78 results found

22 October 2021

All that Glitters...

In Episode 16, Paul and Ned Naylor-Leyland of Jupiter Asset Management discuss investing in gold and…

22 October 2021

That Was The Week That Was

‘We want to be the Qatar of hydrogen – I think Qatar may already be the Qatar of hydrogen, but we…

15 October 2021

That Was The Week That Was

JP Morgan beat analysts’ profit estimates rewarding their CEO with US$31.5mn pay…

13 October 2021

YouTube Webinar: The Impact of Recent Economic Trends and Suggested Solutions

Kindly invited by Dixcart, Simon King looks at current economic trends and how we can start to…

08 October 2021

That Was The Week That Was

Much like in the football world – Howay the Lads! – acquisitions were the order of the week with…

08 October 2021

Wind of Change

The main purpose of our quarterly thought piece is usually to focus on what we see coming down the…

06 October 2021

Healthcare after the Pandemic

In Episode 15, Part 2 Paul & Paul Major from BB Healthcare Trust discuss global healthcare, post…

01 October 2021

That Was The Week That Was

Sign of the times - the latest results are really under pressure as some Covid beneficiaries no…

29 September 2021

Healthcare after the Pandemic

In Episode 15, Part 1 Paul & Paul Major from BB Healthcare Trust discuss global healthcare, post…

24 September 2021

That Was The Week That Was

In the UK the domestic energy market is in crisis, as seven energy firms have gone bust in the past…

22 September 2021

What about Japan?

In Episode 14, Paul and Tim discuss the merits of investing in Japan…

17 September 2021

That Was The Week That Was

With UK labour shortages, pay for entry-level driving jobs is up 60% year-on-year…

15 September 2021

FT Adviser

Simon King on reversing QE and the challenge of a controlled slowdown.…

10 September 2021

That Was The Week That Was

It's all about tapering and tax...…

08 September 2021

Investing in the UK

In Episode 13, Paul talks to Paul Marriage Co-Founder of Tellworth Investments…

03 September 2021

That Was The Week That Was

In Europe, infections and hospitalisations seem to have hit a plateau, with the EU commission…

27 August 2021

Investing in Asia

In Episode 12, Paul talks to Tom Naughton from Prusik Investment Management on what to consider when…

27 August 2021

That Was The Week That Was

Container costs from China and East Asia to the east coast of the United States have climbed to over…

25 August 2021

Vermeer Partners appoints James Edgedale as Joint Chairman

Vermeer Partners is pleased to announce that James Edgedale, the former Chairman of JM Finn, will be…

20 August 2021

That Was The Week That Was

It seems like people are taking fishing rods on their staycation as Angling Direct reported 1H…

11 August 2021

Investing in the US

In Episode 11, Paul talks to Robin Milway, CEO of Arbrook Investors on the opportunities and…

06 August 2021

That Was The Week That Was

In the UK, the Bank of England declared that “some modest tightening of monetary policy is likely to…

02 August 2021

A Stock Market Review with Simon King, CIO

In Episode 10, Paul and Simon look back over the last few months, to understand why stock markets…

30 July 2021

That Was The Week That Was

An enormous number of company results this week including some mainstays of Vermeer portfolios…

23 July 2021

That Was The Week That Was

Prediction for post-COVID global recovery is faster but does not end up being more complete due to…

23 July 2021

City AM

Simon King on Ermenegildo Zegna's decision to go public and navigating investment in the Luxury…

16 July 2021

That was The Week That Was

In the UK, inflation (CPI) came in at 2.5% in June from a year earlier, much higher than expected…

16 July 2021

Luxury Adviser

Many looking for strong returns on their investment will be attracted to luxury brands.…

13 July 2021

And the Beat Goes On

None of our concerns on inflation, high valuations relative to history or the long-term impact of…

09 July 2021

That Was The Week That Was

In football news, the finest minds at Goldman concluded that Belgium would win, narrowly beating…

07 July 2021

Investing in Global Equities with Tim Gregory

In Episode 9, Paul Dixey chats to Tim Gregory - Senior Fund Manager of the Vermeer Global Fund.…

07 July 2021

Thoughts on 2021 - The Halfway Point

The sharp recovery in earnings that we talked about in 2020 is now here.…

02 July 2021

That Was The Week That Was

The UK Government finally set out plans for its post-Brexit system of state subsidies and…

25 June 2021

That Was The Week That Was

In the UK, the Bank of England continued to seek to calm fears about inflation, which is expected to…

22 June 2021

How Netflix crushed traditional TV - Part 2

In Episode 8 Part 2, we discuss the future for Netflix and the competitive threats from other…

18 June 2021

That Was The Week That Was

UK inflation jumped again, overshooting forecasts and the Bank of England target, as the price of…

11 June 2021

How Netflix crushed traditional TV - Part 1

In Episode 8 Part 1, we look back at how Blockbuster made a huge mistake in not buying Netflix and…

11 June 2021

That Was The Week That Was

In the UK, early signs that the June 21st relaxation of Covid restrictions is going to be put back a…

04 June 2021

That Was The Week That Was

In the UK, a new business survey showed nine in 10 hospitality bosses expect to face staff shortages…

