valuations Want even more tips and tricks to get the most out of your travel dollars? Subscribe to TravelNerd , our free newsletter designed to help you crack the code on spending less on your travel. In this episode, the Nerds discuss: points and miles valuation, airline miles value, hotel points value, credit card points value, Southwest EVA Air partnership, Frontier Companion Certificate, JetBlue Condor award booking, Citi American Airlines transfer, Amex Membership Rewards value, Capital One points value, Bilt points value, Hyatt points value, Hilton points value, Marriott points value, Wyndham points value, IHG points value, Alaska miles value, JetBlue points value, American Airlines miles value, United miles value, Southwest points value, Virgin Atlantic miles value, ANA miles value, Avianca LifeMiles value, best way to use Amex points, best way to use Citi points, best way to use Capital One points, use cash or points for flights, last minute award flight value, premium cabin redemption value, economy flight points value, airline devaluation, hotel point devaluation, cash vs points travel booking, when to transfer credit card points, how to maximize travel rewards, and NerdWallet points and miles calculator. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Citywire: The Funds Fanatic Show

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Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.

98 Episoden

#Trading #Business #Citywire #Investing #Money #Finance #Wealth

Citywire: The Funds Fanatic Show

19 subscribers

updated vor 2 Jahren

Serie-Home•Feed

Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.

98 Episoden

#Trading #Business #Citywire #Investing #Money #Finance #Wealth

Alle Folgen

1
Gore Street: COP28 ‘a disgrace’ but energy storage well placed 36:46

vor 2 years36:46

36:46

Alex O’Cinneide, fund manager of Gore Street Energy Storage, denounces the pressure petro states brought to bear on the climate change summit but says the global growth in renewable energy storage is unstoppable.

1
This crash will look like a blip 40:54

vor 2 years40:54

40:54

Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.

1
Chris Mills: It’s hard to be optimistic, but we’re money-makers 33:24

vor 2 years33:24

33:24

Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust’s £107m cash pile after a series of spectacular successes.

1
The top emerging market fund with no Indian stocks 26:09

vor 3 years26:09

26:09

Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.

1
Abrdn UK Value’s McCoy: How contrarian is oil and gas now? 26:59

vor 3 years26:59

26:59

Wesley McCoy, manager of the £375m Abrdn UK Value fund, discusses why banks like Barclays are now a more contrarian bet than energy giants but defends making money from coal companies.

1
Vietnam’s oldest trust on its most turbulent year yet 39:25

vor 3 years39:25

39:25

Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.

1
Don’t let 2022’s slump fool you, real estate is reviving 37:37

vor 3 years37:37

37:37

The fog of uncertainty is clearing around real estate investment trusts after last year’s selloff, says TR Property's Marcus Phayre-Mudge, who tells Gavin Lumsden where he is finding good value in a sector trailing on steep discounts to asset value.

1
Ken Wotton: Takeover resurgence should drive UK small caps 29:51

vor 3 years29:51

29:51

Ken Wotton, the manager of the £361m Gresham House Multi Cap Income fund and Strategic Equity Capital trust, discusses lowly-rated British smaller companies and the next wave of corporate activity.

1
A turbulent 2022 in review 40:16

vor 3 years40:16

40:16

Gavin Lumsden and Jeremy Gordon discuss the best and worst performing funds and investment trusts in a rollercoaster year, key investment themes and what 2023 might bring.

1
Matthew Tillett: Extreme UK bargains and why I jumped ship 39:54

vor 3 years39:54

39:54

Having just left Allianz after 16 years to take over running the Premier Miton UK Value Opportunities fund, Matthew Tillett discusses why the switch and where he is finding bargains for the long-term while taking less risk today.

1
Alex Savvides: ‘We’ve had many attempts at calling the bottom’ 40:13

vor 3 years40:13

40:13

Alex Savvides, manager of the £1.1bn JOHCM UK Dynamic fund, discusses investing in companies at the moment of change and once-in-a-generation value in the UK stock market.

1
Tim Guinness: Asset management through boom and bust 42:23

vor 3 years42:23

42:23

Guinness Global Investors chairman Tim Guinness discusses founding (at least) two asset managers, the evolving use of data in investing and opportunities in sustainable versus traditional energy stocks.

1
Alex Wright: UK value will do best as markets revert to mean 37:30

vor 3 years37:30

37:30

Fidelity Special Values fund manager Alex Wright explains why the next decade will be unlike the past 15 years. Investment returns will fall, but the cheap UK stock market is placed to do very well.

