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President Donald Trump's “Liberation Day” tariffs, delivered on two giant placards in the Rose Garden, sent stock markets into freefall. The team explain how they are unpicking what might happen next and how markets may react to further news and retaliations. The focus then switches to reviewing how the UK's recent Spring Statement's announcements – or perhaps the lack thereof – have left the team feeling about UK PLC. Finally, UK listed food service business Compass is on the menu as the team outline what attracts them to the company. This podcast was recorded on 3 April 2025. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment SpecialistHannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
In this episode of the Why Invest? podcast, hosts James Carter and Alexandra Buchan-Heelas are joined by Zuleika Salter, Partner and Head of Private Growth Capital at Cavendish.The conversation explores the evolving landscape of venture capital in the UK and Zuleika's own unconventional path into finance. They unpack the differences between venture capital and private equity, the role of advisors in high-pressure growth journeys, and how founders can better position themselves for funding.Zuleika shares insights on market dynamics post-pandemic, the impact of rising interest rates on valuations, and why UK companies are staying private for longer. She also reflects on the cultural contrasts between the UK and US VC scenes, the underrepresentation of female founders in funding, and the power of diversity in investment decision-making.For more information about the topics covered in this episode, please visit www.waverton.co.uk or www.cavendish.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.
The this episode of Waverton's Why Invest? podcast, host Luke Hyde-Smith is joined by Bob Brackett, Head of Americas Energy Transition and Managing Director Senior/Research Analyst at Bernstein, covering Global Metals & Mining. The discussion explores the critical role of commodities in the global economy, the evolution of energy markets, and the future of metals and mining. They touch on the impact of supply and demand cycles, the importance of copper in the energy transition, and the investment opportunities emerging in the resource sector.They examine the outlook for oil, natural gas, and uranium, including the geopolitical factors influencing prices and market trends. Bob shares insights on the structural shifts in commodity investing, the resurgence of nuclear power, and his long-term investment outlook for the next decade.For more information about the topics covered in this episode, please visit www.waverton.co.uk or www.bernstein.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.
Europe has been the star of the show for the past couple of weeks. What's driven this unusual outperformance? Will 2025 be the year of Europe's comeback, or just another a short-lived bounce? The team then moves on to America: you can't get away from President Donald Trump and his tariffs at the moment.Despite having talked about it on last month's episode, there's a whole lot more to cover since then. Finally, the team discuss Unilever, a manufacturer of household staples which has been a long-term holding in our Greenbank multi-asset range, but a new addition to our core funds. This podcast was recorded on 6 March 2025. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment SpecialistHannah Kennedy, Portfolio Management Assistant – Multi AssetAbout Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
The latest episode of Why Invest? host Luke Hyde-Smith is joined by Jennifer Fisher, Head of Equities and Saker Nusseibeh, CEO of Federated Hermes Limited. The discussion explores the evolution of responsible investing, sustainable finance, and the industry's approach to ESG. They touch on the rise of passive investing, the role of governance in long-term investment strategies, and the misconceptions that have fuelled a backlash against ESG. They examine the geopolitical landscape, including the implications of U.S. policy shifts and the future of global markets and Saker shares insights on leadership, the importance of diverse perspectives in business, and the trends shaping investment strategies for the next decade.For more information about the topics covered in this episode, please visit www.hermes-investment.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.
The Donald is firing out of the blocks on trade tariffs with no hesitation. The team discusses what it means for financial markets and how they should position their funds for a world of potentially lesser trade. Not to be outdone, the AI sector had its own mini-revolution recently with the emergence of low-cost Chinese chatbot DeepSeek. Does this call into question the dominance of the AI market darlings? Finally, the team outlines the appeal of heavy equipment manufacturer, Caterpillar, which has been in the funds for a number of years.This podcast was recorded on 12 February 2025.If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation.Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment SpecialistHannah Kennedy, Portfolio Management Assistant – Multi AssetAbout Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc.This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
In this episode, hosts Tom Saville and Alexandra Buchan-Heelas are joined by Ben Stafford, CEO of Regenerate Asset Management, an impact manager specialising in private markets, with a focus on regenerative agriculture and natural capital.Ben shares his journey from renewable energy to impact investing in agriculture, highlighting how regenerative practices can offer both ecological and financial returns. He explains the science behind soil health, carbon sequestration, and the critical role of biodiversity in creating sustainable farm ecosystems. The discussion also touches on the growing market for carbon credits and the importance of farmer education and training in adopting regenerative practices.For more information about the topics covered in this episode, please visit www.regenerateam.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.
