The Art of Investment

By Vermeer Partners

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Category: Investing

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Episodes: 58

Description

We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out more, please do get in contact with us. The information provided during any of Vermeer Investment Management's Art of Investment podcasts does not constitute investment advice nor should it be considered a recommendation to buy or an offer to sell a particular security or investment. It is not intended to address your particular requirements. Vermeer Investment Management Limited, Guests and Presenters may have positions in any of the investments discussed. Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. Past performance is no guarantee of future performance and your capital is at risk.

Episode Date
AI applications outside Generative AI.
Jul 31, 2023
Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey
Jul 13, 2023
Should we be worried about the commercial property market?
Jun 22, 2023
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary
Jun 05, 2023
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon
May 18, 2023
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey
May 05, 2023
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management
Mar 31, 2023
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners
Mar 16, 2023
Investing in the Pet Sector with Richard Fairman, CEO of CVS Group
Mar 02, 2023
Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco
Feb 16, 2023
2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners
Feb 02, 2023
Manufacturing in a post covid world with Jon Boaden, CFO of Volex
Jan 19, 2023
Biotech investing, mRNA and genome editing with Dr Daniel Koller, Portfolio Manager at Bellevue Asset Management
Nov 03, 2022
Why China is persisting with its zero-covid policy with Paul Major, Portfolio Manager of the Bellevue Healthcare Trust
Oct 24, 2022
The current energy crisis and the transition to a sustainable energy future with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners
Oct 07, 2022
Bonus Episode - Summer Internship at Vermeer Partners with Roshni Davda
Sep 28, 2022
Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital
Sep 22, 2022
Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management
Sep 06, 2022
Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund.
Aug 04, 2022
The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners
Jul 21, 2022
The future of UK Grocery, Supermarket investment and Arsène Wenger
Jul 11, 2022
Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management
Jun 23, 2022
Investing in the UK and a career in Portfolio Management with Laura Foll, Portfolio Manager at Janus Henderson Investors
May 26, 2022
The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics
May 12, 2022
38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners
Apr 28, 2022
Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management
Apr 14, 2022
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE
Mar 31, 2022
Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust
Mar 17, 2022
The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power
Mar 03, 2022
India and China investing with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets Opportunities Fund
Feb 17, 2022
Investing in Europe with Gareth Rudd, Fund Manager of the Chelverton European Select Fund
Feb 03, 2022
Simon Melling – CEO, Christmas Special
Dec 21, 2021
The Future of the UK economy with Dr Savvas Savouri, Chief Economist of Toscafund Asset Management LLP
Dec 16, 2021
Is China too risky? Andy Rothman, Investment Strategist at Matthews Asia
Dec 02, 2021
The Energy Transition with Tony Catachanas, CEO of Victory Hill Capital Advisors LLP
Nov 25, 2021
Transitory or Permanent Inflation? Peter Spiller, CG Asset Management
Nov 17, 2021
Budget Special with Simon King, CIO of Vermeer Partners
Nov 02, 2021
Gold & Silver with Ned Naylor-Leyland, Jupiter Asset Management
Oct 22, 2021
Part 2: Healthcare after the Pandemic with Paul Major, BB Healthcare Trust
Sep 29, 2021
Part 1: Healthcare after the Pandemic with Paul Major, BB Healthcare Trust
Sep 22, 2021
What about Japan? Tim Gregory, the Vermeer Global Fund
Sep 17, 2021
Do not forget UK Smaller Companies with Paul Marriage, Tellworth Investments
Sep 07, 2021
Investing in Asia with Tom Naughton, Prusik Investment Management
Aug 24, 2021
Investing in the US with Robin Milway, CEO of Arbrook Investors
Aug 06, 2021
Stock Market Review with CIO of Vermeer Partners, Simon King
Jul 30, 2021
Investing in Global Equities with Tim Gregory, Senior Fund Manager of the Vermeer Global Fund
Jul 07, 2021
What next for Netflix?
Jun 18, 2021
How Netflix Crushed Traditional TV
Jun 09, 2021
The future for Big Pharma & Healthcare
Jun 02, 2021
What is wrong with Big Pharma?
May 25, 2021
Investing in Luxury and the Consumer - Part 2
May 14, 2021
Investing in Luxury and the Consumer - Part 1
May 07, 2021
Banking on a Future?
Apr 23, 2021
The Energy Revolution
Apr 09, 2021
Is this the Great Rotation?
Mar 26, 2021
Is Bitcoin the new Gold?
Mar 12, 2021
Should we worry about inflation?
Feb 26, 2021
The Art of Investment - Teaser
Feb 24, 2021