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Broadcom, Taylor Wimpey, and high-conviction global income with Murray International Trust
The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio.
Find out more about the Murray International Trust here.
We start by exploring the trust’s geographical weighting and why the Murray International Trust is underweight the United States.
Martin provides insight into the trust’s stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.
We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been...
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The opportunity in Asian smaller companies with abrdn Asia Focus
The UK Investor Magazine was delighted to welcome Gabriel Sacks, Manager of abrdn Asia Focus, for an insightful conversation around the trust and the Asian smaller companies universe.
Find out more about abrdn Asia Focus here.
We start by looking at the trust’s investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long term from a portfolio made up of quality smaller companies in the economies of Asia, excluding Japan.
Of notable interest to investors, we look at the parameters and attributes the managers use to gauge quality.
Gabriel provides a fascinating overview of the factors driving the...
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Rental growth and increasing demand with Unite Group CEO Joe Lister
The UK Investor Magazine was delighted to be joined by Unite Group CEO Joe Lister to delve into the FTSE 100 student accommodation specialist's recent results and growth plans.
We start by exploring the rental growth across Unite Group's portfolio of student accommodation and the factors influencing demand.
Joe explains a shift in Labour's tone around international students, who make up around 30% of the students that rent Unite's properties.
We look at the company's committed pipeline of £1.2bn of new properties, drilling down into the specific cities Unite has earmarked for expansion and the features and amenities Unite is providing...
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Cyber security innovation and returning to growth with NCC Group
The UK Investor Magazine was delighted to welcome Mike Maddison, CEO of NCC Group, to the podcast to explore the FTSE 250 cyber security specialist.
We explore NCC Group's growth opportunities as the world becomes increasingly digitalised, and new threats to organisations emerge.
Mike explains NCC's growth strategy and how the business is evolving to meet clients' demands.
The company has recently announced improving margins and a return to growth. Mike provides insight into the key drivers behind the numbers.
NCC Group recently announced the extension of a contract with TikTok. We explore this partnership and touch on NCC's wider...
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