Episodes
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In this episode, Luke Hyde-Smith is joined by Kathryn Porter, founder of independent energy consultancy and blog, Watt-Logic.
Kathryn shares her perspectives on the UK's energy transition goals, particularly the ambitious target for net-zero emissions and the challenges that may impede progress. She discusses the viability of renewables, the potential role of nuclear energy, difficulties of energy storage and the increasing global reliance on mining for essential resources.
Kathryn also highlights the reality of balancing sustainability with energy security and the financial implications of current energy policies, providing a candid view of the future energy landscape and the practical steps needed to achieve realistic and reliable solutions.
For more information about the topics covered in this episode, please visit www.watt-logic.com or www.waverton.co.uk.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode host Tom Saville sits down with Eric Peters, CEO and CIO of One River Asset Management and Coinbase Asset Management to discuss the economic forces shaping the future for investors.
From fiscal challenges and market volatility to technological disruption and the evolving global landscape, Eric offers his expert insights on navigating uncertainty, the role of innovation, and how to position for opportunities in a rapidly changing world.
For more information visit www.waverton.co.uk, www.oneriveram.com or www.coinbase.com.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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Episodes manquant?
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In this episode Luke Hyde-Smith and James Carter sit down with John Emerson, Vice Chair of Capital Group International and former U.S. Ambassador to Germany.
They delve into the upcoming U.S. election, discussing the potential impact of a Trump or Harris presidency on policies ranging from tariffs to Ukraine.
John shares his unique insights on global geopolitics, drawing from his experience in international trade negotiations and diplomacy.
They also explore the evolution of the presidential role, U.S.-Europe relations, and the influence of populism on global politics.
For more information visit www.waverton.co.uk or www.capitalgroup.com.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Luke Hyde-Smith hosts renowned financial columnist Merryn Somerset Webb, who shares her insights on inflation, private markets, and UK equities.
They discuss Merryn's recent article advocating for a simplified British ISA, her views on shareholder engagement, and the broader implications of financial policy. Merryn also reflects on her career in financial journalism and the importance of hard work and ambition.
She emphasises the value of active investment and UK equities for long-term growth and touches on the role of gold and Bitcoin in today’s market.
For more information visit www.waverton.co.uk.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Tom Saville and Luke Hyde-Smith sit down with James Heal, Chief Investment Officer at Transition Net Zero Advisers, to explore the cutting-edge world of decarbonisation and climate technology investments. James delves into the strategies behind Transition Net Zero Advisers, an investment advisory and asset management firm focused on climate change mitigation and adaptation.
James shares his insights on the mispricing of carbon in global markets and discusses the critical role of technology in addressing the climate crisis, the complexities of carbon credits and allowances, and the future of sustainable investing.
For more information visit netzeroadvisers.co.uk or www.waverton.co.uk.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, host Luke Hide-Smith interviews the remarkable Pip Hare, one of the few women to ever complete the Vendée Globe - a gruelling solo, non-stop and without assistance round-the-world sailing race.
Pip shares her incredible journey to competing, discussing the physical and mental challenges, thorough preparation, and the importance of risk management.
She also delves into how the resilience and problem-solving skills honed through her sailing experiences translate to everyday life, explaining why it's important to invest in yourself.
For more information visit the Pip Hare Ocean Racing website and you can pre-order Pip’s debut book In My Element: Life lessons from the world's toughest solo ocean race on Amazon.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode Luke Hyde-Smith sits down with Marcus Phayre-Mudge, Head of Property at Columbia Threadneedle Investments and manager of the TR Property Investment Trust.
Marcus shares his insights on the current property market dynamics, the impact of interest rates, and the future opportunities in commercial real estate.
He discusses the resilience of listed property companies, the significance of asset management, and the evolving landscape of real estate investment trusts (REITs).
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode of the Why Invest? podcast, hosts James Carter and Luke Hyde-Smith welcome Christian May, a media and communications expert with a notable background in journalism and corporate affairs.
Christian shares his unexpected journey into journalism, his experiences as editor-in-chief of City AM, and insights into the evolution of media consumption.
The conversation delves into the future of print newspapers, the impact of social media, and the current state of the City of London as a financial hub. They also discuss the potential implications of a Labour government for the business community and broader economic landscape.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith.
They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Menhaden Capital.
Ben shares his passion for rewilding, explaining his efforts to revive large swathes of the UK countryside, but also globally.
You can learn more by listening to Ben's podcast 'Rewilding the World' or you can visit www.menhaden.com.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’
The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importance of political competency in economic stability.
They also delve into the UK and US financial outlooks, interest rates, gold investment, and the evolving dynamics of global markets, concluding with Bill's personal insights and predictions for 2024.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or morningporridge.com.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management.
Prashant explains White Oak's investment philosophy, emphasising a performance-first culture, rigorous stock selection, and the importance of governance and scalable business models. They discuss India's economic reforms, which have bolstered the country's attractiveness for foreign investment and India's favourable conditions for stock picking, the growth in IPOs, and the increasing allocation of global investors to Indian markets.
