If you listened to our recent episode featuring Sean Peche, you might recall that he said he’d like to meet James Montier, the author of one of his favourite books. Well today, that dream is coming true. Sean and Andy Evans welcome James to the Value Perspective podcast. James Montier is an author and member of GMO’s asset allocation team and a partner at the firm. Previous to his tenure at GMO, he was co-head of global strategy at Societe Generale. He is also a visiting fellow at Durham University and a Fellow of the Royal Society of Arts. Andy, Sean and James discuss James’ piece on the Seven Sins of Fund Management, James’ thought on his latest piece explaining why he was wrong to predict that corporate margins were supposed to come down and why they had stuck above their respected median for so long, and Andy’s favourite investment piece, If it Makes you Happy, which was also authored by James many years ago when he worked at Dresdner Kleinwort. This was a delightful episode to make and we hope you enjoy it just as much.     Enjoy!

NEW EPISODES:

We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players.

GET IN TOUCH:

send us a tweet: @TheValueTeam 

Important information. This podcast is for investment professionals only.

This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy.

Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Past Performance is not a guide to future performance and may not be repeated.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.