GIỚI THIỆU VỀ TẬP NÀY
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 now sees the opportunity set away from the largest stocks in the US market.
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CÁC TẬP KHÁC TRONG PODCAST NÀY
With eyes focused on the Coronation festivities we take a timely look at UK equities. Paul and Adam chat with Artemis's Ed Legget – they discuss why the asset class has been out of favour for so long and ask whether it's a market of the past or home to overlooked diamonds.Don't forget to subscribe …
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?
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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của CT Multi-Manager Team, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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