Why Invest?

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 changing relationship between equities and bonds and the opportunities and risks created by the rapid growth of AI-related investment. While optimistic about AI’s long-term potential, he considers how rising capacity and leverage could contribute to a future credit cycle and potentially deflationary shock.

Key takeaways

-      A successful macro investor needs to understand economics, asset-price behaviour and psychology. Eric argues that economics is relevant only some of the time, while position sizing, trade structure and managing the balance between gains and losses are critical to long-term success.

-      Investors must distinguish between normal market conditions and periods of fundamental change. Eric describes an “80/20” framework: markets spend much of their time in relatively stable economic conditions, but the most important task is recognising the periods when a major economic shift can overwhelm established investment models.

-      AI may deliver major breakthroughs while still creating an investment and credit cycle. Eric is highly optimistic about AI’s potential, but believes rapidly expanding capacity, duplicated investment and growing leverage could eventually create a supply-demand mismatch and a deflationary shock.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 behavioural biases that can influence investment decisions, the opportunities created by passive investing and why Sean remains focused on valuation, discipline and downside protection. He also shares lessons from building Ranmore during the financial crisis, his views on AI-related stocks and the importance of focusing on "numbers, not narratives" when making investment decisions.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

Key takeaways

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 relationship with money, why investing should be viewed as an emotional journey rather than a test of intelligence, and how confidence is often built through action, not before it.

The discussion also looks at the UK's cautious approach to investing, the impact of social media on younger investors and the challenges of staying calm during periods of market uncertainty. Vicky offers practical advice on building a healthier relationship with money and explains why understanding your own behaviour may be one of the most valuable investments you can make.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

Hear more from Vicky:

Instagram: @vickyreynalpsychotherapy

LinkedIn: www.linkedin.com/in/vicky-reynal

X: @VickyRyenalPsyc

Website: http://www.reynal-psychotherapist.co.uk

Vicky's book: Money on Your Mind: The Psychology Behind Your Financial Habits

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 how these themes are influencing asset allocation decisions.

The episode also explores whether parts of the market are showing signs of bubble-like behaviour, why equity opportunities remain attractive in selected areas, and how AI, defence, energy infrastructure and UK capital markets are creating both risks and opportunities for investors.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 fully capitalise on the opportunities created by leaving the European Union.

The conversation explores the themes of Matthew’s book, Prosperity Through Growth, examining what the UK needs to do to improve productivity, attract investment and restore long-term economic growth. They also touch on the work of Jobs Foundation, which aims to improve employment opportunities across the UK, and why investing in the next generation may be one of the most important investments of all.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 opportunities and risks. Chris explores where value exists across cash, government bonds and credit, why selectivity is key in today’s environment, and highlights emerging risks, alongside opportunities created by shifting market dynamics.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 advances in technology and AI are boosting productivity and reshaping labour dynamics, while also raising longer-term social and political questions.

The conversation also looks at the key risks ahead and how investors can navigate this environment.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 industries rather than simply enhancing existing ones.

They discuss the realities of venture capital at the earliest stages, where identifying transformative ideas, strong founding teams and clear paths to commercialisation is key.

The conversation also looks at the infrastructure of the future, and how declining costs and rapid technological progress are unlocking new commercial opportunities.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 investment analysis, as well as the challenges of building an independent research business.

They discuss themes such as private markets, evolving return expectations, and risks in private credit, alongside how passive investing and retail flows influence market behaviour.

Luke and Trevor also touch on defence innovation, infrastructure, and the economics of generative AI, highlighting the opportunities and uncertainties investors need to navigate.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 of Middle East events on oil and gas markets. The team also shares current investment views on AI, gold, copper and uranium, plus how portfolios have been positioned through recent market volatility.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 and economic stability in both the US and UK. The conversation explores past and present approaches to deregulation, energy independence, and fiscal policy. Dr. Laffer also addresses the challenges facing Western economies, the evolving role of China, and the value of free markets. We invite you to listen to this episode to gain insight from a highly influential economist.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 scale of the recent AI-driven investment boom and the role it has played in driving equity market performance, particularly in the US. Matthew explains why he believes the market may be pricing in too much optimism and discusses some of the economic and competitive challenges facing the sector.