In our first episode of 2025, host Luke Hyde-Smith is joined by Brendan Williams, Co-Founder and CEO of NuWave, a trailblazing alcohol-free beer brand.The conversation dives into the innovation behind NuWave, a beer that's not only alcohol-free but also mood-enhancing, thanks to adaptogenic botanicals. Brendan discusses the challenges and rewards of transitioning from multinational corporations to the start-up world, the science behind NuWave's functional ingredients, and the growing consumer trend toward healthier, mindful drinking.With plans for expansion in Europe and the US, Brendan offers a fascinating look at the future of alcohol-free beverages and the entrepreneurial spirit driving the industry forward.For more information about the topics covered in this episode, please visit www.nuwavedrinks.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.
This episode dives into the weekend Championship clash between Plymouth Argyle and Sheffield United. Mark and Danny discuss former Argyle goalkeeper and potential future England No. 1, Michael Cooper, who has made an impressive start with the Blades. They also touch on the circumstances surrounding his “murky” transfer. Recorded prior to Argyle's midweek home defeat to Swansea, the conversation examines their struggles away from home under Wayne Rooney. Meanwhile, Sheffield United boast an unbeaten home record with eight wins from nine with Cooper yet to concede a goal at Bramall Lane. With 24 hours more rest than United, what are Argyle's realistic prospects for the trip north? Can under-pressure Rooney finally turn things around?Support the show here: ko-fi.com/pilgrimspodcast Hosted on Acast. See acast.com/privacy for more information.
To close out 2024, we welcome the acclaimed financial journalist, John Authers. With over 30 years of experience at the Financial Times and Bloomberg, John shares his expert insights on the year, including the resilience of the U.S. economy, the evolving battle against inflation, and the growing influence of geopolitics on markets. He reflects on the lessons learned in financial journalism, the opportunities in climate-focused investments, and the enduring importance of diversification.Thank you to our listeners for joining us throughout 2024, and we look forward to bringing you more conversations with fascinating guests in 2025. For more information about the topics covered in this episode, please 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.
It's that time of year again! Mariah Carey is blaring in the shops, the Elf on the Shelf is on the loose in homes across the country, and our head of multi-asset David Coombs is held accountable for his annual predictions. Will the team be naughty or nice when they mark David on his prognostications spanning UK and US politics, bond yields, central bankers, and passive investing? As ever, David will be pleading his case and aiming to beat last year's score and – he hopes – perhaps post a new high score. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset Investments Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds Craig Brown, Senior Multi-Asset Investment Specialist Rahab Paracha, Sustainable Multi-Asset Investment Specialist Hannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbone Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbone Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbone Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
In this episode, Luke Hyde-Smith interviews Alister Hibbert, Fund Manager and Head of BlackRock's Strategic Equity Team, to explore his career journey, investment philosophy, and insights on the evolving equity landscape. Alister shares what sparked his passion for investing, the lessons he learned from influential mentors, and his approach to identifying high-quality companies with sustainable returns. The discussion covers the rise of passive investing, global market trends, and the transformative role of AI in investment processes, offering valuable advice for aspiring investors and insights into long-term value creation.For more information about the topics covered in this episode, please 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.
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.
A lot going on this month, so the team focus on two rather large events which took place within a week of each other. First up is the big show across the pond: with Trump now claiming his seat in the Oval Office the team give their immediate reaction to his victory and discuss what it could mean for markets and their funds. Then the team swing to look at the ramifications of the Labour government's first Budget. How much of the doom and gloom sown before Budget Day was reaped, and how will it affect UK economic growth and UK markets? This podcast was recorded on 6 November 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset Investments Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds Craig Brown, Senior Multi-Asset Investment Specialist Rahab Paracha, Sustainable Multi-Asset Investment Specialist Hannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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.
