On the podcast this week On this week's podcast, I talk first to Sandy Nairn, chief investment officer of the self-managed multi-asset trust Global Opportunities (GOT), and his colleague Alan Bartlett, from the trust's advisory firm Goodhart Partners. The topics we discuss include the "End of the Everything Bubble" (is it over yet?), where markets might be heading now and the trust's distinctive approach to managing money, not as widely understood as it deserves to be. (Disclosure: I am the co-author with Sandy of a book about Sir John Templeton's investment methods and a collaborator on sever...
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On the podcast this week On this week's podcast, I talk first to Richard Hulf, co-founder and managing partner of HydrogenOne Capital, which manages HydrogenOne Capital Growth (HGEN). This specialist vehicle came to market in July 2021 and has experienced both the highs and lows of recent investment trust experience, rising to a premium on launch before falling to a disappointing 50% discount, despite making decent operational progress. We discuss why anyone might think about investing in hydrogen, how and whether the trust can grow without the current ability to issue new equity, recent NAV a...
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