Hello and welcome to this Investing Matters ensemble special podcast where you our global audience are not only going to gain the insights and expertise from one or two expert Fund Managers and Investment industry heavyweight, alas you are going to be treated to six fantastic guests in the form of:
Annabel Brodie-Smith: Communications Director of The Association of Investment Companies
Stephen Yiu: Lead manager of the Blue Whale Growth Fund
Edmund Shing: Global Chief Investment Officer of BNP Paribas Wealth Management
Gervais Williams: Head of Equities of Premier Miton
Charlie Huggins: Head of Equites of the Wealth Club
George O'Connor : Award winning, sell-side equities analyst covering software & IT Services
My “Magnificent 6” guests answered and shared their insights and expertise on the following:
Their greatest investing takeaways and lessons from 2023.
How they will apply those lessons learned from 2023 in 2024.
What one thing in they view could have the biggest impact on both the UK and global economy in the 2024.
What their investing outlook for 2024 is?
Which stocks or sectors they are least interested in and or would avoid as we head into 2024?
Which stocks or sectors they favour and or are overweight in as we head into 2024?
Followed by a final fun a question.
My “Magnificent 6” covered topics including:
Identifying compelling opportunities.
Change is constant.
Inflation & Interest rates.
Focus on high quality small caps.
The Magnificent 7.
Herd mentality remains strong.
The Private Equity sector & Investment Companies.
Look for companies with resilience.
The small cap effect and comeback.
Major Elections.
Central Banks.
AI & Generative AI opportunities.
Bonds.
Geopolitical risks/ Increased volatility.
Indebted & highly leveraged companies.
Commodities & precious metals.
Initial Public Offerings.
Focus on long-term quality fundamentals.
Property, REITS, Banking, Real Estate, Telecoms, Renewable Energy & Tech sector
Takeovers / Merger & Acquisitions
Contrarian opportunities/ Survivors & thrivers.
Recessionary risks.
FTSE 100 / AIM Index.
Stocks include Computacenter, Canadian Natural Resources, Relx, Mastercard, Nvidia, Adobe, Microsoft.
& much more.
We hope you enjoy this podcast, and we look forward to hearing your feedback.
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