Is there still value in US equities?
The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Se...
21 Nov 202421min
What could a Trump presidency mean for portfolios?
This week Joseph Wilkins and Dave Baxter are joined by Stuart Clark, who runs the Quilter Wealthselect portfolios.They discuss what a Trump presidency might mean and what parallels can be drawn betwee...
14 Nov 202430min
What's the outlook for UK equities?
The outlook for the UK economy is a topic that has consumed endless column inches – particularly in the wake of last week's Budget.On this week's podcast, which is sponsored by Artemis, we are joined ...
7 Nov 202433min
How Premier Miton's new MPS head runs his portfolios
Chris Robinson joined Premier Miton over the summer to run the company's new MPS.This week he catches up with David Thorpe and Joseph Wilkins to discuss this approach to picking funds, what he looks f...
31 Okt 202419min
What to make of the China stimulus
The Chinese government's sudden U-turn on fiscal stimulus has got a lot of heads scratching recently - including among those who debate the future prospects of the country's economy.This week David Th...
24 Okt 202429min
Will cost disclosure rule changes spur interest in investment trusts?
News that the regulator will be changing cost disclosure rules has been welcomed as a lifeline by the investment trust sector.But will it be the silver bullet some claim? This week David Thorpe, Josep...
17 Okt 202419min
How will China's stimulus affect the rest of the world?
This week David Thorpe and Joseph Wilkins are joined by Chris Metcalfe, chief investment officer at Iboss, to discuss the impact of China's economic stimulus on Europe and other regions.They also disc...
10 Okt 202424min
How sustainable are sustainable portfolios?
This week Dave Baxter, Joseph Wilkins and David Thorpe discuss the malaise which is affecting the world of sustainable portfolios and what that means for the sector.They also discuss the slow start to...
3 Okt 202422min
