Master Investors

Dr Richard Marshall CBE, CEO at Juvenescence, Bill Kapp, Co-founder and CEO at Fountain Life, and Jörg Rieker, Founding Partner at Maximon, join Phil Newman, Editor-in-Chief at Longevity.Technology, for a panel discussion at Investing in the Age of Longevity 2023. In their chat, participants present the business models and product pipelines of their respective companies in the longevity sector, and give an update on their current fundraising efforts. Investing in the Age of Longevity 2023 was held on 16 November 2023. The masterclass featured presentations from scientists and business leaders at the cutting edge of the field, giving participants the inside track on the latest aging-related discoveries and investment opportunities. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Not only will the next 12 months be "fascinating" for investors, but according to investment trust authority Jonathan Davis, the UK stock market could do 'quite well' mainly because it's cheap. While the word "cheap" may sound derogatory, buying low represents opportunity, and with 2024 being an election year in both the U.S. and the UK, investment opportunities may not ride on which parties are elected but what the 'voted in' can do to reinvigorate the economy. In his wrapping up 2023 conversation with Master Investor's Sarah Lowther, Davis suggests that the direction of interest rates will continue to feature in market making strategies and in terms of his specialty field "things are looking quite good for the UK, wind and other renewable energy, renewable infrastructure trusts" with a hat tip to battery storage trusts, some of which have enjoyed gains of 30% recently. "It's a very good time to become an investment trust investor", says Davis. "Discounts have widened and that's created all sorts of op

Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman, Editor-in-Chief at Longevity.Technology, for a chat at Investing in the Age of Longevity 2023. Highlighting the importance of preventitive medicine in the healthcare sector, Greg gives his own estimate of how the longevity space is going to develop over the next five years. He also touches on the industry's focus on regulation, and gives advice on how private investors can participate in the longevity space. Having explained the Juvenescence model in more detail, Greg also gives an outlook on the company's product range in 2024. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

After years of cheap money and low interest rates, Master Investor's Jonathan Davis describes the year so far as a "reckoning postponed", and while he is gloomy about the markets he talks about the very much alive investment opportunities that exist. Greencoat UK Wind (LON:UKW) is one such opportunity. "It has an inflation linked yield commitment which it's going to keep", says Davis who explains that while there's a lot of issues around wind power, "that's actually a positive because the worse the conditions are at the moment in wind power, the more likely you are to make money out of it when supply and demand comes back into balance". Davis also says Japan and the yen look very interesting with the currency being "very, very weak" which is its historic behaviour before financial crises. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

The Artisanal Spirits Company (LON: ART) creates and sells what it describes as "outstanding limited edition whiskies and experiences around the world." It does so primarily through its Scotch Malt Whisky Society established some 40 years ago. Crucially, Artisanal is not a distillery or a primary producer. It buys from a huge range of distilleries and has just bottled from its 157th malt whisky distillery. Chief Executive Andrew Dane says Artisanal’s space within the global whisky market is in the ultra-premium price point of typically over £40 a bottle. "That part of the market is really significant and growing. It's over $8 billion and three quarters of that global market is in the markets in which we already have a presence." The business is globally diversified with a recent franchise opening in South Korea attracting 300 members in 90 minutes. Ultimately, Dane says the business is "about creating a highly profitable, highly cash-generative global premium spirits group, and we look to expand the ways

In Conversation with Sam Volkering, Editor of The Crypto Handbook. The move towards more digital assets is “inevitable,” says Sam Volkering. The amount of physical cash in circulation in the U.K. is a mere 4% and society is becoming more comfortable with Bitcoin as a new form of money. With its many gatekeepers and administrative demands on users, traditional finance doesn’t work argues Volkering. Bitcoin on the other hand is a new democratised digital asset that is inclusive for everybody. It’s many things says Volkering. “It's digital gold. It trades like a stock. It's money.” There's a lot more to this wider crypto ecosystem than just the price of Bitcoin says Volkering, and it’s one that is developing and expanding and growing and providing opportunities for people. “What people will start to hear a lot more about in the next 12 months is the tokenization of assets. Companies tokenizing their assets, funds tokenizing their assets, where and how things were exchanged and traded.” In this video Vol

August 2023 saw ZOO Digital Group plc (LON:ZOO) updating investors about a fourth successive year of double digit revenue growth, margin improvement and record pre-tax profitability. The company provides services to the entertainment industry including large streaming companies and other organisations that create content such as feature films and TV series. With its proprietary cloud-based software 'ZOO' provides myriad services to its customers including subtitling and soundtrack dubbing which it does so in 80 languages. Chief Executive Stuart Green and Chief Financial Officer Phillip Blundell tell Master Investor's Sarah Lowther about the pain that is being created by screenwriter and actor strikes in the U.S., but are confident that they will "come out of it stronger". Irrespective of the industry-halting strikes, Green describes debt-free ZOO Digital as a disrupter "in prime position to be able to capitalise on new opportunities". New opportunities may come in the form of a potential acquisitio

As equity markets recover from the shocks of 2022, Jonathan Davis and James Harries of Troy Asset Management, manager of the STS Global Income and Growth trust, discuss the role that global equity income can play in delivering reliable medium term returns. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Cerillion plc (LON:CER) is a growth stock. It's recognised as such by the many long-term ‘sticky' shareholders and by a city-respected panel who recently recognised founder and CEO Louis Hall as Executive Director of the Year. Hall owns more than 30% of the shares of the business that has seen "a quite steep rise in growth in share price within the last few years." That 'quite steep rise' is a seven-fold increase over the past five years. The company at a simplistic level provides enterprise software to telecoms businesses and it's doing well at attracting new customers and keeping them. Hall is proud of his team's efforts. "One of the things that we work very hard at is bringing onboard more of these larger customers and doing some larger, all-inclusive deals. We've gone from a business that ten years ago was selling perpetual software licenses and 20% maintenance support to a software service business selling quite large typically five-year, software or service deals that encompass license support, ho

