Open Door Investment Management give their views on the impact of the Russian invasion on China. 1. Do we need to worry about China’s strong ties to Russia? In many ways, Russia’s economy is a good fit for China’s, in that it is a huge supplier of many commodities that China needs. It could also […]
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: •Octopus Renewables •Fidelity Japan •Pershing Square This week’s interview was with Ian Lance from Temple Bar Investment Trust – watch it again here.
Ben Rogoff, Fund Manager, Polar Capital Technology Trust The term ‘metaverse’ exploded into popular consciousness last November, when Mark Zuckerberg rebranded Facebook as Meta; thereby making a very public declaration that he was pinning the company’s future on this concept, which is still widely debated in terms of its definition and use. Watch Ben Rogoff […]
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the future. “Academics don’t think on a one to two-year horizon. They think on a 10-year horizon, they think on a multidecade horizon and that […]
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: • Aberdeen New India/India Capital Growth • Greencoat Renewables • Rockwood Realisation This week’s interview was with Blake Hutchins of Troy Income & Growth. – […]
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: • Fundsmith Emerging Equities • Renewables Infrastructure • Raven Property This week’s interview was with Tom Moore and Henrik Dahlström of Downing Renewables Infrastructure. – […]
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: •Jupiter Emerging & Frontier Income •ScotGems •AllianzTechnology This week’s interview was with James Harries of Securities Trust of Scotland – watch it again here.
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, Richard Williams and Andrew McHattie covered the week’s top stories: • JPMorgan Russian • Cordiant Global Agricultural Income • Workspace/McKay Securities This week’s interview was with Thomas Moore of Aberdeen […]
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, Matthew Read covered the week’s top stories: • Digital 9 Infrastructure – SPA terminated • Crystal Amber and Allied Minds • Bluefield Solar – strong inflation linkage • Jupiter Emerging & Frontier […]
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: • Honeycomb • Credit ratings for CSH and SUPR • NextEnergy Solar/TRIG This week’s interview was with Carlos Hardenberg of Mobius Investment Trust – watch […]
