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News, Views and Truths.

News, Views and Truths.

By Andrew Alexander
A weekly podcast covering what the investment team at Three Counties Ltd have been talking about over the past 7 days.
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Currently playing episode

News Views and Truths - 14th September 2020 to 18th September 2020

News, Views and Truths.

News Views and Truths - 14th September 2020 to 18th September 2020

News, Views and Truths.

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News Views and Truths - 29th September 2020 to 2nd October 2020
You are cordially invited... Join me, Andrew Alexander as I once again talk to Rob Powell, Head of Thematic and Sector Product Strategy at Blackrock on the topic of clean energy and the investment opportunities within.  I have my regular guests, with Graham Nicholson covering off the past 5 days in foreign exchange markets and my colleagues Joe O'Brien and Neil Robertson illuminate me into what new stories have tickled their collective fancies this week.
34:04
October 2, 2020
News Views and Truths - 21st September 2020 to 25th September 2020
We held a webinar this week... Join me, Andrew Alexander, as I talk to Rob Powell, Head of Thematic and Sector Product Strategy at Blackrock.  We talk about thematic investing and in particular, the opportunities that arise from an aging global population.   Graham Nicholson form Cornhill FX will outline the weeks economic data and how this has affected curency markets, whilst my colleagues Corryn Wild, Joe Obrien and Neil Robertson discuss the past weeks news headlines.  And because its Five Oclock Somewhere, we end the week with a cocktail in our usual style.
39:38
September 25, 2020
News Views and Truths - 14th September 2020 to 18th September 2020
The Fed will do what the Fed needs to do. Join me, Andrew Alexander, as I talk to Joe Capaldi of Charlotte Square on the fortunes of AIM stocks and why they have outperformed their larger UK counterparts during the pandemic.  Graham Nicholson of Cornhill Foreign Exchange covers off the week's economic data and my colleagues Corryn Wild, Joe O'Brien and Neil Robertson cover off their favourite news headlines of the past week.  To round things off, an autumnal feel to this week's "It's Five O'clock Somewhere".   And remember, OBEY ZE CURFEW!!!!
44:43
September 18, 2020
News Views and Truths - 7th September 2020 to 11th September 2020
The UK GDP figures are hot off the press... Join me, Andrew Alexander, as this week I discuss investment opportunities within Medical Grade Cannabis with Rize ETF's Rahul Bhushan.  Graham Nicholson of Cornhill FX gives us a run down of the week in Foreign Exchange markets and my colleagues Corryn Wild, Joe O'Brien and Neil Robertson run through the past week's news stories.  I finish up with our usual way; a cocktail recipe, in "It's Five O'clock Somewhere."
57:44
September 11, 2020
News Views and Truths - 31st August 2020 to 4th September 2020
It was all going so well until the wheels fell off. Join me, Andrew Alexander as I talk to AXA Fintech manager Vincent Vinatier on the opportunities for investors within Fintech.  I have my regular guest Graham Nicholson of Cornhill FX who has returned from his holiday refreshed and ready to update us all on the forex market.  I speak to my colleagues Corryn Wild, Joe O'Brien and Neil Roberston on the weeks news headlines and finish off the week with a homemade Covid-19 test, courtesy of Andrew Ayre.  Yes, you heard right.
45:30
September 4, 2020
News Views and Truths - 24th August to 28th August 2020
There has been a significant announcement from the Fed this week and it will affect you. Join me, Andrew Alexander as I talk to Jim Wright, manager of the Premier Miton Global Infrastructure Income fund on how the sector has performed during the pandemic and the how Jim is positioning the fund for the opportunities he is seeing ahead.  I also talk to my colleagues Corryn Wild, Joe O'Brien and Neil Robertson on the week's news headlines and I round the week off in our usual way; a cocktail recipe in "It's Five O'clock Somewhere".
39:10
August 28, 2020
News Views and Truths - 17th August to 21st August 2020