The gaze turns eastward this month as the team discuss China's recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk? Then the conversation turns to making sense of western central bank interest rate cuts that coincide with conflicting economic data. Calling the direction of travel is challenging, so what does it mean for their portfolios? Finally, what has made UK-listed information and analytics business RELX a long-time holding in the funds? This podcast was recorded on 10 October 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset Investments Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds Craig Brown, Senior Multi-Asset Investment Specialist Rahab Paracha, Sustainable Multi-Asset Investment Specialist Hannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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.
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.
It's just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we've started to learn a little more about what “Starmerism” will look like. In light of this, the team discuss how the new Labour government's agenda might impact UK equity and bond markets, along with sterling. At the risk of opening old wounds, the team looks back at some of the “ones that got away” as they ponder the potential teachable moments gained from missed opportunities. And next on the agenda is, well, Next, as the team outlines what makes this UK retail stalwart attractive for the funds. This podcast was recorded on 3 September 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment Specialist Hannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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.
Trying to unpick some pretty extraordinary moves in global indices, the team discuss what's been going on. Was it simply a short-term market overreaction, or something that we might be dealing with for a little while longer? They then move on to automotive parts – a blast from the past for manager David Coombs, but a new addition to the funds. They explain why they like the sector now, and what led them to add O'Reilly and LKQ to the funds. Finally, the team review American Tower, which has benefited from the growing expectation of imminent interest rate cuts in the US as well as the growing demand for wireless infrastructure. This podcast was recorded on 8 August 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment SpecialistHannah Kennedy, Portfolio Management Assistant – Multi Asset About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/performing-arts
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/sociology
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/music
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/european-studies
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices
An exploration of the much-derided English suburbs through rap music. There are many different Englands. From the much-romanticized rolling countryside, to the cosmopolitanism of the inner cities (embraced by some as progressive, multicultural enlightenment and derided by others as the playground of a self-righteous metropolitan elite), or the disparagingly named "left behind" communities which, post-Brexit, have so interested political parties and pundits, demographers and statisticians. But there is also an England no one cares about. The England of semi-detached houses and clean driveways for multiple cars devotedly washed on Sundays, of "twitching curtains" and Laura Ashley sofas; of cul-de-sacs to nowhere and exaggerated accents; of late night drives to petrol stations on A roads, fake IDs tested in Harvesters, and faded tracksuits and over-gelled hair in Toby Carverys; of questionable hash from a "mate of a mate" and two-litre bottles of White Lightning from Budgens consumed in a kids playground. Much derided. Unglamorous, ordinary; cultural vacuity and small "c" conservatism. A hodgepodge. An--apparently--middling, middle-of-the-road middle-England of middle-class middle-mindedness. Part poetry anthology, part academic study into placemaking, and part autoethnography, The England No One Cares About (Goldsmith Press, 2024) innovatively brings together academic discussions of the ethnographic potential of lyrics, scholastic representations of suburbia, and thematic analysis to explore how rap music can illuminate the experiences of young men growing up in suburbia. This takes place by exploring the author's own annotated lyrics from his career as a musician known as Context where he was referred to by the BBC as "Middle England's Poet Laureate." George Musgrave studies the psychological experiences and working conditions of creative careers. He collaboratively undertook a major research project entitled Can Music Make You Sick? and cowrote a bestselling book on the subject. He has worked on ethical decision-making by music managers and wellbeing in the gig economy, and his research has been featured on BBC News, Pitchfork, Mixmag, GQ, The Financial Times, BBC Introducing, The Grammys, and Billboard among others. He is also a musician, signed with EMI/Sony/ATV. George on Twitter. Bradley Morgan is a media arts professional in Chicago and author of U2's The Joshua Tree: Planting Roots in Mythic America. He manages partnerships on behalf of CHIRP Radio 107.1 FM and is the director of its music film festival. His forthcoming books are Frank Zappa's America: Music, Satire, & the Battle Against the Christian Right (LSU Press, Spring 2025) and U2: Until the End of the World (Palazzo Editions, Fall 2025). Bradley on Twitter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/british-studies
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.
