Alastair Irvine has been the Investment Director on the Jupiter Merlin Team for over a decade. He is highly respected by professional investors for his clear-cut insights and no-nonsense take on global events. He’ll be a regular guest on Algy’s Investment Podcast. In this episode, he breaks down:1. The current state of the UK economy2. Has the UK Prime Minister lost control of his party?3. The war in Ukraine4. Why has the U.S. bombed Iranian nuclear development sites5. Trade wars and the role of the U.S. dollar⏱️ Timestamps:00:00 Intro01:11 The Skill of Managing Risk03:25 Rachel Reeves Budget Challenge10:24 Starmer's Benefits Reform Bill11:49 What Drives Economic Growth?13:12 The Office for Budget Responsibility Forecasts14:55 Will the IMF Bail Out the UK?18:30 The Effect of Wealth Taxes22:02 Are UK Equities Cheap?23:58 Who Else Could Govern the UK?27:07 Nuclear Energy in the UK30:06 Trump in Ukraine32:34 Trump's Impact on Global Stability 37:05 The Bombing of Iran39:16 Where is the World Most Dangerous Today?43:19 What are Global Bond Markets Indicating Today?47:13 Is Trump Trying to Weaken the US Dollar?49:43 Where are the Jupiter Merlin Team Investing?
Algy's guest this episode is Avinash Vazirani, Investment Manager, Investment Manager of the Indian Equities Strategy at Jupiter Asset Management. Before joining Jupiter, Avinash was Managing Partner of Peninsular Capital Partners LLP, which he founded in 2005. Prior to this, he was CIO (South Asia and Africa) of BNP Paribas Asset Management. He was also CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. He began his investment career in 1994.
Algy's guest in this episode is Kiril Sokoloff, who is Chairman and founder of 13D Research & Strategy.
Algy's guest in this episode is Edward Bonham Carter. Edward spent almost 30 years at Jupiter Asset Management, firstly as a fund manager and then Chief Investment Officer. He was Chief Executive Officer from 2007-2014, during which time he steered the Company through an MBO in 2007 and its successful IPO in June 2010. Edward then became Vice Chairman from 2014 to 2021, when he stepped down from the Jupiter Board. After a year as Director of Stewardship and Corporate Responsibility, supporting the work of the CIO office and the Governance and Sustainability team, Edward left Jupiter in December 2022.Edward is Senior Independent Director at both Land Securities Group plc and ITV plc; Non-Executive Chairman of Netwealth Investments; and a Trustee of Esmée Fairbairn Foundation where he is also Chair of the Investment Committee.
Algy's guest in this episode is Ken Costa, who served as the Chairman of Lazard from 2007 to 2011.
Algy's guest in this episode is Peter Lawery, Co-Founder of the award winning Jupiter Merlin portfolios. 00:00:00 - Intro00:00:36 - The U.S., Trump, Putin & Ukraine00:05:49 - America's Going Bankrupt?00:08:55 - Elon Musk & DOGE00:12:09 - Trumps Methods to Drive Economic Growth00:13:45 - Trumps Tariffs00:15:41 - The U.S. Deficit00:22:54 - Trumps Plans (incl. Canada & Greenland)00:26:00 - Bond Markets00:26:40 - U.S. Economy vs UK Economy00:28:47 - Concerns on UK Politics and Economy 00:40:38 - Energy Policies (incl. Nuclear, Gas & Coal)00:45:29 - UK State Pension. Is it Safe?00:47:06 - Is Europe a Basket Case?00:50:04 - Is it Worth Owning Gold in Your Portfolio? 00:52:48 - Bitcoin, Gold & Digital Currencies00:57:14 - The Halving of Bitcoin & the Effect01:01:16 - Closing Out & Disclaimer
Former NATO Deputy Supreme Allied Commander Europe Hosted on Acast. See acast.com/privacy for more information.
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Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.
Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.
Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.
Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/DisclaimerAll content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.
Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/DisclaimerAll content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.
Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/DisclaimerAll content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.
Watch all of Algy's podcast in video: https://algysinvestmentpodcast.com/DisclaimerAll content on Algy’s Investment Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. Hosted on Acast. See acast.com/privacy for more information.