Alastair uses his distinctive contrarian equity investment process and combines it with primarily bonds, but also gold and cash, in the Elite Rated Investec Cautious Managed fund. His aim is for the equity portion to drive the fund’s long-term performance, while the fixed income portion reduces volatility.
Read more about Investec Cautious Managed and Investec UK Special Situations fund
From animal testing to weapons, tobacco to doorstep lending, there are many ‘unethical’ practices that Bryn Jones excludes from the Rathbone Ethical Bond fund. He talks to us about the companies the excludes and the positive traits he looks for, as well as the growing opportunities in renewable energy. He also explains his thinking about human...
Manager Matthew Brett talks to us about how improvements in machine vision and artificial intelligence have led to robots being used more widely, tells us how Japanese strength in component manufacturing is benefiting from these advances, and explains why a Chinese internet giant and Japan’s second richest man, are both making a software company...
Jason Pidcock describes casinos as “niche property companies: they charge very high rents for people to spend time there.” In this podcast, he talks to us about his casino holdings in Macau, Australia and Singapore, tells us why “flying is the new smoking”, reveals which tech stocks pay a dividend, and discusses the possible economic impact of the...