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The Investing Show podcast

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Welcome to This is Money's podcast, The Investing Show, where we invite fund managers to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns - to help you learn from their successes.

Welcome to This is Money's podcast, The Investing Show, where we invite fund managers to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns - to help you learn from their successes.
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Location:

United Kingdom

Description:

Welcome to This is Money's podcast, The Investing Show, where we invite fund managers to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns - to help you learn from their successes.

Twitter:

@thisismoney

Language:

English


Episodes

We bought a Japanese housebuilder for growth: Monks manager reveals how the trust hunts for the world's best shares

1/1/2019
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There are many places to invest around the world for growth, but a Japanese housebuilder is not necessarily one that you would expect. But Lida is one of the companies Monks investment trust has bought in its hunt for promising growth companies around the world. This is because there are finally signs of life in Japan’s long-suffering property market, says Spencer Adair, deputy manager of Monks, and Lida makes clever earthquake-proof factory-built homes sold in Japan and across Asia. And...

Duration:00:15:15

How the new Blue Whale Growth fund is up 17% in a year

12/7/2018
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The Blue Whale Growth fund has made headlines since its launch in 2017 thanks to its backing from Peter Hargreaves. But while the Hargreaves Lansdown co-founder's name has certainly helped put the fund on investors' radars, its performance is doing so too. Blue Whale Growth, managed by ex-Hargreaves Lansdown man Stephen Yiu, is up 16.7 per cent over the past twelve months and is the third best performing global fund, according to FE Trustnet. Blue Whale's performance is all the more...

Duration:00:19:13

Where to invest in tricky times

12/6/2018
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The US is home to the world's most exciting companies, but also to some seriously overvalued shares. The UK stock market is unloved, but can it be undervalued with the threat of a no-deal Brexit hanging over us. All this means that investors need to be picky, says Tom Becket, chief investment officer of Psigma Investment Management, who says that the time for simply buying the market and hoping for the best is over. He joins us on the Investing Show to reflect on a recent trip to the US,...

Duration:00:14:56

How to invest in improving our world

12/6/2018
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A reverse vending machine that recycles plastics, an alternative to cotton that is less devastating for the environment, and clever software to help farmers grow more with less effort. Those are just three of the things that companies held by investment trust Impax Environmental Markets produce. If you thought investing to make the world better, was all about ethical funds that just avoid tobacco, arms and oil, then think again. It is possible to invest your money with companies that are...

Duration:00:17:21

How to find the best companies - and make sure their shares are worth buying

12/6/2018
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After a decade distorted by emergency rates and quantitative easing, investors need to rethink their strategy for a world where they can no longer simply rely on cheap money boosting returns. That is the view of David Miller, investment director at Quilter Cheviot, who, in addition to using funds to invest for his clients, is also a committed stock-picker and believes buying individual company shares is still a route to success. ‘It’s a question of working out who’s got a good business...

Duration:00:18:27

It’s the investment trust that made 23% when shares crashed in 2008, so where is Ruffer investing now?

12/6/2018
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Do you know about the investment trust that made 23 per cent when shares crashed 30 per cent during the financial crisis - Ruffer investment company? Its aim is ‘consistent positive returns, regardless of how the financial markets perform’, which in practical terms it says means, ‘we try not to lose money in any 12 month period, and to grow the value of our investors’ wealth over the long haul.’ So how does it do that? What were the investments that meant it outperformed the UK stock...

Duration:00:20:15