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.
On the eve of the most telegraphed election result in UK history, the team turns instead to a murkier electoral outlook in Europe. How will a shifting European political landscape – especially in France – impact the region's economy? And what would the knock-on effects influence the European Central Bank from here? They then discuss the consumer as questions abound on the true condition of household spending, given some weaker reports from some company management, particularly in the US. Is this just some belt tightening or something more worrisome? Finally, in a world of swift tech and AI development, demand for business consultancy firm Accenture has increased, helping businesses deliver some of the benefits presented by the whirlwind of technological advances. The team explain what makes them long-time holders. This podcast was recorded on 4 July 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset Investments Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds Craig Brown, Senior Multi-Asset Investment Specialist Rahab Paracha, Sustainable Multi-Asset Investment Specialist About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 30 Gresham Street, London, EC2V 7QN. Registered in England No. 02376568.
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.
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.
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what's a ‘normal' rate of inflation. Attention then turns to the tech sector and software in particular. Despite all the plaudits for the tech darlings, could we be seeing the first signs of a software slowdown? Finally, all creatures great and small are on the team's collective minds as they discuss animal health business Idexx Laboratories and the way its products and services are vital in helping all our furry friends. This podcast was recorded on 6 June 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset Investments Will McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds Craig Brown, Senior Multi-Asset Investment Specialist Rahab Paracha, Sustainable Multi-Asset Investment Specialist About Rathbones: Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.
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 whyinvest@waverton.co.uk 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.
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 whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.whiteoakindia.comThis 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.
In an election extravaganza of a year the team discuss how they will navigate the many political changes which may be ahead, particularly in the UK where a change in the occupancy of Number 10 seems highly likely. Diversification is the goal of any multi-asset manager, but just how do you achieve it and how has a world of higher interest rates changed that? The team outline the latest on this all-important topic. Finally, could the road ahead be brightening for UK medical equipment company and long-time portfolio holding Smith & Nephew? This podcast was recorded on 9 May 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment Specialist About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.
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 whyinvest@waverton.co.uk or visit www.waverton.co.uk or wylde.marketThis 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.
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 whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.liontrust.co.ukThis 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.
With plenty of debate about the state of the US economy, whether the inflation dragon is slain or not, if the landing will be a soft one, and when the Fed might start cutting rates, the team discuss whether the US economic porridge is too hot, too cold or just right. The US consumer is next on the menu as some recent weakness in areas of consumer spending has the team pondering if these shifts in how hard-earned cash is being spent are cyclical or longer-term in nature. Finally, the team turn to Sony, of PlayStation and Walkman fame, to discuss why the business is more than just its well-known electronics and what has made the company an interesting investment for the funds. This podcast was recorded on 11 April 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team: David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment Specialist About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.
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 whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.sandboxvr.com/londonThis 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.
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 whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.longvieweconomics.comThis 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.
The IBOSS Investment Team are joined by Jonathan Pines from Federated Hermes, as the spotlight falls on Asia.Asian countries are quite different from each other when it comes to investing, so this part of the world can be home to both the best and worst-performing global stock markets at any one time.Discover the true potential of the region, uncover highly attractive price-to-value ratios, and explore lucrative opportunities awaiting proactive investors.This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Please note that the content is based on the author's opinion at the time of writing/publish date. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested.IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866.IBOSS Asset Management Limited is owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316).Registered Office: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.
