Episode 6 | Focusing on Commodities with Christopher Korpan, J.P. Morgan
Over the past couple of months many of the commodity prices that were at the centre of the current inflationary burst have slumped dramatically.
Christopher and our Investment Team discussed what has caused the rise and fall of commodities over the past year, including the supply and demand dynamics affecting oil, gold and energy.
We also look at how climate issues affect the JPM team’s strategy and how they plan to incorporate sustainable values into a sector that many consider to be the antithesis to ESG investing.
Episode 5 | Focusing on Diversification with Duncan MacInnes, Ruffer
Markets and investors continue to face a period of increased uncertainty following the arrival, and acceptance, of inflation, as well as the ongoing war in Ukraine. With both bonds and equities falling simultaneously, we discussed a wide range of topics effecting the current investing landscape.
Duncan and the IBOSS Investment Team discuss where they think the opportunities may lie in uncertain market conditions and why an open mind, and a flexible approach, may be more important than ever for investors.
Episode 4 | Focusing on Asian Equities with Catherine Yeung, Fidelity International
Gaining access to Chinese equities can often seem overwhelming, particularly with the various vehicles available to investors. Catherine provides us with a China 101 and highlights what investors need to be aware of, as well as discussing a broad range of topics relating to Asian equities, including; Chinas zero tolerance COVID policy, technology regulation and supply chain issues.
Alongside the IBOSS Investment Team, Catherine also shared her outlook for Asian equities against other developed markets in the coming months ahead.
Episode 3 | Focusing on Global Equities with James Thomson, Rathbones
James and the IBOSS Investment Team discuss the geopolitical issues effecting the global economy and how investors should be positioned given the current investing landscape.
The backdrop, both politically and from a macroeconomic standpoint, has few historical parallels, so how will this play out for global allocation and portfolio construction?
Episode 2 | Focusing on Global Energy with Tom Nelson, Ninety One
Tom and the IBOSS Investment Team discuss the current, and well publicised, global energy issues. They take a closer look at why there is a global energy shortage, why prices are at record highs and if this will affect fund selection in the short term. They also delve into the medium to long-term future of energy and how the experts predict the transition from fossil fuels to cleaner options will play out.
Episode 1 | Focusing on UK Assets with Margaret Lawson, SVM
Our Investment Team and Margaret discuss the outlook for UK assets, how they’ve performed over the pandemic and what their plans are for their own allocations in the year ahead.