Market Matters with Laura Foll from Janus Henderson
Description
Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities, challenges, and risks shaping investors’ portfolios.
This month, we are joined by Laura Foll, co-portfolio manager for Law Debenture and Lowland Investment Company, which invest in companies listed on the UK stock market.
In this episode, Laura discusses a number of issues affecting the UK market, including worries over the de-equitisation of the London Stock Exchange, what needs to be done to stimulate interest from domestic investors and the areas Laura sees as housing the biggest opportunities today.
00:00 Introduction
01:11 Background to becoming a fund manager
02:35 Did joining Henderson during the financial crisis give you a good grounding?
03:43 Why UK equities?
04:54 Why do private market investors seemingly see value in UK equities when are public markets don’t?
07:40 Are you worried about the de-equitisation of the London Stock Exchange?
09:55 What measures could stimulate demand for UK equities?
13:26 The unique structure of Law Debenture
16:45 What has surprised you most about stock markets over the past year?
18:30 What are the biggest challenges stock markets and your portfolios face?
21:40 Where are the biggest opportunities at the moment?
23:27 Further information
23:56 Risk warning
Our latest market insights: https://www.trustintelligence.co.uk/investor/articles
Please note that this podcast was recorded on 25 June 2025.
United States
