In the latest Money Makers podcast Jonathan Davis talks to fund manager Charlie Morris, Chief Investment Officer at Netscape Capital, about the phenomenon that is bitcoin. Charlie has been actively researching bitcoin and other “digital assets” for at least five years. He explains why the mainstream investment community needs to take off its nose-peg and try to understand what is driving the price and usage higher – a must-listen for anyone trying to make sense of this recent dramatic financial market phenomenon.
In the latest Money Makers episode, Jonathan Davis talks to Dr Paul Jourdan, the CEO of Amati Global Investors, who run two small cap funds and an AIM portfolio service from their headquarters in Edinburgh. Since last speaking to Paul a year ago, his small cap fund has risen more than 35% and collected a number of new awards for its performance. Jonathan finds out how.
In the latest Money Makers podcast, Jonathan Davis talks to prolific investment author Glen Arnold about his new book, The Deals of Warren Buffett, in which he analyses the early successes (and failures) of America’s most successful stock market investor. Why did the young Buffett, still learning his trade, buy the shares that he did, and what lessons did he take away from his experiences?
Smart investors know that risk and returns go hand in hand. But is the degree of risk you are exposed to appropriate for your time of life and investment goals?
In his latest Money Talks podcast, Nigel Cassidy talks risk with Prof. Janette Rutterford of the Open University Business School, and David Miller, executive director and
award-winning fund manager at Quilter Cheviot. Nigel discovers that financial risk covers far more eventualities than being defrauded or the impact of any future market meltdown.
But equally, it seems just following your personal inclinations could make you overcautious with your investment decisions -- and seriously harm your future wealth.
In the latest Money Makers podcast Trevor Greetham, responsible for multi-asset investment strategy at Royal London Asset Management, one of the UK’s biggest pension fund and with-profits investment firms, explains what is driving the firm’s current thinking and why he thinks the current bull market in equities could continue for another 1-2 years. Mr Greetham is a 25 year veteran of the investment business, and one of the UK’s higher profile strategists, having previously worked at Fidelity and Merrill Lynch. Topics covered include not just stocks and bonds, but Brexit, inflation, interest rates, annuities and pension drawdown.
In the latest Money Makers podcast, Jonathan Davis questions Andy Ho, manager of the largest UK-listed Vietnamese investment trust, about the reasons for the exceptionally strong performance of Vietnamese equities – and why the country has been described as being more capitalist than the United States, despite having a Communist government. Any investor with an interest in emerging markets should find this conversation full of interest.
In the latest Money Makers podcast, host Jonathan Davis is joined by technology specialist Ben Rogoff, the lead manager of the Polar Capital Technology investment trust, which has given shareholders a total return of more than 200% over the last five years. With the likes of Amazon, Facebook, Apple and Netflix leading the markets higher, how much more is there still to come from these global IT stocks? Is there a danger of another TMT-style market crash or a regulatory kickback? And where are the most exciting prospects in other technology fields, such as gaming, robotics and artificial intelligence?
In the latest Money Makers podcast, our series of in-depth conversations with leading professional investors, Jonathan Davis talks to experienced stockpicker Paul Mumford, who has been running what is now the £150m Cavendish Opportunities Fund, a small and midcap specialist, since 1988. Paul is also the author of a recently published book, The Stock Picker, which look backs entertainingly over the highs and lows of his 50-year career in the financial markets and explains why he is not too worried (yet) about Brexit, higher interest rates or Jeremy Corbyn becoming Prime Minister. He also discusses some of his favourite investment themes at present.
In the latest Money Makers podcast Jonathan Davis returns to talk to a fund manager whose multi-cap equity fund has the distinction, according to research by FE Trustnet, of having outperformed its benchmark in every rolling five year period since 2000 – one of only two funds out of several hundred in the UK All Companies sector to have done so. The fund manager in question is Richard Hallett, whose Marlborough UK Multi-Cap Growth fund, has as its name suggests the freedom to invest across the UK market spectrum, from the Footsie 100 index all the way down to AIM. The fund has returned more than 325% since 2000, when it was originally run by Giles Hargreave, and 295% since 2005 when Richard Hallett took it over. I last caught up with this fund manager just over a year ago, before the Brexit referendum.
In our latest Money Makers podcast Chris Sexton, Investment Director of Saunderson House, a fee-based wealth management firm, offers founder and editor Jonathan Davis his perspective on the outlook for markets, cautions against reading too much into media headlines and explains why investment returns are likely to be lower from here. Saunderson House specialises in providing financial planning and portfolio management services to private clients, including many lawyers, accountants and other City professionals.