Parhaat Art Investment Podcastit (2024)

1
AI applications outside Generative AI. 20:46

10M ago20:46

20:46

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…

1
Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey 31:52

11M ago31:52

31:52

This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…

1
Should we be worried about the commercial property market? 19:07

12M ago19:07

19:07

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.Kirjoittanut Vermeer Partners

1
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary 22:00

1y ago22:00

22:00

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…

1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon 30:17

1y ago30:17

30:17

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…

1
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey 32:47

1y ago32:47

32:47

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comKirjoittanut Ver

1
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management 37:43

1y ago37:43

37:43

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…

1
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners 36:11

1y ago36:11

36:11

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…

1
Investing in the Pet Sector with Richard Fairman, CEO of CVS Group 31:16

1+ y ago31:16

31:16

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…

1
Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco 25:40

1+ y ago25:40

25:40

Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…

1
2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners 30:06

1+ y ago30:06

30:06

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…

1
Manufacturing in a post covid world with Jon Boaden, CFO of Volex 30:14

1+ y ago30:14

30:14

In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the ma…

1
Biotech investing, mRNA and genome editing with Dr Daniel Koller, Portfolio Manager at Bellevue Asset Management 35:01

1+ y ago35:01

35:01

Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth drivers underpinning the secto…

1
Why China is persisting with its zero-covid policy with Paul Major, Portfolio Manager of the Bellevue Healthcare Trust 40:21

1+ y ago40:21

40:21

Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses. He also discusses some excitin…

1
The current energy crisis and the transition to a sustainable energy future with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners 34:37

1+ y ago34:37

34:37

This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy, how the team aim to make high…

1
Bonus Episode - Summer Internship at Vermeer Partners with Roshni Davda 21:39

1+ y ago21:39

21:39

On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for ‘GIRLS ARE INVESTORS’ and is a charity set up to improve gender diversity in inves…

1
Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital 37:03

1+ y ago37:03

37:03

Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver ret…

1
Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management 36:24

1+ y ago36:24

36:24

It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his vi…

1
Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund. 31:50

2y ago31:50

31:50

Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US…

1
The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners 30:11

2y ago30:11

30:11

Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament. https://vermeerllp.com/ https://www.linkedin.com/in/simon-king-3833401a/ htt…

1
The future of UK Grocery, Supermarket investment and Arsène Wenger 22:21

2y ago22:21

22:21

What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field, Ben Green, co-founder of Atrato Group. Atrato is the Investment Adviser to Supermarket Income REIT, a FTSE 250 real estate trust and the UK’s only specialist grocery property investor. https://www.atratogroup.com/ https://www.at…

1
Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management 42:03

2y ago42:03

42:03

Show notes Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook…

1
Investing in the UK and a career in Portfolio Management with Laura Foll, Portfolio Manager at Janus Henderson Investors 41:59

2y ago41:59

41:59

This week it was a privilege to talk to Laura Foll who is widely regarded as one of the best stock pickers in the UK. She manages the Henderson Opportunities Trust, the Lowland Investment Company, the Law Debenture Trust and the Janus Henderson UK Equity Income and Growth Fund. We talk about her route into the industry, what she enjoys most about h…

1
The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics 29:41

2y ago29:41

29:41

This week we explore the exciting area of cellular agriculture with the man at the forefront of the drive here in London, Anthony Chow, Co-Founder of Agronomics. Agronomics is the investment vehicle listed on the London Stock Exchange and he and the Agronomics team invest in companies that focus on environmentally friendly alternatives to tradition…

1
38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners 29:05

2y ago29:05

29:05

This week I talk to David Malpas, Investment Director and Founding Partner of Vermeer Partners. We talk about what the great investors of yesteryear all have in common, why we should be investing in equities and how to invest in an inflationary environment. David was a great guest and I really enjoyed listening to some of his stories from 38 years …

1
Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management 31:52

2y ago31:52

31:52

This week we were fortunate enough to draw on the experience of Shamik Dhar, Chief Economist of BNY Mellon Investment Management. Shamik has had a fascinating career having worked in the UK’s Foreign Office advising ministers on issues such as Brexit and he was also Senior Economist within the Bank of England where he worked closely with the hugely…

