151. Strength in simplicity and making money in emerging market bonds
John Stopford and Jason Borbora-Sheen became managers of Ninety One Cautious Managed in May 2020. In...
Podcasts
150. The firms paying off their pandemic debt
Lesley Dunn, co-manager of Baillie Gifford Strategic Bond fund, talks to us about how company...
149. Finding multi-baggers in emerging markets
John Citron, co-manager of JPMorgan Emerging Markets trust, tells us how emerging markets have...
148. How a bout of gout led to an investment in Beyond Meat
Neil Goddin, co-manager of Artemis Positive Future fund, tells us how a bout of gout led him to...
147. Investing in “compelling” UK, welcome rate rises and steering clear of Bitcoin
In an investment version of the game “Would you rather…”, Darius McDermott, managing director of...
146. Why a small population can help a company grow
David Walton, manager of Marlborough European Multi-Cap fund, tells us why so many European...
145. Investing in robotic arms and Nike destination stores
David Coombs, manager of Rathbone Strategic Growth Portfolio, talks to us about a range of...
144. Why confusion over conviction will lead to bouts of volatility
Church House Tenax Absolute Return Strategies co-manager James Mahon tells us why low bond prices...
143. How mother nature helps and hinders insurance
“Insurance is a get rich slow kind of an industry” says Nick Martin, manager of Polar Capital Global...
142. How women could change the fortunes of the Japanese economy
While inflation numbers have picked up sharply in the US and the UK, Japan is still battling...
141. Brazil and European real estate dominate the second quarter of 2021
Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in...
140. Why small-caps are the place to be in this part of the economic cycle
Simon Moon, manager of the Unicorn UK Smaller Companies fund, tell us why smaller companies are the...
139. Europe: Inflation, M&A and the return of the tourist
Every year, European companies source more and more of their revenues from outside the continent. In...
138. Why a card is a trojan horse for the untapped online gifting market
Charles Luke, manager of the Murray Income Trust, tell us the UK mid-cap space is an overlooked and...
137. Obsessing about growth stocks and reappraising inequalities in society
Nick Clay, manager of TM RWC Global Equity Income fund, tells us about his new fund, the old...