The Master Investor Podcast with Wilfred Frost Baroness Morrissey: Seize The Moment - My Tips For Investing & Life
Sep 14, 2025
Helena Morrissey, one of Britain’s top investors and former CEO of Newton Investment Management, shares her insights on seizing opportunities in investments and life. She reflects on her key career move with UK Gilts in the 90s and encourages women to 'leap before you look.' Helena critiques the DEI movement's missteps and stresses the need for diversity of thought. She warns about potential risks in the US market and discusses how the UK can regain its status as a financial hub through regulatory changes and tax reforms.
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Governments' Limited Fiscal Room Is Risky
- Governments face constrained fiscal room and higher debt, limiting tools like QE in a future crisis.
- Bond markets could suddenly refuse to finance governments, pushing yields much higher and creating vulnerability.
The Gilt Trade That Made Her Career
- Helena Morrissey bought long-dated UK gilts before Bank of England independence and held them through a multi-year rally.
- She built the position when yields were above 8% and sold when yields fell below 3%, calling it the making of her career.
Size And Marketing Can Trump Performance
- Marketing and investment performance both matter, but large firms can dominate via resources and perceived certainty.
- That makes it harder for smaller, better-performing managers to win mandates.