ABOUT THIS PODCAST 🔗
The IBOSS Investment Team are joined by industry leading guest speakers to share their views and insights regarding the latest market news and investment topics.
Hosts:
Update frequency:
bimonthly
Average audio length:
40 minutes
Guest interviews
English
United States
13 episodes
since Jan. 19, 2022
episodic
LATEST EPISODE 🔗
The IBOSS Investment Team are joined by Jonathan Pines from Federated Hermes, as the spotlight falls on Asia.
Asian countries are quite different from each other when it comes to investing, so this part of the world can be home to both the best and worst-performing global stock markets at any one t…
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PREVIOUS EPISODES 🔗
The IBOSS Investment Team are joined by Mark Sherlock, Head of US Equities and Lead Portfolio Manager, at Federated Hermes Limited.For most of the last 20 years, though not since 2018, the valuations of the US mid and small-cap indices have been higher than the S&P 500, but currently they trade…
The UK economy has had more downs than ups over recent years, however, is it more resilient than people think?There continue to be fears around a UK recession, but these may be overblown as we believe there are potential opportunities for returns from UK equities during 2023, and beyond.Ed and the …
The IBOSS Investment Team are joined by Sashi Reddy of Stewart Investors, live from Sydney, Australia.Sashi provides insight into investing sustainably via India and Asia, as well as discussing Indian equities in general, which don't correlate with the rest of the world and can add great diver…
Many investors are hoping that the repricing of assets, following a turbulent 12 months, may provide some stellar opportunities for returns – but are we there yet?Duncan and the IBOSS investment team discuss how markets have performed during the early stages of the new year and what trends are begi…
The UK economy, just like the rest of the world, is currently facing one of its toughest times in recent history and it may take some time to climb out of the rut it's currently in.However, for investors, the UK stock market is a separate entity to the economy and 2023 is starting to look more…
The interest rate-raising environment has provided the fixed income space many challenges this year. The developed world central banks, led by the US Federal Reserve, have badly misunderstood the inflation dynamics and are now playing catch-up.Whilst the first nine months of 2022 have been some of …
Over the past couple of months many of the commodity prices that were at the centre of the current inflationary burst have slumped dramatically.
Christopher and our Investment Team discussed what has caused the rise and fall of commodities over the past year, including the supply and demand dynamic…
Markets and investors continue to face a period of increased uncertainty following the arrival, and acceptance, of inflation, as well as the ongoing war in Ukraine. With both bonds and equities falling simultaneously, we discussed a wide range of topics effecting the current investing landscape.
Du…
Gaining access to Chinese equities can often seem overwhelming, particularly with the various vehicles available to investors. Catherine provides us with a China 101 and highlights what investors need to be aware of, as well as discussing a broad range of topics relating to Asian equities, includin…
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