They also examine the broader implications for investors and the global economy, including how the AI cycle could influence markets, interest rates and sector opportunities over the coming years.

If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 changing what machines can do. Keith also discusses the work of Cassi AI, which focuses on improving forecasting and decision-making, and how these capabilities could reshape sectors such as defence, government and financial services.

They also examine the broader implications of AI, from its potential to drive significant productivity gains and innovation, to the risk of widespread economic disruption.

If you would like further information about anything discussed in this episode, please do get in touch whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 headline-driven narratives and focusing instead on long-term fundamentals. Ben discusses why profitability, capital discipline, and incentives matter more than raw growth, and why market sentiment in the region can swing between extreme optimism and pessimism.

Ben also touches on some of the biggest themes shaping markets today, including China’s evolving economy, technology, energy, and AI.

If you would like further information about anything discussed in this episode, please do get in touch whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 levels of business, from The All England Lawn Tennis Club to the Bank of England.

Alexandra shares candid reflections on her career journey, the role of a non-exec and finding balance beyond the boardroom.

If you would like further information about anything discussed in this episode, please do get in touch using the email address whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 opportunities of personalised reporting, the role of technology in reducing costs and improving transparency, and the path for scaling a UK fintech business internationally.

Cassian also shares insights on startup funding, the UK ecosystem, and where he sees the next big investment opportunities in automating manual, inefficient processes.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 rates, government debt and the resilience of consumers.

Gerard outlines the signals he’s watching most closely and shares where he believes opportunities might lie if markets become more volatile.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 candid assessment of positioning decisions and investment calls.

Looking into 2026, they compare the diverging paths of the US and UK economies, the role of politics and where risks may be building.

Please do get in touch whyinvest@w1m.com.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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-source models, concerns over an AI investment bubble, and the increasingly blurred lines between innovation, ideology and regulation.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 insights into the current landscape of investment research, the value of independent thinking, and the skills that set successful investors apart.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 covers the rapid growth of tokenisation, the shift toward on-chain settlement, and why public blockchains may soon support 24/7 trading of traditional assets like equities.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 underinvestment is setting the stage for a major bull cycle, how capital flows shape resource markets, and what investors often get wrong about oil, gold, uranium and copper.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 innovation to energy policy, UK market opportunities, and China’s economic outlook. With his signature wit and clarity, Will explains how to think about modern markets in practical, real-world terms. It’s an engaging discussion that challenges convention and offers fresh insights for anyone looking to invest with more confidence and common sense.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 opportunities in China’s evolving, innovation-led economy.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 wraps up with each manager’s top long-term investment idea, offering a fast but thought-provoking snapshot of where they see the biggest opportunities ahead.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 importance of non-consensus thinking, and what history’s best investors can still teach us.

The discussion also takes a global lens, weighing the outlook for the US against Europe, China, and the UK, while delving into real assets, geopolitics, and the opportunities and risks of themes like gold, uranium, and copper.

Packed with debate and candid reflections, this episode brings listeners directly into the room with the team as they navigate the crossroads of economics, politics, and investing.

The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).

Hosted on Acast. See acast.com/privacy for more information.

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 COVID-era spending.

Helen also shares where she sees areas of opportunity — particularly in defence and defence-tech, where government spending is set to grow.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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”, from gold and infrastructure to the role of industrial metals in the energy transition, AI, and defence.

She reflects on navigating today’s policy-driven markets, the challenges of diversity in finance, and why copper may be one of the most compelling long-term investments for the decade ahead.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 sectors face amid disruption, and how shifts in investor sentiment often lag behind fundamental change. Mark also touches on how behavioural biases and consensus thinking can lead to missed opportunities in fast-moving markets.

