Nick Brind: “Banks are one of the biggest beneficiaries of a rise in interest rates”
Financials make up around 15 per cent of global equities, and despite a recent surge the sector remains at a significant discount to the wider market. In this interview, Nick Brind and George Barrow, ...
13 Okt 202130min
David Cornell: “The ability to compound earnings in India is really very exciting”
The Indian stock market has been on a tear this year, up 30 per cent for the year to 6 October. While this has led to some concern about lofty valuations, David Cornell of India Capital Growth Fund (I...
6 Okt 202135min
Simon Brewer: “I think central banks are engaging in some wishful thinking”
Simon Brewer, former chief investment officer of the European branch of Morgan Stanley, tells Mary McDougall where he thinks investors should look in a world of very low rates and the possibility of p...
30 Sep 202129min
Blake Hutchins: Looking for “dividend champions of the future”
Blake Hutchins, co-manager of Troy Income & Growth Trust and Trojan Income Fund, explains where he has been finding UK equity income in a difficult environment and how the market looks set going ahead...
23 Sep 202134min
Chris Dillow: “I’ve never understood the idea that market timing doesn’t work”
Investors' Chronicle's economist Chris Dillow tells Mary McDougall why he’s not worried about prolonged inflation and why he thinks the central bank is right to keep monetary policy loose.He also shar...
15 Sep 202137min
Azeem Azhar: "The best deep tech funds are heavily oversubscribed"
Azeem Azhar is a renowned thought-leader, entrepreneur and investor in the tech industry. In this podcast, he talks to Lauren Almeida about the exponential rate of tech development and how society - a...
8 Sep 202139min
Somerset's Mark Williams: China crackdown "a reality check rather than a change"
From internet giants like Alibaba (US:BABA) to education and property companies, the recent regulatory crackdown in China has sent many leading Asia stocks into a tailspin. Is this an investment oppor...
1 Sep 202131min
Jason Hollands: “Most fund companies have some disappointing funds”
Active fund managers have gradually been losing market share to cheaper, passive alternatives. Yet the best active funds have significantly outperformed their benchmarks over long time periods.In this...
25 Aug 202129min