1
Smithson: Our growth stocks will survive this crash stronger than before 27:07

vor 3 years27:07

27:07

After three years of strong performance, Smithson investment trust has suffered badly in the 2022 growth selloff. Fund manager Simon Barnard explains how he is keeping faith with his stock picks.

1
Commodity investing: Is it too late to hedge against inflation? 41:28

vor 3 years41:28

41:28

George Cheveley, Citywire AA-rated manager of Ninety One’s Global Gold and Global Natural Resources funds, discusses the energy crisis in context, inflation, gold’s lacklustre 2022, and whether his portfolios’ strong run can continue even as we head for recession.

Citywire: The Funds Fanatic Show

1
The surprising secrets of growth in emerging markets 50:23

vor 3 years50:23

50:23

Joe Studwell, economist, author and director of Baillie Gifford’s Pacific Horizon investment trust, discusses the surprising secrets of development in Asia and Africa, and why the fastest growing economies rarely generate the best investment opportunities.

Citywire: The Funds Fanatic Show

1
Schroders: Don’t let recession put you off property income 30:48

vor 3 years30:48

30:48

Nick Montgomery of Schroder Real Estate explains how UK commercial property is well positioned for the slowdown in the economy and why real estate investment trusts can generate income ahead of inflation and also do their bit for the environment.

Citywire: The Funds Fanatic Show

1
Troy's James Harries: Lessons for life after the bubble 36:43

vor 3 years36:43

36:43

Troy’s James Harries, manager of the Trojan Global Equity Income fund and Securities Trust of Scotland, discusses inflation, recession, tumultuous global markets and why he expects to make steady returns despite all of the above.

Citywire: The Funds Fanatic Show

1
Baillie Gifford’s James Dow: What most income investors get wrong 34:56

vor 3 years34:56

34:56

James Dow, a global equity income fund manager at Baillie Gifford, on why long-term growth trumps all else, the Chinese market, and the lessons of great investors like Warren Buffett and the recently-retired James Anderson.

Citywire: The Funds Fanatic Show

1
Peter Spiller: The bear waiting for the big crash & a bull market 44:17

vor 3 years44:17

44:17

Peter Spiller, the UK’s longest serving fund manager, explains how Capital Gearing Trust is waiting for a ‘Volcker moment’ when high inflation has caused markets to crash and interest rates are hiked aggressively, leading to a new golden era for investors.

Citywire: The Funds Fanatic Show

1
Schroders on value stocks’ comeback: ‘Hostage to patience’ not fortune 32:07

vor 3 years32:07

32:07

Simon Adler, part of the Schroders team behind Global Recovery and other funds, makes the case for buying the cheapest stocks in the market and argues a recent recovery has barely scratched the surface after a lacklustre decade.

Citywire: The Funds Fanatic Show

1
Private equity: How to invest in tech stocks without the bubble 44:28

vor 3 years44:28

44:28

Steven Tredget, partner at Oakley Capital Investments, reveals how the investment trust invests in established technology companies in Europe at lower valuations than publicly traded tech stocks.

Citywire: The Funds Fanatic Show

1
GRID battery fund: How we make money from renewables 26:41

vor 4 years26:41

26:41

Ben Guest, manager of Gresham House Energy Storage, talks to Gavin Lumsden about how the volatility of power prices, not their high level, enables the battery fund to make impressive returns while helping the UK transition to clean energy.

Citywire: The Funds Fanatic Show

1
Impax: Investing in a faster energy transition after Ukraine war 40:39

vor 4 years40:39

40:39

Jon Forster discusses the lessons of two decades running the pioneering £1.4bn Impax Environmental Markets investment trust and new opportunities created by an accelerated transition to green energy as a result of the war in Ukraine.

Citywire: The Funds Fanatic Show

1
Income heavyweight Nick Clay: Why we left billions behind at ‘unsupportive’ Newton 45:16

vor 4 years45:16

45:16

Redwheel Global Equity Income fund manager Nick Clay discusses the right environment for success, the case for income investing, defence stocks post-Ukraine invasion and why you shouldn’t buy Microsoft.

Citywire: The Funds Fanatic Show

1
Merchants Trust: How to invest in the new world order 22:18

vor 4 years22:18

22:18

Simon Gergel, manager of the 133-year-old UK equity income trust Merchants, talks to Gavin Lumsden about the stock market impact of high inflation, soaring energy prices and the war in Ukraine.

