The Armchair Trader

On this #podcast episode, host Stuart Fieldhouse speaks with Yoojeong Oh, CFA, Investment Director with abrdn Asian Income Fund Limited Stuart and Yoojeong talk about the likely impact of Donald Trump’s election win on Asia Pacific markets and the elephant in the room, the relative health of China’s economy. Yoojeong tells us which Asian markets she likes the look of for the year ahead and focuses in on the Indian stock market and Australia in particular. Stuart and Yoojeong take time to discuss governance in Asian listed companies, the Australian real estate market, and Yoojeong gives us some insights on her favourite stocks in the fund right now. It's a great listen! Find our podcast on your favourite podcast platform - and don't forget to like and subscribe. abrdn Investment Trusts Graeme Coles-Andrew Michael Morton Archie H. Lilly Whitefield Ellis White Ian Overgage https://lnkd.in/egSkhVt4

Invinity Energy Systems, the Aquis Stock Exchange listed manufacturer of utility-grade energy storage units made a significant announcement last week, launching Endurium, a new next-generation vanadium-flow battery unit. Deputy Editor John Foster reports, with comment from Jonathan Marren, Chief Executive of Invinity. Michael Morton Graeme Coles-Andrew Adele Gilbert Tom Crinks https://lnkd.in/g4GSSX_B

Day 2 at the Resourcing Tomorrow event. Stop by our stand and say hi - A01

A busy day of filming at the Resourcing Tomorrow event on day 1. Great to spend time with Ross Allister, Gavin Ferrar. Chris Doornbos P.Geo, ICD.D and Adam Smith. Look out for their interviews which we will be publishing over the coming weeks.

On this #podcast episode, host Stuart Fieldhouse speaks with Thomas Moore, a senior investment director with abrdn Investment Trusts who chats to us about the abrdn Equity Income Trust PLC On the podcast, they discuss the balance between yield and capital growth, hunting for value stocks in the UK equity markets and how the UK budget, interest rates and inflation affect the fund manager's decision-making. Thomas gives his thoughts on the ideal stock and discusses the case for Imperial Brands and Galliford Try. Graeme Coles-Andrew Michael Morton Archie H. Ian Overgage Lilly Whitefield Ellis White https://lnkd.in/eusTq8HG

I will be moderating the silver panel at Resourcing Tomorrow in London next Thursday afternoon - joining me will be Ian Williams Ted Butler and Chris Mahoney - some very interesting issues within the silver market to discuss on the day. https://lnkd.in/ebgxFduW Andrew Thake

The economic outlook is uncertain and the US equity market is fully valued but quality opportunities are still on offer. James Harries and Tomasz Boniek of STS Global Income & Growth Trust provide their thoughts on the markets, identifying opportunities and highlight two picks that align with their strategy. Here is their report - https://lnkd.in/e5E_2eee Tom Brooksbank Chloe Raymond Victoria (Plum) Musk Michael Morton Graeme Coles-Andrew

The US markets are now a huge weight in many major global indices, and this may be a risk for investors targeting a diversified portfolio. In this report, we highlight why the Murray International Trust PLC can help investors with diversification. Michael Morton Archie H. Lilly Whitefield Marty Connaghan Samantha Fitzpatrick https://lnkd.in/eKaFPryi

Joining Stuart Fieldhouse us on the podcast for this episode is Mohit Gupta, who joined Cboe Canada listed Zefiro Methane Corp. as its Chief Financial Officer in July. Mohit talks us through Zefiro’s incredibly important mission to cap oil and gas wells which are spouting extremely important methane gas into the atmosphere. Zefiro owns companies which are working across five US states to identify and cap the wells which are harming the evironment. Mohit is also a veteran of the energy trading markets and at JP Morgan was one of the pioneers in the development of North American carbon credit markets, so it was a great opportunity to also speak to him about next generation carbon credits and how Zefiro is tapping into this area. Well worth a listen if you are interested in green stocks, and indeed in saving the planet. Follow the link to listen to the episode or subscribe to our channel on your favourite #podcast platform. Michael Morton Graeme Coles-Andrew Talal Debs https://lnkd.in/duYJ3Nip

On the #Podcast for this episode, host Stuart Fieldhouse discusses investment trusts with an expert in the sector, Peter Hewitt, the fund manager of the Columbia Threadneedle Investments EMEA APAC Global Managed Portfolio Trust. Stuart and Peter had a wide-ranging discussion on the state of the play within the investment trusts sector, and how Peter manages the fund’s diversified portfolio of trusts. The CT Global Managed Portfolio Trust has a growth and an income component and investors can choose to put money into either silo, depending on their objectives. They can also move money between them as those objectives change. You can follow the link below to listen to the podcast, or find it on your favourite platform. If you enjoy it, make sure you subscribe so get more of our podcast content. Fiona Mackenzie Amy Stuart-Mills Michael Morton Graeme Coles-Andrew https://lnkd.in/eArSRmEH