Created with Sketch.
52 minutes | 8 days ago
Charles Plowden: "It is too simplistic to say Baillie Gifford stocks are expensive - we don't think they are"
Baillie Gifford has delivered some tremendous returns to investors across a wide range of funds over a long period of time, and the man at the heart of it all has been Charles Plowden, joint senior partner and chief of Baillie Gifford’s investment staff from 2006 to 2021. In this interview, Charles tells Mary McDougall how the Scottish firm has grown to become the dominant force it is today, how individual funds sit within the firm’s wider context and shares his concerns about the rapid growth of passive investing. He also explains why he doesn’t think the types of stocks Baillie Gifford invests in are overvalued. Charles has worked across a number of investment teams over 38 years at Baillie Gifford, most recently managing the Monks Investment Trust and Baillie Gifford Global Alpha Growth Fund. This interview was conducted in his last week at the firm, ahead of his retirement on 30 April 2021. See acast.com/privacy for privacy and opt-out information.
40 minutes | 11 days ago
Alpha podcast: An ill wind
On this week's Alpha Podcast, Phil Oakley explains to John Hughman why he's growing more fearful of an inflation headwind for equities, and reveals one company he expects to power its way through it See acast.com/privacy for privacy and opt-out information.
31 minutes | 17 days ago
Ailsa Craig: “pharma used to have a worse reputation than tobacco”
We’re all very grateful to the healthcare industry for the amazing work it has done to create vaccines and treatments to help fight the pandemic. But what is the investment outlook now for the companies in the biotech sector?In this interview, Ailsa Craig of the International Biotechnology Trust (IBT) shares what types of companies she looks to own, where she sees the value in the biotech industry currently and how the development of coronavirus treatments has impacted holdings in the fund. Ailsa was named co-lead manager of the trust last month, alongside Marek Poszepczynski, following the announcement of Dr Carl Harald Janson’s departure, manager of the trust since 2013. See acast.com/privacy for privacy and opt-out information.
40 minutes | 21 days ago
Alpha Podcast: Top of the shops
On this week's Alpha Podcast, John Hughman and Phil Oakley ask whether asset price bubbles are forming everywhere, and assess the prospects for three British retailers proving that physical stores still matter. See acast.com/privacy for privacy and opt-out information.
27 minutes | a month ago
Not your normal finance show: The Amazon effect
A cashless, cashier-less supermarket experience. Simply walk in, load up your bags, and walk out, without any queuing, fumbling for wallets or human interaction whatsoever. This is not out the pages of a sci-fi novel, but a new venture from Amazon that has recently arrived on the streets of London.Yes, this month ‘Amazon Fresh’ has opened in two locations, firstly Ealing and most recently Wembley Park. They’re the first to be seen outside of the US, and the first of many planned for the UK. So today we’ll be discussing Amazon’s entry onto our high streets, and asking whether it’s a taste of the future for all retail or an experiment that’s doomed to fail. See acast.com/privacy for privacy and opt-out information.
34 minutes | 2 months ago
Alpha Podcast: Trolls and tonic
Shares in Games Workshop and Fevertree Drinks both took a tumble last week, but which one does Phil think is most likely to bounce back? Find out on this week's Alpha podcast, and why he also thinks a boardroom bust up at BT could be good news for shareholders. See acast.com/privacy for privacy and opt-out information.
36 minutes | 2 months ago
Alpha Podcast: Food for thought
On this week's Alpha Podcast John Hughman and Phil Oakley explain how Morrison's is shaping up into an online grocery powerhouse, why life in an uber-competitive post-lockdown takeaway market may be tough for Domino's Pizza, and why shares in the LSE could be worth a nibble as it gets itself in shape. See acast.com/privacy for privacy and opt-out information.
47 minutes | 2 months ago
Not your normal finance show: Streaming wars
The streaming industry has some big names at the top, with Netflix and Amazon Prime both boasting over 150 million worldwide subscribers each. But that has not stopped Hollywood giant Walt Disney throwing its hat into the streaming ring with its latest project, Disney+. See acast.com/privacy for privacy and opt-out information.
45 minutes | 2 months ago
Baruch Lev: “Financial reports are irrelevant”
Professor Baruch Lev is the soothingly eloquent voice of reason in a world of accounting which is becoming increasingly unhelpful. He - and the IC’s very own Algy Hall - argue that the financial reports do not reflect the true value of companies because they fail to account for the all important intangible assets. This podcast will open your eyes to the flaws in accounting. To understand how investors can sidestep these issues head to the IC's website to read Algy's reinvention of value. See acast.com/privacy for privacy and opt-out information.
