Investor Summit Green Room

We caught up with Maike Currie, VP at digital pension provider PensionBee (LON:PBEE), and a passionate advocate for greater investor education and engagement. She writes a regular column in the Times and has held senior positions at Hargreaves Lansdown and Fidelity International. PensionBee, launched 10 years ago, is seen as a fintech pension disruptor. Maike talks to us about the importance of pension wealth accumula...

Charles Hall, Head of Research at Peel Hunt (LON:PEEL) joins us on the Investor Summit Green Room podcast. Charles is a passionate advocate for UK companies, the UK economy and the financial markets. Peel Hunt have 40 analysts covering 350 UK companies, and are Financial Advisers to over 140 companies, including an increasing number of private ones, looking at all the sectors and market cap sizes. “One of the most surprisin...

We invited Tom Bailey, Head of Research at HANetf onto the Investor Summit Green Room sofa. - HAN are Europe’s largest ‘white label’ provider of Exchange Traded Funds and Exchange Traded Commodities. - ETF’s are the fastest growing segment of the stock market and a very easy route in to investing for the less experienced. - HANetf launched their first Exchange Traded Fund in 2018 and now have around £10 bil...

Nick Brind, Co-Fund Manager at Polar Capital Global Financials Trust (LON:PCFT) joins us to run his seasoned eye over the global Financial Services sector – banks, asset managers, Stock Exchanges and online payment businesses. In Nick’s words, the financials sector hums with the economy and the financial markets, and in that sense it is in a very good place. The sector greases the wheels of the global economy, and at ...

If you think the sleepy UK stock market couldn’t possibly outperform the surging returns of the tech driven S&P, let us introduce you to one of Britain’s most successful value investing teams. Ian Lance and his Co-Portfolio Manager Nick Purves run £7 billion worth of money at Managers Redwheel. The Temple Bar Investment Trust is managed by Ian and Nick, and has returned 250% over 5 years, beating it’s FTSE Al...

Today we welcome Will Whitehorn, Chairman at Seraphim Space Investment Trust. Will is a visionary Space Tech entrepreneur who has been involved with the space industry for decades. His latest Space Tech venture is Seraphim, ticker SSIT otherwise known as  Seraphim Space Investment Trust, which describes itself  as ‘the world’s first listed Space Tech Fund’. Will explains why space tech is already driving...

In Episode 5 of the Investor Summit Green Room podcast we welcome Jacqueline Broers, Joint Portfolio Manager at Utilico Emerging Markets. The Investment Trust invests in the top 60 or 70 high-quality emerging markets infrastructure and utility stocks. This country, sector and stock diversity has led to resilient long-term dividends and capital growth. Emerging Markets offer strong underlying growth, whilst infrastructure and util...

In Episode 4 of our Investor Summit Green Room podcast we enjoy the intelligent and data-driven analysis of the Iraq war and the UK economy which Simon French delivers. Simon was an economist at the DWP, the Treasury and the Cabinet Office, made the move from public service to the commercial world of Panmure Liberum a dozen years ago and is now Chief Economist and Head of Research there. In his view the headwinds holding back the...

In Episode 3 of our Investor Summit Green Room podcast we welcome Laura Foll, Fund Manager at Janus Henderson and Co-Portfolio Manager of Law Debenture, a UK-focused Investment Trust with a diverse portfolio of around 150 stocks. In a wonderfully educational and entertaining podcast, Laura talks through the Law Deb portfolio in depth and explains what it takes to be a top Fund Manager. Law Deb #LWDB NAV is up roughly 60% over the ...

In Episode 2 of the Investor Summit Green Room podcast we give a warm welcome to Sue Noffke, Head of UK Equities at Schroders and one of the UK’s leading Fund Managers. Sue discusses managing a £6 billion share portfolio, spotting mis-priced stocks and outperforming market trends. 

Sue has vast experience, having worked at Schroders for 35 years. She and her team manage over £6 billion pounds worth of assets for pension ...