Why Invest?
In this award-winning podcast, a team of hosts from W1M Wealth & Investment Management are joined by guests to discuss investment-related subjects. They explore a wide range of asset classes and regions, along with broader themes such as geopolitics, economics, and entrepreneurship. The show aims to demystify the worlds of finance and investment for its listeners.
Episodes
Eric Lonergan: Hedge Fund Manager, Economist and Author
In this episode of Why Invest? host Luke Hyde-Smith is joined by macro hedge fund manager, economist and author Eric Lonergan. The conversation explores the importance of market psychology, asset-price behaviour, position sizing and risk management, as well as the need to look beyond short-term market narratives.Eric shares his perspective on the current investment environment, including the chang
Sean Peche: Founder and Lead Portfolio Manager of Ranmore Fund Management
In this episode of the W1M Why Invest? podcast, Luke Hyde-Smith is joined by Sean Peche, Founder and Lead Portfolio Manager of Ranmore Fund Management. Sean discusses the principles behind his global value investing approach, explaining how the team seeks out overlooked opportunities around the world rather than following market trends or popular narratives.The conversation explores the behavioura
Vicky Reynal: Financial psychotherapist and author
In this episode of the Why Invest? podcast, Luke Hyde-Smith and Tom Savile are joined by financial psychotherapist and author Vicky Reynal to explore the powerful connection between psychology and investing. Vicky shares insights from her work helping people navigate everything from fear of investing and procrastination to overspending. The conversation explores how childhood influences shape our
Macro Musings with the W1M Multi-Asset Team: Volume 4
In this episode of Why Invest? The W1M Multi-Asset team reviews an eventful first half of 2026, from geopolitical tensions and oil market volatility to the continued strength of AI-related investment and the resilience of equity markets. They discuss the major macro forces shaping portfolios today, including energy security, inflation, interest rates, liquidity and earnings momentum, while sharing
Matthew, Lord Elliott of Mickle Fell
In this episode, host Luke Hyde-Smith is joined by Matthew, Lord Elliott of Mickle Fell, political campaigner, author, House of Lords peer and co-founder of Jobs Foundation.Marking ten years since the Brexit referendum, Matthew reflects on the successes and shortcomings of Brexit, the economic and political challenges the UK has faced in the decade since, and why he believes the country has yet to
Chris Joye: Chief Investment Officer at Coolabah Capital Investments
In this episode of the Why Invest? podcast, Chris Joye returns to discuss the global macro backdrop, covering inflation, growth, and central bank policy. He shares why he believes inflation will remain stickier than expected, what’s driving global growth, and how AI, fiscal policy and geopolitics are shaping the outlook.The conversation then turns to markets, with a focus on fixed income opportuni
David Zervos: Chief Market Strategist at Jefferies
In this episode of Why Invest?, host Luke Hyde‑Smith is joined by David Zervos, Chief Market Strategist at Jefferies, to explore what is driving today’s equity markets and the resilience of the global economy. David explains why recent shocks have done little to derail market momentum, reflecting a strength in economic fundamentals and the role of capital in driving growth. They discuss how adva
Alexandra Vidyuk: CEO and Founding Partner of Beyond Earth Ventures
In this episode of Why Invest? host Luke Hyde-Smith is joined by Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, to explore the growing importance of deep tech in today’s investment landscape.Alexandra explains how deep tech – rooted in scientific breakthroughs across areas such as energy, compute, robotics and space – is shifting from niche to core, creating entirely new indu
Trevor Noren: Founder of Sage Road Research
In this episode of Why Invest? host Luke Hyde-Smith is joined by Trevor Noren, Founder of Sage Road Research, for a wide-ranging discussion on the forces shaping the investment landscape.Trevor shares his approach to research and why stepping back from the noise of daily market commentary can unlock differentiated insights. The conversation explores the growing influence and limitations of AI in i
Macro Musings with the W1M Multi Asset Team: Volume 3
In this latest episode of Macro Musings, the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of 2026.The conversation covers inflation, interest rates, the US and UK economic outlook, and the impact o
Arthur Laffer: Founder and Chairman of Laffer Associates
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Dr. Arthur Laffer, renowned economist, Founder and Chairman of Laffer Associates and a key figure in the development of supply-side economics. Dr. Laffer shares his perspective on the current global economic climate, with an analysis of geopolitical tensions in the Middle East and their impact on energy prices, inflation
Matthew Smith: AI Bull and Bear Part 2 ‒ The Bear Case
In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Matthew Smith, Co-Founder of QSM Asset Management and a global equities investor. Taking the bearish side of our AI Bull vs Bear series, Matthew shares his perspective on why the current wave of enthusiasm around AI may not translate into the investment returns many expect.The conversation explores the sca
