Відео

U.K. shares are the pits, Burberry and Diageo have sunk Nick Train’ crappy funds.

I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

1.5% FX charge is NOT low cost…

S+P? I presume you mean 500, so that’s all one country, the previous comment RE MSCI world more relevant. Neither has any private equity though so something like this is about diversification, and should only be a small part of a diversified portfolio, with the majority being in a simple tracker/s.

so it is much more volatile than the MSCI world over a 5 year period whilst also significantly underperforming it. Concentrates risk in fewer (unlisted, less established) companies in a single region. Plus fees for a MSCI world fund are probably 0.1-0.15% and Panteon would be 1.5%... or am I missing something?

What’s the difference between investment managers and investment strategist and portfolio manager?

These two are morons, you NEED to be buying 3 day expiry out of the money puts on pharmaceutical stocks

S&P has returned 11% in the last 10 years. Not exactly an outperformance here

More BS ? Did he outperform index funds?

Woodford??? Problem was private equity liquidity was it not?

great interview interesting.

All I heard was 30% discount. Where's that AJ Bell dealing number again...

This chap’s voice is a combination of Donald Trump and Jonah Hill.

They all look great (for now) when nvidia is your top holding. Be interesting to see how they cope in 2 years .

Bit late on dark trace.

Why are the comments turned off on your foreigner promoting racist adverts?

Bit confused the guy said he doesnt invest in the fund becuase his personal salary etc comes from managing the fund but later on in his answer he eluded to having monies in the fund. Hmmm

Should ask them if they have skin in the game early, if they don’t no need to watch it… or for you to go through with the interview.

9:17 ok that’s crazy, not investing in your own fund is a non starter for me. Really glad II ask this, not always a clear answer when they say Yes but saying No is not good.

LS 60 fan here. Keep the money coming.

white straight male in finance... surprise surprise

Isn’t it funny that Warren Buffett performs significantly better than this whole company combined?

Cover the roll out of Jain capital. It sounds super dodgy.

Berkshire stock beats this. Over 5 years his stock is down

Alpha is an Italian motorcar which rusts as soon as it leaves the car showroom.

Slow and steady wins the race

1:02 IT / semiconductors responsible for the recent performance ?

Hardly a stellar performer.

A sustainable and growing dividend is the stuff of dreams!! Investment trusts are great tools that generally provide this comfort.

Buying clear risk of Chinese aggression for a 4% yield less charges?

Good interview, he was open and honest and gave us some good analysis behind his wins and losses. Rather more fund manager interviews went like this, others tend to give the sales pitch. It would make me more interested to trust a manager like this to invest in. Comes close to benchmark and average price for managed.

she looks to well rested. Its a pass from me.

such a talent!

Great interview with plenty of information. As much what not to buy as to what we should buy.

Another cracking interview

Both are lie the broker and the hedge fund manager they never ever share their daily routine or the truth of the markets they do all of this to trap the retail traders

When people claim specific stock is on 10% FCF yield or very cheap, maybe you should show the numbers. Serco was not on 10% FCF free yield more like 8% after paying off finance lease interests. Franchise Brand is on a paltry 2% FCF yield...

I don't see why anyone would bother investing in this.

SWLD for me, 12 bps fees, global covered and job done.

Why would anyone pay an active management fee for a global fund?

A good video but no help to me on how I like to invest at my age

Great watch

Very impressive presentation by James. I hold Rathbones and will now consider adding.