Bull, Bear & Beyond by Edison Group

Edison Group

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

  1. 3 DAYS AGO ·  VIDEO

    223. Bull, Bear & Beyond – Halyk Bank: executive interview

    In this interview, Murat Koshenov, CFO and deputy CEO of Halyk Bank, discusses the role of Kazakhstan as the largest economy in Central Asia and a gateway between China, Europe and the Middle East. He provides background on Halyk Bank’s role in supporting the growth of the local economy, explains how Halyk Bank is navigating the high-inflation, high-interest rate environment in Kazakhstan and elaborates on the potential impact of the war in the Middle East on the local economy. Moreover, he highlights the key developments across Halyk’s digital ecosystem. The interview also covers Halyk’s dividend policy. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    11 min

  2. 4 DAYS AGO ·  VIDEO

    222. Bull, Bear & Beyond – The Schiehallion Fund: executive interview

    In this interview, Lucie Majstrova, investment specialist for private companies at Baillie Gifford, discusses The Schiehallion Fund, which seeks to generate capital growth for investors through long-term minority investments in later-stage private businesses that it considers to have transformational growth potential and the potential to become publicly traded. Majstrova discusses the significance of the company’s recent change in its listing segment from the Specialist Fund Segment to the Main Market’s closed-ended investment funds category. She explains the main drivers of the Schiehallion Fund’s recent strong performance, as well as major operating metrics across its portfolio, such as revenue growth, profitability and cash flow profile. The discussion also covers The Schiehallion Fund’s approach to its holdings after they complete their IPOs, as well as the recycling of proceeds from listed holdings into new private market opportunities. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    9 min
  3. 221. Bull, Bear & Beyond – CleanTech Lithium: executive interview

    14 MAY ·  VIDEO

    221. Bull, Bear & Beyond – CleanTech Lithium: executive interview

    In this interview, CleanTech Lithium CEO Ignacio Mehech discusses the company’s transition from lithium explorer to developer, cantered on its flagship Laguna Verde project in Chile. He highlights two major milestones: the award of a Special Lithium Operating Contract, which provides a clear regulatory pathway for development, and the publication of a pre-feasibility study that demonstrates the project’s strong economics and long-term production potential. Mehech explains how direct lithium extraction differentiates CleanTech Lithium from traditional evaporation-based producers, offering faster processing, higher recovery, reduced land use and brine reinjection to help minimise environmental impact. The interview also covers the company’s pilot-plant progress, production of battery-grade lithium carbonate, engagement with local and indigenous communities and the importance of securing a strategic partner at project level. Mehech sets out the roadmap towards an environmental impact study, final investment decision in 2028 and first production around 2030–31, while positioning Laguna Verde, Viento Andino and Arenas Blancas as the basis for a wider lithium district in Chile. CleanTech Lithium is an exploration and development company, advancing the next generation of sustainable lithium projects in Chile. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    14 min
  4. 220. Bull, Bear & Beyond – Utilico Emerging Markets Trust in 60 seconds

    13 MAY ·  VIDEO

    220. Bull, Bear & Beyond – Utilico Emerging Markets Trust in 60 seconds

    Get the lowdown from Edison’s Mel Jenner on Utilico Emerging Markets Trust, which seeks to provide long-term total returns by investing primarily in infrastructure and utility equities across emerging markets. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    1 min
  5. 219. Bull, Bear & Beyond – The Law Debenture Corporation in 60 seconds

    11 MAY ·  VIDEO

    219. Bull, Bear & Beyond – The Law Debenture Corporation in 60 seconds

    Get the lowdown from Edison’s Milosz Papst on The Law Debenture Corporation (LWDB), one of the largest constituents of the AIC's UK Equity Income sector. Managed by James Henderson and Laura Foll of Janus Henderson, LWDB combines a diversified investment portfolio with a wholly owned independent professional services business. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    1 min
  6. 218. Bull, Bear & Beyond – IP Group: executive interview

    7 MAY ·  VIDEO

    218. Bull, Bear & Beyond – IP Group: executive interview

    In this interview, IP Group CEO Greg Smith and Edison’s Dan Ridsdale discuss Edison’s view that the group offers a compelling asymmetric return profile through its exposure to potential future income streams from Pfizer’s anti-obesity products. Smith explains how IP Group has recognised a discounted value for these future licensing streams in NAV, reflecting clinical risk and contributing to a 13% increase in NAV per share to £1.10. He also covers progress towards the group’s target of £250m of cash realisations between 2025 and 2027, supported by exits including Hinge Health, Monolith and CoreWeave-related proceeds. Smith points to continued momentum in third-party capital through new mandates with abrdn and Australia’s CEFC, and he outlines IP Group’s AI exposure across enabling infrastructure, quantum, optical computing and healthcare applications, supported by a strong balance sheet and active capital returns. The company has recently announced the appointment of Michael Queen, formerly CEO of 3i Group, as non-executive director and chair designate. IP Group helps to create, build and support IP-based companies internationally. It focuses on companies that meaningfully contribute to regenerative (renewable), healthier (life sciences) and tech-enriched (deep tech) futures. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    19 min
  7. 217. Bull, Bear & Beyond – Cordel Group: executive interview

    6 MAY ·  VIDEO

    217. Bull, Bear & Beyond – Cordel Group: executive interview

    In this interview, Cordel CEO John Davis outlines the company’s recent step-up in deal momentum, including wins with Network Rail, TfL, Genesee & Wyoming and a further US Class I railroad. While part of the uptick reflects the timing of deal closures after a slow H1, Cordel is also benefiting from a growing pipeline, now more than £70m of named opportunities, and deeper customer relationships in North America. The interview highlights the significance of the £3m Network Rail gauging data refresh, the opportunity in infrastructure monitoring, and new applications in underground and GPS-denied environments. From a financial perspective, recently signed recurring revenue contracts provide a stronger platform for growth through H226 and into FY28. Davis also explains how Cordel Connect V3, the latest iteration of the company’s platform, is supporting the group’s land-and-expand strategy through improved visualisation, multimodal data capture and broader customer engagement. Cordel Group offers a patented cloud-based platform for master data management and business analytics, together with specialist hardware and software for capturing, analysing and reporting on large datasets within the transport sector, employing sophisticated AI algorithms. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    13 min
  8. 216. Bull, Bear & Beyond – Tradedoubler: executive interview

    6 MAY ·  VIDEO

    216. Bull, Bear & Beyond – Tradedoubler: executive interview

    In this interview, Matthias Stadelmeyer, CEO of Tradedoubler, discusses industry dynamics across the company’s three business lines. In affiliate marketing, he outlines how LLM searches are driving a greater focus on content and media publishers. In influencer marketing, he highlights the dynamism of the industry and explains how brands and creators prefer to operate. Describing the company’s use of acquisitions to enter new markets, he provides more detail on Appiness, the app marketing business. He discusses Tradedoubler’s recently announced entry into the fast-growing retail media market, highlighting the potential to bring existing retailers and brands together to create a retail media network. Finally, he discusses the pros and cons of offering separate products as opposed to an integrated performance partnership platform. While not covered in the interview, Tradedoubler has also recently launched Emna AI (currently in beta), which supports brand visibility in LLM-driven environments and enables brands to influence outcomes through its network of over 180,000 publishers. Tradedoubler (Nasdaq Stockholm: TRAD) is a pioneer in performance-based digital marketing, operating in more than 90 countries with over 3,000 brands. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    12 min
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About

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

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