Why Invest?

William Dinning is the CIO and chair of the Asset Allocation Committee at Waverton. This is the first of a two-part episode where we discuss the causes of inflation, the damaging effects it can have on the general population and how policy makers can respond. 

For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk. 

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

William Dinning - https://www.linkedin.com/in/william-dinning-65827714/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

Luke Hyde-Smith is co-manager of the Waverton Real Assets Fund and Head of Third-party Fund Selection at Waverton.

In this episode Luke defines the opportunities in real assets: Property, infrastructure, asset finance, commodity and specialist lending. He outlines how the sector has evolved, where he’s finding his best ideas and what the future holds for Real Assets.

For further information on any of the topics discussed in the episode please head to waverton.co.uk.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Luke Hyde-Smith - https://www.linkedin.com/in/luke-hyde-smith-30ab6530/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund.

In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector.

For further information on any of the topics discussed in the episode please head to www.blueboxfunds.com or www.waverton.co.uk

Connect on Linkedin

William de Gale - https://www.linkedin.com/in/william-de-gale-fca-cfa-a2692258/

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

Jen Fisher is Head of Equities at Waverton. In this episode we discuss the three key disruptive themes of technology, geopolitics and ESG and cover how they feed into our investment process.

This inaugural episode sets the scene for the series and many of the topics covered are revisited in later episodes. For further information, please visit waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Jen Fisher – https://www.linkedin.com/in/jennifer-fisher-4014b116a/

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.