This week's interview is with Paul Read of Invesco.  In my experience, Paul is a modest and very thoughtful fund manager but he doesn't come over as particularly optimistic.  Yet he has delivered great returns for clients over a long period of time.  In my opinion therefore, his views are well worth listening to.

This week's interview is with Payden's economist, Jeffrey Cleveland.  We have a broad conversation covering the US elections, negative interest rates, helicopter money and the activities of the central banks.  He remains very positive about the US's position in the world going forward.

My guest this week is Luke Chappell of BlackRock.  As well as being a senior member of the management team at BlackRock, Luke is a thoughtful, passionate and objective investor, who has delivered excellent returns for clients.

My guest this week is Kirsteen Morrison, a director at Impax Asset Management.  Environment, Social and Governance factors have become an important of investment management companies over recent years.  However companies like Impax have specialised in managing portfolios that aid the transition to a more sustainable economy for more than twenty years.  Our conversation covers a number of areas including the longer term implications of the pandemic on RI and how we can respond to the growing challenge of the CE.

Another really interesting conversation, this time with Tye Bousada of Edgepoint. In my interview, he shares his thoughts on how his investment portfolio has changed so far this year, why companies in Japan make compelling investments today and the reasons he considers that those writing off Warren Buffett and Berkshire Hathaway are making a mistake.

My weekly brief update on what's going on in economies and markets include a update on the recently published BofAML fund manager survey

In this week's episode, I am sharing my recent conversation with Jeremy Grantham, one of the founders of GMO, an investment legend and, although over 80, still incredibly intellectually curious.  His current fascination with and fear about the climate emergency leads to some strongly held views.  Equally his comments on the global response to Covid-19 are hard-hitting.  I learned a lot listening to him.  I am certain you will too.

This is my brief weekly economic and market update.  In this week's edition, I have made some comments about the prospects for UK dividends going forward.

I am delighted to be joined by Michael Power of Ninety One.  We covered a lot of ground in our conversation: Covid-19, the US/China dynamic, the future of Europe and the Euro.

This is a weekly update of my current thinking on the global economic environment and investment markets