Podcasts about uk equity

As companies and investors continue to navigate the 3D-reset themes of decarbonization, deglobalization and demographic change, Schroders believes that it is important to consider the practical investment implications of these broad trends. In 2024, Schroders sees investors transitioning from simply thinking of ESG risk management and integration to an increasing focus on sustainable opportunities and themes to harness for value creation. To shed more light on this rich and exciting investment area, we have three portfolio managers with us today. Chris Damm is an Assistant PM on the US Multi-Sector Fixed Income Team at Schroders; Valerie Harrington is a Fund Manager at BlueOrchard, an Impact Investment manager owned by Schroders and Uzo Ekwue is a Fund Manager on the Global Thematic and UK Equity teams at Schroders.

Guy Anderson, fund manager of Mercantile Trust, joins Val Cipriani on the latest IC Interviews podcast. The trust is run by JP Morgan and is built on a bottom-up approach, focusing on quality UK mid-caps with strong cash flows that will accumulate dividends over time. In this episode, the two discuss the drivers behind the trust's success and investment process, opportunities in the UK stock market, M&A activity and more. Timestamps00:58 UK mid-caps4:28 The UK stock market8:13 Red flags for gearing10:20 - The metrics that sound out when picking a stock 12:23 - Sectors that stand out and opportunities 15:20 - The risk of getting the recovery wrong 17:16 - 4imprint 20:44 Why exposure to housebuilders has gone up28:24 AI30:49 M&A activity 35:47 Dividends 38:02 The trust's approach to discounts 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.

Dave Baxter welcomes back popular UK equity manager Nick Train to The IC Interviews. Best known for co-founding Lindsell Train Ltd and running its UK Equity, Global Equity funds and the Finsbury Growth and Income Trust, Nick is a household name when it comes to picking UK stocks.In this episode, Nick shares his thoughts on the state of the UK equity market, British luxury designer Burberry, the events that would lead him to sell a holding and more.If you would like to suggest potential guests, share your thoughts or pose questions to the IC Interviews team, email Dave Baxter at David.Baxter@ft.com Hosted on Acast. See acast.com/privacy for more information.

In the latest in our podcast series, split the difference, which explores divergence between the EU and UK regulatory regimes in the markets space, Hannah Meakin, Jonathan Herbst, Floortje Nagelkerke, Anna Carrier and Simon Lovegrove discuss the FCA's recent Policy Statement on the UK equity secondary markets regime and how the new rules compare with the EU regime.

The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks.Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.Advert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year's subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is once more joined by Marc Kimsey, Head of Equities at Frederick & Oliver, for deep dive into his tactical approach to FTSE 100 and global stocks.We start with a review of Frederick & Oliver's top picks for 2023 and the factors driving returns. The conversation moves on to some individual names and sectors that have rallied sharply in the first months of 2023.Having seen value in 2022, we discuss whether Marc's approach has become more cautious as the FTSE 100 knocks on the door of 8,000.Marc outlines the importance of the Chinese economic reopening on the FTSE 100's performance and the key stocks to watch should we see a wobble in their current plans. We discuss whether the influences on the FTSE 100 warrants a stock picking approach, or is it more appropriate to focus on broader sectors.We look at one of Marc's favourite picks and run through the key fundamentals. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we are joined by Tineke Frikkee, manager of the Waverton UK Equity Fund. We talk about how to play the digitalisation theme in the UK, investment cases for Ocado and Prudential and the recent listing of Deliveroo.Connect on LinkedinDoug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/Tineke Frikkee - https://www.linkedin.com/in/tineke-frikkee-50041262/For further information on any of the topics discussed in the episode please head to our website at 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.

Recent data from the The Investment Association revealed UK retail investors took a further £1 billion out of UK Equity Funds in February. This means retail investors have removed a total of £18 billion from UK Equity Fund since 2016 and the decision to leave the EU.We question whether Retail investor are simply driven more by sentiment around the UK or misunderstand the composition of UK markets given the significant level of revenue earned outside of the UK by FTSE 100 companies. Whilst investors took cash out of UK Funds they added to Global Funds meaning UK Retail investors may be under exposed to rerating in UK Equity as its lags other major indices that have enjoyed recent rallies.We discuss Ananda Developments (LON:ANA), Kavango Resources (LON:KAV) and Mosman Oil and Gas (LON:MSMN). See acast.com/privacy for privacy and opt-out information.

Alan Green joins the Podcast as we discuss and review UK Equity Markets in the first quarter of 2021.Despite the FTSE 100 posting gains of around 4% in Q1 2021, London's leading index has traded largely sideways within a range. However markets have experienced bouts of volatility on concerns over COVID-19 and rising bond yields providing plenty of opportunity for positioning for the rest of the year.Travel and Leisure shares were, unsurprisingly, among the top risers in the first quarter alongside those industries that fall into the 'value share' category such as banks, financials and commodities.We touch on the UK's small cap index and explore a number of companies posting strong gains in 2021 before detailed analysis of Echo Energy (LON:ECHO), Cadence Minerals (LON:KDNC) and Trident Royalties (LON:TRR). See acast.com/privacy for privacy and opt-out information.

