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Innhold levert av Julia Gallop and Vermeer Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Julia Gallop and Vermeer Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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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

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Manage episode 332380720 series 2882616
Innhold levert av Julia Gallop and Vermeer Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Julia Gallop and Vermeer Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 for the yen and also what it takes to swim the Channel!

https://zennorassetmanagement.com/

https://vermeerllp.com/

https://www.linkedin.com/in/james-salter-98a574187/

https://www.linkedin.com/in/paul-dixey/

  continue reading

58 episoder

Artwork
iconDel
 
Manage episode 332380720 series 2882616
Innhold levert av Julia Gallop and Vermeer Partners. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Julia Gallop and Vermeer Partners eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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 for the yen and also what it takes to swim the Channel!

https://zennorassetmanagement.com/

https://vermeerllp.com/

https://www.linkedin.com/in/james-salter-98a574187/

https://www.linkedin.com/in/paul-dixey/

  continue reading

58 episoder

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