Johnny de la Hey, Hunters Moon Capital joins the latest episode of Thematic Investors podcast to discuss European investment opportunities, how the Trump presidency is influencing investor moves, and more. Tune in to the full...
4 min read
Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down to discuss emerging market credit opportunities with the founder and managing partner of Sandglass Capital Management. Please listen to this...
4 min read
Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
How are investors focusing on hard tech investments and AI trends today? Will China play a deeper role in terms of this type of technology and cutting-edge semiconductor investment? In our latest Thematic Investors podcast, Val...
4 min read
Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
How can a fund manager capture above average returns in targeting energy transition strategies? In this latest episode of Thematic Investors podcast, we sit down with Geosphere Capital Management, Arvind Sanger to get more...
