Vermeer Partners

The Art of Investment

Business EN ↓ 58 episodes

We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out more, please do get in contact with us. The information provided during any of Vermeer Investment Managemen...

Be sure to visit the podcast's website and support the creator: www.vermeerllp.com

Author

Vermeer Partners

Episodes

Investing in Luxury and the Consumer - Part 2 14.05.2021 16:50

In this episode, Tim and Alastair join Paul again to discuss the difficult political balancing act the Luxury sector faces.

Investing in Luxury and the Consumer - Part 1 07.05.2021 17:04

In Episode 6, we put handbags and glad rags under the microscope and the performance of luxury goods during the pandemic. Alastair McRobert, Paul Dixey and Tim Gregory discuss LVMH and Nike, along with the power of Jay-Z and Vaporfly…

Banking on a Future? 23.04.2021 30:38

In this episode Paul, Tim and Simon look back to the harrowing days of the Great Financial Crisis and discuss whether the Banks are now investable again.

The Energy Revolution 09.04.2021 30:32

In Episode 4, Paul Dixey talks to Charlie Todd and Tim Gregory about the Energy Revolution, covering topics such as Green Hydrogen, Fuel Cells and Electric Vehicles.

Is this the Great Rotation? 26.03.2021 37:22

In Episode 3, Paul Dixey talks to Simon King and Tim Gregory about the value/growth conundrum drawing on personal styling tips and the joys of on-line shopping

Is Bitcoin the new Gold? 12.03.2021 29:19

In Episode 2, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund Manager of the Vermeer Global Fund about the rise of Bitcoin and how to assess its possibilities and pitfalls.

Should we worry about inflation? 26.02.2021 35:38

In Episode 1, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund Manager of the Vermeer Global Fund about the threat of rising inflation and what we are doing with portfolios to protect against this risk.

The Art of Investment - Teaser 24.02.2021 0:45

A teaser for the first episode of a new series - The Art of Investment. We've created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today's often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beg...