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]
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. Remember, all investments can fall in value as well as rise, so you could make a loss. 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.

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