198. Why even inflation-linked bonds are letting you down
Dickie Hodges, manager of Nomura Global Dynamic Bond fund, gives listeners an explanation as to why...
Podcasts
197. Why interest rates are likely to go higher in the UK
Job Curtis, manager of City of London Investment Trust, discusses the UK stock market and why it has...
196. Consumer demand robust despite rising prices
Ben Peters, co-manager of TB Evenlode Global Income, discusses all things inflation: its impact on...
195. Why the UK government will find it difficult to resist calls for a windfall tax
Simon Brazier, manager of Ninety One UK Alpha, discusses the outlook for the UK economy and the...
194. What do Birkenstock, eBay, recycling and litigation all have in common?
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
193. Investing for income in Asia
Richard Sennitt, manager of Schroder Oriental Income Fund, talks about the regulatory issues in...
192. Why energy prices could remain high
Niall Gallagher, manager of GAM Star Continental European Equity fund, explains why European...
191. Investing in fast-food and defence via UK smaller companies
Simon Moon, manager of Unicorn UK Smaller Companies fund, talks to us about recent performance of...
190. Value tilts, inflation proofing and the private equity opportunity
TB Wise Multi-Asset Growth fund manager Vincent Ropers talks us through the recent tilt towards...
189. The long and short of making money for investors
BlackRock European Absolute Alpha co-manager Stephanie Bothwell talks us through the benefits of...
188. Building materials, healthcare, renewables and luxury goods – Europe is actually quite good at a lot of things
Barings Europe Select Trust co-manager Rosemary Simmonds tells us why the sector is often overlooked...
187. The war has put petrol on the inflation fire – it’s hard to see when it will come under control
Darius McDermott and Juliet Schooling Latter return to discuss what has been both a busy and...
186. World Sustainable Energy Days: Renewable energy sources are just part of the net zero journey
VT Gravis Clean Energy Income fund advisor Will Argent explains why Europe’s move to renewable...
185. Inflation proofing, the future of office space and the green building super cycle
TR Property Trust manager Marcus Phayre-Mudge talks us through how his portfolio has navigated the...
184. It’s about being roughly right rather than precisely wrong
LF Ruffer Diversified Return managers Duncan MacInnes and Ian Rees talk us through their new product...