Keith Dear: AI Bull and Bear Part 1 ‒ The Bull Case
In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and Tom Saville speak with Keith Dear, founder of Cassi AI and former adviser to the UK Prime Minister on science, technology and defence. Keith shares his bullish perspective on the rapid development of artificial intelligence.The conversation explores how advances in reasoning models, compute and autonomous AI “agents” are changin
Benjamin Hall: Exploring the opportunity in China
In this episode of the Why Invest? podcast, hosts Luke Hyde-Smith and James Carter are joined by Benjamin Hall, Manager of the Waverton Asia Pacific Equity Fund. Ben shares his journey into investing and offers a thoughtful perspective shaped by over 15 years' experience across emerging and Asian markets.The conversation explores how investors should think differently about China, challenging head
Alexandra Innes: Non-Executive Director and Board Adviser
In this episode, host Luke Hyde-Smith is joined by Alexandra Innes, a Non-Executive Director and Board Adviser for listed and private companies across financial services, real estate, sports and media.They delve into the shifts shaping the financial services industry, including consolidation, private markets, sustainability, and the future of real assets, and discuss leadership at the highest
Cassian Scott: CEO and Founder of Instinct Digital
In this episode, we are joined by Cassian Scott, Chief Executive Officer and Founder of Instinct Digital, for a wide-ranging discussion on asset management, technology and regulatory change. Cassian reflects on his career, how reporting and client analytics are evolving, and why human oversight remains critical even as AI accelerates processes.The discussion explores the challenges and opportuniti
Gerard Minack: Founder of Minack Advisors
In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology.The discussion explores the AI boom, including market concentration and investor expectations as well as inflation, interest
Macro Musings with the W1M Multi Asset Team: Volume 2
In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year.The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how these dynamics fed through to portfolios, giving a cand
Parmy Olson: Technology Columnist at Bloomberg
In this episode of Why Invest? hosts James Carter and Tom Saville are joined by award-winning journalist and Bloomberg columnist Parmy Olson.They discuss the realities behind the AI boom, from the philosophical motivations of tech founders to the subtle risks AI poses to human agency, jobs, and democracy. They explore Europe’s funding gap, the growing power of Big Tech, the rise of Chinese open-so
Stephen Clapham: Founder of Behind the Balance Sheet
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Stephen Clapham, founder of Behind the Balance Sheet, a market-leading consultancy specialising in bespoke investment research and training.Stephen shares his expertise on investment analysis, discussing the importance of rigorous research and how bespoke training can empower investors to make better decisions. He offers
Tom Duff Gordon: Vice President International Policy, Coinbase
In this episode of Why Invest?, host Luke Hyde-Smith is joined by Tom Duff Gordon, Vice President of International Policy at Coinbase, one of the world’s leading digital asset platforms. They discuss the evolution of Coinbase and how improved regulatory clarity, rising institutional demand and the growing role of stablecoins are helping push crypto into the financial mainstream. The conversation c
Adam Rozencwajg: Co-Founder and Managing Partner at Goehring & Rozencwajg
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing.Adam shares his insights on the “revenge of the old economy,” as commodities and energy markets stage a comeback after years of neglect. He explains why structural underinvestm
Will Nutting: Founder of NUTSTUFF
In this episode of the Why Invest podcast, host Luke Hyde-Smith speaks with Will Nutting, Founder of NUTSTUFF, about his refreshingly straightforward approach to investing. Will strips away the jargon to show that successful investing is built on logic, good ideas, and curiosity, not complicated models or credentials.The conversation spans everything from the rise of digital assets and blockchain
Tycho Mini-Series | Global macro trends with Yuexin Zeng
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with Yuexin Zeng, Head of Investor Relations / Macro Analyst at Ocean Arete Limited, to discuss global macro trends, reverse globalisation, East–West economic shifts, and investment opportun
Tycho Mini-Series | Digital Assets with Ray Dillet
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with Ray Dillet, Head of Financial Institutions at Bitwise, to explore digital assets and institutional adoption of crypto through regulated products.The value of investments and any in
Tycho Mini-Series | Private Equity with Jussi Nyrölä
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with Jussi Nyrölä, Founder and CIO of Talomon Capital, to discuss private equity’s role versus public markets and the rise of evergreen fund structures.The value of investments and any incom
Tycho Mini-Series | Value investing with Jeremy Mindich
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with Jeremy Mindich, Managing Partner at Scopia, to discuss their long–short market-neutral strategy, deep fundamental research, and views on market inefficiencies and valuation distortions.
