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This week Guy Foster talks to Baillie Gifford Fund Manager, Gary Robinson who co-manages the Baillie Gifford American Fund and the Baillie Gifford US Growth Trust. Gary invests in high growth companies and so the discussion revolves around the companies poised to cause, and benefit from, technological disruption.…
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This week we speak to Simon Ward, Economic advisor to Janus Henderson and author of the blog: Money Moves Markets, about his outlook for the economy and markets. Simon has an approach which looks at money supply, a phenomenon which is unquestionably expanding by some measures, as well as cycles which he sees as following regular patterns.…
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In this week’s podcast Guy Foster, Head of Research, is joined by James Ashley of Goldman Sachs to discuss the market outlook. James discusses how he sees the prospects for the market after the bounce they have had. He discusses the stimulus which has come from policymakers and the implications it might have for the future.…
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This week Guy Foster, Head of Research talks to Simon Brazier the manager of the Ninety One UK Alpha fund about which elements of his portfolio have proven resilient to the Coronavirus sell off. We also ask him where he has taken opportunities thrown up by the sell off.Guy Foster
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