Funds editor for @IChronicle
Joined January 2010
- Tweets 8,372
- Following 2,867
- Followers 1,531
- Likes 989
209 Photos and videos
Pinned Tweet
4 Jun 2024
Cathie Wood on the IC Interviews pod youtube.com/watch?v=VWOIbDka…
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4 Jun 2024
Some highlights (timestamped):
Can Tesla really compete with Chinese rivals?
Why does Ark Innovation not own more of the Mag 7?
The implications of AI for the fund
Criticisms of Wood's investment process
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23 Jan 2024
Tom Slater of Scottish Mortgage on the latest @IChronicle podcast this week: youtube.com/watch?v=nLM8lp-Z…
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23 Jan 2024
A few highlights:
Why the team recently bought back into Meta
What might steady performance after a painful couple of years
Why the fund doesn't hold Microsoft or Alphabet
The current view on China
MUSK
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31 Oct 2023
As mentioned in the blurb, always keen to hear comments and guest suggestions if you wish to email me too.
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27 Oct 2023
Nick Train talks to us about the state of the UK market (and his funds): investorschronicle.co.uk/new…
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6 Jul 2023
Some interesting musings from one of the more thoughtful fund buyers x.com/assetallocator_/status…
6 Jul 2023
The latest edition of the Asset Allocator Podcast is out now and this week we've spoken to @simonevancook about his return to multi-asset investing shows.acast.com/93cf156f-10d…
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18 May 2023
Investment trusts are no magic remedy to the liquidity problems demonstrated by the Woodford fiasco investorschronicle.co.uk/new…
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12 May 2023
A few challenges down the road for infrastructure investment trusts investorschronicle.co.uk/new…
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11 May 2023
Coming briefly out of my Twitter slumber to shamelessly plug Asset Allocator's newly made account (memes and all) x.com/assetallocator_/status…
11 May 2023
The latest edition of the Asset Allocator email should be hitting inboxes around about now. In which we discuss outflows from UK equities. Sign up here to get this juice straight in your inboxes: ftadviser.com/asset-allocato…
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