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Welcome to our miniseries on closed ended funds (otherwise known as Investment Trusts). The sector has faced a torrid time in 2023, as interest rates rose, regulatory headwinds persisted, and UK equities remained hideously out of favour. In the series, we aim to highlight why accessing markets outs…
In this month's podcast, Adam & Scott chat China equities with Man GLG's Andrew Swan. With state intervention, property woes and covid lockdowns now behind us, will equity markets run hard in the Chinese year of the rabbit?

Hot Topix

This month Adam and Paul are in conversation with David Mitchinson from Japan equity boutique Zennor Asset Management. Long known as the 'widow-maker' trade, buying Japanese assets has been a fool's errand for the past twenty years. Is there really something different about today's Japanese opportu…

Avoiding the scrum

On the eve of the Rugby World Cup, Adam and Scott went up-and-under with Chris Fidyk of Pacific Asset Management on how to avoid the scrum of mega cap US equities. Having spent the past decade investing in the technology winners at a previous investment group, Chris recently launched on his own and…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به CT Multi-Manager Team است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.