The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. Bellevue Healthcare Trust’s Paul Major explores how innovation, efficiency, and investment trends are shaping the future.

In this episode of The Resilient Investor, David Stevenson speaks with Gareth Powell, Head of Healthcare at Polar Capital, about the transformative potential of the healthcare sector. From aging societies and biotech breakthroughs to AI's impact and emerging market opportunities, they explore why healthcare offers so much investment opportunity.

The financial sector is the second largest globally, representing around 15% of global equity markets. It provides unique exposure to banks, insurance, and diversified financials like asset managers and payment companies. In this episode of The Resilient Investor, David Stevenson speaks with Nick Brind, co-manager of Polar Capital Global Financials Trust (PCFT), about why the financial sector remains essential to a diversified investment portfolio. With rates likely stabilising higher than ...

David Stevenson welcomed James Harries, Fund Manager of STS Global Income & Growth Trust plc in the latest episode of the Resilient Investor. The pair touch on several topics in a broad ranging discussion including: Dividends, and why income is so important for investors with ‘irreplaceable capital’Navigating value trapsWhy the landscape for luxury brands may be changing due to increasing pressure on consumers…

Colm Walsh, Portfolio Manager at ICG Enterprise Trust, and David Stevenson discuss all things private equity in the latest episode of The Resilient Investor. ICG Enterprise Trust is the only UK-listed private equity investor focusing exclusively on buyouts in developed markets, where the team believe opportunities offer the best risk / reward profile for shareholders over the medium to long term.

Why do businesses want to stay private for longer? Steven Tredget, Partner at Oakley Capital, sits down with David Stevenson to discuss the rich hunting grounds that exist outside the listed sphere. With costs, stringent reporting requirements and restrictions in M&A all weighing on companies when listing on the UK market, businesses are increasingly looking to remain private for longer. How Oakley Capital, and other private equity firms, supporting these companies' growth while offering...

In this episode of The Resilient Investor, Winterflood Investment Trust Analyst, Elliott Hardy joins David Stevenson to discuss alternative investments in the Investment Trust space and what they might bring to retail investors' portfolios.

Ross Driver, Manager of Foresight Solar Fund, sits down with David Stevenson to discuss opportunities within the infrastructure renewables sector, challenges for the sector in recent years and whether the current discounts are justified. Visit www.Doceo.tv for more information on Investment Trusts

Listen in, as special guest Dean Orrico, Manager of Middlefield Canadian Income, and David Stevenson discuss North American dividend prospects and equity income. Is it time to start paying more attention to dividends? Visit www.Doceo.tv for more information on Investment Trusts

Join The Resilient Investor as David Stevenson and Annabel Brodie-Smith from the AIC demystify investment trusts in ISAs. Discover their importance, unravel financial jargon, and learn why patience is key in investing. A must-listen for informed investment choices! Visit www.Doceo.tv for more information on Investment Trusts

In this latest episode of The Resilient Investor, David Stevenson and Sam Ridley are joined by Joe Bauernfreund to explore value investing and the nuances of investment trusts. Delve into effective strategies for identifying undervalued assets, and gain actionable insights into navigating the global equity markets, tailored for beginners eager to master varied investing strategies. Visit www.Doceo.tv for more information on Investment Trusts

In this latest episode of "The Resilient Investor," David Stevenson is joined by Craig Baker of Alliance Trust, delving into the trust's investment strategy and approach to navigating market uncertainties. Discover their unique multi-manager system, the emphasis on meticulous stock selection, and strategies for maintaining a balanced portfolio. Tune in to gain valuable insights into how Alliance is handling the ever-shifting global equities landscape, all while keeping an eye on long term per...

How much should I be saving? Should I be prioritising my SIPP or ISA? Funds or stocks? When to buy and when to sell? In this episode of The Resilient Investor, David Stevenson and Sam Ridley discuss all the key questions asked by aspiring savers and investors.

In this latest episode of The Resilient Investor, David Stevenson and Sam Ridley unpack a veritable smorgasbord of topics. On the macroeconomic side, Sam questions the path of interest rates and what that means for investors while David delves into the semiconductor market, which could well be on the cusp of a cyclical boom. The pair also discuss e-commerce companies around the world, and whether it is possible to identify the next Amazon.

As a resilient investor, should you be investing in bonds? In this episode of The Resilient Investor David Stevenson and Sam Ridley explain fixed income investments from the ground up, and what role they can play in your portfolio. They also discuss international markets, investment trusts, and real estate investment trusts.

Valuation metrics, wide moats, competitive advantage - David Stevenson and Sam Ridley are back in this latest episode of The Resilient Investor discussing all things stock picking. They also unpack the increasingly choppy macroeconomic landscape and David introduces battery metals as his latest investment idea.

In the second episode of the Resilient Investor - aimed at beginner investors - Sam and David go back to basics and talk about what they invest in and how. They also talk about time horizons, how to deal with risk, and the importance of quality stocks. Lastly, Sam talks about his favorite investment idea - an online gaming ETF.

In this first episode of The Resilient Investor, David and Sam discuss what a bear market looks like historically and how that compares to the capitulation in 2022. Why have certain stocks fallen so far while others have remained more resilient? They explore various factors causing these variable price moves as well as where opportunities may be found for shrewd investors. David pitches psychedelic drug manufacturers as potential winners.