1
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE 42:54

2y ago42:54

42:54

The heroic performance from the England Women’s hockey team in the Commonwealth Games is still very fresh in our minds. Laura Unsworth was again integral in helping the side clinch Gold for the first time in England’s Commonwealth history and what a special place to do it, in her home city, Birmingham. Please enjoy this episode where Paul talks to …

1
Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust 43:34

2y ago43:34

43:34

This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’…

1
The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power 44:13

2+ y ago44:13

44:13

We were thrilled this week to welcome Dr Graham Cooley, CEO of ITM Power to the podcast. We discuss ITM Power’s exciting technology, why this is not another false start for the hydrogen sector, how they are involved in the energy transition, what the future looks like for the company and finally Graham shares some advice for aspiring business leade…

1
India and China investing with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets Opportunities Fund 36:54

2+ y ago36:54

36:54

We were lucky enough to have Rob Brewis from Aubrey Capital Management join us this week on the podcast and we discuss why the emerging market consumer story is such an appealing one to invest in. https://www.aubreycm.co.uk/ https://www.linkedin.com/in/rob-brewis-6b34bb13/ https://vermeerllp.com/ https://www.linkedin.com/in/paul-dixey/…

1
Investing in Europe with Gareth Rudd, Fund Manager of the Chelverton European Select Fund 45:23

2+ y ago45:23

45:23

The Art of Investment Podcast is back! In this first episode of Season Two, we delve deeper into the eclectic mix of European stock markets, with our guest Gareth Rudd, Fund Manager of the fast growing and top quartile, Chelverton European Select Fund. https://www.chelvertonam.com/fund/chelverton-european-open-ended-fund/?user_approval=y https://ww…

1
Simon Melling – CEO, Christmas Special 25:21

2+ y ago25:21

25:21

In our final podcast of 2021, Paul is closer to home and chats with Simon Melling about the founding of our firm, what we have achieved for our clients since 2019 and his ambitions for the future. Paul also gets some more seasonal insights into what might be on Simon’s Christmas list and his resolutions for the New Year… And as we approach the end …

1
The Future of the UK economy with Dr Savvas Savouri, Chief Economist of Toscafund Asset Management LLP 42:56

2+ y ago42:56

42:56

This week we listen to Dr Savvas Savouri explain why the future of the UK economy is so bright. I also quiz him on the issues facing Europe in its current guise, how China are exercising their monetary might and the future of cryptocurrencies, blockchain and Central Bank Digital Currencies. This was an enlightening conversation, backed up by hard d…

1
Is China too risky? Andy Rothman, Investment Strategist at Matthews Asia 51:44

2+ y ago51:44

51:44

I had the great pleasure this week in talking to Andy Rothman, Investment Strategist at Matthews Asia. For me, this episode put to rest many of my misconceptions of China from an economic and political perspective and I hope it brings a similar amount of insight to you. Despite the difficulties, why would we not want exposure to the economy that is…

1
The Energy Transition with Tony Catachanas, CEO of Victory Hill Capital Advisors LLP 48:21

2+ y ago48:21

48:21

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 forefront of the energy transition, …

1
Transitory or Permanent Inflation? Peter Spiller, CG Asset Management 48:29

2+ y ago48:29

48:29

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: https://www.linkedin.com/in/paul-dixey/ Literature: The Great Demographic R…

1
Budget Special with Simon King, CIO of Vermeer Partners 34:24

2+ y ago34:24

34:24

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 wha…

1
Gold & Silver with Ned Naylor-Leyland, Jupiter Asset Management 31:53

2+ y ago31:53

31:53

We take an in depth look at Gold and Silver this week with my guest, Ned Naylor-Leyland, Fund Manager of the Jupiter Gold and Silver Fund. Having known Ned for a while, this was always going to be a thought-provoking conversation! Ned’s sceptical perspective led him naturally to Gold and Silver (1.45) and he explains why he is optimistic about the …

1
Part 2: Healthcare after the Pandemic with Paul Major, BB Healthcare Trust 36:27

2+ y ago36:27

36:27

In the final part of this series, Paul shares a couple of the healthcare sub segments that really excite him (0.47) and I ask him how he thinks about ESG issues when investing in healthcare (8.18). President Biden has said on drug pricing, “there aren’t a lot of things that almost every American could agree on, but I think it is safe to say that al…