The episode covers global equity dynamics, shifting demographics, and the implications of policy and data reliability on long-term investing. With a focus on separating signal from noise, this is a timely discussion for those navigating structural changes and evolving narratives in global markets.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 reform story, the long-term opportunity in India’s private banking sector, and why China remains an essential but complex part of any portfolio.

They also discuss the risks building in private equity and private credit and the shifting role of the US dollar.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 Capitalism, and Sharma shares insights on investing across emerging markets through Breakout Capital, the economic optimism driving reforms globally, and his personal philosophy of living life “in parallel.”

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 strongest investment opportunities lie in overlooked sectors with improving fundamentals.

The conversation explores Lansdowne’s unique role in venture investing, particularly in UK scale-ups and Peter discusses how the firm’s integrated approach to public and private markets enhances long-term research and returns.

For more information visit www.lansdownepartners.com. The overall Lansdowne Developed Markets Strategy currently exceeds $6bn in AUM, containing a Developed Markets UCITS Fund which launched in December 2023 now just over $500m.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 compelling perspective on what the UK needs to get right to secure a more prosperous future.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 why strong economic growth doesn’t always lead to strong returns.

Paul introduces Kate Capital and his investment approach in a world where traditional 60/40 portfolios may no longer work.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 cash flow, value investing, and adaptability in navigating a changing global order.

Kiril offers advice to young investors: study history, focus on human insight over technology, and pursue overlooked sectors like strategic resources.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of theWhy 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 Influence Room, and his gin brand supporting injured rugby players.

The conversation also dives into the current state of rugby, media trends, and the challenges and opportunities facing the sport today.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 in high-pressure growth journeys, and how founders can better position themselves for funding.

Zuleika shares insights on market dynamics post-pandemic, the impact of rising interest rates on valuations, and why UK companies are staying private for longer. She also reflects on the cultural contrasts between the UK and US VC scenes, the underrepresentation of female founders in funding, and the power of diversity in investment decision-making.

For more information about the topics covered in this episode, please visit www.waverton.co.uk or www.cavendish.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 impact of supply and demand cycles, the importance of copper in the energy transition, and the investment opportunities emerging in the resource sector.

They examine the outlook for oil, natural gas, and uranium, including the geopolitical factors influencing prices and market trends. Bob shares insights on the structural shifts in commodity investing, the resurgence of nuclear power, and his long-term investment outlook for the next decade.

For more information about the topics covered in this episode, please visit www.waverton.co.uk or www.bernstein.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 misconceptions that have fuelled a backlash against ESG.

They examine the geopolitical landscape, including the implications of U.S. policy shifts and the future of global markets and Saker shares insights on leadership, the importance of diverse perspectives in business, and the trends shaping investment strategies for the next decade.

For more information about the topics covered in this episode, please visit www.hermes-investment.com or www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 returns. He explains the science behind soil health, carbon sequestration, and the critical role of biodiversity in creating sustainable farm ecosystems. The discussion also touches on the growing market for carbon credits and the importance of farmer education and training in adopting regenerative practices.

For more information about the topics covered in this episode, please visit www.regenerateam.com or www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 the start-up world, the science behind NuWave's functional ingredients, and the growing consumer trend toward healthier, mindful drinking.

With plans for expansion in Europe and the US, Brendan offers a fascinating look at the future of alcohol-free beverages and the entrepreneurial spirit driving the industry forward.

For more information about the topics covered in this episode, please visit www.nuwavedrinks.com or www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 opportunities in climate-focused investments, and the enduring importance of diversification.

Thank you to our listeners for joining us throughout 2024, and we look forward to bringing you more conversations with fascinating guests in 2025.

For more information about the topics covered in this episode, please visit www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 returns.

The discussion covers the rise of passive investing, global market trends, and the transformative role of AI in investment processes, offering valuable advice for aspiring investors and insights into long-term value creation.

For more information about the topics covered in this episode, please visit www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 energy storage and the increasing global reliance on mining for essential resources.

