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16 Feb 2024
QuotedData’s weekly news show 23rd June 2023 with Jonathan Hick from Triple Point Energy Transition

QuotedData’s weekly news show 16th February 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Brunner (0:38) • Tritax Big Box REIT & UK Commercial Property (9:19) This week’s interview was with Richard Hulf from HydrogenOne Capital – watch it again […]

09 Feb 2024

Scottish Mortgage’s Lawrence Burns talks to Climeworks CEO Christoph Gebald

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph about why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today. Capital at risk. Listen to the podcast below.

09 Feb 2024

QuotedData’s weekly news show 9th February 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Pershing Square Holdings (0:31) • Gore Street Energy Storage (9:11) • Digital 9 Infrastructure (12:35) This week’s interview was with Kartik Kumar from Artemis Alpha Trust […]

02 Feb 2024

QuotedData’s weekly news show 2nd February 2024

Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Batteries – Gresham and Harmony (0:56) • Digital 9 Infrastructure (9:40) Andrew McHattie explained how it has been a better month for growth stocks […]

02 Feb 2024

Five years of change in Japan – a message from the manager

It has been five years since we launched the AVI Japan Opportunity Trust (AJOT). In Japan, five years is the blink of an eye, Japanese companies tend to think in decades or generations. However, a lot has happened in five years. It all started in 2012 with Shinzo Abe’s economic legacy, coined Abenomics. The first […]

26 Jan 2024

QuotedData’s weekly news show 26th January 2024

Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Asia Energy Impact (0:47) • JPMorgan Multi-Asset (5:10) • abrdn Private Equity Opportunities (8:26) This week’s interview was with Nick Montgomery and Bradley Biggins […]

19 Jan 2024

QuotedData’s weekly news show 19th January 2024

Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Bankers (0:29) • Hipgnosis Songs (7:08) • API/CREI merger (8:52) This week’s interview was with Purvi Sapre from SDCL Energy Efficiency Income Trust – […]

12 Jan 2024

QuotedData’s weekly news update 12th January 2024

Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Atrato Onsite Energy (0:22) • LXi/LMP merger (9:57) This week’s interview was with Tim Levene from Augmentum – watch it again here.  

20 Dec 2023

The Big Question – Will higher-for-longer rates change stock picking?

Interview with Sunil Thakor of Sands Capital, Andy Headley of Veritas and Metropolis Capital’s Jonathan Mills. Alliance Trust stock pickers – Sunil Thakor of Sands, Andy Headley of Veritas and Metropolis’s Jonathan Mills – discuss how a prolonged period of high interest rates will impact businesses and whether this will change their stock picking approach.

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