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 catch up with Tim Levene, the CEO of Augmentum Fintech (AUGM), a unique vehicle in the mainstream listed investment trust world, as a venture capital investor in European fintech companies. He last featured on the podcast a little over a year ago. AUGM came to market in 2018 and like many other more recent newcomers has had a chequered history since then, initially trading at one of the biggest premiums in the universe, but latterly going to a big discount as interest rates and other factors prompted widespread derating of venture capital and ...
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