Kepler Trust Intelligence Podcast
készítő: Kepler Partners
Legújabb epizód
Trust Issues: Investing in emerging markets with JEMI’s Omar Negyal
Trust Issues: Investing in emerging markets with JEMI’s Omar Negyal
A podcastról
The Kepler Trust Intelligence Podcast features leading figures from across the investment trust sector, giving their take on the markets, investment ideas, and different closed-ended funds.
Epizódok
A legújabb 20 a(z) 100 epizódból
- Trust Issues: Investing in emerging markets with JEMI’s Omar Negyal · 25 perc · 138. epizódIn this episode of Trust Issues, we speak to Omar Negyal, manager of JPMorgan Emerging Markets Dividend Income, about the investment case for emerging markets, including recent…
- Monthly Roundup: A Scottish Mortgage challenger, who's winning in Asia and how many S&P 500 losers? · 24 perc · 137. epizódJoin Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in September…
- Trust Issues: Investing in digital infrastructure with CORD’s Steven Marshall · 26 perc · 136. epizódIn this episode of Trust Issues, we speak to Steven Marshall, Chairman of Cordiant Digital Infrastructure, about investing in digital infrastructure sector, including the…
- Trust Issues: Investing in China with FCSS's Dale Nicholls · 24 perc · 135. epizódIn this episode of Trust Issues, Dale Nicholls, manager of Fidelity China Special Situations (FCSS), discusses the technological innovation coming out of China, potential…
- Trust Issues: Investing in Japan with CCJI's Theo Wyld · 30 perc · 134. epizódIn this episode of Trust Issues, Theo Wyld, portfolio manager and analyst for CC Japan Income & Growth (CCJI), provides some insights from his recent trip to Japan, considers…
- Trust Issues: Investing in Asian equities with JAGI's Robert Lloyd · 29 perc · 133. epizódIn this episode of Trust Issues, Robert Lloyd, co-manager of JPMorgan Asia Growth & Income (JAGI), discusses the importance of Korea and Taiwan to the artificial intelligence…
- Monthly Roundup: Renewables return to most bought, a RIT Cap run through plus AI bubble or not? · 27 perc · 132. epizódJoin Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in July…
- Trust Issues: Investing in private equity with NBPE's Paul Daggett · 27 perc · 131. epizódIn this episode of Trust Issues, we speak to Paul Daggett, co-manager of Neuberger Private Equity Partners, about the investment case for private equity, why he's seeing bright…
- Monthly Roundup: Rockwood’s new stocks, UKW results and the manager merry go round · 24 perc · 130. epizódJoin Jo Groves, Ryan Lightfoot-Aminoff and David Brenchley from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in July…
- Trust Issues: Investing in Europe with FEV’s Marcel Stötzel · 27 perc · 129. epizódIn this episode of Trust Issues, we speak to Marcel Stötzel, manager of Fidelity European, about the investment case for European equity sector, including the recent rally, the…
- Trust Issues: Investing in UK small-caps with BRSC · 11 perc · 128. epizódIn this episode, we speak to Thomas McMahon, Head of Investment Companies Research at Kepler Trust Intelligence, about the opportunity for investors in UK small-caps and…
- Trust Issues: special edition on investing in Europe · 26 perc · 127. epizódIn this episode, we speak to Alan Ray, Analyst at Kepler Trust Intelligence, about the investment case for Europe. We also run the rule over JEGI’s investment strategy and…
- Monthly Roundup: UKW goes back to basics, odd UK small-cap yields and PAC's strategic review outcome · 28 perc · 126. epizódJoin Ryan Lightfoot-Aminoff, David Brenchley and guest presenter Josef Licsauer from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust…
- Trust Issues: Investing in US small-caps with BASC’s Christopher Berrier · 27 perc · 125. epizódIn this episode of Trust Issues, we speak to Christopher Berrier, manager of Brown Advisory US Smaller Companies (BASC), and Rob Furlong, equity research analyst, about the…
- Monthly Roundup: Nick Train changes approach, IBTs impressive interims & Intel’s 25-year break even · 25 perc · 124. epizódJoin Jo Groves, David Brenchley and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in May, brought…
- Trust Issues: Investing in UK wind farms with UKW's Matt Ridley · 24 perc · 123. epizódIn this episode of Trust Issues, we speak to Matt Ridley, partners at Schroders Greencoat and co-manager of Greencoat UK Wind (UKW). Matt explains what UKW invests in, how it…
- Investing in a Liquid-Endowment strategy with Marylebone Partners' David Cornell · 28 perc · 122. epizódIn this episode of Trust Issues, we speak to David Cornell, investment director at Marylebone Partners, which is now a part of Brown Advisory and manages Majedie Investments…
- Market Matters with Rebekah McMillan from Neuberger · 27 perc · 121. epizódOur monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. This month’s…
- Monthly Roundup: Space drives Scottish Mortgage & Seraphim issuance, and new policies hit Greencoat · 21 perc · 120. epizódJoin Jo Groves, David Brenchley and guest presenter Thomas McMahon from Kepler Trust Intelligence for a roundup of all the news that matters to investment trust investors in…
- Market Matters featuring Sharmin Rahman from Liontrust · 26 perc · 119. epizódOur monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios. In this…