While the US economy and markets seemingly look in a pretty good place right now, the team discuss one of the potential flies in the ointment: US commercial real estate. Many worries have been floated about large cuts to office property values – are they valid? And if so what second order impacts could there be? The focus then turns eastward to the rise of Japan's stock market and increased investor interest. This leads the team to discuss whether years of corporate reform could mean a new dawn for the nation or just another false one. Finally, the Magnificent Seven is tackled head on as the team discuss Nvidia, the darling of the market, to highlight what the company does, how it has changed, and why it has earned plaudits and a stratospheric share price rise. This podcast was recorded on 14 March 2024. If during this podcast the team reference any terms you're unfamiliar with, please see our glossary www.rathbonesam.com/glossary-of-terms-and-faqs which will provide an explanation. Rathbones multi-asset investing team:David Coombs, Head of Multi-Asset InvestmentsWill McIntosh-Whyte, Fund Manager, Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio fundsCraig Brown, Senior Multi-Asset Investment SpecialistRahab Paracha, Sustainable Multi-Asset Investment Specialist About Rathbones:Rathbones, a FTSE 250 listed company, provides individual investment and wealth management services for private clients, charities, trustees and professional partners. Rathbones Asset Management is a UK fund manager, offering equity and bond unit trusts and a multi-asset fund range to meet your capital growth and income requirements. Rathbones Asset Management Limited is a wholly-owned, London-based subsidiary of Rathbones Group plc. This podcast is intended for retail and professional investors. Any views and opinions are those of the investment manager, and coverage of any assets held must be taken in context of the constitution of the fund and in no way reflect an investment recommendation. Past performance should not be seen as an indication of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. This podcast has been produced for information purposes only and isn't intended to constitute financial advice. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording; Investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. Rathbones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. A member of the Investment Association. A member of the Rathbones Group. Registered office: 8 Finsbury Circus, London, EC2M 7AZ. Registered in England No. 02376568.
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 whyinvest@waverton.co.uk 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.
Jenny Beavan has won three Oscars for her costumes for the films Room with a View, Mad Max: Fury Road and Cruella, and has received nine further Academy Award nominations. She was born in London, and her parents were both professional musicians who encouraged her to paint, draw and learn a musical instrument. After studying theatre design, she was invited at the age of just 21 to create the sets for a production of Carmen at the Royal Opera House, conducted by Sir Georg Solti. She also worked on the costumes, which eventually led to her current career. Her credits now include more than 60 films and television series, including a long collaboration with the Merchant Ivory team, on titles such as Howards End and Remains of the Day, as well as Room with a View. Her costumes range from precise period recreations, in films such as The King's Speech, to the post-apocalyptic world of Mad Max and the extravagant 1970s-inspired gowns for Emma Stone and Emma Thompson in Cruella. Along with her Oscars, Jenny has also won four Baftas and two Primetime Emmy awards. She was appointed a OBE in 2017. DISC ONE: Endure from Bach's St Matthew Passion. Performed by Hans Peter Blochwitz and the Chapelle Royale Orchestra, conducted by Philippe Herreweghe DISC TWO: The Stately Homes of England - Noël Coward DISC THREE: Bizet: Carmen / Act 2 - "La fleur que tu m'avais jetée" (The flower you threw at me) Performed by Plácido Domingo and London Philharmonic Orchestra, conducted by Sir Georg Solti DISC FOUR: O Mio Babbino Caro. Composed by Giacomo Puccini and performed by Kiri Te Kanawa and The London Philharmonic Orchestra DISC FIVE: Scream - Caitlin Albery Beavan and Jim Bell DISC SIX: Parking Fines - Joe Lycett from his That's the Way, A-Ha, A-Ha tour DISC SEVEN: I Will Survive - Gloria Gaynor DISC EIGHT: Radamisto, HWV 12, Act 2: "Ombra cara di mia sposa" (Radamisto) (Beloved shadow of my bride) Composed by George Frideric Handel, performed by Emöke Baráth and Ensemble Artaserse, conducted by Philippe Jaroussky BOOK CHOICE: The Complete Novels of Jane Austen LUXURY ITEM: A cello CASTAWAY'S FAVOURITE: Endure from Bach's St Matthew Passion. Performed by Hans Peter Blochwitz and the Chapelle Royale Orchestra, conducted by Philippe Herreweghe Presenter Lauren Laverne Producer Sarah Taylor