Tycho Mini-Series | Long-short investment with James Hanbury
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with James Hanbury, Fund Manager at Lancaster Investment Management, to discuss his long-short investment approach, UK and European equity opportunities, and risks in private credit markets.
Tycho Mini-Series | Credit Markets with Christopher Joye
For this special mini-series, we are recording from the Kepler Alternatives Summit at Wembley Stadium and are thrilled to be joined by six brilliant guests from around the world.In this episode we spend 20mins with Christopher Joye, Chief Investment Officer at Coolabah Capital Investments, to discuss global credit markets, fixed income strategies, and inefficiencies in bond trading.The value of in
ESPRESSO | Macro Musings with the W1M Multi Asset team
In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode.Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro backdrop, weighing the outlook for the US, Europe, and the UK, and what it means for investors. The episode
Macro Musings with the W1M Multi Asset team: Volume 1
In this debut “Macro Musings” edition of the Why Invest? podcast, the W1M Multi Asset team opens the door to the conversations normally held behind the scenes. They explore the forces shaping today’s markets - from US exceptionalism and inflationary pressures to liquidity, energy policy, and the growing influence of AI investment. They reflect on the psychology of portfolio construction, the impor
Helen Thomas: Founder and CEO of Blonde Money
In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets.Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing fragility of institutions, the political volatility gripping the UK, US, and Europe, and the legacy of
Zahra Ward-Murphy: Strategist at Absolute Strategy Research
In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR).The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit supply are reshaping portfolio construction. Zahra also discusses the case for a “real asset revival”, f
Mark Latham: Market Veteran and Investment Futurist
In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio.They discuss the growing influence of technology across real-world industries, the challenges traditional sector
Chris Wood: Global Head of Equity Strategy at Jefferies
In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment.The conversation spans global markets, with Wood sharing his outlook on Japan’s corporate
Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital
In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year.The conversation also delves into themes from Sharma’s latest book, What Went Wrong with Capital
Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners
In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach.Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued areas, emphasising that many of today’s strong
An Interview with Kallum Pickering: Chief Economist at Peel Hunt
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as the current state of UK capital markets and how reforms could unlock new opportunities.Kallum offers a
An Interview with Paul Podolsky: Founder of Kate Capital LLC
In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds.They explore the current macroeconomic backdrop, including US policy volatility and rising geopolitical tensions and discuss wh
An Interview with Kiril Sokoloff: Founder of 13D Research & Strategy
In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history.The discussion explores current economic turbulence, the role of China and India in the global economy and the importance of free cas
An Interview with Alex Payne: Life after the game
In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by broadcaster and podcast host Alex Payne. Alex shares the journey from his early days at Sky Sports to launching The Good, The Bad and The Rugby podcast with Mike Tindall and James Haskell, now one of the UK's biggest commercial podcast brands. He discusses the business behind the show, his entrepreneurial venture The Inf
An Interview with Zuleika Salter: Partner and Head of Private Growth Capital at Cavendish
In this episode of the Why Invest? podcast, hosts James Carter and Alexandra Buchan-Heelas are joined by Zuleika Salter, Partner and Head of Private Growth Capital at Cavendish.The conversation explores the evolving landscape of venture capital in the UK and Zuleika’s own unconventional path into finance. They unpack the differences between venture capital and private equity, the role of advisors
An Interview with Bob Brackett: Commodities, cycles & the future of energy
The this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Bob Brackett, Head of Americas Energy Transition and Managing Director Senior/Research Analyst at Bernstein, covering Global Metals & Mining. The discussion explores the critical role of commodities in the global economy, the evolution of energy markets, and the future of metals and mining. They touch on the im
An Interview with Saker Nusseibeh: CEO of Federated Hermes
The latest episode of Why Invest? host Luke Hyde-Smith is joined by Jennifer Fisher, Head of Equities and Saker Nusseibeh, CEO of Federated Hermes Limited. The discussion explores the evolution of responsible investing, sustainable finance, and the industry's approach to ESG. They touch on the rise of passive investing, the role of governance in long-term investment strategies, and the misconcepti
An Interview with Ben Stafford: CEO of Regenerate Asset Management
