Podcast Episodes
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Peter Tasker on Japan's extraordinary resilience, and why you should invest
Merryn talks to Peter Tasker of Arcus, a specialist Japanese equity investment firm, about the extraordinary resilience of Japanese companies, how th…
5 years, 6 months ago
Alex Wright: UK markets are full of opportunities
There are huge opportunities right now in UK stocks, says Fidelity's Alex Wright. Here, he talks to Merryn about value vs growth, the prospect of a v…
5 years, 6 months ago
US election special with Jim Patterson of Kiplinger
Jim Patterson, managing editor of the Kiplinger Letter, our sister publication in the US, joins John to talk about the US election – its effect on th…
5 years, 7 months ago
Alain Caffort: why you should invest in family-run companies
Alain Caffort of the Pictet Family Fund explains the attractions of family-owned businesses, runs through some of his favourite companies, and picks …
5 years, 7 months ago
How the Law Debenture Corporation's unusual structure gives it an edge
Merryn talks to Dennis Jackson and James Henderson of the Law Debenture Corporation about what makes the trust unique, the regulatory tailwinds it ca…
5 years, 7 months ago
Shaniel Ramjee: tech stocks, China and Japan – where to find the best returns
Merryn talks to Shaniel Ramjee of Pictet Asset Management about where to find the best returns in global markets right now – the continued growth of …
5 years, 7 months ago
Negative interest rates, armed guards and a warehouse full of cash
Merryn and John discuss the extraordinary idea of negative interest rates and explain why as far as they can see they just don't work. Plus, a genius…
5 years, 7 months ago
Lockdowns, layoffs and public-sector pensions
Merryn and John discuss the effects of lockdowns on the economy, particularly on the private sector where already financially fragile workers are lai…
5 years, 8 months ago
Covid-19 and the accelerating revolution in healthcare
Merryn talks to Dr Paul Jordan, Anna Macdonald, and Dr Gareth Blades of Amati Global investors about some of their favourite small UK companies - inc…
5 years, 8 months ago
Dale Nicholls: why you should invest in China
Merryn talks to Fidelity's Dale Nicholls about investing in Chinese companies - the sectors he likes, the themes he's following, and why Chinese equi…
5 years, 8 months ago