Multi-Manager People Podcast

Avoiding the scrum

On the eve of the Rugby World Cup, Adam and Scott went up-and-under with Chris Fidyk of Pacific Asset Management on how to avoid the scrum of mega cap US equities. Having spent the past decade investing in the technology winners at a previous investment group, Chris recently launched on his own and now sees the opportunity set away from the largest stocks in the US market.

Hot Topix

This month Adam and Paul are in conversation with David Mitchinson from Japan equity boutique Zennor Asset Management. Long known as the ‘widow-maker’ trade, buying Japanese assets has been a fool’s errand for the past twenty years. Is there really something different about today’s Japanese opportunity or will investors have Tamago on their faces once more?

A coronation special

With eyes focused on the Coronation festivities we take a timely look at UK equities. Paul and Adam chat with Artemis’s Ed Legget – they discuss why the asset class has been out of favour for so long and ask whether it’s a market of the past or home to overlooked diamonds. Don’t forget to subscribe if you like what you hear!

A Swan in the year of the rabbit

In this month's podcast, Adam & Scott chat China equities with Man GLG's Andrew Swan. With state intervention, property woes and covid lockdowns now behind us, will equity markets run hard in the Chinese year of the rabbit? 

Marking 2022's homework with Strategas Research Partners

We kick off 2023 with Strategas Research Partner’s Ryan Grabinski. Discussing what lies in store for the year ahead we chat markets, inflation and crypto. We also revisit our predictions for 2022 – did we get the big themes right or were we way off track?