Kathryn also highlights the reality of balancing sustainability with energy security and the financial implications of current energy policies, providing a candid view of the future energy landscape and the practical steps needed to achieve realistic and reliable solutions.

For more information about the topics covered in this episode, please visit www.watt-logic.com or www.waverton.co.uk. 

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 position for opportunities in a rapidly changing world.

For more information visit www.waverton.co.uk, www.oneriveram.com or www.coinbase.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 international trade negotiations and diplomacy.

They also explore the evolution of the presidential role, U.S.-Europe relations, and the influence of populism on global politics.

For more information visit www.waverton.co.uk or www.capitalgroup.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 importance of hard work and ambition.

She emphasises the value of active investment and UK equities for long-term growth and touches on the role of gold and Bitcoin in today’s market.

For more information visit www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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.

James shares his insights on the mispricing of carbon in global markets and discusses the critical role of technology in addressing the climate crisis, the complexities of carbon credits and allowances, and the future of sustainable investing.

For more information visit netzeroadvisers.co.uk or www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 resilience and problem-solving skills honed through her sailing experiences translate to everyday life, explaining why it's important to invest in yourself.

For more information visit the Pip Hare Ocean Racing website and you can pre-order Pip’s debut book In My Element: Life lessons from the world's toughest solo ocean race on Amazon.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 asset management, and the evolving landscape of real estate investment trusts (REITs).

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 of print newspapers, the impact of social media, and the current state of the City of London as a financial hub. They also discuss the potential implications of a Labour government for the business community and broader economic landscape.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 UK countryside, but also globally.

You can learn more by listening to Ben's podcast 'Rewilding the World' or you can visit www.menhaden.com. 

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Hosted on Acast. See acast.com/privacy for more information.

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, interest rates, gold investment, and the evolving dynamics of global markets, concluding with Bill's personal insights and predictions for 2024.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or morningporridge.com.  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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, and the importance of governance and scalable business models. They discuss India's economic reforms, which have bolstered the country's attractiveness for foreign investment and India's favourable conditions for stock picking, the growth in IPOs, and the increasing allocation of global investors to Indian markets.

Prashant highlights his long-term confidence in Indian equities and emerging markets, reflecting his personal investment strategy and confidence in future growth.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.whiteoakindia.com

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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, local produce directly to consumers, setting their own prices. He believes this model promotes better quality food, fairer prices for producers, and encourages sustainable and seasonal consumption.

They also touch on broader trends, emphasising the importance of provenance and sustainability when making choices about the food we consume.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or wylde.market

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 highlighting future potential with initiatives such as the British ISA and changes in pension fund allocations.

They also cover broader topics such as the importance of diversity in the finance industry, the role of active management in navigating market challenges, and advice for young professionals considering a career in investment.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.liontrust.co.uk

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 shares his expectations for upcoming development with brand partners such as Netflix and explains why he believes a VR experience is better when shared with others.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.sandboxvr.com/london

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 differentiate between short-term tactical views, versus long-term investment opportunities.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.longvieweconomics.com

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 also hosts his own podcast, and has written two books, The Birth of the Age of Debt and The Anatomy of the Bear.

Today he joins us to talk about global monetary systems. A financial catch-all term that describes the mechanisms by which countries trade with and invest in other countries.

We currently live in a world in which the vast majority of trade is denominated in dollars and a vast amount of these goods come from China and Professor Napier will speak to some of the pressures this system places on the global economy and highlights the risks investors should be aware of…

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.libraryofmistakes.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 private assets, focussing on why investors really should be considering an allocation to the private markets.

In part one, Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management, joined us to contend why the outlook for public listed equities is favourable over private assets.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.hamiltonlane.com/en-us.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 sees Jeff tackle the most commonly asked questions from our clients including ‘Why are mortgage rates so high?’, ‘Will there be a recession?’ and ‘What caused inflation to rise so sharply, and when will it return to normal?’

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 over private assets.