Alan Green joins the Podcast as news filters through Burberry has been the first British luxury brand to feel the wrath of China over pressure on their human rights abuses. This follows similar action against Nike which sent the sports brand share price spiralling.In a Podcast packed full of commodities companies we look at the potential for China to damage the business model's of FTSE 100 miners who export commodities from Australia to China. China has recently put restrictions on Australian exports and has managed to find alternatives from other neighbours.If they decide to ramp up restrictions as part of a backlash against the West, the impact for the FTSE 100 could be devastating.We discuss Echo Energy (LON:ECHO), Union Jack Oil (LON:UJO) and Caerus Mineral Resources (LON:CMRS) See acast.com/privacy for privacy and opt-out information.

In today's podcast episode, I chat with Simon Gergel, head of the UK Equity team at AllianzGI, all about value investing. Simon manages The Merchants Trust and specialises in managing UK equity income portfolios. He joined AllianzGI in April 2006 from HSBC Halbis Partners where he managed over £900m in high income funds as well as core institutional and life UK equity portfolios. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management / UBS Asset Management where he was involved in all aspects of UK equity fund management, including research, portfolio management and account director roles. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals. Merchants was established in 1889. Today the Trust invests in a diversified portfolio of large, well-established and well-known UK companies. These companies are able to grow their sales over time or cut costs in order to preserve or improve their profit margins. This enables them, in general, to maintain and increase their dividends over time. Here’s my conversation with Simon Gergel, portfolio manager of The Merchants Trust Plc, in episode 481 of Informed Choice Radio.

In this interview Jamie Strauss, discusses key trends in mining investment that he is observing and hearing about as we head into 2020. Jamie also provides an update on the progress of Digbee, which is a new data and research platform for the mining industry which matches appropriate experts with mining feasibility studies to create objective, original and concise reports. In addition to founding Digbee, Jamie Strauss is the founding partner of Strauss Partners Ltd. He has worked as a stockbroker in the City of London for over 30 years specializing for 20 years within the resources industry. He was previously Managing Director of UK Equity product at BMO Capital Markets, prior to which he was a director of Hargreave Hale Ltd where he founded, developed and then sold a mining institutional sales and research department. Jamie started his career in 1986 at Strauss Turnbull (subsequently bought by Société Générale). Jamie has experience in sales, research, transaction structuring, IPO’s and syndication. He is a non-executive director of several mining companies. 0:05 Introduction 1:36 Key mining investment trends 3:25 Greater takeover premiums forthcoming? 5:33 Environmental, social and governance (ESG) trends 8:51 Where Jamie is focusing his investment dollars 10:51 Why do base metal royalties trade at a discount to gold royalties? 15:06 Update on the Digbee research platform https://thedigbee.com/ May 2019 interview with Jamie Strauss regarding the launching of Digbee: http://www.miningstockeducation.com/2019/05/jamie-strauss-equipping-investors-to-analyze-feasibility-studies/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

The uncertainty hanging over UK equities has translated into less activity on the IPO front this year - but any clarity could spell an end to the bottleneck. Oliver Brown, manager of the MFM UK Primary Opportunities fund, talks about what this has meant for his fund and how investors can navigate the current situation.He and deputy personal finance editor Dave Baxter also look at forced sales in the Woodford Equity Income fund, and whether there are more bargains to come for opportunistic investors. See acast.com/privacy for privacy and opt-out information.

Fresh twists and turns in the Brexit process have left UK equity investors with little certainty but plenty of potential opportunities. In this week's Personal Finance Show, Chelsea Financial Services managing director Darius McDermott looks at the impact future developments could have on both sterling and UK domestic assets, and what this means for portfolios. He and deputy personal finance editor Dave Baxter also discuss the bigger question of whether value investing is finally due a comeback, and how this should feed into fund selection. We also look at the latest Woodford news and what the future might hold for his funds. Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify. See acast.com/privacy for privacy and opt-out information.

In this interview Jamie Strauss, provides an overview of Digbee, which is a new data and research platform for the mining industry. Digbee matches appropriate experts with mining feasibility studies to create objective, original and concise reports. In May 2019 it was launched as a freely available database of over 3,000 economic studies, displayed on an attractive map, with over 60 data points for each project. In Q4 2019, Digbee will go-live with its Digbee Research Reports. These provide on-demand and completely independent analysis of published feasibility studies. Digbee’s unique, expert network of mining professionals will author these reports to the very highest standards. In addition to founding Digbee, Jamie Strauss is the founding partner of Strauss Partners Ltd. He has worked as a stockbroker in the City of London for over 30 years specializing for 20 years within the resources industry. He was previously Managing Director of UK Equity product at BMO Capital Markets, prior to which he was a director of Hargreave Hale Ltd where he founded, developed and then sold a mining institutional sales and research department. Jamie started his career in 1986 at Strauss Turnbull (subsequently bought by Société Générale). Jamie has experience in sales, research, transaction structuring, IPO’s and syndication. He is a non-executive director of several mining companies. https://thedigbee.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education LLC has not received compensation from Digbee to conduct this interview. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Fund management changes are always difficult to manager for both firms and investors. But sometimes, they can be planned for meticulously. Axa IM's Chris St John has been in line to replace Nigel Thomas on the

On this week's show Tim Stubbs, consultant at TS Investments, joins the IC team to consider the case for emerging markets equity income. They also look at the risks of having high financial exposure to your employer and why UK equities could be an opportunity despite hitting a new high. See acast.com/privacy for privacy and opt-out information.