Multi-Manager People Podcast

This time round, Adam and Scott catch up with James Morton, manager of the CIM Dividend Income Fund. Based in Singapore, James’s portfolio contrasts markedly with those of many other Asian income managers – we discuss why. We also chat China’s dominant role in the region, James' experience from a long investment career and, if you're superstitious, why the Chinese Year of Ox may bode well for markets.

How do you find entrepreneurial spirit in a culture where commitment to a sole company is valued above all else? In this month's episode, Kelly and Adam discuss with Jonathan Dobson of Coupland Cardiff blossoming innovation in Japan, the buoyant IPO market and why Kelly eating pizza in Tokyo symbolises a Japanese society on the cusp of change.

Innovative at the time ‘Bowie Bonds’ eventually proved to be a duff note. In this podcast, Adam and Kelly talk to one of TwentyFour Asset Management’s fixed income ‘starmen’ Chris Bowie. We hear how TwentyFour’s ‘Observatory’ tool helps Chris and the team screen and rank ideas as well as consider factors like ESG. We also chat sugar-free diets and succumbing to temptation during lockdown!

While many retailers have been hit by customers clicking to add to their baskets, supermarket aisles remain full of shoppers filling their trolleys by hand. In this episode, Adam and Paul chat to Ben Green of Supermarket Income REIT – one of the UK’s largest buyers of grocery property. We explore the sector’s resilience in the face of online competition and a global pandemic, plus the opportunity it provides investors shopping for returns potential.

Big data is often lauded for its potential power in investment management. But what about alternative data and its role in analysing individual companies? In our latest podcast, Adam and Paul chat with Seb Jory of Tellworth Investments, exploring the edge data driven insights can give stock pickers.

Adam and Scott talk to Edgewood’s Alex Farman-Farmaian about his growth focused approach to investing in US equities. Insights include a fascinating anecdote around Jeff Bezos’s early expectations for his Amazon business.

This month, Adam catches up with fellow team member Anthony Willis to make sense of recent market gyrations and to discuss their expectations for the second half of the year.

The podcast was recorded socially distanced from one another, from the comfort of their own homes.