Adrian Frost: Why flexible UK Equity Income strategies work for patient investors | #12

Could Britain be only a decade away from losing control of its debt? An expert on macroeconomics and geopolitics, Alastair Irvine warns that the UK’s finances are “bad and getting worse” and explains why he believes World War III has effectively already begun.

Is value investing making a comeback? Jack Barrat shares his perspective on why today’s market environment may present compelling opportunities, how AI is transforming fund management, and why some of the most interesting investments are often overlooked.

Every investor is being told the same story: the money is in AI, US technology and the trade that has worked for the last fifteen years. Hugh Yarrow believes the biggest opportunity is somewhere very different. He explains why some of Britain's highest-quality businesses are trading at their cheapest valuations since the Global Financial Crisis, why compounding beats chasing trends, and why the best way to build wealth is to get rich slowly.

Are the best investors buying when everyone else is panicking? Anne-Christine Farstad breaks down how contrarian investors spot market overreactions, why volatility creates opportunity, and why valuation matters more than forecasting the future.

Evy Hambro is the Co-Lead Manager of the BlackRock World Mining Trust, one of the world’s leading natural resources funds, delivering over 27x returns since inception. He has spent decades analysing global commodity markets, central bank behaviour, and mining equities.