Connected Investor Podcast – A Different Approach
In this podcast episode from The Brunner Investment Trust, a three-part discussion covers; recent developments in volatile markets, how a different approach from policy makers around the world is prov...
8 Jun 202127min
James Henderson: "Overseas buyers are entering the UK"
Janus Henderson's James Henderson tells Mary McDougall where he thinks the best value is in the UK stock market, what his favourite holdings are, how he values companies and what the key differences a...
2 Jun 202133min
IC Interviews: How Liontrust's new investment trust will shape up
In this interview, three fund managers from Liontrust’s Sustainable Future investment team tell Dave Baxter how a planned ESG investment trust will differ from the funds they already run. Peter Michae...
21 Mai 202144min
IC Interviews: Mobius Investment Trust's Carlos Hardenberg
Emerging markets are not associated with high environmental, social and governance (ESG) standards but Mobius Investment Trust applies this kind of investment approach in these regions. The trust's co...
14 Mai 202145min
Charles Plowden: "It is too simplistic to say Baillie Gifford stocks are expensive - we don't think they are"
Baillie Gifford has delivered some tremendous returns to investors across a wide range of funds over a long period of time, and the man at the heart of it all has been Charles Plowden, joint senior pa...
30 Apr 202151min
Alpha podcast: An ill wind
On this week's Alpha Podcast, Phil Oakley explains to John Hughman why he's growing more fearful of an inflation headwind for equities, and reveals one company he expects to power its way through itIn...
26 Apr 202139min
Ailsa Craig: “pharma used to have a worse reputation than tobacco”
We’re all very grateful to the healthcare industry for the amazing work it has done to create vaccines and treatments to help fight the pandemic. But what is the investment outlook now for the compani...
20 Apr 202130min
Alpha Podcast: Top of the shops
On this week's Alpha Podcast, John Hughman and Phil Oakley ask whether asset price bubbles are forming everywhere, and assess the prospects for three British retailers proving that physical stores sti...
16 Apr 202139min