Citywire: The Funds Fanatic Show

1
Liontrust’s sustainable supremos: Why we can keep beating the market 39:47

vor 4 years39:47

39:47

Peter Michaelis and Simon Clements, who run Liontrust’s top-performing £15bn sustainable fund range, discuss crashing growth stocks, greenwashing, under-pressure Unilever, and the pros and cons of private equity in this in-depth interview.

Citywire: The Funds Fanatic Show

1
Top small caps fund manager: The 2022 outlook for UK equities 39:22

vor 4 years39:22

39:22

Daniel Hanbury, manager of the chart-topping £630m River & Mercantile UK Equity Smaller Companies fund, discusses valuations, hidden gems and whether the UK stock market can finally deliver a bout of outperformance this year.

Citywire: The Funds Fanatic Show

1
Ruffer: We’re not a doomsday fund, but inflation upheaval is coming 36:40

vor 4 years36:40

36:40

Alex Chartres, manager of the £4bn Ruffer Total Return fund, discusses the protective qualities of UK equities, that famous bitcoin buy, conventional bonds as ‘killing fields’, and markets caught napping as a new inflationary era dawns.

Citywire: The Funds Fanatic Show

1
John Chatfeild-Roberts: The secret to finding top fund managers 36:38

vor 4 years36:38

36:38

John Chatfeild-Roberts, the fund-picking heavyweight who heads up Jupiter’s £6.5bn Merlin range, discusses why he still believes in Terry Smith, personal lessons from Neil Woodford’s downfall, getting the rise of passive investing wrong and the key traits he hunts for in active managers.

Citywire: The Funds Fanatic Show

1
Liontrust Special Situations: Our UK ideas are ‘as strong as ever’ 41:58

vor 4 years41:58

41:58

Anthony Cross and Julian Fosh, managers of the top-performing and now giant £6bn Liontrust Special Situations fund, discuss the nature of competitive advantage among UK stocks, backing Shell and BP during the energy crisis, and why smaller companies remain the kings of compounding.

Citywire: The Funds Fanatic Show

1
Fidelity’s Jeremy Podger: Big tech could be worth more broken up 40:52

vor 4 years40:52

40:52

Jeremy Podger, manager of the £3.3bn Fidelity Global Special Situations fund, discusses breaking up big tech, controversial takeovers and why he’s getting ready for ‘another leg’ of the value rally.

Citywire: The Funds Fanatic Show

1
Jupiter: ‘Coiled spring’ Japan is still an active manager’s paradise 41:53

vor 4 years41:53

41:53

Dan Carter, manager of the Jupiter Japan Income fund, discusses investing for both income and growth in the country’s inefficient stock market, getting ‘creative’ as tech valuations rise, an unusual Olympics and why depressed Japanese equities are due a bounce.

Citywire: The Funds Fanatic Show

1
Schroders: ‘Exciting’ Shell can help manage climate change 30:28

vor 4 years30:28

30:28

Sue Noffke, head of UK equities at Schroders, discusses dividends, the UK stock market recovery and her battle to make businesses like oil giant Royal Dutch Shell sustainable.

Citywire: The Funds Fanatic Show

1
Gervais Williams: I’ve been waiting 30 years for UK micro caps to shine 37:15

vor 4 years37:15

37:15

Veteran Premier Miton fund manager Gervais Williams talks to Jeremy Gordon about how his funds and investment trusts bounced back last year after a shocking 2019, the joys of the Alternative Investment Market and why the outlook has never been better for the UK’s smallest listed companies.

Citywire: The Funds Fanatic Show

1
10 years beating Warren Buffett by investing in UK stocks 42:33

vor 4 years42:33

42:33

Keith Ashworth-Lord, manager of Sanford DeLand’s top-performing UK Buffettology Fund, talks to Jeremy Gordon about his investment philosophy inspired by the ‘Oracle of Omaha’, why he’s not worried about the recent ‘value’ rotation and the importance of not taking profits.

Citywire: The Funds Fanatic Show

1
Covid-19: What does the future of vaccination look like now? 40:31

vor 5 years40:31

40:31

(Sponsored) Gavin Lumsden talks to BB Healthcare fund manager Paul Major, life sciences leader Dr Annalisa Jenkins, and cancer expert Professor Justin Stebbing about the challenges we face keeping coronavirus at bay.

Citywire: The Funds Fanatic Show

1
China’s a ‘growth honeypot, but you have to mind your eye’ 43:10

vor 5 years43:10

43:10

Funds Fanatic Gavin Lumsden talks about investing around the world with Witan chief executive Andrew Bell for our ISA 2021 series.

