Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture.

This week Alastair McRobert, Investment Manager at Vermeer Partners, discusses this highly topical subject with Josie Broomberg who joined us as a summer intern through GAIN, Girls are Investors. GAIN is a fantastic organisation promoting gender diversity in the Investment Management industry - https://www.gainuk.org/what-we-do.

This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.com

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO.

Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Pouliassi.  Their wide-ranging discussion covers: the challenges of curating an exhibition to be both challenging and commercial; if contemporary art really is more shocking than the art of the great masters; the art market as an investment opportunity, and if a five-year old really could ‘do better’…

If you are interested in finding out more, we would be delighted to show you round the gallery ourselves - so please do get in touch on 020 7123 5200 or info@vermeerllp.com

The exhibition runs from 6^th – 24th June at D Contemporary 23 Grafton Street, London W1S 4EY https://www.dcontemporary.com/passages

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improve productivity, global geopolitical risks and finally the outlook for the UK stock market.

www.vermeerllp.com

https://panmure.com/

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market.

www.vermeerllp.com

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation on the fund’s investments, why he likes infrastructure stocks and finally, the various geopolitical issues in today’s world including the strengthening relationship between President Xi and Putin. Tom is fascinating to listen to and we hope you enjoy the interview.

https://www.prusikim.co.uk/

www.vermeerllp.com

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in US markets for over 40 years. He explains why the US market continues to capture his imagination, why being based in Poole is a competitive advantage, his view on the economy, inflation, big tech, why he focuses on smaller companies and finally, whether we are heading for a recession or not.  

www.vermeerllp.com

www.delislepartners.com  

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on investing in people, corporate culture and sustainability. At the end Richard shares some advice for aspiring business people and what he learnt from a recent career setback.

https://www.cvsukltd.co.uk/

https://vermeerllp.com/

Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metaverse as a competitive advantage, what is holding industry back from more wider scale adoption, and whether big tech be disintermediated.

www.vermeerllp.com