Paul Mumford, Cavendish AM | 1969: an eye-witness account
Fifty years ago Paul Mumford was working as a stock broker. He talks through the main investment themes of that year, the impact the moon landing had then, and subsequently, and reflects on how the City has changed, not least with the rise in information and technology.
Is robotics a threat to jobs?
Technology and innovation have been a big theme at Davos. Carl Vause, CEO of Soft Robotics, explains how they bring human handling dexterity to standard industrial robots, where they see robotics adding the most value and the issue of intellectual property rights.
How is climate change impacting population movements?
An expert panel discusses why we have an estimated 68.5m refugees in the world, how climate change is impacting on population movements today and looks at Mastercard, who are implementing technology that can help farmers get a foothold in local economies.
Climate change, inequality and Microsoft
Day 1 in Davos, what can we expect from the week ahead? Satya Nadella, CEO at Microsoft, and one of the 6 co-chairs of the event, gives his opinion on tech intensity. Other topics discussed by the co-chairs include the future of climate change and education.
Investment Trust Update | 11th January 2019
In this bulletin, does the UK investment companies sector provide opportunities for contrarian stock pickers? And a boost for biotech trusts.
Will a vote of no confidence be good for the PM?
What will be moving markets this week? Simon French discusses Brexit and a tech bubble with Asset TV Investor.
Asia | Investment Trust Outlook
For most of 2018 the headlines have been dominated by the trade war between Donald Trump and Xi Jinping with the tit-for-tat tariffs being felt worldwide. So how is this translated in terms of the investment environment in the region? On the panel are: Medha Samant, Investment Director, Fidelity Asian Values, Fidelity International Matthew Dobbs, Fund Manager, Schroder Oriental Income Fund Limited & Schroder AsiaPacific Fund plc Yoojeong Oh, Investment Director, Equities Asia, Aberdeen Standard Investments
Creative destruction: New technology and what it means for investors today …
Whilst some companies have thrived through innovation such as Amazon and Google, others have been disrupted or displaced. Although most prevalent in the retail sector, the impact of new technology is wide-ranging. Here four members of Artemis’ investment team explain how it affects investors …
Data Protection | Hargreaves Lansdown
With more and more financial transactions taking place online and via smartphone apps, we ask just how safe is your data and what can you do to keep it safe? Answering the questions is Sarah Coles, personal finance analyst at Hargreaves Lansdown.
US Extended Alpha: Faith in the consumer…
Stephanie Sutton, investment director for the Artemis US equity team, talks about taking profits in technology holdings. The team has re-invested in consumer-related stocks.
A big week for Tech
Easing geopolitics have raised investor spirits over the weekend with North Korea saying it will suspend missile nuclear testing and the US and China entering a negotiation period. Asset TV Investor caught up with Simon French to discuss the week ahead.
Are Tech stocks comparable to late 90s?
Asset TV Investor caught up with Ben Rogoff, manager of Polar Capital Technology Trust at the annual Winterflood conference to discuss the risks to tech stock valuations.