Everything in the US seems to be bigger than in the UK. The cars, the roads, food portions... They have Silicon Valley in California. We have a silicon roundabout in Cambridge and a tech canal in Birmingham! Matthew Tonge, co-manager of Liontrust UK Micro-Cap fund explains why UK tech companies tend to stay small, but also how Brexit may help them...
From Cineworld's special dividend, to Big Yellow's success gaining planning permission and the opportunities in Scottish television, Siddarth Chand Lall, manager of Marlborough Multi Cap Income fund, talks to us about finding income opportunities in the UK's smaller – but growing – companies.
Having won a school investment competition a the age of 16 and been runner-up in the Observer 'Investor of the Year' at age 21, it's perhaps not surprising John Bennett became a fund manager. In this podcast he talks to us about his investments in Carlsberg and Nestle, as well as Mowi the salmon farming business. He also tells us why he thinks...
In this podcast, Tom Slater, co-manager of Scottish Mortgage Investment Trust, talks to us about electric vehicles, the falling cost of genomic sequencing and autonomous aircrafts that deliver blood to patients in Sub-Saharan Africa. That's quite a mix – but they all have one thing in common: they are disrupting whole industries.
Research trips don't always result in new opportunities – they can also give you a reason to sell a company. Devan Kaloo, manager of Aberdeen Latin American Equity, discusses his last trip to Brazil, and how new pension fund reform could result in more investment, more consumption and more growth. Devan also talks about President Trump's ambition...
While the Netherlands may have beaten Sweden in the recent semi final of the FIFA Women's World Cup, according to Chris Garsten, co-manager of Waverton European Capital Growth fund, Sweden wins hands-down over it's Dutch counterpart in terms of investment opportunities. In this podcast Chris discusses the highs and lows of 20 years investing on the...
From the beauty of Hawaii to the less glamorous Bismark, North Dakota (known mainly for the film Fargo and lots of snow), Mark Sherlock talks to us about his travels in America, Tropicana packaging, Transport for London's Oyster card payment system and how a company he owns is starting to tackle the problem of bottle tops and other plastics on our...
Peter Elston is both a fund manager and a chief investment officer – in football terms a 'player-manager'. In this podcast he tells us what 25 years based in Asia taught him about investing in the region, why Emirate Airline's A380 super jumbos offer opportunities, and how streaming services are putting an end to music piracy and are putting the...
Brits have had a long love affair with property and buy-to-let investing has been popular over the years. But it can sometimes be more hassle than it is worth. So what if you could invest in property without a mortgage, the paperwork, repairs or constant search for new tenants? That's where TM home investor comes in: it's a unique fund that invests...
Europe's a huge continent with many different economies, which means there are also any number of undiscovered companies in which to invest. James Sym, manager of Schroder European Alpha Income fund talks to us about his travels to Europe - visiting factories, as well as head quarters - to find these hidden gems. He also tells us why he thinks...
Political risk may be high but, if you can find a project with cross-party support, you can mitigate it to some extent. And that's exactly what Will Argent, investment advisor to VT Gravis UK Infrastructure Income is doing. Although the UK seems to be in political chaos, there are some areas where our politicians can find common ground. Here, Will...
Healthcare is a subject close to many people's hearts (pardon the pun) but it could also soon become the most prominent feature in a word cloud: the US election campaign starts in a few months and affordable healthcare is likely to be a key policy for all candidates.This week's podcast gives us an insight into the world of gene therapy, drugs...
International investors don't like UK companies: they have shunned them since the EU referendum. But is that a mistake, especially for those who like a regular dividend payment? And can you still invest in a company who could - or has already - cut its dividend - like Vodafone in May this year? The answer to this and more on equity income investing...
'Back British' sounds like it could be an election promise, but it's what Ken Wotton does every day in the LF Gresham House UK Multi Cap Income fund. Here he talks to us about investing in some of Britain's most interesting entrepreneurs and participating in their companies' growth as their businesses mature and develop.
Ever wonder if low risk investors wished for more excitement in emerging markets? Or is Brexit making you look towards a more low risk investment option? Listen as Paul Smith, manager of Premier Defensive Growth fund, takes us through the strategies that make up his fund. Paul also tells us why a bond manager doesn't have to like bonds...all this...