Episodi
-
In this portfolio spotlight podcast Sarah Ball, our Investment Specialist, speaks to Hugo Capel Cure, Co-Head of Portfolio Management, to discuss the decision-making process we use when choosing a company to invest in, including why some businesses do not make the cut.
-
It has been a year of economic and political upheaval for investors, but what is the outlook for the market as we reach the final months of 2024?
Stock market growth this year has been narrow while core inflation has remained stubbornly high, posing challenges for investors and policymakers alike.
In this podcast, Client Adviser Sophie Kilvert, sitting in for Helen Watson, is joined by Victor Balfour, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to discuss recent market trends and the performance of some of our holdings.
-
Episodi mancanti?
-
Host Sarah Ball speaks to Ashish Swarup, Founder of Aikya, to discuss the history of fund, how it chooses its investments and the wider outlook for emerging markets.
-
The mid-point of the year is a good time to take stock of what has been an eventful few months. Global stock markets have enjoyed double-digit returns since January, but there are concerns that market performance is being driven by just a handful of companies. In this podcast, CEO Helen Watson, is joined by Kevin Gardiner, Global Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to review the year so far.
We also assess the outlook for the rest of 2024, as interest rates look likely to remain higher for longer, and take a closer look at some of our portfolio companies.
-
Host Sarah Ball sits down with Equity Analyst Nicola Muirhead to discuss the outlook for Berkshire Hathaway, one of the most eminent and enduring companies in the financial sector.
-
Markets have enjoyed a strong start to 2024, with global stocks up 8% so far this year. However, inflation remains above target in many major economies, putting pressure on central banks to delay interest rate cuts. In this podcast, CEO Helen Watson, is joined by Victor Balfour, Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to assess the outlook for rates this year.
Meanwhile, the business cycle has remained in relatively good shape, with growth continuing alongside disinflation. We examine how this backdrop has helped several of our holdings – both return assets and diversifiers – achieve a strong performance in the first quarter.
Correction: at 06:25, we mistakenly say CKPC, when we mean CPKC.
-
Host Sarah Ball sits down with Equity Analyst Francisco Leal to discuss Constellation Software, a Canadian software company. We examine the company's recent activities and future earnings potential.
-
Amid stubbornly high inflation, geopolitical tensions and gloomy sentiment, 2023 defied expectations and produced a strong year for investors. In this podcast, CEO Helen Watson, is joined by Victor Balfour, Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to discuss the remarkable returns from the ‘Magnificent Seven’ US tech stocks, the trajectory for interest rates and the outlook for investors in 2024.
-
The bond market has started to become an interesting proposition for investors for the first time in over a decade. As interest rates have risen, so too have the yields offered by previously unfavoured bonds. In this podcast, CEO Helen Watson, is joined by Victor Balfour, Investment Strategist, and Hugo Capel Cure, Co-Head of Portfolio Management, to discuss the growing opportunities in the bond market, the outlook for equities and how fading inflation will impact investors.
-
Businesses across the world are looking to act in a more sustainable manner, and how they transport their goods has become a key consideration. In this podcast Sarah Ball is joined by Rorrie Mars to discuss the latest addition to our portfolio, Canadian Pacific Kansas City (CPKC). This is a railroad company operating across Canada, the United States and Mexico, which we believe is destined for growth as more companies look for sustainable transport solutions. Switching from road to rail can reduce emissions by 75%, and we believe CPKC has the business model, pricing power and leadership to succeed.
-
Stubborn inflation and rising interest rates have been the dominant story in the UK in 2023, but will this change in the second half of the year? In this episode, CEO Helen Watson is joined by Global Investment Strategist, Kevin Gardner and Co-Head of Portfolio Management, Hugo Capel Cure to discuss the ‘Magnificent Seven’ tech stocks that have driven market returns so far this year, how our portfolio has fared, and the economic outlook for Britain and the rest of the world.
-
With post-pandemic revenge travel still a dominant trend and summer holidays on the horizon, Sarah Ball sits down with Ramesh Rajagopalan to discuss our holding in booking.com, the popular online travel agency. The global pandemic greatly affected the travel sector, but we believe booking.com maintains a competitive advantage and attractive prospects to increase earning power.
-
2023 started off on a positive note—followed by a few surprises that made the journey a bit bumpy in the first quarter. In this episode, CEO Helen Watson sits down with Victor Balfour and Hugo Capel Cure to discuss the rather interesting Q1, the effect it had on our portfolio, and what opportunities may lie ahead for us.
-
The fourth quarter of 2022 ended on a more positive note after what was a pretty dismal year for investment markets - a year that was headlined by historic inflation and the impact that had on interest rates and economic growth. What does 2023 have in store? Our CEO, Helen Watson, along with Kevin Gardiner and Hugo Capel Cure, reflect on Q4 and 2022 as a whole, and discuss why the changing investment environment brings optimism for the year to come.
-
The third quarter of 2022 was plagued with similar challenges as previous quarters: rising interest rates and inflation, coupled with a tumultuous geopolitical landscape, continue to ensue. Is there relief on the horizon? Our CEO, Helen Watson, talks with Victor Balfour and Hugo Capel Cure about the current market situation, effects on our portfolio, and the cautiously optimistic outlook ahead.
-
The first quarter of 2022 proved to be a volatile one, with geopolitical events, raging inflation and policy uncertainty casting a shadow over market sentiment. As usual we sit down to discuss this unique landscape and how our portfolios have fared, before looking ahead to what the rest of the year may look like for both the macro and investment outlook.
-
In this discussion, we were joined by Lord Mark Sedwill, delving into the potential geopolitical flashpoints on the horizon; Russia-Ukraine, China's consolidation of power in Taiwan, upcoming elections on both sides of the Atlantic and, of course, inflation.
-
The final quarter ended on a high note for global stocks, rounding off a strong year in spite of the continued impact of Covid-19, supply and labour imbalances, and inflationary concerns. In the first podcast of 2022, we take a look back over the final months of the year, as well as the year as a whole, considering how markets have performed, and how this environment has impacted portfolios.
-
The third quarter of 2021 proved a more challenging one for markets following the strength of Q2. As growth has begun to slow, inflationary struggles have persisted alongside the lingering impact of the pandemic. Delving into these themes, as well as various geopolitical developments and current issues in labour markets, we also provide an overview of portfolio performance in the context of this tough quarter and take a closer look at the impact of inflation in particular.
- Mostra di più
