Podcast Episodes
Back to Search
Tim Creed: Woodford Patient Capital overhaul is "often two steps forward, one step back"
Tim Creed and his colleagues certainly have their hands full, having taken over the former Woodford Patient Capital trust in 2019. They also work on …
4 years, 8 months ago
Hugh Sergeant: "We're pretty close to the bottom of the cycle again"
As a dedicated value investor, River & Mercantile fund manager Hugh Sergeant has perhaps unsurprisingly made big gains from the cyclical rally of rec…
4 years, 8 months ago
Karl Sternberg: “People believe too much in central banks”
As inflation rises, inventors are questioning if central bankers are right that inflation will only be transitory. Today’s podcast guest - Karl Stern…
4 years, 8 months ago
James De Uphaugh: "We like companies to stay public, bar a stupendously compelling offer"
James De Uphaugh and his team might have questioned their luck when they took over the running of the Edinburgh Investment Trust in March 2020. Sixte…
4 years, 8 months ago
Thematics, ESG and value: a delve into the ETF market
In this interview, Charles Stanley head of passives Lynn Hutchinson and Morningstar passive strategies analyst Briegel Leitao talk to Dave Baxter abo…
4 years, 8 months ago
Jamie Ross: “The US looks far more expensive than Europe”
Europe can be overlooked by investors, but following encouraging economic data, significant fiscal expansion and a slew of companies beating earnings…
4 years, 9 months ago
Stephen Yiu: “We don’t feel any of our companies are overvalued”
Stephen Yiu, manager of Blue Whale Growth Fund, tells Mary McDougall how he constructs a concentrated portfolio of companies he believes are very hig…
4 years, 9 months ago
Nick Kirrage: Looking where others “don’t, won’t or can’t”
Nick Kirrage and Simon Adler, managers of Schroder Global Recovery Fund and Schroder Recovery Fund, tell Leonora Walters about their approach to valu…
4 years, 9 months ago
Frederik Gregaard: How the world could be built on blockchain
There's a lot of hype around crypto, but blockchain technology is in its infancy - and has the potential to overhaul how we do business. In this inte…
4 years, 9 months ago
Adrian Lim: “We see pockets of opportunities in recovery stories”
Adrian Lim and Pruksa Iamthongthong, co-managers of Asia Dragon Trust (DGN), tell Mary McDougall what they have been buying and selling as vaccinatio…
4 years, 9 months ago