2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners
Release Date: 02/02/2023
AI applications outside Generative AI.
The Art of Investment
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...
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Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey
The Art of Investment
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.
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Should we be worried about the commercial property market?
The Art of Investment
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.
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The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary
The Art of Investment
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...
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The prospects for the UK with Simon French, Chief Economist of Panmure Gordon
The Art of Investment
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.
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Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey
The Art of Investment
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.
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The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management
The Art of Investment
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...
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Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners
The Art of Investment
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,...
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Investing in the Pet Sector with Richard Fairman, CEO of CVS Group
The Art of Investment
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.
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Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco
The Art of Investment
Mark Zuckerberg has invested billions into the 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 from 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 be disintermediated.
info_outline2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what does 2023 hold for us? Are there reasons to be more cheerful? We think so, and explaining to Paul why we can be more positive this year is Simon King, Chief Investment Officer at Vermeer Partners.