Merryn Talks Money

Daniel Avigad, a partner and fund manager at Lansdowne Partners, dives into why Europe, despite its debt issues and regulations, could be a smart investment destination. He discusses the economic fragility of developed nations and the influence of AI on productivity, particularly in engineering sectors. Avigad highlights the need for strategic planning in sustainable investments and emphasizes untapped opportunities in innovative companies, especially in the automotive industry. His insights offer a compelling view on navigating the current investment landscape.

Andrew J Scott, an economist and author focusing on longevity, joins senior reporter John Stepek to discuss the evolving landscape of retirement. They tackle how increasing life expectancy reshapes financial planning and the implications for pensions. Emphasis is placed on the need for systemic changes to support an aging workforce and the adoption of health technology. The conversation also explores financial strategies like delayed annuities, the debate between gold and Bitcoin, and the importance of adopting healthy habits at any age.

Helen Thomas and Tom McPhail discuss the financial impact of the upcoming UK election, potential changes in pension policies under a new government, the implications of a shift towards socialism, controversial industry ideas, and strategies for maximizing pension and investment allowances.

Tellworth’s John Warren tells Merryn Talks Money investors aren’t interested in a manager’s record versus an index—they just want to make money.And it has happened again. Another new high for the FTSE 100. Merryn would love to talk about something else, but John Stepek can't. See omnystudio.com/listener for privacy information.

London Business School professor Alex Edmans discusses biases in decision-making and misinformation in his book. They also talk about the Bank of England rate decision and delve into biases in corporate governance and ESG investing. The conversation expands to exploring biases in belief formation, breastfeeding insights, and navigating biases in investment decisions.

Downing Fund Managers’ Simon Evan-Cook joins this week to talk about the case for active versus passive investing. Cook says Jack Bogle, founder of The Vanguard Group and arguably the father of passive investing, did “more for individual wealth than anyone in history.” He deserved a knighthood for creating a low risk, reliable and comprehensive way of investing, Cook says. Nevertheless, the fund manager explains why he’s an investor in active funds, and discusses how to find the rare manager who might make you real money over the long term. See omnystudio.com/listener for privacy information.

Helen Thomas predicts Rishi Sunak resigning, triggering a July 4th election and Keir Starmer as PM. Discussions on FTSE100 highs, UK market opportunities, and challenges faced by Rishi Sunak. Speculation on political shifts, market impact, and investing in US tech stocks for growth.

Peel Hunt head of research Charles Hall tells Merryn that pension funds, wealth managers and individuals are pulling money out at an alarming rate. Plus, John Stepek talks inflation targets. See omnystudio.com/listener for privacy information.

Many people contend that getting to net-zero emissions means smashing capitalism. While its destruction seems unlikely, another path would be to work within the capitalist system. Bloomberg senior reporter Akshat Rathi discusses the second path with Merryn Somerset Webb on this week’s episode of Merryn Talks Money. Together, they break down how business and government can work together in the fight against global warming.Email us at merrymoney@bloomberg.netSee omnystudio.com/listener for privacy information.

Merryn Talks Money will return with an all-new episode next Friday. In the meantime, here's an election-related episode from our friends at In the City. Host Francine Lacqua and Opinion columnist Adrian Wooldridge speak with Anthony Scaramucci, a Wall Street veteran and former communications director in Donald Trump’s White House. He joins to explain why he thinks a second Trump presidency would be “dangerous.” He also talks about why he isn’t voting for his former boss and why he doesn’t think the majority of Americans will either.Find more at https://www.bloomberg.com/podcasts/series/in-the-citySee omnystudio.com/listener for privacy information.