Episodes
Saturday Mar 14, 2020
Coronavirus and markets: what we know
Saturday Mar 14, 2020
Saturday Mar 14, 2020
John Husselbee discusses recent upheavals in the market, what it means for his portfolios and why patient investing remains the watchword
Tuesday Mar 03, 2020
Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?
Tuesday Mar 03, 2020
Tuesday Mar 03, 2020
Fixed income markets are expensive, investors are buying negative yielding bonds and there are worries about liquidity. David Roberts and Phil Milburn of Liontrust explain why there is not only still a role for bonds in client portfolios but the opportunity for alpha has arguably never been greater. David and Phil discuss where these opportunities are in fixed income markets, especially high yield, and how investors can take advantage of them. View the webinar here: https://www.brighttalk.com/webcast/706/387326?utm_source=Liontrust&utm_medium=brighttalk&utm_campaign=387326
Wednesday Feb 26, 2020
Black swans and Brexit
Wednesday Feb 26, 2020
Wednesday Feb 26, 2020
In his first podcast of 2020, John Husselbee runs the rule over the Coronavirus, Brexit transition and the latest adventures of President Trump.
Monday Jan 06, 2020
Is natural rubber sustainable?
Monday Jan 06, 2020
Monday Jan 06, 2020
Natural rubber is all around us – in our car tyres, medical supplies, shoes and even yoga mats. But is it produced sustainably? In this podcast, Liontrust’s Mike Appleby and Eleanor Spencer of the Zoological Society of London (ZSL) discuss how investors and other stakeholders can help to ensure increased transparency and better practices in the natural rubber supply chain.
ZSL’s inaugural assessments of companies in the natural rubber sector can be explored on the SPOTT website: https://www.spott.org/natural-rubber/
Monday Dec 16, 2019
A festive outlook for bonds
Monday Dec 16, 2019
Monday Dec 16, 2019
In this Christmas special, Phil Milburn looks at what is in store for fixed income investors in 2020 via the 12 days of Christmas. Don’t worry, no singing was used or hurt in the making of this podcast.
Monday Dec 09, 2019
Pure Negative?
Monday Dec 09, 2019
Monday Dec 09, 2019
Phil Milburn analyses the impact of central banks’ unconventional monetary policies on markets and investors in the latest episode of the Shaken and Stirred podcast.
Wednesday Oct 30, 2019
Brexit, bonds and blow-ups
Wednesday Oct 30, 2019
Wednesday Oct 30, 2019
John Husselbee analyses recent Brexit developments, inverted yield curves and the ongoing fallout from high-profile fund closures in the UK.
Thursday Oct 03, 2019
What are central banks seeing?
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Phil Milburn analyses the latest rate cut in the US, the repo spike, QE in Europe and what they say about economic prospects and fixed income markets.
Wednesday Sep 04, 2019
ZSL & Liontrust: How conservation and your money can reduce CO2 emissions
Wednesday Sep 04, 2019
Wednesday Sep 04, 2019
How can conservation and your money help to reduce C02 emissions to zero? Eleanor Spencer and Mike Appleby discuss the work of the Zoological Society of London (ZSL) in protecting tropical forest commodity sectors and the role of sustainable investment in helping companies that fight climate change.
Friday Aug 16, 2019
Shaken and Stirred - Episode 8
Friday Aug 16, 2019
Friday Aug 16, 2019
Is the global economy on a slowdown? Where now for rates in the US, UK and Europe? What does this mean for investors? Phil Milburn tackles these issues