The Ravenscroft Podcast
Covering all areas of investing; from the macro environment of inflation, exchange rates and global trade, to the detail of investment choices and how it all works. We’ll bring these conversations to you in a straightforward, friendly and jargon-free way.
The Ravenscroft Podcast
Problem child versus golden child: An update on the Ravenscroft Global Solutions Fund
Following a volatile first half of the year, there is much to discuss when it comes to the Ravenscroft fund range.
In our latest podcast, Shannon Lancaster sits down with Sam Dovey to discuss the Ravenscroft Global Solutions Fund, its bottom performer – Schroder Energy Transition – and top performer – Regnan Waste & Water – and the impact ongoing geopolitical uncertainty and stubborn inflation rates have had on these holdings.
Despite the challenging macro environment, there are many reasons to be positive, so to end the podcast Sam asks Shannon if there are still reasons to be cheerful when it comes to investments in the environmental solutions space. Spoiler alert – there are many!