Prashant highlights his long-term confidence in Indian equities and emerging markets, reflecting his personal investment strategy and confidence in future growth.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.whiteoakindia.com
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode Alexandra Buchan-Heelas and Tom Savile are joined by Nick Jefferson, Founder and CEO of Wylde Market, an online farmer’s market that delivers groceries to your door. They discuss the flaws in traditional food distribution systems and the exploitation of farmers by large supermarkets.
Nick highlights his company's approach: an online marketplace that allows producers to sell fresh, local produce directly to consumers, setting their own prices. He believes this model promotes better quality food, fairer prices for producers, and encourages sustainable and seasonal consumption.
They also touch on broader trends, emphasising the importance of provenance and sustainability when making choices about the food we consume.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or wylde.market
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode Luke Hyde-Smith is joined by Victoria Stevens, UK Equity Fund Manager at Liontrust and Tineke Frikkee, Head of UK Equity Research at Waverton. They discuss their careers to date, challenges of the UK equity market, and perspectives on investing and managing UK equity funds.
They explain the impact of Brexit, political instability and economic conditions on UK equities while highlighting future potential with initiatives such as the British ISA and changes in pension fund allocations.
They also cover broader topics such as the importance of diversity in the finance industry, the role of active management in navigating market challenges, and advice for young professionals considering a career in investment.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.liontrust.co.uk
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode we are joined by Andy Scanlon, Co-Founder and CEO of VR Entertainment Ltd, the UK and Ireland franchise for technology company, Sandbox VR.
After a morning fighting zombies at the Sandbox venue in London, Andy sits down with host Tom Saville to discuss the growing trend of competitive socialising and the VR industry.
Passionate about the technology and future of the business, Andy shares his expectations for upcoming development with brand partners such as Netflix and explains why he believes a VR experience is better when shared with others.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.sandboxvr.com/london
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode we are joined by Chris Watling, CEO and Chief Market Strategist at Longview Economics. Chris founded the firm in 2003 as an independent asset allocation and trading advisory firm.
Chris discusses his career to date and why he left the security of a large firm to launch his own business.
We look at his successful track record, what he’s learned throughout his career and how his team differentiate between short-term tactical views, versus long-term investment opportunities.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.longvieweconomics.com
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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This episode we have the pleasure of interviewing Professor Russell Napier, an independent financial market strategist, researcher and author specialising in issues impacting global equity markets.
Amongst a long list of accolades, Russell co-founded ERIC, an online investment research platform and The Library of Mistakes, a non-profit library specialising in business and finance history.
Russell also hosts his own podcast, and has written two books, The Birth of the Age of Debt and The Anatomy of the Bear.
Today he joins us to talk about global monetary systems. A financial catch-all term that describes the mechanisms by which countries trade with and invest in other countries.
We currently live in a world in which the vast majority of trade is denominated in dollars and a vast amount of these goods come from China and Professor Napier will speak to some of the pressures this system places on the global economy and highlights the risks investors should be aware of…
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.libraryofmistakes.com.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets.
This episode Hartley Rogers, Executive Co-Chairman of Hamilton Lane outlines his progression and experience in the industry to date. He explores the opportunities and challenges investing in private assets, focussing on why investors really should be considering an allocation to the private markets.
In part one, Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management, joined us to contend why the outlook for public listed equities is favourable over private assets.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.hamiltonlane.com/en-us.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, we are joined by Jeff Keen, Head of Fixed Income at Waverton. A veteran of bond markets, Jeff is the lead manager of the Waverton Sterling Bond Fund and Global Strategic Bond Fund but may be best known for his Masters Golf competition, The Jeff Keen Charity Challenge, which over the years has raised over £50,000 for charity.
Switching up our usual format, this quickfire Q&A sees Jeff tackle the most commonly asked questions from our clients including ‘Why are mortgage rates so high?’, ‘Will there be a recession?’ and ‘What caused inflation to rise so sharply, and when will it return to normal?’
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets.
This episode Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management, joins us to contend why the outlook for public listed equities is favourable over private assets.
Antti critically assesses the concept of illiquidity premium, noting the risks and rewards associated with private equity, including the impact of leverage and market volatility and touches on broader investment strategies, advocating for diversification and value investing in the current economic climate.
In the second part, we’ll be joined by Hartley Rogers, Executive Co-Chairman at Hamilton Lane, who will extol the benefits of investing across the private market opportunity set.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk or www.aqr.com.
Antti Ilmanen’s book ‘Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least’ provides an evidence-based blueprint for successful investing when decades of market tailwinds are turning into headwinds.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode Stefan Rheinwald, Head of Equity Research at Waverton, dives into Japan's market evolution post the 1980s bubble burst. He examines corporate governance improvements, shareholder value focus, and the importance of selective stock picking in a historically challenging market.
Stefan discusses Japan's role in global trends such as artificial intelligence and electric vehicles and the potential risks for 2024, particularly deflation.
For more information on any of the topics featured in this episode email [email protected] or visit www.waverton.co.uk.
This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.
The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.
Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Hosted on Acast. See acast.com/privacy for more information.
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