PIWORLD Investor Podcasts piworld Thursday webinar: David Stevenson COVID investing
Excellent investing insight from David on current valuations, how he’s played the COVID-19 markets to date, and where an investor can find income. Forthright views on sectors, funds and the economy, which make you think. Superb investing entertainment.
David’s career & investing background – 00:42
What are your views on the market strength? – 05:15
Where have you been investing since January to date? – 09:50
Opportunities & themes on David’s watchlist – 16:57
Renewable Energy – 21:13
Gold – 24:57
Income investments including retail bonds – 31:14
Structured products – 39:00
Q&A
Fundsmith and Lindsell Train Funds – 42:20
What are you views on housebuilders? – 43:28
Sectors to avoid? – 45:23
Where to find structured products? – 47:28
Recommended renewable fund – 48:11
Brexit investment strategy? – 51:13
Top publications for the retail investor – 52:52
Japanese fund – 55:03
Companies or Funds mentioned
Salesforce (NYSE: CRM), Spotify Technology (NYSE: SPOT), Microsoft (NASDAQ: MSFT), International Biotech Trust (IBT), Ryan Air (RYA), EasyJet (EZJ), Carnival Cruises (CCL), Scottish Mortgage IT (SMT); Melrose Industries (MRO); Gresham House Energy Storage Fund (GRID); Gore Street Energy Storage Fund (GSF) Polymetal International (POLY); Barra Resources (ASX: BAR); Foresight Energy LP; VT Gravis Infrastructure Fund
About David Stevenson
David has been writing the Adventurous Investor column for the FT for over a decade and is a columnist for MoneyWeek and Citywire. He’s also executive editor at www.etfstream.com and www.altfi.com. David’s blog: http://www.adventurousinvestor.com/