Why Invest?

In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued areas, emphasising that many of today’s strongest investment opportunities lie in overlooked sectors with improving fundamentals. The conversation explores Lansdowne’s unique role in venture investing, particularly in UK scale-ups and Peter discusses how the firm’s integrated approach to public and private markets enhances long-term research and returns. For more information visit www.lansdownepartners.com [http://www.lansdownepartners.com/]. The overall Lansdowne Developed Markets Strategy currently exceeds $6bn in AUM, containing a Developed Markets UCITS Fund which launched in December 2023 now just over $500m. This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604. The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as the current state of UK capital markets and how reforms could unlock new opportunities. Kallum offers a compelling perspective on what the UK needs to get right to secure a more prosperous future. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds. They explore the current macroeconomic backdrop, including US policy volatility and rising geopolitical tensions and discuss why strong economic growth doesn’t always lead to strong returns. Paul introduces Kate Capital and his investment approach in a world where traditional 60/40 portfolios may no longer work. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history. The discussion explores current economic turbulence, the role of China and India in the global economy and the importance of free cash flow, value investing, and adaptability in navigating a changing global order. Kiril offers advice to young investors: study history, focus on human insight over technology, and pursue overlooked sectors like strategic resources. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by broadcaster and podcast host Alex Payne. Alex shares the journey from his early days at Sky Sports to launching The Good, The Bad and The Rugby podcast with Mike Tindall and James Haskell, now one of the UK's biggest commercial podcast brands. He discusses the business behind the show, his entrepreneurial venture The Influence Room, and his gin brand supporting injured rugby players. The conversation also dives into the current state of rugby, media trends, and the challenges and opportunities facing the sport today. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.