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The IBOSS Investment Team are joined by industry leading guest speakers to share their views and insights regarding the latest market news and investment topics.

  1. 26/03/2024

    Focusing on Asia with Jonathan Pines, Federated Hermes

    The IBOSS Investment Team are joined by Jonathan Pines from Federated Hermes, as the spotlight falls on Asia. Asian countries are quite different from each other when it comes to investing, so this part of the world can be home to both the best and worst-performing global stock markets at any one time. Discover the true potential of the region, uncover highly attractive price-to-value ratios, and explore lucrative opportunities awaiting proactive investors. This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Please note that the content is based on the author’s opinion at the time of writing/publish date. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice. Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. IBOSS Asset Management Limited is owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316). Registered Office: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on Asia with Jonathan Pines, Federated Hermes

  2. 26/09/2023

    Focusing on US Equities with Mark Sherlock, Federated Hermes

    The IBOSS Investment Team are joined by Mark Sherlock, Head of US Equities and Lead Portfolio Manager, at Federated Hermes Limited. For most of the last 20 years, though not since 2018, the valuations of the US mid and small-cap indices have been higher than the S&P 500, but currently they trade on a near-record discounts. However, the argument for mean reversion is compelling and valuations are relatively cheap, therefore, there are some attractively valued investment opportunities in the small mid-cap space. But, is now a good time to get involved and invest for the long term, or is more patience required for investors due to macro-economic and geo-political factors? This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Please note that the content is based on the author’s opinion at the time of writing/publish date. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice. Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. IBOSS Asset Management Limited is owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316). Registered Office: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on US Equities with Mark Sherlock, Federated Hermes

  3. 26/06/2023

    Focusing on the UK with Ed Legget, Artemis

    The UK economy has had more downs than ups over recent years, however, is it more resilient than people think? There continue to be fears around a UK recession, but these may be overblown as we believe there are potential opportunities for returns from UK equities during 2023, and beyond. Ed and the IBOSS investment team discuss the current investing landscape for the UK. This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser before making any investment decisions. Please note that the content is based on the speaker’s opinion at the time of  recording. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.  Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. IBOSS Asset Management Limited is ultimately owned by Kingswood Holdings Limited, an AIM Listed company incorporated in Guernsey (registered number: 42316). Registered Office is: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on the UK with Ed Legget, Artemis

  4. 25/04/2023

    Focusing on India & Sustainable Investing with Sashi Reddy, Stewart Investors

    The IBOSS Investment Team are joined by Sashi Reddy of Stewart Investors, live from Sydney, Australia. Sashi provides insight into investing sustainably via India and Asia, as well as discussing Indian equities in general, which don't correlate with the rest of the world and can add great diversification benefits to a portfolio. So, what do India’s investing prospects currently look like and what opportunities are currently out there for investors? This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser before making any investment decisions. Please note that the content is based on the speaker’s opinion at the time of  recording. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.  Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. Registered Office is: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on India & Sustainable Investing with Sashi Reddy, Stewart Investors

  5. 17/03/2023

    Focusing on the Start of the Year for Markets with Duncan MacInnes, Ruffer

    Many investors are hoping that the repricing of assets, following a turbulent 12 months, may provide some stellar opportunities for returns – but are we there yet? Duncan and the IBOSS investment team discuss how markets have performed during the early stages of the new year and what trends are beginning to emerge. They share their views on what they think may be required in portfolios during the months ahead, as well as the potential challenges to come in a journey through a much-changed market landscape. This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser before making any investment decisions. Please note that the content is based on the speaker’s opinion at the time of  recording. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.  Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. Registered Office is: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on the Start of the Year for Markets with Duncan MacInnes, Ruffer

  6. 27/01/2023

    Focusing on the UK Stock Market with Mark Slater, Slater Investments

    The UK economy, just like the rest of the world, is currently facing one of its toughest times in recent history and it may take some time to climb out of the rut it's currently in. However, for investors, the UK stock market is a separate entity to the economy and 2023 is starting to look more positive in terms of opportunities and the potential for returns. This includes the Slater Growth fund, which is held across multiple IBOSS ranges, and like many UK funds right now is looking cheap relative to history. Mark and our investment team discuss the UK equity investing backdrop, and specifically where opportunities are being found, as well as any continuing Brexit effects and quantifying the outcomes of developing UK government policies. This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser before making any investment decisions. Please note that the content is based on the speaker’s opinion at the time of  recording. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.  Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on the UK Stock Market with Mark Slater, Slater Investments

  7. 08/12/2022

    Focusing on Fixed Income with Jenna Barnard, Janus Henderson

    The interest rate-raising environment has provided the fixed income space many challenges this year. The developed world central banks, led by the US Federal Reserve, have badly misunderstood the inflation dynamics and are now playing catch-up. Whilst the first nine months of 2022 have been some of the worst in history for fixed income overall, we think there are starting to be some opportunities for positive returns. Jenna and our Investment Team discussed the fixed income sector in detail and what their plans are for the remainder of the year, as well as heading into 2023. This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser before making any investment decisions. Please note that the content is based on the speaker’s opinion at the time of  recording. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.  Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on Fixed Income with Jenna Barnard, Janus Henderson

  8. 30/08/2022

    Focusing on Commodities with Christopher Korpan, J.P. Morgan

    Over the past couple of months many of the commodity prices that were at the centre of the current inflationary burst have slumped dramatically. Christopher and our Investment Team discussed what has caused the rise and fall of commodities over the past year, including the supply and demand dynamics affecting oil, gold and energy. We also look at how climate issues affect the JPM team's strategy and how they plan to incorporate sustainable values into a sector that many consider to be the antithesis to ESG investing. This communication is designed for informational purposes only and is not intended as investment advice. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser before making any investment decisions. Please note that the content is based on the speaker’s opinion at the time of  recording. Our views and opinions regarding certain investment themes and topics can alter over time as the macroeconomic background changes and other industry news is made publicly available, this is not intended as investment advice.  Past performance is not a reliable indicator of future performance. The value of investments and the income derived from them can fall as well as rise, and investors may get back less than they invested. IBOSS Asset Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register Number 697866. Registered Office is the same: 2 Sceptre House, Hornbeam Square North, Harrogate, HG2 8PB. Registered in England No: 6427223.

    Focusing on Commodities with Christopher Korpan, J.P. Morgan
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À propos

The IBOSS Investment Team are joined by industry leading guest speakers to share their views and insights regarding the latest market news and investment topics.

Informations

  • Création
    IBOSS
  • Années d’activité
    2022 - 2024
  • Épisodes
    13
  • Classification
    Tous publics
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