215. Why the UK stock, bond and currency markets hated the mini-budget
Darius McDermott and Juliet Schooling Latter return to discuss the third quarter of 2022. After a...
Podcasts
214. Why infrastructure is crucial in the transition to net zero
Rebecca Myatt, a portfolio manager on the Elite Rated First Sentier Global Listed Infrastructure...
213. Where you can find the best dividends around the globe
Janus Henderson’s Jane Shoemake tells us all about the Janus Henderson Global Dividend Index. She...
212. Ditching the bullies and investing in best of class mid-caps
Charles Luke, manager of the Murray Income Trust, starts this interview with a reminder about the...
211. Why the structural growth story in Asia is alive and well
Matthews Asia ex Japan Dividend fund manager Yu Zhang talks to us about the benefits of investing in...
210. Using dividends in the fight against inflation
Ben Peters, co-manager of the TB Evenlode Global Income fund, discusses inflation and says that...
209. Inflation protection, M&A activity and using disruption to invest in the future
Liontrust UK Micro Cap co-manager Victoria Stevens explains why holding companies which are not...
208. Recession, adding risk and the dangers of overreacting to 24-hour rolling news
David Coombs, manager of Rathbone Strategic Growth Portfolio, tells us why he has been adding risk...
207. Why now is the time to be selective and different in the high yield bond space
Man GLG fund manager Mike Scott explains why credit spreads* are the major driver of returns in the...
206. We’re now operating in a financial world we’ve not seen for decades
JOHCM Global Opportunities manager Ben Leyland explains why markets have been abnormal since the...
205. The price of a Big Mac in Tokyo… and why it matters for investors
Andy Brown, investment director for the Baillie Gifford Japanese equity team, talks to us about how...
204. Why India is the world’s most exciting growth story for the next decade
Mike Sell, manager of the Alquity Indian Subcontinent fund, explains why favourable demographics,...
203. Why the stocks everyone falls in love with can end up being the riskiest of all
Nick Clay, manager of the TM Redwheel Global Equity Income fund, explains why the days of getting...
202. War, inflation and the threat of recession – why history tells us to be contrarian in difficult markets
Although Europe is once again under the microscope for all the wrong reasons, Waverton European...
201. Why you can sleep more easily with private equity investments
Schroders investment directors Paul Lamacraft and Pav Sriharan talk us through the benefits of...