Curious about how Walter Scott is charting a course through volatile stock markets? In this podcast, Investment Manager AJ Kyle and Executive Director Roy Leckie delve into three critical areas:
- Stock-by-stock scrutiny: Evaluating the supply chains of companies such as Intuitive Surgical to understand their tariff exposure.
- Project-based analysis: Identifying both defensive and offensive opportunities arising from the tariffs.
- New idea generation: Exploring opportunities in sectors such as precision instruments and Japanese IT solutions.
Additionally, you’ll find out which areas investors might want to avoid during such turbulent times.
Join AJ and Roy as they also reflect on Warren Buffett, one of the greatest active stock pickers of all time. Mr Buffett recently announced his retirement as CEO of Berkshire Hathaway at the age of 94. They share lessons from his illustrious career that can be applied to investing.
Listen to the podcast to learn more.
RELATED CONTENT
- Tariff Tempests (article)
The tariff turmoil has shaken markets, as investors ponder the potentially profound changes to the economic landscape. Roy Leckie, Executive Director, discusses some of the challenges ahead in these uncertain times, but remains confident that the world’s leading companies can navigate their way through the current maelstrom.
Important Information
This podcast and transcript are provided for general information only and should not be construed as investment advice or a recommendation. This information does not represent and must not be construed as an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products. This podcast and document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such an offer or solicitation is unlawful or not authorised.
Stock Examples
The information provided in this podcast and transcript relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.
