The UK Investor Magazine was thrilled to welcome Michael Field, European Equity Strategist at Morningstar, back to the podcast to jump headfirst into European equities and the key consideration for investors. Download Morningstar's European Equity Outlook Q3 2024 Michael has joined the UK Investor Magazine on a number of occasions over the past year and provided a fascinating insight into the macroeconomic factors driving European stocks and highlighted individual names offering value. This episode was no different. We start with looking at the key risks and rewards for European equities and explore the political environment. The discussion progresses to the sector...

The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a deep exploration of Generative AI and investor demand for UK AI startups. This podcast delves into the current state and future potential of Generative AI (GenAI), focusing on the near-term opportunity for early-stage companies through to the hypothetical event of AI singularity decades from now. Dr Gross provides insight into the trajectory of the GenAI industry, with hypothetical AI singularity forecast by 2045 by leading experts. We AI advancements that will lead to enhanced human capabilities through seamless integration of...

The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital and fund manager of Vietnam Holding, back to the podcast for a fascinating discussion about the Vietnamese economy and the trust's portfolio. Explore Vietnam Holding in the UK Investor Magazine Investment Centre At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior. We discuss the key economic data behind Vietnamese equities' ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark. Craig provides...