

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...
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.
Lucy Isles, co-manager of Baillie Gifford High Yield Bond fund, discusses her investments in the...
Richard Sennitt, manager of Schroder Oriental Income Fund, talks about the regulatory issues in...
Niall Gallagher, manager of GAM Star Continental European Equity fund, explains why European...