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Selecting exciting UK smaller companies with Aberdeen’s Abby Glennie
The UK Investor Magazine was delighted to welcome Abby Glennie, Co-Manager of Aberdeen UK Smaller Companies Growth Trust, to delve into their portfolio and selection process.
Please find out more about the trust here.
Glennie discusses her screening process, portfolio construction, including the notable industrial weighting, and the discipline required to manage small-cap positions.
Investors will find a rundown of the trust's portfolio and investment case for several of the trust's holdings particularly interesting.
She explores key catalysts beyond interest rates that could drive the UK small-cap market, assesses the impact of the recent budget on portfolio positioning, and highlights standout...
Electrifying Africa’s motorcycle market with Roam Electric
The UK Investor Magazine Podcast was delighted to welcome Filip Lövström, CEO of Roam Electric, who joined Jeremy Naylor to discuss the firm's rapid expansion in the African electric motorcycle market.
Find out more about Roam Electric here.
Roam Electric is a Swedish-founded, Kenyan-based company transforming African mobility by manufacturing affordable, durable electric motorcycles designed specifically for local conditions.
The company addresses a critical problem: Africa's 25 million motorcycles are predominantly petrol-powered, costly to operate, and heavily polluting. With fuel costs having increased 123% over five years and air pollution linked to 1.1 million premature deaths, Roam's electric motorcycles offer...
Capturing explosive Indian economic and equity market growth with India Capital Growth Fund
Jeremy Naylor is joined by Gaurav Narain, Fund Manager of India Capital Growth Fund, to discuss the opportunity in India and the key factors driving the fund returns.
Find out more about the India Capital Growth Fund here.
Narain provides deep insight into the Indian growth story and why investors should choose the India Capital Growth Fund.
Discussion focuses on the key drivers of India's equity market growth, including broader investment in mutual funds, favourable demographics, and strong economic growth.
The conversation touches on the cultural changes driving growth in India's capital market and how the Investment Trust is benefiting from broader...
Critical metals and AI infrastructure with Majestic Corporation
The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the Podcast for another insightful discussion around critical minerals and urban mining.
This time, we focus on critical metals and AI infrastructure.
This episode explores AI infrastructure's material demands and the data centre waste recycling opportunity.
We look beyond AI's power consumption to the physical metals driving the technology and their end-of-life value.
The conversation examines specific metals in GPUs and AI hardware, assessing how infrastructure buildout affects global metal demand and how recycling is a key element to securing future supply.
Krystal...