On this week’s show, fund manager David Conlon talks about the advantages and challenges of investing for income via direct lending in the real assets universe. David also tells deputy personal finance editor Dave Baxter how his GCP Asset Backed Income fund is currently positioned and where the next investment opportunities might appear.
Elsewhere in the personal finance section, we look at the overlooked fund performers that could give your portfolio an edge. We also consider how ethical funds have performed versus their mainstream equivalents. And our latest fund tip puts forward a renowned outperformer that has started to look cheap after a market shake-up.
Our podcast is available across different distribution channels to allow you to access it in the most convenient way. Find us on Acast, Stitcher, iTunes and Spotify.
For information regarding your data privacy, visit acast.com/privacyA business on the right side of history: Lee and the IC
Building the ideal portfolio & Experian: The Companies and Markets Show
How interest rates can affect mid-caps & Wood Group’s trading update: The Companies and Markets Show
‘Ignore the oil price – energy stocks are still great value’: Ian Lance of Temple Bar Investment Trust
Unilever, Trainline & national champions: The Companies and Markets Show
How young investors can learn their trade: Lee and the IC
BHP’s bid for Anglo & investors’ biggest mistakes: The Companies and Markets Show
Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets Show
British bargains & heritage brands: The Companies and Markets Show
‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVI
Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show
Britain’s top-rated funds & Fevertree: The Companies and Markets Show
‘Cultural attitudes around investing need to change’: Lee and the IC
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show
'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund
The Isa Special 2024: The Companies and Markets Show
The Budget explained & the importance of dividends: The Companies and Markets Show
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors
The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show
Meeting a CEO: Lee and the IC
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