Investment Trusts Handbook 2020 | Book Club
The latest edition is out and editor and journalist Jonathan Davis came into the studio to talk about the lessons to be learned from the fall of Neil Woodford; how to work out what motivates a fund manager; and why the rise of alternative investments is a positive for the sector.
Investment Trust Update | December 2019
Invesco is making changes to its head of UK equity role, Octopus Renewables Infrastructure Trust is looking to raise £250 million & underperformance at Aberdeen Standard Equity Income. All this and more in this bulletin with Olga Hay.
UK Government spending set to increase
In this bulletin, Simon French joins Mark Colegate to discuss soon to be released US job numbers, the shortlist for the next Governor of the Bank of England & the rise in government spending after the election.
Investment Trust Update | November 2019
In this bulletin, Olga Hay takes us through the downgrade at Edinburgh Trust, a shares slide at Woodford & a snippet of our interview with Simon Elliott. Full Simon Elliott interview
How will borrowing data impact the upcoming UK election?
Simon French talks to us about the upcoming minutes from October's federal reserve meeting, whether we are going to see some kind of trade deal between the US & China and the importance of borrowing data set to be released in the UK.
Is a UK recession looking more likely?
Simon French joins us to discuss the state of the US economy, the deepening issue for Germany's manufacturing sector & whether the UK is more likely now to be headed into a recession.
Mario Draghi set to go out with a bang?
Simon French, Chief Economist at Panmure Gordon, joins us to talk about the upcoming ECB meeting, what the UK data set to be released will tell us about the GDP & why the US picture is a difficult one to interpret right now.
Investment Trust Update | August 2019
In this bulletin, there's a fee re-structuring at Schroders, a personnel change at J.P. Morgan & investment in alternative assets have doubled to 200bn.
The Weston approach to investing
Mike Weston, CEO at LGPS Central Limited, joins us to discuss their approach to investment, what progress they have made in the last 12 months & their goals for the future.
US GDP figures, potential interest rate cuts & a new Prime Minister
We touch upon the outlook for the week ahead which includes the ECB meeting, Q2 GDP figures & a new Prime Minister.
1969 – 2069: From Apollo to AI
It’s been 50 years since the moon landing and a lot has happened, so what’s in store for the next 50 years? Experts from the industry discuss the development of the economy since 1969 both worldwide and closer to home, how the moon landing led to an expansion of new technologies and speculate on what the next 50 years could bring.
Richard Buxton, Merian Global Investors | Moon Landing marked the beginning of bear market
The 1960s had been kind to equity investors with a basket of growth stocks, the so-called Nifty-Fifty, seemingly unstoppable. But then inflation kicked in over the following decade and market leadership changed. Richard Buxton looks at the lessons to be learned half a century on, when a small number of growth stocks are in favour, and no one appears to be worried about inflation.