In discussion with Heeten Doshi, Founder of Doshi Capital Management
Season 1, Ep. 6
Here are the links to the articles referenced in my discussion with Heeten Doshi, Founder of Doshi Capital Management:
China's RMB will become the new safe haven asset
Season 1, Ep. 5
In this latest episode Dr. Savvas Savouri discusses the outlook for the UK economy and the prospect of onshoring, why China's RMB will become the true safe haven asset at the expense of the USD and waning US influence, and why, when it comes to interest rate hikes to curb US inflation, the Fed are damned if they do and damned if they don't.
Exploring the opportunity set in UK All-Cap Equities
Season 1, Ep. 4
Lot's of interesting insights from Alyx Wood on UK equities, including Kernow's own version of Desert Island Discs!For reference, here is the link to the Schroders research piece I refer to on why UK equities are attractive both from a value perspective and a free cash flow perspective: https://www.schroders.com/en/uk/adviser/insights/markets/qa-are-investors-right-to-have-jitters-about-uk-shares/
Could carbon markets become even larger than oil markets over the next decade?
Season 1, Ep. 3
In this latest episode, Alison Graham and I discuss the fast-evolving carbon marketplace. From carbon allowances to carbon offsets, the supply/demand drivers are presenting compelling opportunities for investors. In light of the current energy crisis in Europe, and the commitment that global corporates have to becoming net zero, there are short-term and long-term factors at play.Here are links to a couple of the news articles I reference during our discussion:https://www.bloomberg.com/news/articles/2022-02-02/europe-s-carbon-price-surges-above-90-euros-to-record-highhttps://www.bloomberg.com/news/features/2022-01-31/europe-s-nuclear-power-plants-are-disappearing-just-as-energy-crisis-hits-hard