This Q and A takes the form of a link to my latest Moses and Methusaleh podcast with the fund manager Peter Seilern, so named, tongue in cheek, because we are now among the oldest participants still working (happily so) in the investment business. In the 35 minute discussion Peter and I talk through some of the issues facing financial markets this year. It is interesting to note that he is having second thoughts about some of his earlier reactions to the way that markets have evolved over the course of the last four months.
The way that Peter and his team run money has been set in stone for...
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The latest Q and A for premium subscribers is with Matthew Hose, the lead investment trust analyst at the American broker/investment bank Jefferies, which has recently expanded its research into alternative asset investment trusts. In our conversation we discuss a number of sub-sectors in the alternative asset space, including renewable energy, listed private equity, infrastructure, growth capital and shipping. Matthew has been analysing investment trusts for over a decade and has been at Jefferies for the past seven. Before that he worked for seven years at J.P.Morgan Cazenove.
Matthew Hos...
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