In this episode, hosts Tom Saville and Alexandra Buchan-Heelas are joined by Ben Stafford, CEO of Regenerate Asset Management, an impact manager specialising in private markets, with a focus on regenerative agriculture and natural capital.Ben shares his journey from renewable energy to impact investing in agriculture, highlighting how regenerative practices can offer both ecological and financial
An Interview with Brendan Williams: Co-Founder and CEO of NuWave
In our first episode of 2025, host Luke Hyde-Smith is joined by Brendan Williams, Co-Founder and CEO of NuWave, a trailblazing alcohol-free beer brand.The conversation dives into the innovation behind NuWave, a beer that’s not only alcohol-free but also mood-enhancing, thanks to adaptogenic botanicals. Brendan discusses the challenges and rewards of transitioning from multinational corporations to
An Interview with John Authers: Senior Markets Editor at Bloomberg
To close out 2024, we welcome the acclaimed financial journalist, John Authers. With over 30 years of experience at the Financial Times and Bloomberg, John shares his expert insights on the year, including the resilience of the U.S. economy, the evolving battle against inflation, and the growing influence of geopolitics on markets. He reflects on the lessons learned in financial journalism, the op
An Interview with Alister Hibbert: Head of the Strategic Equity Team at BlackRock
In this episode, Luke Hyde-Smith interviews Alister Hibbert, Fund Manager and Head of BlackRock’s Strategic Equity Team, to explore his career journey, investment philosophy, and insights on the evolving equity landscape. Alister shares what sparked his passion for investing, the lessons he learned from influential mentors, and his approach to identifying high-quality companies with sustainable re
An Interview with Kathryn Porter: The future of global energy markets
In this episode, Luke Hyde-Smith is joined by Kathryn Porter, founder of independent energy consultancy and blog, Watt-Logic. Kathryn shares her perspectives on the UK's energy transition goals, particularly the ambitious target for net-zero emissions and the challenges that may impede progress. She discusses the viability of renewables, the potential role of nuclear energy, difficulties of
An Interview with Eric Peters: Innovation and investment in a changing world
In this episode host Tom Saville sits down with Eric Peters, CEO and CIO of One River Asset Management and Coinbase Asset Management to discuss the economic forces shaping the future for investors.From fiscal challenges and market volatility to technological disruption and the evolving global landscape, Eric offers his expert insights on navigating uncertainty, the role of innovation, and how to p
An Interview with John Emerson: Insights on the US Election
In this episode Luke Hyde-Smith and James Carter sit down with John Emerson, Vice Chair of Capital Group International and former U.S. Ambassador to Germany.They delve into the upcoming U.S. election, discussing the potential impact of a Trump or Harris presidency on policies ranging from tariffs to Ukraine.John shares his unique insights on global geopolitics, drawing from his experience in inter
An Interview with Financial Journalist Merryn Somerset Webb
In this episode, Luke Hyde-Smith hosts renowned financial columnist Merryn Somerset Webb, who shares her insights on inflation, private markets, and UK equities.They discuss Merryn's recent article advocating for a simplified British ISA, her views on shareholder engagement, and the broader implications of financial policy. Merryn also reflects on her career in financial journalism and the importa
An Interview with James Heal: Investing for a decarbonised world
In this episode, Tom Saville and Luke Hyde-Smith sit down with James Heal, Chief Investment Officer at Transition Net Zero Advisers, to explore the cutting-edge world of decarbonisation and climate technology investments. James delves into the strategies behind Transition Net Zero Advisers, an investment advisory and asset management firm focused on climate change mitigation and adaptation.Ja
An Interview with Pip Hare: Racing the Globe
In this episode, host Luke Hide-Smith interviews the remarkable Pip Hare, one of the few women to ever complete the Vendée Globe - a gruelling solo, non-stop and without assistance round-the-world sailing race.Pip shares her incredible journey to competing, discussing the physical and mental challenges, thorough preparation, and the importance of risk management.She also delves into how the resili
An Interview with Marcus Phayre-Mudge: Opportunities in property
In this episode Luke Hyde-Smith sits down with Marcus Phayre-Mudge, Head of Property at Columbia Threadneedle Investments and manager of the TR Property Investment Trust.Marcus shares his insights on the current property market dynamics, the impact of interest rates, and the future opportunities in commercial real estate.He discusses the resilience of listed property companies, the significance of
An Interview with Christian May: Media and the markets
In this episode of the Why Invest? podcast, hosts James Carter and Luke Hyde-Smith welcome Christian May, a media and communications expert with a notable background in journalism and corporate affairs. Christian shares his unexpected journey into journalism, his experiences as editor-in-chief of City AM, and insights into the evolution of media consumption. The conversation delves into the future
An Interview with Ben Goldsmith: Green investment and rewilding
In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith.They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Menhaden Capital.Ben shares his passion for rewilding, explaining his efforts to revive large swathes of the
An interview with Bill Blain: Making sense of markets
In this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importance of political competency in economic stability. They also delve into the UK and US financial outlooks,
Prashant Khemka of White Oak Capital: Unlocking India's investment potential
In this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management.Prashant explains White Oak's investment philosophy, emphasising a performance-first culture, rigorous stock selection
An Interview with Nick Jefferson: Founder and CEO of Wylde Market
In this episode Alexandra Buchan-Heelas and Tom Savile are joined by Nick Jefferson, Founder and CEO of Wylde Market, an online farmer’s market that delivers groceries to your door. They discuss the flaws in traditional food distribution systems and the exploitation of farmers by large supermarkets.Nick highlights his company's approach: an online marketplace that allows producers to sell fresh, l
Victoria Stevens and Tineke Frikkee: A deep dive into the UK equity market
In this episode Luke Hyde-Smith is joined by Victoria Stevens, UK Equity Fund Manager at Liontrust and Tineke Frikkee, Head of UK Equity Research at Waverton. They discuss their careers to date, challenges of the UK equity market, and perspectives on investing and managing UK equity funds.They explain the impact of Brexit, political instability and economic conditions on UK equities while highligh
An Interview with Andy Scanlon: Co-Founder and CEO of VR Entertainment Ltd
In this episode we are joined by Andy Scanlon, Co-Founder and CEO of VR Entertainment Ltd, the UK and Ireland franchise for technology company, Sandbox VR.After a morning fighting zombies at the Sandbox venue in London, Andy sits down with host Tom Saville to discuss the growing trend of competitive socialising and the VR industry. Passionate about the technology and future of the business, Andy s
An Interview with Chris Watling: CEO and Chief Market Strategist at Longview Economics
In this episode we are joined by Chris Watling, CEO and Chief Market Strategist at Longview Economics. Chris founded the firm in 2003 as an independent asset allocation and trading advisory firm.Chris discusses his career to date and why he left the security of a large firm to launch his own business.We look at his successful track record, what he’s learned throughout his career and how his team d
An Interview with Professor Russell Napier: Understanding global monetary systems
This episode we have the pleasure of interviewing Professor Russell Napier, an independent financial market strategist, researcher and author specialising in issues impacting global equity markets.Amongst a long list of accolades, Russell co-founded ERIC, an online investment research platform and The Library of Mistakes, a non-profit library specialising in business and finance history.Russell al
Private vs Public Assets: Part Two with Hartley Rogers, Executive Co-Chairman of Hamilton Lane
In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets.This episode Hartley Rogers, Executive Co-Chairman of Hamilton Lane outlines his progression and experience in the industry to date. He explores the opportunities and challenges investing in pr
Your questions answered: Mortgage rates, inflation, and market dynamics
In this episode, we are joined by Jeff Keen, Head of Fixed Income at Waverton. A veteran of bond markets, Jeff is the lead manager of the Waverton Sterling Bond Fund and Global Strategic Bond Fund but may be best known for his Masters Golf competition, The Jeff Keen Charity Challenge, which over the years has raised over £50,000 for charity.Switching up our usual format, this quickfire Q&A see
Private vs Public Assets: Part One with Antti Ilmanen, AQR Capital Management
In this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets.This episode Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management, joins us to contend why the outlook for public listed equities is favourable ov
An Interview with Stefan Rheinwald: The evolving landscape of Japanese equities
In this episode Stefan Rheinwald, Head of Equity Research at Waverton, dives into Japan's market evolution post the 1980s bubble burst. He examines corporate governance improvements, shareholder value focus, and the importance of selective stock picking in a historically challenging market. Stefan discusses Japan's role in global trends such as artificial intelligence and electric vehicles and the
An Interview with Bill Dinning: The race to become President of the USA
Join Portfolio Managers James Carter and Alexandra Buchan-Heelas as they discuss the race to be the next leader of the free world with Bill Dinning, Chief Investment Officer at Waverton.They discuss points of contention that divide the country and topics such as geopolitics, economics and if there really could be a second coming of Trump.For more information on any of the topics featured in this e
An Interview with Alena Isakova: Navigating Investment in China
Join Portfolio Managers James Carter and Alexandra Buchan-Heelas on their voyage to China with Alena Isakova, Lead Manager of the Waverton Asia Pacific Fund.They explore key themes shaping the region, and Alena shares what she believes to be the most compelling investment opportunities as we head into 2024.For more information on any of the topics featured in this episode email whyinvest@waverton.