Antti critically assesses the concept of illiquidity premium, noting the risks and rewards associated with private equity, including the impact of leverage and market volatility and touches on broader investment strategies, advocating for diversification and value investing in the current economic climate.

In the second part, we’ll be joined by Hartley Rogers, Executive Co-Chairman at Hamilton Lane, who will extol the benefits of investing across the private market opportunity set.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.aqr.com.

Antti Ilmanen’s book ‘Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least’ provides an evidence-based blueprint for successful investing when decades of market tailwinds are turning into headwinds.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 potential risks for 2024, particularly deflation.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk.  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk. 

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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.co.uk or visit www.waverton.co.uk. 

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 actionable solutions to today's energy challenges. They discuss how Jonathan's firm is actively implementing these strategies and explore the key theme “if it's not commercial, it's not sustainable.”

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.sdclgroup.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 that she wanted to pursue a career in the leisure and tourism industry, so upon leaving school, she acquired a job in a high street travel agency. She soon left and ended up pursuing a lengthy career in the IT sector while remaining connected to the hospitality and travel industry by providing direct support to major hotel chains. In this episode, she shares her journey to establish Wonderluxe and sheds light on the transformations within the travel industry in recent years, including challenges like soaring airfare costs.

For further information please visit www.waverton.co.uk or https://wonderluxetravel.co.uk/  

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Sheena Sumner - https://www.linkedin.com/in/sheenasumner/  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 to prevent the build up of orbital junk that threatens the future of Space services. We discuss James’ background, what drew him to zero gravity environments, the activities and industries they focus on, and what the future holds for Gravitilab.

For further information please visit www.waverton.co.uk or https://gravitilab.space

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

James Kilpatrick - https://www.linkedin.com/in/jimmykp/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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. Ross explains GWCT operations, conservation and the promotion of biodiversity and we discuss how to value, measure and manage natural capital.

For further information please visit www.waverton.co.uk or www.scottishfair.com or www.gwct.org.uk.   

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Paris Jordan – https://www.linkedin.com/in/paris-jordan-cfa-58377691/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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, Lady Louise Vaughan, current Chair of the lunch and granddaughter of Lady Lothian.

We discuss Louise’s background and career and what her vision is for the Women of the Year lunch.  Since working at her first lunch in 1990 and then joining the management committee in 1998, she has some interesting stories to tell, including a very surprising story about Theresa May.

For further information please visit www.waverton.co.uk or https://www.womenoftheyear.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Lady Louise Vaughan – https://www.linkedin.com/in/louise-vaughan-b675b829/  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 shares what he believes the future holds for the US, including the potential American advantage in a de-globalised world.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Anthony Kingsley – https://www.linkedin.com/in/anthony-kingsley-602351170/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 founders are over mentored and underfunded.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Cyril Lutterodt – https://www.linkedin.com/in/cyril-lutterodt

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 journalism, her early days at The Times and the digital disruption to the industry.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Anne McElvoy – https://www.linkedin.com/in/anne-mcelvoy-0b4182b0

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

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 Greenford.

We discuss his engineering background, founding the company and his vision and goals for Brompton Bicycle.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Will Butler-Adams – https://www.linkedin.com/in/will-butler-adams-obe-ceng-frgs-fcgi-fimeche-b05651b/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Tanya Tracey, Chief Executive Officer at the charity GAIN - Girls Are Investors. GAIN’s main purpose is to inspire young women to pursue a career in investing. We discuss Tanya’s early career in finance and go into more detail on the purpose of GAIN and the work that they do.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

Tanya Tracey – https://www.linkedin.com/in/tanyatracey

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by innovator and serial entrepreneur, James Alexander, MBE. A titan in the biodiversity world, James is the Chair of Finance Earth, Suffolk Wildlife Trust and Agricarbon UK. We discuss these roles and the challenges he and his teams are trying to overcome, as well as his previous life as the Co-Founder of Zopa, a peer-to-peer lending platform. James explains how we can use market-based mechanisms and financial tools to protect and restore nature.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

James Alexander – https://www.linkedin.com/in/james-alexander-617747/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by serial entrepreneur, Roland Horne. Roland is the Founder of WatchHouse, a specialty coffee business. We discuss Roland’s early career, setting up a business selling world-class aquariums to high-profile clients, then we find out what drew him to the competitive world of specialty coffee and his international expansion plans.

