Paul Jourdan, CEO of Amati Global Investors, tells Christopher Akers why he thinks the Alternative Investment Market is an asset of national importance and shares his thoughts on overpricing in "the year of IPOs". He explains Amati's approach to ESG and discusses the stocks that have been important for them over the last year.  See acast.com/privacy for privacy and opt-out information.

Investors Chronicle

Dr Paul Jourdan: "Lots of people love to knock Aim. I'm absolutely not in that camp"

Financials make up around 15 per cent of global equities, and despite a recent surge the sector remains at a significant discount to the wider market. In this interview, Nick Brind and George Barrow, co-managers of Polar Capital Global Financials Trust (PCFT), tell Mary McDougall how banks look well placed to benefit from any rise in interest rates.They discuss what impact a rise in rates might have on bad debts, what pockets of the financials sector look most attractive, why they have avoided owning Chinese banks and what their outlook is for HSBC.   See acast.com/privacy for privacy and opt-out information.

Nick Brind: “Banks are one of the biggest beneficiaries of a rise in interest rates”

The Indian stock market has been on a tear this year, up 30 per cent for the year to 6 October. While this has led to some concern about lofty valuations, David Cornell of India Capital Growth Fund (IGC) says there are still plenty of attractive opportunities for stock pickers, as India emerges from years of disappointing growth in corporate profitability.He explains how a change in Prime Minister Narendra Modi’s policies should help attract more foreign investors going forward, how retail stock market participation is growing and why he’s not worried yet about the power crunch in India.David shares how he searches for high growth, high quality small and mid cap companies which he expects to have annual earnings growth of 30 per cent over the next two years, and also why he’s not yet tempted to invest in unlisted companies.  See acast.com/privacy for privacy and opt-out information.

David Cornell: “The ability to compound earnings in India is really very exciting”

Simon Brewer, former chief investment officer of the European branch of Morgan Stanley, tells Mary McDougall where he thinks investors should look in a world of very low rates and the possibility of prolonged inflation.He explains why he likes UK stocks, why he is wary of private equity and questions if it is worth private investors holding bonds at all. He also spells out why he thinks China is still investible, why investors should consider gold and why he’s yet to dip his toes into the crypto world.Simon is currently senior adviser to Rothschild & Co and host of The Money Maze podcast.  See acast.com/privacy for privacy and opt-out information.

Simon Brewer: “I think central banks are engaging in some wishful thinking”

Simon Brewer, former chief investment officer of the European branch of Morgan Stanley tells Mary McDougall where he thinks investors should look in a world of very low rates and the possibility of prolonged inflation.He explains why he likes UK stocks, why he is wary of private equity and questions if it is worth private investors holding bonds at all. He also spells out why he thinks China is still investible, why investors should consider gold and why he’s yet to dip his toes into the crypto world.Simon is currently senior adviser to Rothschild & Co and host of The Money Maze podcast.  See acast.com/privacy for privacy and opt-out information.

Simon Brewer: “I think the next decade will be typified by much higher inflation”

Blake Hutchins, co-manager of Troy Income & Growth Trust and Trojan Income Fund, explains where he has been finding UK equity income in a difficult environment and how the market looks set going ahead. He explains why he prefers what he considers to be good quality companies, and highlights some stocks he thinks will be able to grow their cash flows.    See acast.com/privacy for privacy and opt-out information.

Blake Hutchins: Looking for “dividend champions of the future”

Investors' Chronicle's economist Chris Dillow tells Mary McDougall why he’s not worried about prolonged inflation and why he thinks the central bank is right to keep monetary policy loose.He also shares his wisdom on lead indicators that can help you understand when you should consider buying and selling, and why thinks private equity is an important part of most investment portfolios.  See acast.com/privacy for privacy and opt-out information.

Chris Dillow: “I’ve never understood the idea that market timing doesn’t work”

Azeem Azhar is a renowned thought-leader, entrepreneur and investor in the tech industry. In this podcast, he talks to Lauren Almeida about the exponential rate of tech development and how society - and investors - can keep up.  See acast.com/privacy for privacy and opt-out information.

Azeem Azhar: "The best deep tech funds are heavily oversubscribed"

From internet giants like Alibaba (US:BABA) to education and property companies, the recent regulatory crackdown in China has sent many leading Asia stocks into a tailspin. Is this an investment opportunity, a warning or a simple reminder of the risks in the developing world?In this chat with Dave Baxter, Asia and emerging market fund manager and Somerset Capital partner Mark Williams looks at what recent events mean for investors, and where potential winners and losers might be found.Note: some technical issues may affect the sound quality of this episode at points. Also, our guest's reference to a sell-off from 2005 was actually a reference to the Chinese equity sell-of 2015.  See acast.com/privacy for privacy and opt-out information.

