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The Due Dilly Podcast is a resource for Financial Advisors, provided by Helios Quantitative Research. The podcast is designed to help financial advisors communicate complex investment-related topics in a simple and effective way. Each month we will discuss equities, fixed income, and economic conditions in the following format: what's important? why is it important? and what do we think about the potential impacts? Nik Boucher, Director of Marketing Operations hosts the show while Joe Mallen ...
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We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
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Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…
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The Art of Investment
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Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey
31:52
31:52
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31:52
This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…
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The Art of Investment
1
Should we be worried about the commercial property market?
19:07
19:07
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19:07
This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.By Vermeer Partners
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The Due Dilly Podcast
1
Political Risk, Tech's Rally, & Hedging Products
27:17
27:17
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27:17
Welcome to the latest edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van …
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The Art of Investment
1
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary
22:00
22:00
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22:00
In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…
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The Art of Investment
1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon
30:17
30:17
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30:17
The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…
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The Due Dilly Podcast
1
Economic Slowing, More Banking Failures, & Potential Jobs Market Fallout
27:53
27:53
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27:53
Welcome to the latest edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van …
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The Art of Investment
1
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey
32:47
32:47
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32:47
This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver
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The Due Dilly Podcast
1
Banking Failures, Fed Policy Pivot, & Oil Implications
28:31
28:31
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28:31
Welcome to the April edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van T…
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The Art of Investment
1
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management
37:43
37:43
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37:43
We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…
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The Art of Investment
1
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners
36:11
36:11
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36:11
Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…
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The Due Dilly Podcast
1
AI, Breaking Trends, & International vs. US
26:26
26:26
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26:26
Welcome to the March edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van T…
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The Art of Investment
1
Investing in the Pet Sector with Richard Fairman, CEO of CVS Group
31:16
31:16
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31:16
We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…
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The Art of Investment
1
Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco
25:40
25:40
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25:40
Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…
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The Due Dilly Podcast
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Rolling Recessions, MAMAA, & Structured Products
19:33
19:33
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19:33
Welcome to the February edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Va…
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The Art of Investment
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2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners
30:06
30:06
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30:06
2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…
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The Art of Investment
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Manufacturing in a post covid world with Jon Boaden, CFO of Volex
30:14
30:14
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30:14
In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the ma…
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The Due Dilly Podcast
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2022 Review, 2023 Outlook, & Investor Resolutions
24:38
24:38
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24:38
Welcome to the January edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van…
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The Due Dilly Podcast
1
ETFs, International Dollars, & the Fall of FTX
22:57
22:57
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22:57
Welcome to the November edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Va…
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The Art of Investment
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Biotech investing, mRNA and genome editing with Dr Daniel Koller, Portfolio Manager at Bellevue Asset Management
35:01
35:01
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35:01
Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth drivers underpinning the secto…
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The Due Dilly Podcast
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Peak Interest Rates, October Surprises, & Advisor Technology
20:24
20:24
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20:24
Welcome to the October edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van…
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The Art of Investment
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Why China is persisting with its zero-covid policy with Paul Major, Portfolio Manager of the Bellevue Healthcare Trust
40:21
40:21
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40:21
Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses. He also discusses some excitin…
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The Art of Investment
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The current energy crisis and the transition to a sustainable energy future with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners
34:37
34:37
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34:37
This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy, how the team aim to make high…
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The Art of Investment
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Bonus Episode - Summer Internship at Vermeer Partners with Roshni Davda
21:39
21:39
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21:39
On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for ‘GIRLS ARE INVESTORS’ and is a charity set up to improve gender diversity in inves…
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The Art of Investment
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Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital
37:03
37:03
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37:03
Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver ret…
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Welcome to the September edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason V…
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The Art of Investment
1
Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management
36:24
36:24
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36:24
It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his vi…
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The Due Dilly Podcast
1
Recessions, Action in Washington, & Dollar Strength
20:41
20:41
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20:41
Welcome to the August edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van …
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The Art of Investment
1
Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund.
