In this edition of Talking Money, fund manager James Henderson explains why – despite others’ doubts – he doesn’t think we’re near the end of the bull market, and how talking to companies has revealed a robustness in firms that isn’t being reflected in valuations. As a patient long-term investor, Henderson argues there are attractive opportunities out there if you know where to look: he reveals how he has been finding them, including two examples of where he has recently started to build a position.

Mark Slater is one of the UK’s leading growth stock investors, whose methods are based on the rigorous criteria laid down by his father Jim Slater in the Zulu Principle and other books. In this episode of Talking Money, recorded at the recent London Investor conference, Jonathan Davis asks him what opportunities he is currently finding in the equity market.

Talking Money: Still a raging bull of Japan – An interview with hedge fund manager Hugh Sloane by Jonathan Davis

Jonathan Davis talks to Elory Dimson of the Judge Business School at Cambridge University about interest rate cuts and rises and how they affect share prices.