Episodes

In the first part of this hour long two-part Q and A, Jonathan Davis and Nick Train, co-founder of Lindsell Train discuss bear markets, recent performance and why he is as passionate about UK quoted companies as ever. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther discusses the gold outlook with major investor, Jim Mellon. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther discusses the gold outlook with major investor, Jim Mellon. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

With global uncertainty has come a renewed interest in precious metals in general, and gold in particular. In this podcast episode, Sarah Lowther discusses the gold outlook with major investor, Jim Mellon. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volatility and the challenges high inflation presents. Charles White-Thomson is chief executive of Saxo Markets UK, and he assures investors they can navigate this new economic paradigm not just by demanding more from their wealth managers but adjusting their own attitude to risk. "It's all about risk management and understanding that your portfolio has ...

Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volatility and the challenges high inflation presents. Charles White-Thomson is chief executive of Saxo Markets UK, and he assures investors they can navigate this new economic paradigm not just by demanding more from their wealth managers but adjusting their own attitude to risk. "It's all about risk management and understanding that your portfolio has ...

Gone is the helicopter money. Gone is the quantitative easing that supported U.K. plc, the general public and retail investors. What is here is volatility and the challenges high inflation presents. Charles White-Thomson is chief executive of Saxo Markets UK, and he assures investors they can navigate this new economic paradigm not just by demanding more from their wealth managers but adjusting their own attitude to risk. "It's all about risk management and understanding that your portfolio has ...

In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the fund's performance, why it was down sharply in the first half of 2022 after twelve consecutive years of positive returns, where it goes next and the future for its big tech and consumer holdings in particular. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the fund's performance, why it was down sharply in the first half of 2022 after twelve consecutive years of positive returns, where it goes next and the future for its big tech and consumer holdings in particular. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the second part of this hour long two-part Q and A Jonathan Davis and Terry Smith, manager of the index-busting Fundsmith Equity Fund, discuss the fund's performance, why it was down sharply in the first half of 2022 after twelve consecutive years of positive returns, where it goes next and the future for its big tech and consumer holdings in particular. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear markets, parallels with the 1970s, central bank mistakes and likely future market direction. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear markets, parallels with the 1970s, central bank mistakes and likely future market direction. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In the first part of this hour long two-part Q and A Jonathan Davis and Terry Smith, founder and CEO of Fundsmith, as outspoken as ever, discuss bear markets, parallels with the 1970s, central bank mistakes and likely future market direction. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised for its service winning many awards including Technology Company of the Year in the 2022 Small Cap Awards. The company operates in 27 countries, and as chief executive officer Bill Bruno explains the business mantra is applicable to customers everywhere - to help organisations better leverage data to make decisions, manage the ever evolving landscap...

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised for its service winning many awards including Technology Company of the Year in the 2022 Small Cap Awards. The company operates in 27 countries, and as chief executive officer Bill Bruno explains the business mantra is applicable to customers everywhere - to help organisations better leverage data to make decisions, manage the ever evolving landscap...

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It's been recognised for its service winning many awards including Technology Company of the Year in the 2022 Small Cap Awards. The company operates in 27 countries, and as chief executive officer Bill Bruno explains the business mantra is applicable to customers everywhere - to help organisations better leverage data to make decisions, manage the ever evolving landscap...

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive Yamin 'Mo' Khan, it now has approximately 90% of the market in challenge studies whereby "we inoculate each healthy volunteer with a virus and then we test the drug under quarantine conditions." That’s a unique USP, and Mo talks about how the business has divested into new streams of revenue such as offering clinical site services to customers, and...

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive Yamin 'Mo' Khan, it now has approximately 90% of the market in challenge studies whereby "we inoculate each healthy volunteer with a virus and then we test the drug under quarantine conditions." That’s a unique USP, and Mo talks about how the business has divested into new streams of revenue such as offering clinical site services to customers, and...