Podcast Episodes

Using Active Management to Cut Downside Risks

Active fund management isn’t just about maximizing upside for your shareholders, says Gervais Williams, head of equities at Premier Miton Investors. It’s also about minimizing downside risk. On this …

Published on 2 years, 6 months ago

The Inconvenient Truth About Reaching Net Zero

There’s a material world people don’t think about all that often. It’s the one that provides the raw metals and chemicals that keep economies and societies moving.

But, as Ed Conway, the economics ed…

Published on 2 years, 6 months ago

It’s Time to Buy Japan

It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.…

Published on 2 years, 6 months ago

Burnbrae’s Mellon Says Shell and BP Are Good Long-Term Investments

The British government is woefully incompetent, says Burnbrae Chairman Jim Mellon. But of course that doesn’t mean you can’t buy UK equities. Mellon tells Merryn Somerset Webb on this week’s Merryn T…

Published on 2 years, 7 months ago

Why UK Value Stocks Are Still the Trade of the Decade

Famed contrarian investor Rob Arnott, co-founder of Research Affiliates, has said since the autumn of 2020 that UK shares are a great bargain—in particular so-called value stocks. In a conversation w…

Published on 2 years, 7 months ago

Inflation Will Fall, Just Not the Way You Think

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She …

Published on 2 years, 7 months ago

Central Banks at Risk of Breaking Economies, Dario Perkins Warns

Are we getting to the point where central banks are starting to break economies?Dario Perkins, Managing Director on the Global Macro team at TS Lombard, asks that question in his conversation this we…

Published on 2 years, 7 months ago

Why Your Portfolio Needs Investment Trusts

Investment trusts are special, says Simon Elliott, client director at J.P. Morgan Investment Trusts. They have a strong history of outperforming other types of investment vehicles. They provide pools…

Published on 2 years, 7 months ago

Is the Age of Growth in the UK Really Over?

Dambisa Moyo is an economist and board member of Chevron and 3M. She’s also author of the 2018 book Edge of Chaos. In this week’s episode of Merryn Talks Money, Moyo and host Merryn Somerset Webb dis…

Published on 2 years, 8 months ago

Fund Manager Says There’s an Easy Way to Make 3% More

There’s not much you can do right now to dramatically improve your personal finances. But there’s at least one thing you can get on top of: cash savings accounts. You can now get 3 or 4% a year on yo…

Published on 2 years, 8 months ago