Talking Capital

In this episode, Ian and Robert discuss:

• Summer recap: what did the market movements over summer teach us?
• Interest rates: how should investors think about portfolios in a time of falling rates?
• Private equity: why should investors have exposure to private equity?

In this episode, Ian and Robert discuss three potential paths for the global economy and the likelihood of each:

• AI revolution: could investment in AI power a wave of economic and productivity growth?
• Inflation: will the actions of the Fed lead to an economic slowdown?
• US recession: is the US economy already heading towards a recession?

In this episode, Ian and Robert discuss:

• Geopolitics: how do elections and political risk influence our approach to portfolio construction?
• Markets wrap: what were the major themes of the last quarter and what changes did we make in portfolios?
• Market concentration: is this higher than average concentration unusual and what does it mean for investors?

In this BioTech special, with guest, Steve Sawyer, Investment Research Director at CapGen, Ian and Steve discuss:

• The current opportunities in BioTech
• What excellent looks like in a BioTech manager
• The challenge of equity manager research

In this episode, Ian and Robert discuss:

• Oil: what has been driving the oil price recently?
• UK equities: why have UK equities recently hit all-time highs and what is their role in client portfolios?
• BioTech: why is BioTech of interest at the moment and how do we differentiate it from other tech endeavours?

In this episode, Ian and Robert discuss:

• US Consumer: what is the state of consumption in the US and how does wealth disparity impact the consumer segment?
• Copper: what does the recent rise in copper prices indicate and how should investors consider copper within the context of a portfolio?
• Quantitative investing: what is Jim Simons' legacy and how should investors should think about quantitative investing more broadly?

In this episode, Ian and Robert discuss:

• China: What is our prognosis on the equity rebound and how are we managing Chinese exposure within client portfolios?
• Japan: What is the current situation with the Yen and does it represent an investment opportunity?
• US employment: What is the current state of the US jobs market and what impact does the employment sector have on the overall economy?

In this episode, Ian and Robert discuss:

• Earnings season: what have we learnt from recent earnings announcements about investor positioning, and what are our expectations for the remainder of the season?
• Active vs passive: with the recent dispersion and pick-up in volatility - how should we be thinking about active vs. passive?
• Bonds: as upward pressure on yields continues, are bonds looking more attractive again, and what does this mean for credit markets?

In this episode, Ian and Robert discuss:

• Inflation: what is our prognosis and how do we expect the Fed to react to the data?
• Commodities: what should we expect to see from commodity markets in the coming months?
• Real Estate: what does the recent activity indicate about the US real estate market and where are the key opportunities?

In this episode, Ian and Robert discuss:

• Markets: what were the major themes of the first quarter and what might this mean for the rest of 2024?
• IPOs: what does the recent launch of Truth Social and Reddit as public companies indicate about the landscape for IPOs, and the health of the market more broadly?
• Private Equity: what is the current state of private markets and where are the challenges and opportunities?