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...
1. From Dragons’ Den to Tinder we talk investing with James Thomson
Your host Sam Slator is joined by James Thomson, manager of Rathbone Global Opportunities fund to find out about the Dragons' Den of the investment world. What exactly makes a good investment process? James tells us what he looks for in good businesses and what effects politics have on the fund and his choices.
Can lightening strike twice? Can Trump be re-elected? Does Brexit really influence decisions? Find out the impacts these events have on a global fund [jump to 0:53]. Curious about the ‘ingredients’ that make up the infamous ‘secret sauce’ investment philosophy referenced by manager James Thomson? He discusses the qualities he looks for [jump to 2:26] and the characteristics that are a turn-off.
Rathbone Global Opportunities typically invests in under-the-radar companies, so why is Amazon its top holding? Find out from manager James Thomson [jump to 5:01] who invested in the e-commerce giant eight years ago.
Read more about Rathbone Global Opportunities fund
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
More Episodes
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...