Why Invest?

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...

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 t...

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,...

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 selectio...

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,...

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 highlig...

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...

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...

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...

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 p...

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 se...

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 o...

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...

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...

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@waverto...

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 ac...

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. 2042...

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 th...

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...

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...

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...

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...

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 foun...

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 o...

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...