41 minutes | 2 months ago
Not your normal finance show: Fast cars and faster businesses
With nearly 40 million cars on the road, the UK motoring business is worth around £80bn. And that is just a fraction of the global market: between automotive manufacturing, sales, you’re looking at the world’s largest industry.But is it one worth investing in? This is an industry undergoing massive change which is sometimes out of its control. Which companies are up to the challenges? See acast.com/privacy for privacy and opt-out information.
32 minutes | 3 months ago
Alpha Podcast: Down but not out
On this week's Alpha podcast, John and Phil talk cigarettes, streaming and snacks, and why tricky times for BATS, Disney and PepsiCo might now mean opportunities for investors. See acast.com/privacy for privacy and opt-out information.
42 minutes | 3 months ago
The UK loves chocolate - the average Brit eats around 8kg of chocolate a year. And we’re not the only ones. The chocolate industry is worth over $100bn worldwide, and growing. So grab a hot chocolate, reach for a box of celebrations, and join in the discussion about the big business of confectionery. See acast.com/privacy for privacy and opt-out information.
35 minutes | 3 months ago
On this week's Alpha podcast, John Hughman chats to Algy Hall about the thinking behind his Alpha stock screens, why recent data suggests UK shares could be coming back into fashion, and how investment trusts could be a good way to play the recovery. See acast.com/privacy for privacy and opt-out information.
29 minutes | 3 months ago
Vilhelm German: Bitcoin - "The big players, without making too much noise, are preparing their guns"
What's a sensible proportion of your portfolio to invest in Bitcoin and other crypto assets? James Norrington speaks to Vilhelm German, Chief Technology Officer at Swiss crypto exchange Bitnuk.com. who as you would expect is bullish but he still believes investors should be circumspect. Since the interview was recorded last week Bitcoin broke the $50,000 value mark, on news of buying by Tesla, another strong signal that crypto assets are here to stay. See acast.com/privacy for privacy and opt-out information.
37 minutes | 3 months ago
Not Your Normal Finance Show: Crypto crazy
On the week's Not Your Normal Finance Show we visit the volatile world of cryptocurrencies, and the most famous of them all: bitcoin. John Hughman speaks to the IC's Oliver Telling to find out what bitcoin is, how you can buy it, and whether you should. And James Norrington hears the bull case from Vilhelm German, Chief Technology Officer at Swiss crypto exchange Bitnuk.com. See acast.com/privacy for privacy and opt-out information.
31 minutes | 3 months ago
Dale Nicholls: “There’s still a lot of value in China”
China is a market that investors simply cannot ignore. Despite being the epicentre of the pandemic and at the helm of geopolitical tensions, it had the best performance of any major stock market last year and innovation is proceeding in some Chinese companies at a rate second to none. But there are concerns about bubbles forming in some sectors. In this interview, Dale Nicholls, manager of Fidelity China Special Situations, says there are still plenty of companies with great growth potential at reasonable prices - albeit not as attractive as they were a year ago, since when the fund’s share price has doubled.Mr Nicholls describes how he offers broad access to the Chinese economy by focussing on companies that serve the enormous power of China's growing middle classes. He talks about why he is not concerned about frenetic private investor trading in China driving a bubble, and how the Chinese stock market has matured since the 2015 market crash. He also divulges how he navigates social and governance considerations in China and shares his thoughts on how regulation might fall on the country’s largest internet companies. See acast.com/privacy for privacy and opt-out information.
39 minutes | 3 months ago
Alpha Podcast: Bubble trouble
On this week's Alpha Podcast John and Phil reminisce about their dotcom boom days and the bubble-like behaviour of today's markets, and why it could be worth drowning your sorrows with a snifter of Diageo shares. See acast.com/privacy for privacy and opt-out information.
45 minutes | 3 months ago
It’s been a mixed year for the health and fitness industry. On the one hand, gyms, clubs, and pools have all had prolonged periods of closure, but on the other, you only need to go down to your local park at the weekend to witness the crowds of walkers, runners and cyclists. See acast.com/privacy for privacy and opt-out information.
38 minutes | 3 months ago
Alpha Podcast: Staying Positive
On this week's Alpha podcast John and Phil go on the hunt for more shares with the feelgood factor, despite some worrying words in Terry Smith's latest Fundsmith letter See acast.com/privacy for privacy and opt-out information.
36 minutes | 4 months ago
Trumped by Twitter
Donald Trump’s ban from Twitter, Facebook and Snapchat has put private media groups under the spotlight. Were they right to do it? Should social media be self-regulated or does it need an external body?And are the regulators of the mainstream media even getting it right? We answer all those thorny questions in our first episode of 2021. See acast.com/privacy for privacy and opt-out information.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021