The Investment Hour: a new arms race?
Coronavirus has intensified the growing animosity between the world’s two great superpowers, China and the US, and worries are mounting that the confrontational rhetoric may at some point turn a cold ...
6 Aug 202055min
Ben Rogoff: “Artificial intelligence remains the most powerful thing we invest in”
'What comes next for investment in the tech sector?’ is a question Mary McDougall put to Ben Rogoff, lead investor at the hugely popular Polar Capital Technology Trust. His response: "I feel like the ...
31 Juli 202039min
The Investment Hour: All that glitters…
Gold has reached $2,000 an ounce on the futures market this month and gotten very close in spot terms as well. The precious metal has been trading at multi-year highs for over a year now, since breaki...
30 Juli 202059min
Ronald Cohen: The future of socially responsible investing
Sir Ronald Cohen is described as the ‘father of British venture capital’, having co-founded Apax Partners in 1972. For nearly twenty years he has pioneered initiatives in the world of impact investing...
27 Juli 202026min
Investment Hour: Coronavirus update
Pharmaceutical progress in the war on coronavirus has accelerated this week and share prices have leapt as a result. On this week’s podcast John Hughman and Megan Boxall get the lowdown from Harriet C...
23 Juli 20201h 8min
The Investment Hour: The big income conundrum
The trimming or cancelling of dividends in the UK is incredibly significant. With income expected to be significantly lower in 2020 than it was in 2019, a reader’s letter has highlighted how stark the...
16 Juli 202050min
IC Interviews: Michael Mauboussin
Few financial experts speak with such authority about psychology in investing as Michael Mauboussin. He’s written the book on behavioural finance – literally, many times. In this interview, he and Alg...
13 Juli 202054min
The Investment Hour: Cold War 2 – US
After suffering the fastest bear market in history in March America's stock markets have powered to new heights on the back of the strength of its technology sector and vast stimulus.But plenty of pit...
10 Juli 202058min
