IC Interviews: James de Uphaugh and Imran Sattar of Edinburgh Investment Trust
Автор: Investors' Chronicle
Загружено: 2023-11-14
Просмотров: 270
Описание:
In this episode of The IC Interviews, personal finance writer Val Cipriani sits down with James de Uphaugh and Imran Sattar of Edinburgh Investment Trust, managed by Liontrust.
Boasting 50 years of investment experience between them, James and Imran have worked together in various firms since the 1990s, including BlackRock and Majedie.
In this conversation, they explore how the portfolio will deal with a period of economic stagnation, discuss holdings including M&S and new addition Admiral, and explain what investors should expect when Imran takes over from James as head of Global Fundamental in February next year.
Listen to our podcasts: https://www.investorschronicle.co.uk/...
Follow us on Twitter: / ichronicle
Follow us on Instagram: / investorschronicle
01:15 How has running the fund been since 2021?
03:39 Advice James would have liked when he began in the industry
06:50 What it will take to make UK equities attractive again
10:14 The trust and the change occurring within it
15:24 The portfolio
19:12 The metrics they look at
20:06 M&S
23:42 UK banks
26:08 When do they decide to sell
29:44 New companies in the portfolio
31:12 What 2024 may look like
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