For further information please visit www.waverton.co.uk or https://watchhouse.com

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

Roland Horne – https://www.linkedin.com/in/roland-horne-3684543a/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Kevin Uphill. Kevin is the Founder of Avondale, a company that helps their clients with business sales. We discuss structuring a business for sale, deal negotiations, growth capital and the benefits of Employee Benefit Trusts.  

For further information please visit www.waverton.co.uk or www.avondale.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Kevin Uphill – https://www.linkedin.com/in/kevin-uphill/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In our first episode of 2023 Doug is joined by Harry Cole, Political Editor of The Sun and one of the journalists closest to our previous Prime Minister Liz Truss. Harry has the most extraordinary insight and access to Liz and has co-authored the biography: Out of the Blue: The inside story of the unexpected rise and rapid fall of Liz Truss.

Doug and Harry discuss the chaos in the Conservative party- Johnson’s downfall, Truss’s ascendancy, and what a Sunak premiership might look like- and importantly what it might mean for investors. Finally Harry address the crucial question- is the tory party simply too divided to rule?

For further information please visit www.waverton.co.uk.

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

Harry Cole - https://www.linkedin.com/in/harry-cole-9159a1140/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In our final episode of 2022 Doug is once again joined by Waverton Fund Manager, Charlie Jones. Following an incredibly tumultuous year, we take a look back on some key investment themes we have seen amidst raised geo-political risks, higher interest rates, higher inflation, higher commodity prices and supply chain disruption.

It has been a big year for the Why Invest? Podcast. We would like to thank all of our guests, listeners and everyone involved, in particular our award winning marketing manager and producer, Laura Hammond, and our brilliant and patient editor Dougie at The Podcast Editor.

For further information please visit www.waverton.co.uk.

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

Charlie Jones – https://www.linkedin.com/in/charles-jones-cfa-4a398b82/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Co-Founders of Lune + Wild, Lara Rodgers and Nadia Simonds. Lune + Wild focuses on producing, marketing and distributing healthy food for babies and children. We discuss what drew them to the world of food, what it is like innovating in the baby food category and how they are looking to raise money for expansion.

For further information please visit www.waverton.co.uk or https://www.luneandwild.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by former Secretary of State for International Development and co-host of hit podcast ‘The Rest is Politics’, Rory Stewart. Rory is the President of GiveDirectly, a charity that allows donors to send cash directly to people in poverty. We discuss the purpose of the charity, the research that underpins the program and the reality of life for 700m people that live on less that $2 per day, globally.

For further information please visit www.waverton.co.uk or www.givedirectly.org

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Erik Britton, Managing Director and CEO at Fathom Consulting. Erik is responsible for the company's strategy, guiding its macroeconomic research and leading projects in macro, finance and political analysis. In this episode Erik identifies the macroeconomic problems facing the world at the moment and offers his solutions. We discuss what life was like at The Bank of England in the 1990’s, the danger of merging fiscal and monetary policies and the disinflationary effects of China.

For further information please visit www.waverton.co.uk or www.fathom-consulting.com 

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Erik Britton – https://www.linkedin.com/in/erik-britton-6333768/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by broadcasting legend, journalist and author, Clare Balding. Clare shares stories from her career; how she started, obstacles she has faced and how she has turned her passions into a profession. We discuss women’s sport, how attitudes have changed and the blurred line between the worlds of sport and business. Finally, Clare shares her invaluable advice to pursue a career you love.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by value investing rockstar, Richard Oldfield. Richard started his career in the seventies at Warburg Investment Management, later to become Mercury Asset Management, and after a stint at a family office founded Oldfield Partners. We discuss why he was first drawn to investment management, the history of value investing and the future of active management. We talk about his book, Simple But Not Easy and he shares advice for those who are looking to pursue a career in investment management.

