Chris Clothier

In this discussion, Chris Clothier, Co-CIO of CG Asset Management, shares his expertise on the role of inflation-linked bonds in portfolio construction. He delves into their advantages and risks, emphasizing how they provide inflation protection during economic downturns. The conversation also touches on macroeconomic trends reshaping strategies, the implications of globalization's end, and how historical connections to inflation can inform today's investing. Clothier’s insights are invaluable for anyone looking to navigate the complexities of modern finance.

Chris Clothier, Co-CIO of Capital Gearing Asset Management, shares his sharp insights on the controversial HICL-TRIG merger, which has left many shareholders furious. He breaks down the different asset portfolios held by both trusts and highlights the risks that led to their discounted trading. Clothier argues that the merger unfairly disadvantages HICL investors while benefiting TRIG shareholders. The discussion also touches on the potential consolidation of the investment trust sector and the broader implications for the market, including concerns over rising taxes and falling London house prices.

Learn about the importance of solid property management in real estate investing and how it can maximize property performance and value. Explore common complaints from rental residents and discover three key principles for effective property management: valuing residents, maintaining consistency, and attention to details.