Episodes

  • Finding opportunities in frontier markets

    Finding opportunities in frontier markets
    Apr 12 2024
    Andrew Van Sickle talks to Emily Fletcher and Sam Vech, co-managers of the Blackrock Frontiers Investment Trust, about the improving outlook for the sector and the appeal of exotic economies ranging from Vietnam to Saudi Arabia.
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    42 mins
  • Cashing in on Canada

    Cashing in on Canada
    Mar 28 2024
    Andrew Van Sickle talks to Greg Eckel and Jonathan Morgan of Canadian General Investments about the economic, environmental and political backdrop for Canadian equities and explores the outlook for the Toronto stockmarket’s key sectors.
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    37 mins
  • Japan’s corporate-governance revolution

    Japan’s corporate-governance revolution
    Mar 25 2024
    Andrew van Sickle talks to Joe Bauernfreund of Asset Value Investors about why Japanese corporations have become more shareholder-friendly over the past decade and what this means for smaller companies
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    34 mins
  • The slump in the London stockmarket

    The slump in the London stockmarket
    Mar 19 2024
    Andrew van Sickle talks to Laura Foll of Janus Henderson Investors about why the London equity market is being shunned by local and foreign investors alike, and what can be done to turn the tide.
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    38 mins
  • A one-stop shop for global investors

    A one-stop shop for global investors
    Mar 15 2024
    Andrew van Sickle talks to Stuart Gray of Alliance Trust about worldwide investment opportunities, the trust’s multi-manager strategy and more than half a century of successive dividend increases.
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    37 mins
  • HydrogenOne Capital Growth plc - long and short term opportunities in the green economy

    HydrogenOne Capital Growth plc - long and short term opportunities in the green economy
    Feb 4 2024
    Rupert talks to Richard Hulf about the state of the hydrogen market and how investors can capitalise on this emerging technology.
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    45 mins
  • Reducing macro economic risk in a portfolio

    Reducing macro economic risk in a portfolio
    Jan 26 2024
    Rupert talks to Argonaut Capital’s CEO Barry Norris. They discuss how to protect your portfolio, opportunities in energy and why short selling can add an edge to your portfolio.
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    55 mins
  • Activist investing and capitalising on trading opportunities in equities around the world

    Activist investing and capitalising on trading opportunities in equities around the world
    Jan 9 2024
    Rupert talks to Joe Bauernfreund from Asset Value Investors about value investing, Japanese stocks and the right way to be an activist.
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    49 mins