Spanish football writer Guillem Balagué joined Shane Hannon to look at Spain's World Cup so far, and if he think Messi will move to the US after the World Cup. Catch OTB's sports breakfast show LIVE weekday mornings from 7:30am or just search for OTB AM and get the podcast on the OTB Sports app or wherever you listen to yours. SUBSCRIBE and FOLLOW the OTB AM podcast. #OTBAM is live weekday mornings from 7:30am across Off The Ball, in association with Gillette | #EffortlessFlow
Episode 69 of Sport Unlocked, the podcast dissecting the week's sports news issues with interviews and insight from Rob Harris, Martyn Ziegler and Tariq Panja, joined by FIFPRO's Sarah Gregorius, a 100-cap star of New Zealand's football team. On the agenda on May 20, 2022:Pitch invasion unrest in England Equal pay for US national soccer teams Trailblazing announcement from gay English player Jake Daniels Men's WC first: Female refs Amnesty & Infantino on Qatar Pitch invasion unrest in England Everton's financial losses scrutinised by rivals Wimbledon stripped of ranking points for banning Russians The Russian hack on ex-WADA chief Craig Reedie Saudi-backed golf series: Commercial chief quits Should reporters applaud a manager? Sports Journalism Association Awards 2021 podcast of the year - bronze winner. Send any questions to the team on Twitter @SportUnlocked Check out videos from the interviews on Sport Unlocked's YouTube channel, Instagram or Twitter pages Music No Love by MusicbyAden https://soundcloud.com/musicbyadenCreative Commons — Attribution-ShareAlike 3.0 Unported — CC BY-SA 3.0 Free Download / Stream: https://bit.ly/_no-loveMusic promoted by Audio Library https://youtu.be/JgXz25Tw5d4
Football fans, rejoice, for another edition of the Essential Football podcast is here! Ron Walker is joined by Sky Sports' resident Evertonian Ben Grounds and our features writer of an Arsenal persuasion Nick Wright to reflect on another significant week at the top and bottom of the Premier League, and look ahead to the first international break of 2022…PART 1 | From a dramatic late winner, and a highly contentious red card, to a unique on-field protest and huge ramifications at the bottom of the table, 10-man Everton's vital victory over Newcastle may have lacked quality, but it more than made up for it in talking points, which Nick, who was at Goodison for the first time, and Ben dissectPART 2 | With a few sore heads in east London after West Ham's stunning victory over Sevilla in the Europa League, we ask whether opportunity knocks for Tottenham to put an end to their London rivals' Champions League qualification hopes with victory on Super Sunday, or whether the Hammers can continue riding this wave to further gloryPART 3 | After Gareth Southgate announced his England squad for the March friendlies against Switzerland and Ivory Coast, Nick questions the omission of Jadon Sancho and launches an impassioned defence of Harry Maguire's inclusion, Ben explains why the door isn't closed on Marcus Rashford, before the pair get stuck into the Jordan Pickford vs Aaron Ramsdale debate and examine who will be England No.1 heading into Qatar 2022
Football fans, rejoice, for another edition of the Essential Football podcast is here! Ron Walker is joined by Sky Sports' resident Evertonian Ben Grounds and our features writer of an Arsenal persuasion Nick Wright to reflect on another significant week at the top and bottom of the Premier League, and look ahead to the first international break of 2022…PART 1 | From a dramatic late winner, and a highly contentious red card, to a unique on-field protest and huge ramifications at the bottom of the table, 10-man Everton's vital victory over Newcastle may have lacked quality, but it more than made up for it in talking points, which Nick, who was at Goodison for the first time, and Ben dissectPART 2 | With a few sore heads in east London after West Ham's stunning victory over Sevilla in the Europa League, we ask whether opportunity knocks for Tottenham to put an end to their London rivals' Champions League qualification hopes with victory on Super Sunday, or whether the Hammers can continue riding this wave to further gloryPART 3 | After Gareth Southgate announced his England squad for the March friendlies against Switzerland and Ivory Coast, Nick questions the omission of Jadon Sancho and launches an impassioned defence of Harry Maguire's inclusion, Ben explains why the door isn't closed on Marcus Rashford, before the pair get stuck into the Jordan Pickford vs Aaron Ramsdale debate and examine who will be England No.1 heading into Qatar 2022