Somerset's Mark Williams: China crackdown "a reality check rather than a change"

Active fund managers have gradually been losing market share to cheaper, passive alternatives. Yet the best active funds have significantly outperformed their benchmarks over long time periods.In this interview, Jason Hollands, managing director at Tilney Smith & Williamson discusses what we can learn from Bestinvest’s latest ‘Spot the Dog’ fund report, where active management works best and what makes a good fund manager.He also sheds light on wider asset allocation questions, such as the relative attractiveness of different equity regions, how fixed income and alternatives might sit within an investment portfolio and the optimal number of funds for an investor to own.  See acast.com/privacy for privacy and opt-out information.

Jason Hollands: “Most fund companies have some disappointing funds”

This podcast episode from Allianz Technology Trust, looks at the ‘new normal’ post-pandemic where remote working will mix with on-site working where possible. The team discuss how this will benefit businesses that can make this new hybrid workplace both effective and efficient. Furthermore, new generations have changing expectations of work. Combined with demographic changes globally, there will be increasing problems for companies trying to fill positions. Technology will have a crucial role to play in covering rote and mundane tasks, leaving people free to drive businesses forward. To see the full podcast series visit https://www.allianztechnologytrust.com/podcast/  See acast.com/privacy for privacy and opt-out information.

Partner content: Silicon Valley byte size - Enter the golden age

There are lots of reasons why investment trusts swing to discounts, and spotting those that might soon tighten can significantly boost shareholder returns. That’s the business of Miton Global Opportunities (MIGO), which looks to own trusts with potential for a narrowing discount as well as net asset value growth. In this interview, manager Nick Greenwood tells Leonora Walters how he identifies trusts that might soon re-rate, where he sees the best value among investment trusts currently and how investment trusts’ expansion in alternative assets has boosted the opportunity for his fund.  See acast.com/privacy for privacy and opt-out information.

Nick Greenwood: “There’s always something coming in and out of favour”

Chrysalis Investments (CHRY) has made considerable gains by backing a small number of rapid growth companies, with a heavy weighting in fintech.In this interview, co-managers Nick Williamson and Richard Watts tell Mary McDougall why they aim to invest in companies before flotation and why they believe the opportunity for so-called crossover investors is huge.Discussing the investment case for Klarna, Starling Bank, Wise and The Hut Group (THG), they explain why they think their holdings are attractively valued and advise on the key metrics to look out for when companies come to market.Chrysalis Investments launched in November 2018 and has grown to a market capitalisation of around £1.4bn, with the share price almost doubling in the past 12 months.  See acast.com/privacy for privacy and opt-out information.

Chrysalis' managers: “We want as vibrant IPO market as possible”

The stimulus needed to support the economy over the pandemic has caused a spike in public debt and rising inflation fears. To help make sense of what might come next, Nick Macpherson, former Treasury chief, tells Mary McDougall how he thinks the government should approach bringing the nation’s debt under control, and why it matters.Discussing the problems with austerity, the distributional consequences of quantitative easing and the fixation of every government to prop up the housing market, Macpherson explains why he has been calling for a new social solidarity charge, as a temporary tax.  Macpherson joined the Treasury in 1985 and served as Permanent Secretary to the Treasury from 2005 to 2016. He is currently chairman of Hoare’s Bank and a non-executive director of both British Land (BLND) and Scottish American Investment Trust (SAIN).  See acast.com/privacy for privacy and opt-out information.

Lord Macpherson: "We're all addicted to consumption and housing inflation"

Temple Bar Investment Trust (TMPL) has surged ahead in the last year but its focus on "old economy" UK stocks may be off-putting for some. In this interview RWC Partners fund managers Ian Lance and Nick Purves, who took over the portfolio last year, make the investment case for Big Oil, miners, some retail names and other stocks some investors love to hate.In this interview with Dave Baxter, they also discuss how they approach value investing, the outlook for UK dividends and which parts of the market would win - or lose - during a prolonged bout of inflation.  See acast.com/privacy for privacy and opt-out information.

Temple Bar's Lance and Purves: "Dixons Carphone has a better market position than Amazon"

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes.

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