The Majedie Podcast: Recent Episodes
Majedie Asset Management Ltd
For professional investors only. A podcast from Majedie’s investment team which probes current market debates and considers their potential impact on the long-term investment horizon. Whilst all reasonable care has been taken in the preparation of this podcast, no responsibility can be accepted for the accuracy or completeness of the information or opinions expressed. The podcast is not intended to be an offer or solicitation of an offer to buy or sell securities. It does not constitute investment advice or an investment recommendation and is provided for information only. For more information please visit www.majedie.com
In this Majedie Podcast, James de Uphaugh dons his CIO hat and shares his views on the confluence of change occurring across monetary policy, global inflationary dynamics and stock market factors. He also discusses investor activism, which is increasingly to the fore.
In this Sustainability Edition of the Majedie Podcast, Cindy Rose considers the link between regulation, engagement and the long march towards a net zero economy.
James de Uphaugh and Chris Field talk about shortages and supply chain resilience, the reasons not to underestimate larger UK incumbents, and the encouraging market share dynamics that have emerged in the past year. Covid has left few businesses unchanged and the opportunity to invest in companies emerging in a muscular way is still largely underappreciated.
ESG may be front and centre for the industry, but this snappy acronym belies a deep complexity and a range of approaches that can be confusing for investors. In this podcast, Cindy Rose and Emily Barnard tease out some of the key debates and concepts as they talk through our approach to integrating ESG at Majedie.
Imran Sattar and Chris Field explain the benefits of the mini-multimanager approach in a turbulent 2020, air the key debates around ESG and the energy transition, and set out why now is an exciting opportunity for investors in the UK.