For further information please visit www.waverton.co.uk

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by serial entrepreneur Jamie Gourlay. Jamie has spent most of his career in the art world and more recently has been focussed on the NFT market. He is the founder of Verse, a platform built for those buying and selling NFTs. We discuss what led him down this path, what the future holds for his business and the part NFTs could play in the art world moving forwards… 

For further information please visit www.waverton.co.uk or verse.works

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

Jamie Gourlay – https://www.linkedin.com/in/jamie-gourlay-b4b27823/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Ed Hancock, the founder of cheesegeek, a subscription and gifting service for cheese lovers. In 2017, after a successful career in Fund Management, Ed followed his passion and applied his quant skills to bring cheese to fellow enthusiasts. We discuss the business proposition, operational integrity and why he is so obsessed with cheese… 

For further information please visit www.waverton.co.uk or www.thecheesegeek.com

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

Ed Hancock – https://www.linkedin.com/in/edward-hancock-558b761b6/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Nidhi and Sahil Verma, founders of recipe box brand The Cookaway. Born from their love of cooking from scratch, The Cookaway offers a subscription-free opportunity for foodies to create authentic, global dishes at home. We discuss how they built the brand, the technology behind order fulfilment, raising capital and their strategy of quality growth over commoditization. 

For further information please visit www.waverton.co.uk or www.thecookaway.com 

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Nidhi Verma – https://www.linkedin.com/in/nidhi-verma-3554761a9/

Sahil Verma – https://www.linkedin.com/in/verms/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by writer and historian Dr Mary Wellesley. Mary is a medieval manuscripts scholar and teaches courses on medieval language and literature as part of the British Library’s adult learning programme. We discuss why she was attracted to this field, how we attribute value to manuscripts and Mary shares some of the stories she’s uncovered through her research.

For further information please visit www.waverton.co.uk or www.marywellesley.com

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are delighted to be joined by English artist and judge of the Waverton Art Prize 2022, Stuart Pearson Wright. We discuss how Stuart’s early life and time at The Slade School of Fine Art influenced both his work and work ethic and we try to establish the difference between creative and commercial value.

The Waverton Art Prize was launched to support emerging artists and to showcase the very best in contemporary art. Shortlisted work will form an exhibition at Alice’s Oyster Bar and Gallery in London and can be purchased online. To view the Waverton Art Prize Exhibition online visit www.boisdaleart.co.uk

For further information please visit www.waverton.co.uk or www.stuartpearsonwright.com

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Fred Lloyd George, co-founder of Hamilton George Care, a health business that focuses on live-in care across the UK. We discuss how and why he got into the care industry, what problem he is trying to solve and what the future holds for a company like his.

For further information please visit www.waverton.co.uk or www.hamiltongeorgecare.com

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Fred Lloyd George – https://www.linkedin.com/in/fred-l-52545b11a/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by Thomas Olivier and Ben Thomson, the co-founders on a mission to democratise the healthcare system. Their platform, Omnos aims to shift the focus of health and wellness from treating symptoms, to a more efficient holistic prevention model. We discuss the complicated problem they are trying to solve, what it takes to build a business like Omnos and their ambitious plans for the future.

For further information please visit www.waverton.co.uk or www.omnos.me

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  

Thomas Olivier – https://www.linkedin.com/in/thomasolivieromnos/

Ben Thomson – https://www.linkedin.com/in/ben-thomson-85294428/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we are joined by pillar of the UK food scene, Thomasina Miers. MasterChef winner and graduate from Ballymaloe cookery school, Thomasina co-founded restaurant group Wahaca after falling in love with the flavours of Mexico after her travels there. In this episode we discuss sustainability in the kitchen, biodiverse ingredients and what it takes to build a successful restaurant. 

For further information please visit www.waverton.co.uk or www.thomasinamiers.com

LinkedIn:

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.