31:50
31:50
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31:50
Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US…
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The Art of Investment
1
The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners
30:11
30:11
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30:11
Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament. https://vermeerllp.com/ https://www.linkedin.com/in/simon-king-3833401a/ htt…
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The Art of Investment
1
The future of UK Grocery, Supermarket investment and Arsène Wenger
22:21
22:21
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22:21
What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field, Ben Green, co-founder of Atrato Group. Atrato is the Investment Adviser to Supermarket Income REIT, a FTSE 250 real estate trust and the UK’s only specialist grocery property investor. https://www.atratogroup.com/ https://www.at…
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The Due Dilly Podcast
1
Tax Loss Harvesting, Credit Spreads, & Supply Chains
20:48
20:48
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The Art of Investment
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Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management
42:03
42:03
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42:03
Show notes Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook…
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Welcome to the June edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Th…
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The Art of Investment
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Investing in the UK and a career in Portfolio Management with Laura Foll, Portfolio Manager at Janus Henderson Investors
41:59
41:59
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41:59
This week it was a privilege to talk to Laura Foll who is widely regarded as one of the best stock pickers in the UK. She manages the Henderson Opportunities Trust, the Lowland Investment Company, the Law Debenture Trust and the Janus Henderson UK Equity Income and Growth Fund. We talk about her route into the industry, what she enjoys most about h…
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Welcome to the May edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van Thi…
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The Art of Investment
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The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics
29:41
29:41
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29:41
This week we explore the exciting area of cellular agriculture with the man at the forefront of the drive here in London, Anthony Chow, Co-Founder of Agronomics. Agronomics is the investment vehicle listed on the London Stock Exchange and he and the Agronomics team invest in companies that focus on environmentally friendly alternatives to tradition…
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The Art of Investment
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38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners
29:05
29:05
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29:05
This week I talk to David Malpas, Investment Director and Founding Partner of Vermeer Partners. We talk about what the great investors of yesteryear all have in common, why we should be investing in equities and how to invest in an inflationary environment. David was a great guest and I really enjoyed listening to some of his stories from 38 years …
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The Art of Investment
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Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management
31:52
31:52
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31:52
This week we were fortunate enough to draw on the experience of Shamik Dhar, Chief Economist of BNY Mellon Investment Management. Shamik has had a fascinating career having worked in the UK’s Foreign Office advising ministers on issues such as Brexit and he was also Senior Economist within the Bank of England where he worked closely with the hugely…
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The Due Dilly Podcast
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Inversion, Sentiment, & the Future of Bonds
23:55
23:55
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23:55
Welcome to the April edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Van T…
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The Art of Investment
1
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE
42:54
42:54
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42:54
The heroic performance from the England Women’s hockey team in the Commonwealth Games is still very fresh in our minds. Laura Unsworth was again integral in helping the side clinch Gold for the first time in England’s Commonwealth history and what a special place to do it, in her home city, Birmingham. Please enjoy this episode where Paul talks to …
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The Art of Investment
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Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust
43:34
43:34
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43:34
This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’…
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The Art of Investment
1
The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power
44:13
44:13
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44:13
We were thrilled this week to welcome Dr Graham Cooley, CEO of ITM Power to the podcast. We discuss ITM Power’s exciting technology, why this is not another false start for the hydrogen sector, how they are involved in the energy transition, what the future looks like for the company and finally Graham shares some advice for aspiring business leade…
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The Art of Investment
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India and China investing with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets Opportunities Fund
36:54
36:54
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36:54
We were lucky enough to have Rob Brewis from Aubrey Capital Management join us this week on the podcast and we discuss why the emerging market consumer story is such an appealing one to invest in. https://www.aubreycm.co.uk/ https://www.linkedin.com/in/rob-brewis-6b34bb13/ https://vermeerllp.com/ https://www.linkedin.com/in/paul-dixey/…
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The Art of Investment
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Investing in Europe with Gareth Rudd, Fund Manager of the Chelverton European Select Fund
45:23
45:23
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45:23
The Art of Investment Podcast is back! In this first episode of Season Two, we delve deeper into the eclectic mix of European stock markets, with our guest Gareth Rudd, Fund Manager of the fast growing and top quartile, Chelverton European Select Fund. https://www.chelvertonam.com/fund/chelverton-european-open-ended-fund/?user_approval=y https://ww…
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In our final podcast of 2021, Paul is closer to home and chats with Simon Melling about the founding of our firm, what we have achieved for our clients since 2019 and his ambitions for the future. Paul also gets some more seasonal insights into what might be on Simon’s Christmas list and his resolutions for the New Year… And as we approach the end …
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The Art of Investment
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The Future of the UK economy with Dr Savvas Savouri, Chief Economist of Toscafund Asset Management LLP
42:56
42:56
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42:56
This week we listen to Dr Savvas Savouri explain why the future of the UK economy is so bright. I also quiz him on the issues facing Europe in its current guise, how China are exercising their monetary might and the future of cryptocurrencies, blockchain and Central Bank Digital Currencies. This was an enlightening conversation, backed up by hard d…
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The Art of Investment
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Is China too risky? Andy Rothman, Investment Strategist at Matthews Asia
51:44
51:44
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51:44
I had the great pleasure this week in talking to Andy Rothman, Investment Strategist at Matthews Asia. For me, this episode put to rest many of my misconceptions of China from an economic and political perspective and I hope it brings a similar amount of insight to you. Despite the difficulties, why would we not want exposure to the economy that is…
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The Art of Investment
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The Energy Transition with Tony Catachanas, CEO of Victory Hill Capital Advisors LLP
48:21
48:21
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48:21
The COP26 summit has made many headlines in recent weeks and policymakers have set some lofty ambitions for reaching net zero emissions. But how are we going to get there, what needs to be done by the private sector and what does this mean for us as investors? I was delighted to be joined by someone right at the forefront of the energy transition, …
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Welcome to the November edition of The Due Dilly Podcast. Today's discussion will include something abstract for our quants out there, something useful that advisors and their clients can relate to, and some practical ideas that advisors can implement today. As always, Nik Boucher will be joined by Joe Mallen, Chief Investment Officer, and Jason Va…
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