

238. Will UK smaller companies bounce back in 2023?
Paul Marriage, co-manager of the TM Tellworth UK Smaller Companies fund, explains why 2022 was...
We ask Chisako Hardie, manager of AXA Framlington Japan fund, to explain how corporate Japan has changed over the past two decades [jump to 0:44] including how companies have shifted their business model from consumer exports to business-to-business products [jump to 3:36].
While the fund invests in companies of varying sizes it has a slight bias towards smaller companies [jump to 7:57] and focuses on long-term growth. Within this area, Chisako explains four of the key themes: Japanese food [jump to 9:42], an ageing population [jump to 10:33], automation [jump to 12:30], the increased use of electronics in cars [jump to 14:02] and why she believes they’re sustainable trends going forward.
Paul Marriage, co-manager of the TM Tellworth UK Smaller Companies fund, explains why 2022 was...
Sid Chand Lall, manager of the IFSL Marlborough Multi Cap Income fund, talks to us about finding...
Richard Sennitt, manager of Schroder Asian Income fund, explains both the structural and cyclical...