03 June 2021

What is wrong with Big Pharma? - Part 2

In Episode 7 Part 2, the two Simons and Tim continue their discussions with Paul and look at the…

28 May 2021

That Was The Week That Was

We worry whether there will be any UK small and mid-cap stocks left by the end of the year after a…

24 May 2021

What is wrong with Big Pharma? - Part 1

In Episode 7 Part 1, we look beyond Covid-19. The two Simons and Tim talk to Paul about: the issues…

21 May 2021

That Was The Week That Was

We were shaken and stirred as Amazon waded into further film content with talks to acquire James…

18 May 2021

FT Adviser

'It took me five seconds to decide to leave semi-retirement'…

14 May 2021

Investing in Luxury and the Consumer - Part 2

In Episode 6 Part 2, Tim and Alastair join Paul again to discuss the difficult political balancing…

14 May 2021

That Was The Week That Was

Seaspiracy is one of the most popular programmes on Netflix at the moment and a benefactor of this…

07 May 2021

Investing in Luxury and the Consumer - Part 1

In Episode 6 Part 1, we put handbags and gladrags under the microscope and the performance of luxury…

07 May 2021

That Was The Week That Was

At the Berkshire Hathaway AGM, Warren Buffett sounded the alarm on inflation and admitted his…

04 May 2021

Recruitment Update

Vermeer Partners is pleased to announce that Arabella Henman has joined the partnership as Business…

30 April 2021

That Was The Week That Was

Big tech continues on a roll. In every minute of the first three months of 2021, the “Famous Five”…

23 April 2021

That Was The Week That Was

Vermeer Partners sponsors the Entrepreneurs Collective with success for Sam Jones, of Gener8 Ads,…

21 April 2021

The Art of Investment Podcast: Banking on a Future?

In Episode 5, Paul Dixey, Tim Gregory and Simon King look back to the catastrophic days of the Great…

16 April 2021

That Was The Week That Was

LVMH reported a 32% jump in year-on-year sales defying any pandemic-related gloom for the sector…

12 April 2021

Inflation - Pump it Up

Inflation has its advantages and disadvantages – difficult to know what to cheer for...…

09 April 2021

The Art of Investment Podcast: The Energy Revolution

In Episode 4, Paul Dixey talks to Charlie Todd and Tim Gregory about the Energy Revolution, covering…

09 April 2021

That Was The Week That Was

Jamie Dimon predicts “the US economy will likely boom that could easily run into 2023.”…

02 April 2021

That Was The Week That Was

To Twitter this week where business commentator @TrungTPhan attempts to compile the unofficial list…

29 March 2021

The Art of Investment Podcast: Is this the Great Rotation?

In Episode 3, Paul Dixey talks to Simon King and Tim Gregory about the value/growth conundrum…

26 March 2021

That Was The Week That Was

The polarisation of Covid “winners” is pretty evident in the property sector with meds (hospitals)…

19 March 2021

That Was The Week That Was

The Motion Picture Association (MPA) said this week that video streaming subscriptions had passed…

17 March 2021

Portfolio Adviser

After more than 30 years in the business. Simon Melling was planning to take a step back but when…

12 March 2021

The Art of Investment Podcast: The New Digital Gold?

In Episode 2, Paul Dixey talks to Simon King & Tim Gregory about the rise of Bitcoin and how to…

12 March 2021

That Was The Week That Was

Exports to the EU fell 40.7% in January after the Brexit transition period ended while imports…

05 March 2021

That Was The Week That Was

If Carlsberg made hard working business people they would probably come in the shape of Vin Murria…

26 February 2021

The Art of Investment Podcast: Should we worry about inflation

In this first episode, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund…

26 February 2021

That Was The Week That Was

Positive signs from the travel sector as Boris Johnson announced his roadmap towards easing lockdown…

19 February 2021

That Was The Week That Was

Amsterdam took over London as Europe’s largest share-trading centre, more concerning news, perhaps,…

17 February 2021

TheWealthNet

Simon Melling on growing a new business under lockdown, the challenge of diverse recruitment, and…

12 February 2021

That Was The Week That Was

A lot of talk about crypto-currencies this week…

05 February 2021

That Was The Week That Was

The crash of the dutch tulip market (in 1637), and in more recent news…

01 February 2021

Professional Adviser Awards 2021

We are delighted to have been shortlisted in the Best Discretionary Fund Manager category for the…

29 January 2021

That Was The Week That Was

Extraordinary events as US hedge funds face an assault from an army of retail investors, many of…

22 January 2021

That Was The Week That Was

China GDP numbers for the fourth quarter came in at 6.5% making it one of the few countries to have…

19 January 2021

Investment Tips in a Post-Vaccine World

Charlie Todd shares his Top 10 Tips…

15 January 2021

That Was The Week That Was

The UK economy was 8.9% smaller in November than in the same month of 2019, but forecasters had been…

08 January 2021

That Was The Week That Was

Democrats won both Senate elections in Georgia, giving them effective control of both houses of US…

07 January 2021

Thoughts on 2021: Cloudy with a Chance of Meatballs

As I tried to gather my thoughts for 2021 over Christmas and wrestled with the prospects of sounding…

04 January 2021

Thoughts on 2020: A Year in Review

2020 was a year like no other where a once in a generation global pandemic saw governments around…

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