In this month's Master Investor cogitation, Jonathan Davis and Sarah Lowther discuss whether the AIM market is suffering due to predictions of an impending Labour government and despite a plethora of bad news investor confidence is actually returning. Davis considers the plight of indebted U.K. water companies using the Warren Buffett analogy of "You know who's been swimming naked when the tide goes up." He also references the third-party casualties of those with exposure to those utilities. He shares his conversation with fund manager James Henderson who suggests now is the time to load up on mid and small cap shares. Lowther meanwhile shares her delight about Sam Volkering's just released "The Crypto Handbook" and how she's no longer afraid of a world she's long been in denial of. The pair agree on the market adage that the value of shares can go down as well as up, and this lesson is learned the hard way by fools and the foolhardy. "What's the best way to become a millionaire? says Davis. "To start

In times of turbulence, the right investment decisions can make all the difference. For our June podcast, Master Investor have partnered with Netwealth to help you navigate the uncertain economic landscape with confidence and maximise your investment potential. Master Investor’s Sarah Lowther is joined by Netwealth’s Gerard Lyons and Matt Conradi to share their expert insights and perspective on the volatile financial markets as well as the tools and resources you can use for your own wealth management. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

With global uncertainty has come a renewed interest in the precious metal and we discuss the gold outlook with four companies in this space. On 24 May 2023, Master Investor hosted four gold companies with exciting projects in development to help keep our investors ahead of the curve. Participants: Charlie Morris, Founder and Chief Investment Officer at ByteTree.com Alexander Scanlon, CEO of Barton Gold Harry Anagnostaras-Adams, Executive Chairman of KEFI Gold + Copper Natalie Bellis, CEO of Seventy Ninth Group Mark Child, CEO of Condor Gold For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In this month's Master Investor podcast, Sarah Lowther and Jonathan Davis disagree about the direction of the markets. Lowther, at a grass roots level, sees market sentiment on the up while Davis cites renowned financial strategist Russell Napier who errs caution due to the global accumulation of debt. Napier's thoughts are shared by United States Secretary of the Treasury Janet Yellen who suggests the U.S. government will run out of money at the beginning of June, and if that happens Davis says June will be 'a lively month'. Davis shares Napier's thoughts on debt eradication and why ‘the right kind of equities’ could be a solution. Davis's own solution is 'rack up your risk tolerance', or 'do something less frenetic than watching the markets go up and down every day' which Lowther interprets as permission to study to become a vet. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

The electric vehicle economy is accelerating at full throttle, and as with all supply and demand there comes investment opportunities. Emily Liu, Associate Director of Research at Hybridan talks to Master Investor’s Sarah Lowther about the regulatory stimulus driving the sector and the companies assisting the transition to clean tech and net zero decarbonisation ambitions. Liu also talks about the recycling enterprises at the end of the value chain which are just as essential as the critical mineral explorers at the beginning. She talks about why 80% of UK-made vehicles are exported and whether Cornwall could be at the heart of the EV economy in the U.K.. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

In their monthly gossip about the markets and dominant actors puppeteering the investment stage, Master Investor’s Jonathan Davis and Sarah Lowther consider whether it’s worth following legacy advice about selling up in May and returning in October. May 2023 also coincides with the UK’s first royal coronation in seventy years, so will this noble event invigorate the market? Davis suggests the coming month might be dull unless China invades Taiwan when the advice would be 'it's better to panic early', but 2023 as a whole he suggests could be shaped by the amount of debt being held by the US, UK and European governments. Davis and Lowther also talk about the highlights of the recent Master Investor Show, hoodwinking a young investment guru and the companies that are the gate keepers of 'affordable' and regulated alternative assets of the luxurious kind. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the broking sector and activity in the private equity space. Davis advises those with surplus income and the younger investor to consider venture capital trusts as they ‘essentially’ give investors tax breaks. “They are very risky,” says Davis, “but they do provide a very tax efficient alternative for higher risk, smaller company investment.” With predictions of ‘more trouble to come’ for the UK economy and investment landscape, Davis describes the economy as a head-scratching conundrum with the consumer demonstrating resilience against a backdrop of higher interest rates and energy prices. Jonathan and Sarah also wax lyrical about the state of Royal Mail, and columnist A N Wilson’s dark childhood boarding school experiences which contrasted with the light of his father’s eccentricity. For more investment and economics analysis plus inspiration please visit our

Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before the date of the show was changed to the 15th of April 2023 due to rail strikes). For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Jonathan Davis talks to the manager of the highly regarded £3.5 billion Evenlode Income fund about the markets and his favourite UK stocks. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year. With some equity market indices approaching or breaking through their 200 day moving averages, is this potentially a positive sign for the rest of 2023? Davis talks about the phenomenal success of passively managed funds over the past two decades, and names the active fund managers who deserve honourable mentions. Inflation in the UK is discussed. Will it return to the Bank of England’s 2% target and why is BOE Governor Andrew Bailey eating humble pie? And discover why Davis says this is the year that the trip to the US should be a vacation destination and the Western Isles shouldn’t. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.