Master Investors Podcast

Recent episodes

In this episode we’re joined by Job Curtis, the manager of City of London Investment Trust. We’re going to be talking about the outlook for UK dividends, and there’s probably nobody better placed to talk about this than Job, as City of London is one of the AIC’s dividend heroes, with 53 consecutive years of dividend growth under its belt.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

Alex Barr of Henderson Alternative Strategies Trust invests in a range of alternative assets, many of which wouldn’t normally be readily accessible to retail investors. We’ll be talking about why alternative assets are such a useful diversifier, especially in a bull market that’s looking pretty late cycle after ten years of rising share prices and we’ll also be taking a closer look at some of the portfolio constituents. 

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner, editor of Master Investor Magazine, is joined by Jamie Ross, manager of Henderson EuroTrust to talk about why Europe is such an unloved destination for investors right now and why that’s throwing up some very interesting opportunities.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner interviews Evil Knievil, the man who made £1 million shorting Northern Rock. Evil discusses the recent market-sell-off, the gold price and a few stock-specific situations he finds interesting right now. 

James Faulkner speaks with James Henderson of Janus Henderson Investors about his long and distinguished career in fund management and how he spots investment opportunities for Henderson Opportunities Trust, one of three trusts that James manages.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner is joined by the well-known fund manager and market commentator Tim Price to discuss strategies to preserve wealth in an era of financial repression and central bank intervention in markets.

James Faulkner talks to Mike Kerley, manager of Henderson Far East Income Limited, about investing for income in Asia and the Far East. The conversation covers the ongoing trade war between the US and China, along with the particular attractions of Asian stocks for income investors, and a breakdown of Mike’s portfolio in terms of geography, sector and individual stocks.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

James Faulkner talks to David Smith, manager of Henderson High Income Trust, about the prospects for UK stocks against the backdrop of Brexit turmoil. The conversation covers valuations, the risks stemming from Brexit, the hunt for income, and how David is navigating the markets with his own holdings within the trust.

For UK investors. Capital at risk. For a full glossary of terms mentioned within this episode please visit www.janushenderson.com/ukpi/content/glossary.

Hi everyone and welcome to the Master Investors podcast. We’ve got a very special guest for you today. Jim Mellon is one of the most successful private investors in the UK and he’s developed a reputation for calling really big trends that have the potential to make investors a lot of money. Most recently he’s done this with biotech, which has had a phenomenal run over the past few years. But today we’re going to find out about where Jim is looking for his next money fountain, as he likes to call them. Here’s the interview and I hope you enjoy listening.

In this trailer for our brand new podcast series, James Faulkner, Master Investor’s Editor in Chief, outlines what you can expect from the show.