Its celebration time as the US market breaks records. Join me, Andrew Alexander, as I talk to Rosemary Banyard, UK investing legend and manager of the newly launched Downing Unique Opportunities fund on how the UK is positioned to deliver returns in the post-Covid environment.  I also have my regular guests, Graham Nicholson of Cornhill FX who will cover off the economic data of teh past week, along with my colleagues Corryn Wild, Joe O'Brien and Neil Robertson who will review the week's news. I then finish off wth a cocktail, ths week courtesy of Port of Call in Seaham, County Durham.  Support your local business and get down there this weekend.
46:48
August 21, 2020
News Views and Truths - 10th August to 14th August 2020
What do you do if your share price gets too expensive? Join me, Andrew Alexander, as I talk to Martijn Rozemuller and Dominik Poiger of Van Eck who outline the investment opportunities with Video Gaming and E-Sports.  A gamer myself, this is a fascinating and fast-growing investment theme which is becoming more and more prevalent within investment portfolios. I also have my regular guests; Graham Nicholson of Cornhill FX who will take us through the past week’s economic and foreign exchange news, followed by my colleagues, Corryn Wild, Joe Obrien and Neil Robertson who will discuss the past week’s finance news.  Including Donald Trump’s beauty regime. And to conclude as usual, a cocktail, in this week’s Its Five Oclock somewhere.
47:19
August 14, 2020
News Views and Truths - 3rd August to 7th August 2020
This week is the third and final part of the series outlining the themes shaping our centralised investment portfolios. Join me, Andrew Alexander, as I talk to Richard Lightbound, CEO of Europe and Asia for ROBO Global, the research company wholly focused on helping investors capture the unique opportunities of fast-growing robotics, artificial intelligence, and healthcare technology companies around the world.  Importantly, ROBO Global create and manage the Legal & General Investment Management Robotics and Automation fund index and Richard outlines the significant investment opportunities within this cutting-edge sector. We also have our regular contributors; Graham Nicholson of Cornhill FX who will take us through the past week’s economic and foreign exchange news, followed by my colleagues, Joe Obrien and Neil Robertson who will discuss the past week’s finance news. And to conclude in our usual weekend-beckoning style - a cocktail, in this week’s Its Five Oclock somewhere
49:32
August 7, 2020
News Views and Truths - 20th July to 24th July 2020
This week is part two of a three part series into what themes are shaping our centralised investment portfolios. Join me, Andrew Alexander as I discuss luxury brands with Swetha Ramachandran of GAM and the opportunites that investors may see during the global pandemic.  I am also joined by Graham Nicholson of Cornhill Foreign Exchange and he takes us through what has been influencing the markets over the past week.  I am also joined by my colleagues Corryn Wild, Joe O'Brien and Neil Robertson, where we will discuss the headlines in financial services over the past 7 days.  Finally, a cocktail; a luxury cocktail in, "It's Five O'clock Somewhere".
53:40
July 24, 2020
News Views and Truths - 12th July to 17th July 2020
Roll up, roll up for the three themes that are dominating our investment portfolios for the coming year.  Well, at least theme number one this week... Join me, Andrew Alexander as I discuss global decarbonsiation with Diedre Cooper, manager of the Ninety One Global Environment Fund and how this theme is dictating decisions made by the world's largest corporations.  I also have my colleagues Corryn Wild and Neil Roberston who disseminate the weeks Financial Services news. Finally, celebrate the weekend with our usual cocktail recipe in "Its Five O'clock Somewhere".  The boss supplied it this week so it must be good.  Right?
36:36
July 17, 2020
News Views and Truths - 6th July to 10th July 2020
