From turning the lights on, to driving a car or catching a train, infrastructure is a fundamental part of our everyday lives. Peter Meany has run this fund since launch in 2007. In this podcast he talks to us about investing in different types of infrastructure: utilities and the risk of politics, bullet trains and magnetic levitation, and how he’s...
Co-founder of Church House, and co-manager of Church House Tenax Absolute Return Strategies fund, James Mahon, looks back over the past twenty years and discusses the bursting if the tech bubble and the more recent Euro crisis. James also talks to us about the opportunities that could present themselves following the General Election in December,...
In the final podcast recorded at FundCalibre’s annual investment trust dinner, Peter Ewins, manager of BMO Global Smaller Companies investment trust gives us his thoughts on the US and UK elections, explains why Japanese funds dominate the portfolio’s top ten holdings, talks about the trusts’ exposure to gold mining equities and infrastructure...
In the second of three podcasts recorded at FundCalibre’s annual investment trust dinner, Bruce Stout, manager of Murray International investment trust tells us why he prefers the shares and bonds of emerging market companies and governments today, explains why he thinks financial forecasters are just there to make weather forecasters look good and...
In the first of three podcasts recorded at FundCalibre’s annual investment trust dinner, Job Curtis, manager of City of London investment trust discusses the upcoming Christmas election, Brexit and the long-term outlook for the UK stock market. He also tells us how he’s been able to maintain his impressive dividend track record and looks back to...
From climate change to rapid urbanisation, from ageing societies to the tug-of-war for economic supremacy, there are a number of megatrends that could transform the way we live and do business over the next 20, 30 or 40 years. With so much uncertainty in the world in the short term, are investors better off looking to the future for ideas as to how...
Believe it or not, livestock accounts for some 18% of human-produced greenhouse gas emissions – more than ships, planes, trucks and cars put together. In this podcast, your hosts Sam and Staci discuss what the implications of a change of diet could be for our planet, and investigate ways to invest ‘meat-free’.
Ever wanted to own a bar of gold but not had a safe or an arm strong enough to hold it?? Ned Naylor-Leyland, manager of Merian Gold & Silver fund, talks to us about the practicalities of investing in gold, tells us what else you might find if you were mining for the precious metal, and explains where the term ‘pound sterling’ comes from...
Both the managers of Guinness Asian Equity Income fund joined us for this podcast. They describe how Asian has evolved from being just a high-growth region into a dividend-paying one too, tell us about an Australian company that is holding its own against Amazon, explain why China is the new Korea, and give us the low-down on the true impact of the...
Eva Cairns, ESG investment analyst at Aberdeen Standard Investments, talks to us about climate change and the difference just a 1 degree rise in temperature could have on coral reefs, water and animal species. She also explains how she encourages fund managers to think about physical, as well as transitional risk, when it comes to assessing...
From genetics to palm oil, the plastic epidemic to gender diversity, zero-hour contracts to tobacco, the depth and breadth of EdenTree's research analysis is truly impressive. In this podcast, Neville White, head of Responsible Investment Policy and Research at EdenTree talks to use about how ethical investing has evolved and why biodiversity is...
Luciano Diana, manager of Pictet Global Environmental Opportunities fund, talks to us about investing in companies that are actively trying to solve the planet's environmental issues. From Amazon fires to a water-less Las Vegas, he also tells us how technology could help the human race avoid reaching tipping points in the Earth's ecosystem.
Having worked in Japan for a number of years, Dale Nicholls, found the growing investment opportunities in China more compelling and moved to Hong Kong six years ago. He believes that while many mainstream Asian equity funds look at Asia ex Japan today, very soon China will be so dominant they will look at Asia ex China instead.
Martin Lau talks us through the implications of the China/US trade wars, shares his excitement about the growing A-Share market and the potential to identify an entrepreneur with a sound business plan – and then enjoy a 10-year investment journey together - highlights Alibaba’s meteoric rise, and explains why soya milk, gas and electronics can make...
Jonathan Platt, manager of Elite Rated Royal London Corporate Bond fund, explains why government bond yields reflect a degree of pessimism he doesn’t share, why unrated bonds are not necessarily risky, why central bankers are worried about recession and what advice he’d give the new governor of the Bank of England.