The Resilient Investor

The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. Bellevue Healthcare Trust’s Paul Major explores how innovation, efficiency, and investment trends are shaping the future.

In this episode of The Resilient Investor, David Stevenson speaks with Gareth Powell, Head of Healthcare at Polar Capital, about the transformative potential of the healthcare sector. From aging societies and biotech breakthroughs to AI's impact and emerging market opportunities, they explore why healthcare offers so much investment opportunity.

The financial sector is the second largest globally, representing around 15% of global equity markets. It provides unique exposure to banks, insurance, and diversified financials like asset managers and payment companies.

In this episode of The Resilient Investor, David Stevenson speaks with Nick Brind, co-manager of Polar Capital Global Financials Trust (PCFT), about why the financial sector remains essential to a diversified investment portfolio.

With rates likely stabilising higher than pre pandemic levels, should investors be looking to add exposure to the financial sector to their portfolios?

David Stevenson welcomed James Harries, Fund Manager of STS Global Income & Growth Trust plc in the latest episode of the Resilient Investor.
The pair touch on several topics in a broad ranging discussion including:

• Dividends, and why income is so important for investors with ‘irreplaceable capital’
• Navigating value traps
• Why the landscape for luxury brands may be changing due to increasing pressure on consumers…

Colm Walsh, Portfolio Manager at ICG Enterprise Trust, and David Stevenson discuss all things private equity in the latest episode of The Resilient Investor. ICG Enterprise Trust is the only UK-listed private equity investor focusing exclusively on buyouts in developed markets, where the team believe opportunities offer the best risk / reward profile for shareholders over the medium to long term.

Why do businesses want to stay private for longer?

Steven Tredget, Partner at Oakley Capital, sits down with David Stevenson to discuss the rich hunting grounds that exist outside the listed sphere. With costs, stringent reporting requirements and restrictions in M&A all weighing on companies when listing on the UK market, businesses are increasingly looking to remain private for longer. How Oakley Capital, and other private equity firms, supporting these companies' growth while offering investors unique exposure outside listed equities?

In this episode of The Resilient Investor, Winterflood Investment Trust Analyst, Elliott Hardy joins David Stevenson to discuss alternative investments in the Investment Trust space and what they might bring to retail investors' portfolios.

Ross Driver, Manager of Foresight Solar Fund, sits down with David Stevenson to discuss opportunities within the infrastructure renewables sector, challenges for the sector in recent years and whether the current discounts are justified.

Visit www.Doceo.tv for more information on Investment Trusts

 Listen in, as special guest Dean Orrico, Manager of Middlefield Canadian Income, and David Stevenson discuss North American dividend prospects and equity income. Is it time to start paying more attention to dividends? 

Visit www.Doceo.tv for more information on Investment Trusts

Join The Resilient Investor as David Stevenson and Annabel Brodie-Smith from the AIC demystify investment trusts in ISAs. Discover their importance, unravel financial jargon, and learn why patience is key in investing. A must-listen for informed investment choices!

Visit www.Doceo.tv for more information on Investment Trusts