Preview Mode Links will not work in preview mode

WELCOME TO THE ART OF INVESTMENT

PODCAST SERIES

We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out more, please do get in contact with us.

Thank you for listening.

The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

  1. All Episodes
  2. 2021
  3. 11

The Energy Transition with Tony Catachanas, CEO of Victory Hill Capital Advisors LLP

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...

Read More

Transitory or Permanent Inflation? Peter Spiller, CG Asset Management

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/

Paul Dixey:          

Read More

Budget Special with Simon King, CIO of Vermeer Partners

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...

Read More