Investor Insights Podcast #67 – Simon Edelsten, Chief Investment Officer, Goshawk Asset Management скачать в хорошем качестве

Investor Insights Podcast #67 – Simon Edelsten, Chief Investment Officer, Goshawk Asset Management

Episode #67 features a discussion with Simon Edelsten, Chief Investment Officer & Fund Manager at Goshawk Asset Management. Episode timestamps: 00:00 Introduction 01:45 Speaker biography 03:19 Opening anecdote 09:22 Summary of the investment approach 14:43 Market concerns around a bubble 22:04 Areas of opportunity 27:15 Looking ahead to the year ahead 31:14 Highest conviction area 34:29 Risk Summary References: Supremacy: AI, ChatGPT and the Race That Will Change the World is a 2024 (Parmy Olson) FT Column: https://www.ft.com/simon-edelsten (subscription required) In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. The series can also be accessed on YouTube and Spotify by searching for ‘Killik & Co’s Investor Insights’. Please get in touch via investorinsights@killik.com for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co. This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).