Citywire: The Funds Fanatic Show

1
ISA 2021: Climate change, China’s rise & risky index funds 39:24

vor 5 years39:24

39:24

Craig Baker, chairman of Alliance Trust’s investment committee, talks to Funds Fanatic Gavin Lumsden about key themes to consider when investing this year’s ISA allowance.

Citywire: The Funds Fanatic Show

1
How to invest in tech stocks cheaply 32:30

vor 5 years32:30

32:30

Joe Bauernfreund, manager of AVI Global and AVI Japan Opportunities, describes how he buys into digital winners like fashion e-tailer Zalando and online GP Babylon through undervalued investment companies.

Citywire: The Funds Fanatic Show

1
The global collaboration that will help us defeat Covid-19 42:37

vor 5 years42:37

42:37

Citywire talks to BB Healthcare fund manager Paul Major and professors Justin Stebbing and Tony Young about the remarkable co-operation between scientists, medical practitioners, and academics the battle against coronavirus has inspired (Sponsored).

Citywire: The Funds Fanatic Show

1
James de Uphaugh: the Guardianista going for a ‘V’-shape recovery at Edinburgh 48:22

vor 5 years48:22

48:22

Citywire's Gavin Lumsden speaks to Majedie's James de Uphaugh about picking up the pieces at Edinburgh investment trust about after Invesco's Mark Barnett and why he is optimistic about the UK stock market.

Citywire: The Funds Fanatic Show

1
The stock market has given up on UK smaller companies 17:22

vor 5 years17:22

17:22

JOHCM UK Equity Income managers Clive Beagles and James Lowen say the share prices of some UK smaller companies could double, but in light of the Woodford scandal are operating within self-imposed limits.

Citywire: The Funds Fanatic Show

1
International Biotechnology: ‘We are on a recovery now’ 30:26

vor 5 years30:26

30:26

Carl Harald Jansen, co-manager of International Biotechnology Trust, talks to Citywire’s Gavin Lumsden about why biotech stocks are making a comeback after a comparatively quiet five years. He explains the revival is not all about finding a cure for Covid-19.

Citywire: The Funds Fanatic Show

1
The surprising strength of emerging markets in Covid-19 41:34

vor 5 years41:34

41:34

Chetan Sehgal, manager of the £1.9bn Templeton Emerging Markets investment trust, tells Citywire’s Gavin Lumsden that the good performance of countries such as Korea, Taiwan and even China this year demonstrates how emerging markets have changed for the better since the last financial crisis. Accounting for over a third of the global economy, he says they represent a vital source of high quality companies for global investors.…

Citywire: The Funds Fanatic Show

1
Hargreaves' shrinking buy list 28:34

vor 5 years28:34

28:34

Citywire editors Gavin Lumsden and Daniel Grote discuss Hargreaves Lansdown's revamp of its fund buy list and whether Fundsmith could finally make an entry.

Citywire: The Funds Fanatic Show

1
Shell's seismic cut 27:17

vor 6 years27:17

27:17

Citywire editors Gavin Lumsden and Daniel Grote discuss Shell's seismic dividend cut and the challenge now facing investors after the biggest blow yet to the UK stock market's income credentials.

Citywire: The Funds Fanatic Show

1
Oil in turmoil 22:25

vor 6 years22:25

22:25

Citywire editors Gavin Lumsden and Daniel Grote examine oil's historic fall to negative prices, why ETFs tracking the sector haven't behaved as you might have thought, and which active funds have been hit.

Citywire: The Funds Fanatic Show

1
Barnett loses trust 20:33

vor 6 years20:33

20:33

Citywire editors Gavin Lumsden and Daniel Grote pick apart Mark Barnett’s sacking as manager of the Perpetual Income and Growth investment trust and the prospects for the underperforming Invesco Income and High Income funds that are now his main focus.

Citywire: The Funds Fanatic Show

1
The Dividend Drought 20:13

vor 6 years20:13

20:13

Citywire editors Gavin Lumsden and Daniel Grote discuss the dividend drought and the impact on funds.

Citywire: The Funds Fanatic Show

1
Peter Spiller: gold too speculative for the threat we face 1:00:16

vor 5 years1:00:16

1:00:16

Peter Spiller, manager of Capital Gearing Trust (CGT), a defensive fund that has protected shareholders from this year’s coronavirus crash, explains his investment approach and why he believes gold is too expensive to be a safe haven.

