In a week when equity markets took a step back from their recent rally, we discuss the reasons why that might be happening and consider some of the implications for the deflationary challenge that faces both investors and policymakers. You can listen to the podcast by following this link or on the Moses and Methusaleh website.
These podcasts are the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in both our podcast series, this one and our weekly investment trust podcast. Both podcasts are free to air – or subscribe on iTunes and other podcast services. Please note that these podcasts should not be regarded as constituting professional investment advice. They are provided for information only.
Peter Seilern is the founder and majority shareholder in Seilern Investments, which has $1.5 billion funds under management and a strong record of outperformance over many years. The quality growth investment style his firm’s funds have followed for 30 years are explained at length in his book Only The Best Will Do.
Founder, Money Makers
Jonathan Davis was a financial journalist on The Times of London, The Independent and other national titles before becoming a professionally qualified professional investor. He is the author of several books on stock market investment and the editor of the annual Investment Trusts Handbook.