There’s a Stock Picker’s Paradise Waiting for You 

There’s a Stock Picker’s Paradise Waiting for You 

Alyx Wood, chief investment officer of UK-focused hedge fund Kernow Asset Management, joins Merryn this week. We discuss his contrarian approach to investing, where he is short, where he is long, and why he's decided to focus on UK equities.

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Episoder(372)

Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks

Markets Wrap: SpaceX Returns to Earth, UK Sheds More Stocks

It's been a week of turning points in markets: from Japan's shifting stance on the weak yen, to star fund manager Terry Smith revisiting his "buy and hold" strategy, to incoming British Prime Minister...

17 Jul 25min

 What the Next Generation Wants From Wealth Managers

What the Next Generation Wants From Wealth Managers

In the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global He...

15 Jul 27min

Forget the Magnificent Seven. This Is What's Next.

Forget the Magnificent Seven. This Is What's Next.

Sign up for our wealth management webinar. It's free! Register now to reserve your place. https://events.bloombergevents.com/event/website/a95c1380-56d6-4d12-89a1-950bdf99d55a/landingPage Anthropic, S...

13 Jul 30min

Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

Bloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the resulting impact on oi...

10 Jul 15min

The UK's Shrinking REITs Sector Is Still Attracting Buyers  

The UK's Shrinking REITs Sector Is Still Attracting Buyers  

The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In th...

8 Jul 26min

The Biggest AI Investment Mistakes Investors Could Make

The Biggest AI Investment Mistakes Investors Could Make

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management c...

6 Jul 36min

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They ...

3 Jul 30min

Is Vintage Jewelry the Next Great Investment?

Is Vintage Jewelry the Next Great Investment?

Could vintage jewelry be one of the smartest real assets to own right now? Merryn Somerset Webb speaks with vintage jewelry expert Emma de Sybel, a former banker who is now the director of Baroque Roc...

1 Jul 19min

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