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Talking Research Podcast Q3 2023


In our latest quarterly podcast, Investment Manager Paul Loudon considers current goings-on in China and why, in his view, the picture there is not all doom and gloom. He also shares insights from recent debates and the team’s latest travels before fellow Investment Manager Lindsay Scott joins him to talk about the ground-breaking, hugely topical and often controversial obesity drugs that have been developed by Novo Nordisk and Eli Lilly.

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.

Katie Boyce
Investment Writer
Paul Loudon
Investment Manager
Lindsay Scott
Investment Manager


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