Zuck you money. In Satya Nadella we trust. You’ll hear these things on this show, with the hosts focusing on two of the most exciting technology companies in the world. Moe took on Meta, a love/hate stock for so many in the market. The Finance Ghost covered Microsoft, his favourite stock of them all.
Regular listeners of Magic Markets have learnt a great deal about alternative investments and private deals, thanks to the various professionals at Westbrooke Alternative Asset Management who have joined us on the show. Richard Asherson and James Lightbody join us this week to update us on the UK market and the conditions under which the Westbrooke Yield Plus fund operates. The focus of the fund is capital preservation, and with it now turning 5 years old and having consistently delivered in the target return band of cash plus 5% to 7% in GBP, we wanted to go deeper into the success [...]
For founders and executives, raising capital is always a hot topic. Cash is the lifeblood of any organisation and the “capital stack” is an important and complicated area of finance that far too many entrepreneurs don’t have a proper understanding of. After several podcasts with the Westbrooke team members, in which we have learnt about the different investment mandates in the group and how they operate, we welcomed Jonti Osher back to the show alongside Brent Blankfield, both of whom focus on flexible capital solutions. If you ever wanted to know how to make your business more attractive to an investor [...]
Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets. Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like: • What types of alternative assets are popular? • What is the priority for investors – [...]
In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditions on the ground. The UK has been extremely topical this year and macroeconomic challenges are felt in private and public markets. Apart from asking whether his money was on Liz or the lettuce, we touched on a number of fascinating topics: • What does it mean to look for asymmetrical returns in a debt-led structure? • How do current rates in the UK compare to long-term averages? • What are the impacts of inflation on dealmaking and [...]
Alternative assets have been a key discussion point for us this year, as a means to diversify the portfolio as well as hedge against listed assets through achieving uncorrelated exposure. We’ve had a fantastic time learning about the various alternative asset strategies with Westbrooke. We've welcomed the team over several episodes since the first appearance on Episode 59. We’ve covered a great deal of ground since that show, so we thought it would be useful to our listeners to take a more holistic view and wrap this into a recap of some concepts while probing developments in the market so far [...]
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