An Interview with Jonathan Maxwell: Exploring energy efficiency
Join Luke Hyde-Smith, new host and Co-Head of Multi-Asset Strategies at Waverton, in an enlightening conversation with Jonathan Maxwell, the visionary founder of Sustainable Development Capital. In this episode, they delve into the critical role of energy efficiency in realizing our net zero ambitions.Jonathan shares knowledge from his book, "The Edge" that is packed with fascinating facts and act
Season 2: Episode 1 – The Handover
After three successful years hosting Why Invest? Douglas Barnett hands over the reigns to our four new hosts: Alexandra Buchan-Heelas, James Carter, Luke Hyde-Smith, and Tom Saville. In this episode Doug introduces each host and we discover their plans for Series 2.This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 20422
Sheena Sumner: Founder of Wonderluxe Travel
In this episode we are joined by Sheena Sumner, an incredibly resilient entrepreneur who is the founder of Wonderluxe Travel, an end to end bespoke luxury travel company. Establishing Wonderluxe in 2019 was a significant challenge for Sheena as it coincided with the COVID pandemic which struck in early 2020, making it an especially daunting time to launch a travel business.Sheena knew early on tha
James Kilpatrick: Chair of Gravitilab
In this episode we are joined by serial entrepreneur James Kilpatrick, Chair of Gravitilab. Founded in 2018, Gravitilab is a fascinating business that offers space as a service. Their mission statement is to democratise access to Microgravity and space environments. In addressing this challenge Gravitilab aim to make Space more sustainable by significantly reducing vehicle emissions and by helping
Ross MacLeod and Paris Jordan: Responsible Stewardship and Sustainability
From 30 June – 2 July Waverton will be exhibiting at The Game & Wildlife Conservation Trust (GWCT) Scottish Game Fair. This is a celebration of the countryside, conservation and the great outdoors and we are thrilled to have Ross Macleod, Head of Policy in Scotland at GWCT and Paris Jordan, Senior Multi-Asset Analyst at Waverton, join us to talk about responsible stewardship and sustainability
Lady Louise Vaughan: Chair of the Women of the Year Lunch
In this episode we are joined by Lady Louise Vaughan, Chair of the Women of the Year Lunch. In 1955 Lady Lothian founded the Women of the Year Lunch. Her aim was to host a lunch where women could be recognised and celebrated for their achievements, but also network with and learn from each other. Nearly 70 years on, the annual lunch is still going strong under the management of our guest this week
Anthony Kingsley: Founding Partner of Findlay Park Partners
In this episode we are joined by Anthony Kingsley, Chief Investment Officer and one of the founding members of Findlay Park Partners, an independent investment partnership based in London.We discuss his career, what drew him to the world of investments and the philosophy and rigorous investment process they implemented at Findlay Park Partners. Anthony describes the kind of stocks he likes and he
Cyril Lutterodt: Founder of Black Seed
In this episode we are joined by Cyril Lutterodt, founder and managing partner of the Brixton based seed fund management company, community and coworking space, Black Seed. We discuss how Cyril started his career, his time in the US, the purpose of Black Seed and what the future holds with his global ambitions. Cyril introduces Doug to the Venture Capital accessibility gap, where black found
Anne McElvoy: Journalist, Author and Podcaster
In this episode we are joined by Anne McElvoy who has had a fascinating career as a journalist, author and most recently Head of Podcasting at POLITICO Europe. We discuss the interplay between politics and journalism, and Anne tells us how she spent the formative years of her career trying to get in to East Germany at a time when most were trying to escape.We discuss what drew Anne to the world of
Will Butler-Adams: CEO of Brompton Bicycle
In this episode we are joined by Will Butler-Adams, Chief Executive Officer of Brompton Bicycle. The story behind the business is an interesting one which dates back 50 years to when Andrew Ritchie was in his flat overlooking the Brompton oratory. He believed there was a better way to move around the city. Wind forward to today, the business is unrecognisable and run from their enormous factory in