Citywire: The Funds Fanatic Show

1
TRIG: Renewable energy was easy, now comes the hard part 38:22

vor 5 years38:22

38:22

Richard Crawford, fund manager of the £2.4bn Renewables Infrastructure Group (TRIG), tells Citywire’s Gavin Lumsden the UK has no clear path to achieving carbon neutrality by 2050. After the green revolution in energy, other sectors of the economy require transformation.

Citywire: The Funds Fanatic Show

1
Mark Slater: pandemic panic was all too brief 27:38

vor 5 years27:38

27:38

Veteran UK stock market investor made 35 times his money on a single stock in the 2008 financial crisis. This time those opportunities haven’t arisen.

Citywire: The Funds Fanatic Show

1
Covid-19’s ‘creative destruction’ of investment trusts 39:31

vor 5 years39:31

39:31

Nick Greenwood of Miton Global Opportunities talks to Citywire’s Gavin Lumsden about the new cycle of investor unrest unleashed by coronavirus in the investment trust sector.

Citywire: The Funds Fanatic Show

1
US-China tensions will last for decades 31:51

vor 5 years31:51

31:51

But so will the growth story as China becomes a consumer society, says Dale Nicholls, manager of Fidelity China Special Situations investment trust, in conversation with Citywire’s Gavin Lumsden.

Citywire: The Funds Fanatic Show

1
Harry Nimmo: the banking crisis was worse than Covid 38:07

vor 5 years38:07

38:07

Aberdeen Standard Investments’ UK smaller company veteran Harry Nimmo tells Citywire’s Gavin Lumsden the 2008 credit crunch was a bigger threat to investors than the 2020 coronavirus crash and that the UK stock market has passed the worst.

Citywire: The Funds Fanatic Show

1
How private equity is responding to Covid-19 28:24

vor 5 years28:24

28:24

With growing numbers of funds investing in companies before they go public on the London Stock Exchange, Citywire’s Gavin Lumsden speaks to Helen Steers of Pantheon International (PIN) to find out what the private equity fund managers she invests with are saying about the coronavirus crisis.

Citywire: The Funds Fanatic Show

1
'Bonkers' tech stocks 38:22

vor 5 years38:22

38:22

Citywire columnist David Stevenson joins editors Gavin Lumsden and Daniel Grote to discuss stock markets and his portfolio.

Citywire: The Funds Fanatic Show

1
Hargreaves' Fundsmith snub 26:09

vor 5 years26:09

26:09

Gavin Lumsden and Daniel Grote examine the changes Hargreaves Lansdown has made to its buy list as the broker looks to repair its reputation after the Woodford fund scandal.

Citywire: The Funds Fanatic Show

1
Faith in Darwall shattered 25:11

vor 5 years25:11

25:11

Citywire editors Gavin Lumsden and Daniel Grote discuss their painful experiences as shareholders in the European Opportunities trust.

Citywire: The Funds Fanatic Show

1
Here we go again 28:50

vor 5 years28:50

28:50

Citywire editors Gavin Lumsden and Daniel Grote discuss a rollercoaster week in markets, Unilever's U-turn, dividend decisions and a tentative value recovery.

Citywire: The Funds Fanatic Show

1
British Dividends: ‘paradise postponed, not lost’? 20:49

vor 5 years20:49

20:49

William Meadon of JPMorgan Claverhouse investment trust tries to convince Citywire’s Gavin Lumsden that all is not lost for UK income investors.

Citywire: The Funds Fanatic Show

1
What happens to property after Covid-19? 34:02

vor 5 years34:02

34:02

Citywire's Gavin Lumsden speaks to Marcus Phayre-Mudge, manager of TR Property investment trust.

Citywire: The Funds Fanatic Show

1
Do ‘value’ funds need a bailout from high inflation? 30:50

vor 5 years30:50

30:50

Following Mark Barnett’s departure from Invesco last week Citywire editors Gavin Lumsden and Daniel Grote assess prospects for his successors and whether poorly performing ‘value’-style fund managers need a surge in inflation to displace the dominance of ‘growth’ investing.

Citywire: The Funds Fanatic Show

1
Scottish Mortgage: Covid-19 is no 'black swan' 34:57

vor 5 years34:57

34:57

Gavin Lumsden talks to Tom Slater, co-manager of the £10bn Scottish Mortgage Trust, who says the pandemic was utterly predictable but that the economic shock has accelerated positive changes such as the end of carbon energy and the electrification of transport.

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