'Pessimists sound smart, but optimists make money'— Richard Clode on AI, risk and finding growth
Investors' ChronicleShow Notes
The Bankers Investment Trust is a global stock market fund with around £1.5bn in assets.
It’s an exciting time for the trust as it says goodbye to longstanding manager Alex Crooke. Richard Clode, who joined as co-manager last year, is taking over.
Funds editor Val Cipriani sits down with Clode to discuss what the switch-up means for the portfolio and what being a quality investor means to him. The duo also explores how Clode balances stockpicking with geopolitics, his attitude to risk management, and where he is finding new opportunities.
You can listen to the interview, alongside all of our other podcasts, on ACast, Apple, Spotify or YouTube.
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.
Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
More from Investors' Chronicle
This week, we return to our ultimate guide to Britain’s junior market, as we mark the release of Part Two of our Aim 100 Special Report.
Third-quarter earnings season (Q3) is under way and it’s taking place amid some renewed wobbles for AI and chip stocks.
This week’s episode marks the publication of the first half of our annual Aim 100 special report – our review of the biggest companies trading on London’s junior market.
This week’s episode begins by looking into Labour’s new ‘Your First Home’ scheme, a replacement for the controversial Help to Buy programme. Announced by Prime Minister Andy Burnham, it is designed to give more people a chance of buying their first property. But what does it actually entail? And will it succeed, or will it just prop up the housing market and housebuilders like its predecessor? Hugh Moorhead discusses the potential beneficiaries.
Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB).