Afleveringen
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James and I discuss economics, financial markets and politics with Karen Ward, Chief Strategist EMEA at J. P. Morgan Asset Management. We touch on inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections.
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James and I are joined by colleague and dog-lover Poppy Fox to take stock of where we are in markets and the economy. It’s been a positive start to the year for investors and we talk through some of the moving parts and drivers.
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Zijn er afleveringen die ontbreken?
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We were thrilled to talk to Tom Slater and Claire Shaw, Manager and Portfolio Director of Scottish Mortgage Investment Trust. We discuss buying and owning some of the world's most exceptional businesses, both listed on public markets and held privately, and some of the exciting opportunities they have in the portfolio.
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This week we are joined by Nick Wood, QC's Head of Fund Research, to discuss the resurgence in the Japanese equity market after a prolonged bear market and the opportunity for investors going forward.
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Soon-to-retire Quilter Cheviot Chief Investment Strategist, Alan McIntosh joins us for some fascinating insight and highlights from his 40-year career in fund management and gives some excellent advice for those embarking on their investing journey today.
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QC Research Analysts Sheena Berry and Ben Barringer join us to discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.
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On episode 25, we are delighted to be joined by Anthony Kingsley, the Chief Investment Officer at Findlay Park Partners and co-manager of the firm’s American Fund. We discuss some of the reasons why US equities have consistently outperformed other markets and their enduring advantages and touch on some of the areas they find interesting.
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James and I are joined by Quilter Cheviot's 'Bond Man' Richard Carter. Fixed interest markets have undergone a sea change in the last two years with interest rates rising sharply and bond yields rising sharply. We discuss whether inflation was in fact 'transitory' after all, why we've not seen a recession despite widespread predictions for one (guilty as charged) and touch on some of the opportunities in bond markets.
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James and I take a look back at what happened in 2023 and highlight areas where investors did well and those areas that were more of a challenge. It was a good year for investors in the end but not all plain sailing. We also tried to look into our crystal balls at what 2024 might bring and Hughesy brings us up to speed with his New Years’ Resolutions.
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Freddie Lait, the Managing Partner at Latitude Investment Management, joins us to discuss the importance of earnings growth to equity returns, the 'Magnificent 7', the risk to profit margins and some of the areas of the market where he has found value.
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We are joined by Ian Cook, Financial Planner, to discuss the what little news there was from the Autumn Statement. We also delve into the world of financial planning and discuss some of the hand-holding that investors inevitably need on their investing journey.
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We discuss some of the big moves seen in markets following the lower-than-anticipated inflation figures from both sides of the Atlantic and softening in interest rate expectations. We touch on the continued outperformance of the US equity market and discuss the potential opportunity in UK Smaller Companies.
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The pod's first Away Trip. We are joined this week by James Ashley from Goldman Sachs Asset Management in which we discuss an ever-changing world, opportunities in Asia and Japan, de-globalisation, demographics and artificial intelligence. But more importantly, we conclude that we should remain optimistic for the future.
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A lost decade and a half for energy stocks, dynamics in the oil and gas market right now and copper being the key to the energy transition. With QC's energy and materials analyst, Jamie Maddock.
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The fake business cycle, pandemic distortions, the end of neoliberalism and why inflation is about power. We are joined by Dario Perkins, Managing Director at TS Lombard.
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The philosophy behind generating good long-term returns, inflation, gold, bonds and beer.
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GARS closure. Declining choice for UK investors. Economic growth errors (big ones). UK market concentration. Strava subscriptions. Small cap renaissance?
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The most ominous graph in property. Work from home and Office REITs. Buffett’s bet on US housebuilders. The cost of investor misbehaviour. Troy’s latest newsletter.
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This week we were joined by Charlie Parnell, Founder of Money Guided. Funding your twenties in your thirties. The dangers of avoiding decisions. The Phantom Recession. Deflation is the historical norm. The Choice Paradox. Government pension policy. The Bank of England have the wrong tools for the job.
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This week we are joined by our Global Technology, Media and Telecoms analyst Ben Barringer. Tech dominance year to date. Netflix freeloaders. Quality outperformance during recessions. Tech pricing power. Meta’s big turnaround.
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