100. The race for a vaccine and avoiding fast fashion

The 100th episode of the Investing on the go podcast is a fascinating chat with Ketan Patel, co-manager of EdenTree Amity UK, who discusses a range of responsible investing issues from fast fashion to healthcare and the problems bringing a vaccine to market quickly. Ketan also gives his view on the long term outlook for UK equities and tells us why he thinks real estate is challenged.
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As a pioneer of responsible investing, EdenTree offers even the most discerning client a justifiable investment opportunity. Responsible investing is a key factor in decision making, for the EdenTree Amity UK fund, with any potential investment having to pass through a rigorous multi-factor screening process. Although it can invest in companies of any size, the portfolio is very different to many of its peers, as it invests in a large proportion of smaller and medium-sized companies.

Read more about EdenTree Amity UK

What’s covered in this podcast:

  • Healthcare investments in the fund [0:54]
  • The problems involved in finding a COVID-19 vaccine quickly [2:36]
  • How the growth of big data and artificial intelligence is helping areas like healthcare but also creating ethical challenges [4:16]
  • Details of a small holding in a cyber security company [6:31]
  • How the manager goes about finding companies to invest in [7:48]
  • Why the fund doesn’t invest in fast fashion [8:47]
  • How the portfolio is currently made up [11:12]
  • The long term picture for UK equities [13:25]
  • Why the manager is not positive about real estate [15:02]
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