All that glitters is probably gold.  Join me, Andrew Alexander as I look at the yellow metal's unrelenting march towards all time highs.  I also have Rahul Bhushan, Co-founder of Rize ETF, who discusses the growing importance of the digital cyber security theme in global investing.  I also have my regular guests; Graham Nicholson from Cornhill FX and my advisory colleagues, Corryn Wild, Joe O'Brien and Neil Robertson, who discuss the fallout from this week's budget.  And to finish, celebrate the end of the working week with our usual cocktail recipe in "Its Five O'clock Somewhere".
47:30
July 10, 2020
News Views and Truths - 29th June to 3rd July 2020
Unemployment figures going up; unemployment figures going down. Join me, Andrew Alexander, as I discuss the latest US jobs report, alongwith the latest announced job losses in the UK.  I also speak to Mike Fox, Citywire AAA fund manager and Head of Sustainable Investing at Royal London Asset Management on all things ESG.  We have our usual guests; Graham Nicholson from Cornhill FX and my advisory colleagues Corryn Wild, Joe O'Brien and Neil Robertson talking about the news this past week.  And finally, our cocktail of choice in, "Its Five O'Clock Somewhere".
45:22
July 3, 2020
News Views and Truths - 22nd June to 26th June 2020
The pandemic is not making investing easy, but its not supposed to be! Join me, Andrew Alexander, as I consider the recent spike in coronavirus infections and the effect on the markets.  I also discuss the past 30 years with Managing Director and CIO of SVM Asset Management, Colin McLean, along with the week in currency markets with Graham Nicholson of Cornhill FX.  My colleagues and I chat about National Scam Awareness Week and the legend that is Akon.  Finally, a variety of Appletini's in "It's Five O'clock Somewhere". 
49:17
June 26, 2020
News Views and Truths - 15th June to 19th June 2020
The fear of a second wave sends Central Banks into action.   Join me, Andrew Alexander as I discuss the re-emergence of the pandemic and the trillions of dollars being thrown at the problem.  I also discuss currency markets with Cornhill FX's Graham Nicholson and cover off the headlines making this week's Financial Services news with my advisory colleagues, Corryn Wild, Joe O'Brien and Neil Robertson.  Finally, we have our regular cocktail recipe in "It's Five O'clock Somewhere".
46:28
June 19, 2020
News Views and Truths - 8th June to 12th June 2020
Reality bites and has taken a chunk out of the market! Join me, Andrew Alexander, as I discuss the market tumble as the perfect recovery begins to lose its shine. I also discuss the weekly market news with Joe Capaldi of Charlotte Square in Edinburgh, along with how to make a Dirty Monkey.  Or two...
27:31
June 12, 2020
News Views and Truths - 1st June to 5th June 2020
Whats that?  It's the silent killer of your weath. Join me, Andrew Alexander as I discuss inflation and the problems that the current global fiscal stimuli could be building up.  I also talk to Joe Capaldi, Investment Manager from Charlotte Square in Edinburgh, about what have been the topics of the week.  Finally, I have a Lemon Drop recipe in "It's Five O'Clock Somewhere", for you to enjoy this weekend.
27:05
June 5, 2020
News Views and Truths - 25th to 29th May 2020
Its going to be tough on its all - especially the lapdancers! Join me, Andrew Alexander as I step into a post Covid world.  Hear from Colin Frame, Managing Partner of Greaves West and Ayre Chartered Accountants and perhaps take a drink will us in "Its Five O'Clock Somewhere". Last weeks interview with Andy Brown of Baillie Gifford can be found https://three-counties.co.uk/when-andrew-met-baillie-gifford-26-05-20/ If you wish to subscribe for the blog, you can do so https://three-counties.us11.list-manage.com/subscribe?u=55cc8ce60a715eaf081aaf5ee&id=83eb64d4c3
24:08
May 29, 2020
News Views and Truths - 18th to 22nd May 2020
"The US Market is broken and the Fed is to blame." Join me, Andrew Alexander, on a journey into blametown.  You may not fight the Fed, but it doesn't mean you have to like the Fed. Last weeks blog can be found https://three-counties.co.uk/news-views-truths-11th-may-15th-may/ If you wish to subscribe for the blog, you can do so https://three-counties.us11.list-manage.com/subscribe?u=55cc8ce60a715eaf081aaf5ee&id=83eb64d4c3
07:59
May 26, 2020