Oakley's Steven Tredget: "Most private equity is now a force for good"
The private equity sector may have generated very strong returns in recent history but many investors are yet to be won over. That's one interpretation of the fact that many of the private equity inve...
8 Des 202140min
Terry Smith: “The problem is most people don’t read the accounts”
Terry Smith, founder and chief executive of Fundsmith, has built the UK’s largest actively-managed fund via rigorous implementation of the simple mantra 'buy good companies, don’t overpay, do nothing'...
1 Des 202144min
Ian Mortimer and Matthew Page: “Some companies can immediately pass on prices"
Ian Mortimer and Matthew Page, managers of the Guinness Global Equity Income fund, take a different approach from some income managers by seeking companies with a "moderate yield and growing dividend"...
25 Nov 202136min
Sam Cosh: Bucking the income trend with smaller company growth
Sam Cosh, manager of European Assets Trust (EAT), tells Leonora Walters why this trust is able to increase its dividend for 2021, and profiles some of the investments which are making this possible. H...
17 Nov 202122min
Partner Content: Connected Investor Podcast - A Crack in the China
The latest episode of Connected Investor, the podcast from the Brunner Investment Trust, ponders the issue of tightening regulatory factors in China – what will that mean for China itself, the fortune...
15 Nov 202126min
Iain McCombie: “It’s a myth that you can’t find interesting companies in the UK”
Iain McCombie, manager of Baillie Gifford UK Growth Trust tells Mary McDougall how he tries to source the best growth opportunities among UK stocks and divulges what he has been buying and selling mos...
10 Nov 202141min
Hamish Baillie: “Financial repression is going to be the path forward”
In the latest budget, Chancellor Rishi Sunak opened by stating that the UK’s public finances are twice as sensitive to changes in interest rates as they were before the pandemic, and that a 1 per cent...
27 Okt 202138min
Dr Paul Jourdan: "Lots of people love to knock Aim. I'm absolutely not in that camp"
Paul Jourdan, CEO of Amati Global Investors, tells Christopher Akers why he thinks the Alternative Investment Market is an asset of national importance and shares his thoughts on overpricing in "the y...
20 Okt 202138min
