Why Invest? – Details, episodes & analysis

In this episode, Luke Hyde-Smith interviews Alister Hibbert, Fund Manager and Head of BlackRock’s Strategic Equity Team, to explore his career journey, investment philosophy, and insights on the evolving equity landscape.

Alister shares what sparked his passion for investing, the lessons he learned from influential mentors, and his approach to identifying high-quality companies with sustainable returns.

The discussion covers the rise of passive investing, global market trends, and the transformative role of AI in investment processes, offering valuable advice for aspiring investors and insights into long-term value creation.

For more information about the topics covered in this episode, please visit www.waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, Luke Hyde-Smith is joined by Kathryn Porter, founder of independent energy consultancy and blog, Watt-Logic.

Kathryn shares her perspectives on the UK's energy transition goals, particularly the ambitious target for net-zero emissions and the challenges that may impede progress. She discusses the viability of renewables, the potential role of nuclear energy, difficulties of energy storage and the increasing global reliance on mining for essential resources.

Kathryn also highlights the reality of balancing sustainability with energy security and the financial implications of current energy policies, providing a candid view of the future energy landscape and the practical steps needed to achieve realistic and reliable solutions.

For more information about the topics covered in this episode, please visit www.watt-logic.com or www.waverton.co.uk. 

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority.

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’

The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importance of political competency in economic stability.

They also delve into the UK and US financial outlooks, interest rates, gold investment, and the evolving dynamics of global markets, concluding with Bill's personal insights and predictions for 2024.

For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or morningporridge.com.  

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

Stephen Yiu is the founder of Blue Whale Capital and the lead manager of the Blue Whale Growth Fund. Stephen started his career as a fund manager at Hargreaves Lansdowne he then held positions at New Star, Artemis and Nevsky Capital and then in 2016, with the backing of his old employer Peter Hargreaves, launched the Blue Whale Growth Fund which is a long-only and concentrated global equity fund.

For more information on any of the topics covered in this episode, please go to bluewhale.co.uk or for more information about Waverton go to Waverton.co.uk

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Stephen Yiu - https://www.linkedin.com/in/stephenyiu/?originalSubdomain=uk

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

Max Ward is the Co-Founder of Luminous Ventures, a venture capital fund management firm based in London. It invests in early stage, deep tech and deep science. Max gives a superb definition of both of those terms and we talk about AI, healthcare and life sciences.

For more information on any of the topics covered in this episode, please go to Max’s website at luminous.vc or for more information about Waverton go to Waverton.co.uk

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Max Ward - https://www.linkedin.com/in/lomax-ward/?originalSubdomain=uk

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

This week Isobel Fraser joins me to discuss why charities invest. We discuss how Charity clients differ from traditional private clients, the difficulties charities are facing at the moment as events are cancelled and their income deteriorates. Finally, we cover how ESG and ethical investing applies to Charity portfolios.

For more information on any topics covered in this episode, get in touch with Isobel herself using the link above or the team at Waverton.co.uk.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ 

Isobel Fraser -  https://www.linkedin.com/in/isobel-fraser-05a54483/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.  Authorised and Regulated by the Financial Conduct Authority.  

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.  This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. 

Where Waverton’s advice is given it is restricted to discretionary investment management services.  We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

Tyler Goodwin is the Founder and CEO of Seaforth Land, a commercial real estate specialist in London. In this episode, we discuss Tyler’s background and his formative years in the Asian Financial Crisis. Tyler set’s out the case for “Creative Core Real Estate” and we have some tips for young graduates and associates trying to get into the sector.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ 

Tyler Goodwin - https://www.linkedin.com/in/tyler-goodwin-175a8019/?originalSubdomain=uk

For more information on any of the topics covered in this episode, please go to Tyler’s website at Seaforthland.com or for more information about Waverton go to Waverton.co.uk

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.  Authorised and Regulated by the Financial Conduct Authority.  

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.  This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. 

Where Waverton’s advice is given it is restricted to discretionary investment management services.  We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

James Carter is a Credit Analyst in the Fixed Income team at Waverton. In this episode we discuss why we invest in bonds, the history of fixed income and where James is finding his most exciting ideas. We also explore James’ thoughts on the active vs. passive debate.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

James Carter - https://www.linkedin.com/in/jamescarter1994/

For more information on any of the topics covered in this episode, please go to our website at Waverton.co.uk.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode we speak to Rick Stockley, Head of Blockchain at IBM UK. He is also the product lead on a platform called TradeLens. We introduce TradeLens, a platform developed by IBM that uses blockchain technology to harness data from port operators to service the logistics sector. We also discuss other current and potential uses for blockchain technology.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Rick Stockley - https://www.linkedin.com/in/richardstockley/?originalSubdomain=uk

 For more information about TradeLens follow the link: https://www.tradelens.com/

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.

Ida Weatherall is a Fine Wine Sales Executive at Corney & Barrow in London. In this episode of the podcast we discuss Ida’s experience, how she got into wine and the barriers to entry. We cover the requirements to become a Master of Wine, the potential wine investment opportunities and what drives the market.

Connect on Linkedin

Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/

Ida Weatherall - https://www.linkedin.com/in/ida-weatherall/  

For further information on any of the topics discussed in the episode please head to www.corneyandbarrow.com.

This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. 

The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.

Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.

All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Hosted on Acast. See acast.com/privacy for more information.