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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.

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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.

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 sector, who were the winners and what problems were kicked into the long grass (11.25).

 

Simon’s latest missive, titled a ‘Wind of Change’, captures the changing economic conditions we believe Covid has accelerated (15.27). We discuss the perfect storm in the commodity sector right now (20.31) and the long-term inflationary force that changing demographics will play in the future (23.02). Switching to China, the CCP is pursuing it’s ‘common prosperity agenda’ and I ask Simon whether the regulatory clamp down provides too much of a risk for investors in China (26.19).

 

To read Simon’s latest missif or to find out how we can help you manage your investments please visit our website www.vermeerllp.com

 

Simon King:                       https://vermeerllp.com/who-we-are/our-people/simon-king/

Paul Dixey:                        https://vermeerllp.com/who-we-are/our-people/paul-dixey/