Karl Sternberg: “People believe too much in central banks”
As inflation rises, inventors are questioning if central bankers are right that inflation will only be transitory. Today’s podcast guest - Karl Sternberg, chairman of the investment committee of Chris...
15 Jul 202137min
James De Uphaugh: "We like companies to stay public, bar a stupendously compelling offer"
James De Uphaugh and his team might have questioned their luck when they took over the running of the Edinburgh Investment Trust in March 2020. Sixteen months on, the trust has both outperformed its b...
9 Jul 202130min
Thematics, ESG and value: a delve into the ETF market
In this interview, Charles Stanley head of passives Lynn Hutchinson and Morningstar passive strategies analyst Briegel Leitao talk to Dave Baxter about some of the biggest recent developments in the E...
7 Jul 202137min
Jamie Ross: “The US looks far more expensive than Europe”
Europe can be overlooked by investors, but following encouraging economic data, significant fiscal expansion and a slew of companies beating earnings expectations, its stock market - as measured by MS...
30 Jun 202138min
Stephen Yiu: “We don’t feel any of our companies are overvalued”
Stephen Yiu, manager of Blue Whale Growth Fund, tells Mary McDougall how he constructs a concentrated portfolio of companies he believes are very high quality and can do well in all macroeconomic cond...
23 Jun 202139min
Nick Kirrage: Looking where others “don’t, won’t or can’t”
Nick Kirrage and Simon Adler, managers of Schroder Global Recovery Fund and Schroder Recovery Fund, tell Leonora Walters about their approach to value investing and how they take advantage of behaviou...
16 Jun 202132min
Frederik Gregaard: How the world could be built on blockchain
There's a lot of hype around crypto, but blockchain technology is in its infancy - and has the potential to overhaul how we do business. In this interview, Frederik Gregaard, chief executive officer o...
11 Jun 202144min
Adrian Lim: “We see pockets of opportunities in recovery stories”
Adrian Lim and Pruksa Iamthongthong, co-managers of Asia Dragon Trust (DGN), tell Mary McDougall what they have been buying and selling as vaccination programmes progress and inflation fears pick up.T...
9 Jun 202150min
