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Fund manager views
Indian valuations: supported by strong growth
Ewan ThompsonIndia's growth and fundamentals support its valuation premium
Team17
In the third episode of the Stock Exchange series Debbie Bestwick MBE, Non-Executive Director of indie games developer Team17, explains the amazing success of the business, including launching the famous Worms game, creating a company with sustainable growth and what it takes to make great games.
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Fund manager views
Fund manager views
Nearshoring continues to support outlook for Mexico
Thomas Smith
Fund manager views
The active case for bonds in balanced portfolios
John Husselbee
Fund manager views
Biologics revolution: transforming drug delivery
Sarah Nottle & Martyn Jones
Podcast
Team17 - Debbie Bestwick MBE
Victoria Stevens
Videos
Fund manager views
Ewan Thompson
Indian valuations: supported by strong growth
India's growth and fundamentals support its valuation premium
Mark Hawtin
2025 Outlook: Risks are rising for Passive Investing – Why Active now
Mark Hawtin explains why he has never seen a market environment like this in his 40 years of investment in which passive investors have ridden the wave of innovation. Mark argues that we are reaching the peak of this trend and the case for active investing in 2025 is more compelling.
John Husselbee
The active case for bonds in balanced portfolios
John Husselbee explains why fixed income will offer more opportunities for active investors over the next few years and why there is a still a positive role of 60/40 or balanced funds going forward
Fund updates
Magazines
Podcasts
Victoria Stevens
Team17 - Debbie Bestwick MBE
In the third episode of the Stock Exchange series Debbie Bestwick MBE, Non-Executive Director of indie games developer Team17, explains the amazing success of the business, including launching the famous Worms game, creating a company with sustainable growth and what it takes to make great games.
Victoria Stevens
Focusrite - Phil Dudderidge OBE
Having started with just a van and a band and then working as Led Zeppelin’s touring soundman in 1970, Phil Dudderidge OBE has successfully built two companies – Soundcraft Electronics and Focusrite. Using its equipment to record this second episode of the Stock Exchange series, Phil, who is now Non-executive Chairman, tells Victoria Stevens how Focusrite’s growth has been achieved and the challenges of being an entrepreneur.
Victoria Stevens
Domino's - Andrew Rennie
For the first conversation in the Stock Exchanges series, Victoria tucks into Domino’s, which is the largest pizza delivery operator in the world. She discovers the secrets of its success from Andrew Rennie, the Chief Executive of Domino’s Pizza Group, the London listed company that holds the master franchise agreement for the UK and Ireland and has over 1,300 mostly franchised stores under its banner.
