Nov 25, 2021
The COP26 summit has made many headlines in recent weeks and policymakers have set some lofty ambitions for reaching net zero emissions. But how are we going to get there, what needs to be done by the private sector and what does this mean for us as investors? I was delighted to be joined by someone right at the...
Nov 17, 2021
This week I talk to Peter Spiller, CIO of CG Asset Management about whether inflation is going to be transitory or permanent. Peter also explains how he and the team are investing in this inflationary environment.
Peter Spiller: https://www.cgasset.com/our-team/
Nov 2, 2021
In this episode Simon King, CIO of Vermeer Partners, and I focus on the Chancellor’s budget and the main takeaways from his statement (2.36). This was an inflationary budget and with inflation very much here in the UK, it leaves the Bank of England caught between a rock and a hard place (10.23). In the corporate...