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. 10h ago

    Bull, Bear & Beyond – BlackRock Greater Europe Investment Trust in 60 Seconds

    Edison’s investment companies team recently published a review on BlackRock Greater Europe Investment Trust (ticker: BRGE). In recent months, there have been subtle changes in the investment process following the appointment of new managers. Brian Hall brings a more quality/value approach following an extended period of growth-style headwinds, while Benjamin Moore provides an increased valuation awareness. The trust’s capital growth objective is unchanged and the continuation of a relatively concentrated portfolio of quality European equities means that any process changes should be viewed as evolutionary rather than revolutionary. Despite an uncertain investment backdrop, the managers have identified some interesting themes, including businesses operating at different stages along the semiconductor supply chain, which are benefiting from the growth in AI. **************************************************************************************  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
  2. 239. Bull, Bear & Beyond – Cereno Scientific: executive interview

    11h ago

    239. Bull, Bear & Beyond – Cereno Scientific: executive interview

    In this interview, we speak with Dr Rahul Agrawal, chief medical officer and head of R&D at Cereno Scientific, about the latest findings from the Expanded Access Programme (EAP) for the company’s lead candidate, CS1, in pulmonary arterial hypertension (PAH). He discusses how investors should interpret the long-term safety and clinical observations in the context of the study’s exploratory design, limited patient population and the progressive nature of PAH. Rahul explains why the data provide meaningful support for CS1’s clinical profile, highlights its potential to complement existing PAH therapies, including sotatercept, and outlines how the EAP continues to strengthen the rationale for CS1 as a potential disease-modifying treatment. He also provides an update on preparations for the global Phase IIb trial and outlines the key development milestones investors should monitor over the coming months. **************************************************************************************  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
  3. 239. Bull, Bear & Beyond – Cereno Scientific: executive interview

    12h ago

    239. Bull, Bear & Beyond – Cereno Scientific: executive interview

    In this interview, we speak with Dr Rahul Agrawal, chief medical officer and head of R&D at Cereno Scientific, about the latest findings from the Expanded Access Programme (EAP) for the company’s lead candidate, CS1, in pulmonary arterial hypertension (PAH). He discusses how investors should interpret the long-term safety and clinical observations in the context of the study’s exploratory design, limited patient population and the progressive nature of PAH. Rahul explains why the data provide meaningful support for CS1’s clinical profile, highlights its potential to complement existing PAH therapies, including sotatercept, and outlines how the EAP continues to strengthen the rationale for CS1 as a potential disease-modifying treatment. He also provides an update on preparations for the global Phase IIb trial and outlines the key development milestones investors should monitor over the coming months. ************************************************************************************** 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
  4. 238. Bull, Bear & Beyond – Halyk Bank in 60 seconds

    1d ago

    238. Bull, Bear & Beyond – Halyk Bank in 60 seconds

    Hear from Edison’s Milosz Papst on Halyk Bank, Kazakhstan’s leading financial group, whose market-leading position, robust returns and consistent dividend payouts make it a compelling way to access Central Asia’s largest economy. **************************************************************************************  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. 237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds

    Jun 22

    237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds

    Hear from Edison’s Milosz Papst on Patria Private Equity Trust, whose focus on the European private equity mid-market, specialist managers and broad portfolio diversification underpins its long-term investment proposition. ************************************************************************************** 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. 236. Bull, Bear & Beyond – ProCredit Holding in 60 seconds

    Jun 19

    236. Bull, Bear & Beyond – ProCredit Holding in 60 seconds

    Discover Edison’s latest views from Milosz Papst on ProCredit Holding, the emerging Europe-focused specialist bank pursuing growth, digitalisation and improved capital efficiency to enhance shareholder returns. ************************************************************************************** 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
  7. 235. Bull, Bear & Beyond – Custodian Property Income REIT: executive interview

    Jun 16

    235. Bull, Bear & Beyond – Custodian Property Income REIT: executive interview

    In this interview, Richard Shepherd-Cross, the fund manager of Custodian Property Income REIT (CREI), discusses the company’s strong performance in FY26, his positive view on the commercial property market and the progress being made with CREI’s growth strategy. With rental growth having broadened across all sectors in the past year and yields having stabilised, Richard feels that commercial real estate is ‘only just coming off the bottom of the cycle and is a great buy’. While consolidation in the listed commercial real estate sector continues, he points to a similar trend among private companies, for which CREI’s diversified, smaller lot-size strategy is well suited. The acquisitions of three private company portfolios in the past year have been immediately earnings accretive and have helped to build scale, and Richard sees good potential for further transactions. ************************************************************************************** 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
  8. 234. Bull, Bear & Beyond – SynAct Pharma: executive interview

    Jun 15

    234. Bull, Bear & Beyond – SynAct Pharma: executive interview

    In this interview, we speak with Mads Bjerregaard, chief business officer of SynAct Pharma, following the release of top-line results from the Phase IIb ADVANCE study of resomelagon in rheumatoid arthritis. He discusses the key takeaways from the results, which did not achieve statistical significance on the primary DAS28-CRP endpoint but demonstrated encouraging efficacy signals, including an ACR20 response rate of 76.4% at the selected 40mg dose and significant efficacy in the ACR/EULAR Class II-III subgroup. Mads also highlights the significance of the biomarker and safety findings, the implications for SynAct’s differentiated pro-resolution approach and the potential impact on regulatory interactions, Phase III planning and partnering discussions. Finally, he discusses potential read-throughs for the ongoing RESPIRE study and the key milestones investors should watch over the next 12 months. SynAct Pharma (STO: SYNACT) is a clinical-stage biotechnology company developing first-in-class therapies that promote inflammation resolution without suppressing the immune system. Its lead asset, resomelagon, is an oral melanocortin agonist being developed for rheumatoid arthritis and acute inflammatory conditions. Following the recent Phase IIb ADVANCE readout, the company’s focus is on regulatory engagement, Phase III planning and advancing the broader inflammation-resolution platform, including the ongoing Phase II RESPIRE study. **************************************************************************************  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/

    15 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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