1
Part 1: Healthcare after the Pandemic with Paul Major, BB Healthcare Trust 38:14

2+ y ago38:14

38:14

The world’s population is getting older. Today 1 in 11 people are aged over 65 yet it is estimated this could rise to 1 in 6 by 2050. But is the healthcare system built to cope with this increasing level of demand? Our incredible doctors, nurses, scientists, and researchers have saved millions of lives over the last 18 months but what areas of the …

1
What about Japan? Tim Gregory, the Vermeer Global Fund 20:17

2+ y ago20:17

20:17

Until very recently, the Japanese stock market has been left behind by other developed markets and I ask Tim why this has been the case (1.56). Tim’s fund, the Vermeer Global Fund, has had a high exposure to Japan since launch and I ask what he finds appealing about Japanese companies at the moment (4.25). Despite the political uncertainty from Pri…

1
Do not forget UK Smaller Companies with Paul Marriage, Tellworth Investments 35:49

2+ y ago35:49

35:49

This week we delve into the smaller end of the UK stock market with Paul Marriage, Fund Manager of the Tellworth UK Smaller Companies Fund and Co-Founder of Tellworth Investments. We begin by looking back to Paul’s early experiences as a young investor (1.25) and the building of his career at Cazenove surrounded by some other great managers of that…

1
Investing in Asia with Tom Naughton, Prusik Investment Management 38:03

3y ago38:03

38:03

This week we turn our attention to investing in Asia with Tom Naughton, Managing Partner and Chief Investment Officer of the Asian investment boutique, Prusik Investment Management. Tom was a great guest with unparalleled knowledge of the Asian investment markets and it was fascinating to listen to his career journey to date. We looked back to Tom’…

1
Investing in the US with Robin Milway, CEO of Arbrook Investors 40:55

3y ago40:55

40:55

It was a great privilege to talk to Robin Milway, CEO of Arbook Investors and Portfolio Manager of the Arbrook American Equities Fund. He has an excellent track record of investing in US stock markets and was awarded Citywire ‘Star Stockpicker’ during his time at EFG Asset Management. While many in the industry have Finance or Economics degrees, it…

1
Stock Market Review with CIO of Vermeer Partners, Simon King 39:57

3y ago39:57

39:57

We kick this episode off by looking back over the last few months, to understand why stock markets have performed so well recently (1.40) Simon points to the unfathomable amount of fiscal and monetary stimulus in the system and the effect this has on asset prices, he then answers my nasty 64 million dollar question of what happens when the liquidit…

1
Investing in Global Equities with Tim Gregory, Senior Fund Manager of the Vermeer Global Fund 39:00

3y ago39:00

39:00

In this episode I have the pleasure of talking to Tim Gregory, Senior Fund Manager of the Vermeer Global Fund. We discuss: How Tim entered the Fund Management industry, what drew him to the stock market and his advice to graduates entering the industry. His early influencers, how the veteran fund manager Bill Mott took Tim ‘under his wing’, and how…

1
What next for Netflix? 15:58

3y ago15:58

15:58

Following last weeks dive into the Netflix success story, we get Charlie Fricker and Harry Clancy back on the podcast to discuss the future for Netflix and the competitive threats from other players in the TV streaming sector.Kirjoittanut Vermeer Partners

1
How Netflix Crushed Traditional TV 19:59

3y ago19:59

19:59

We look back at how Blockbuster made a huge mistake in not buying Netflix and what the future looks like for ITV and BT. Guests this week are Charlie Fricker of the Vermeer Global Fund and Harry Clancy of Vermeer Partners.Kirjoittanut Vermeer Partners

1
The future for Big Pharma & Healthcare 24:30

3y ago24:30

24:30

In this episode Paul talks to both Simons and Tim again about the emerging themes in Healthcare and Big Pharma.Kirjoittanut Vermeer Partners

1
What is wrong with Big Pharma? 21:58

3y ago21:58

21:58

Looking beyond Covid-19, the two Simons and Tim talk to Paul about the issues facing pharmaceutical companies, why GlaxoSmithKline is coming under pressure and one of the largest biopharma companies you may have never heard of…Kirjoittanut Vermeer Partners

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