On the podcast this week
On this week's podcast, I talk to a first time guest, Sachin Saggar, one of the investment trust analysts at Stifel, about the specialist areas he covers, which include renewables, infrastructure and shipping. Following that I make a return call to Ben Conway, the head of fund management at Hawksmoor Investment Management, about the state of play on cost disclosure following the industry campaign in which he has played a prominent part. We discuss two other issues - liquidity and industry consolidation, where he argues that all-share mergers will do little to tackle p...
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