Why an actively run portfolio of Japan small cap stocks could be a big winner over the coming years Japan is the third largest economy in the world, yet its declining weight in global indices and previous false dawns have put it out of focus for investors. While enthusiasm for Japanese equities grew in 2023, […]
Albane Poulin, Head of Private Credit, Gravis Capital Management Against a volatile and uncertain economic backdrop, investors are seeking investment funds that offer stability, consistent returns, and portfolio diversification. While interest rate cuts are expected in 2024, the current high inflationary environment and stronger labour market indicate that the path ahead is not as straightforward […]
What’s the common factor shared by companies that can switch direction in the blink of an eye? They’re usually still led by visionary founders, as Scottish Mortgage manager Tom Slater explains. As with any investment, your capital is at risk. Most of us think of the Amazon Prime subscription service as a wonderful retention tool, […]
NextEnergy Solar Fund (NESF) is a market leading solar energy and energy storage fund, driven by a mission to lead the transition to clean energy. Learn more about NESF through the video and website linked below, or get in touch with: [email protected] or check our website: NextEnergy Solar Fund.
QuotedData’s James Carthew recently interviewed the two Baronesses that are part of the team fighting to fix the sector’s cost disclosures problem. 0:00 – Why and how did you get involved in the campaign? 3:31 – Why is this issue important for investors? 8:18 – Is legislation the answer to resolving this issue? 14:50 – […]
Interview with Lyrical Asset Management’s Andrew Wellington and GQG Partners’ Brian Kersmanc. Andrew and Brian discuss the impact and influence of macro on portfolio positioning and take a look at current stocks of interest?
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, catch up on the discussion between Scottish Mortgage managers Tom Slater and Lawrence Burns as they answer shareholder questions. Capital at risk.
Sands Capital’s Sunil Thakor looks at medical device company Dexcom – leader in the field of continuous glucose monitoring – and examines what makes it a high-quality growth business. Filmed in December 2023.
In the latest episode of the Scottish Mortgage Invest in Progress podcast, Lawrence Burns speaks to digital marketing company Brandtech’s CEO about how his company connects content, data and media to help global brands navigate the complexities of marketing in the digital age. Capital at risk. Listen to the podcast.
In Alliance Trust’s new series of stock spotlight videos, Veritas’ Andy Headly focuses on Airbus and talks about the qualities that make it so attractive compared to its closest competitor. Filmed in December 2023.
