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Sir Martin Sorrell with David Buik and Michael Wilson
The UK Investor Magazine was thrilled to welcome Sir Martin Sorrell to the podcast for a broad-ranging conversation covering FIFA's failed attempt to raise private investment, the current state of the UK economy, and where he sees opportunities by geography.
Having been in the US for the World Cup, S4 Capital Chairman Sir Martin starts by providing his view on the commercial opportunities for FIFA and where he sees the business of football going.
The conversation moves to the UK and his views on the country's trajectory before covering AI and breaking down, country by country, where he sees...
When markets get vicious: why long-term investors can profit from short-term markets
Markets are noisier, faster and more reactive than ever. But does short-term thinking create long-term opportunity?
The Merchant’s Trust, lead manager Simon Gergel explores how modern markets have largely shifted away from individual stock picking towards momentum, passive flows and broad market positioning.
Simon discusses how short-term behaviour, driven by hedge funds, basket trades and factor investing, can lead to sharp and sometimes ‘vicious’ price movements, with shares rising or falling regardless of their underlying long-term value.
Quantum Computing: does execution matter more than Innovation?
Quantum computing is often described as the next frontier, a technology that could solve problems beyond the reach of today's computers. But how close are we to seeing real-world applications, and what does it mean for investors?
Mike Seidenberg, lead manager of Allianz Technology Trust, explores the opportunities and challenges surrounding quantum computing. He discusses how quantum differs from traditional computing, the potential applications across areas such as financial modelling, weather forecasting and cybersecurity, and why commercial viability remains the key question for investors.
What does decades of investing through market booms, crashes and uncertainty teach you?
Simon Gergel, lead fund Manager at The Merchants Trust, reflects on more than 30 years of investing through changing market conditions. From the dot-com bubble and the global financial crisis to COVID-19 and today's AI-driven market rally, Simon shares how experience has shaped his approach to investing and why discipline matters more than emotion.