Shows
FundCalibre - Investing on the go319. Megatrends, AI supercycle and the future of investingZehrid ‘Zed’ Osmani, manager of the Martin Currie Global Portfolio Trust, elaborates on his three-step investment process that ensures only the most promising companies make it into the portfolio, before diving into the significant themes driving this strategy, including demographic changes, future technology, and resource scarcity. Additionally, Zed provides insights into the valuations of industry giants Nvidia and Mastercard, and touches on the implications of interest rate changes on quality growth companies.What’s covered in this episode: Three-step process to building a high-conviction portfolioThe trust’s valuation frameworkThe three megatrends targeted in this trust The...2024-06-2730 min
2fold: Investing for impactTake Stock with Zehrid Osmani | Martin CurrieThis episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.
2024-03-2825 min
On The MoneyWhy this region is in a sweet spot of performanceFund investors have shied away from Europe over the past couple of years. But now is a good time to re-examine exposure to the region – valuations are cheap, and its recent performance is catching the eye. A key driver has been European-listed luxury goods companies buoyed by the reopening of China and the resilience of wealthy consumers in the face of the cost-of-living crisis. To take a closer look at where the opportunities might be for your portfolio, Kyle is joined by Zehrid Osmani, manager of the Martin Currie Global Portfolio Trust, which has half of its assets in Eu...2023-07-2723 minFundCalibre - Investing on the go256. Only a 30% chance of a European recession…Europe has had a number of challenges in recent years when faced with serious threats, whether from Brexit, the pandemic or now the Russia-Ukraine war and its consequences for global energy supplies. Despite these headwinds, Zehrid Osmani, manager of FTF Martin Currie European Unconstrained, remains positive on sentiment in Europe. Zehrid discusses the uncertainty around inflation, but also how the reopening of China has been beneficial to European companies. Zehrid tells us more about a few themes running through the portfolio in robotics, automation, artificial intelligence and the metaverse. We wrap up with the investment case for three holdings...2023-05-1120 min
Business BreakdownsL’Oreal: Because You’re Worth ItThis is Matt Reustle, and today we are breaking down the personal care giant, L'Oreal. Founded in the early 1900s by a French chemist, L'Oreal and its long list of iconic brands have been driving cosmetics innovation for over a century. To break down the business, I am joined by Zehrid Osmani - Head of the Long-Term Unconstrained team at Martin Currie. We cover the history of brand innovation, global expansion, and all of the dynamics that played a role in L'Oreal's success.I'd mention this episode is an excellent pairing with our Founders podcast episode 217 on...2023-01-0458 min
On The MoneyThe Richard Hunter Interview: how to make a profit without investing in FAANG stocksZehrid Osmani is Richard's guest this week. The manager of the Martin Currie Global Portfolio Trust talks making money without exposure to traditional FAANG stocks, plus the growth of the metaverse and the potential opportunities it holds for investors. Enjoyed listening? Please like and subscribe for free to the ii Podcast. Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas. Follow us on social media: Twitter: twitter.com/ii_couk Facebook: www.facebook.com/weareii LinkedIn: www.linkedin.com/company/interactive-investor Inst...2022-06-1417 min
Citywire: The Selection ShowMedTech Under The Microscope Ep1 Unconstrained investing & the role of genomics in an ageing societyKicking off the series is Zehrid Osmani, head of global long-term unconstrained at Martin Currie.
With a fifth of his portfolio tilted towards healthcare, Osmani achieves structural growth by focusing on areas of attraction, without letting index exposure dictate his choices.
Demographic changes, resource scarcity and an exponential growth of technology across all economy sectors, are the megatrends at the hearth of his strategy.
But what new areas are consolidating within the healthcare space?
Genomics, which is leading the way to tailor made therapies based on everybody's genetic profile, is certainly on the list. And guess...2022-05-2317 minFundCalibre - Investing on the go181. Investing in bespoke healthcare, cybersecurity and roboticsZehrid Osmani, manager of FTF Martin Currie European Unconstrained fund, discusses the three mega-trends in his fund: resource scarcity, the future of technology and demographic change. He touches on why geopolitical risks could accelerate the move to cleaner energy and both national and corporate spending on IT security and then details the interconnections between his themes and the advances in healthcare. He closes with his view on why European companies have a lot to offer investors. Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you...2022-03-1716 min
AJ Bell Money & MarketsHow the war in Ukraine could impact UK household finances, companies halting business in Russia, and everything you need to know about the metaverseThis week’s podcast explores how the latest events in Ukraine have moved global stock markets and how the war will have a big impact on the cost of living in the UK.
Dan Coatsworth chats about some of the companies on the UK market which you might not realise have exposure to Russia. And Danni Hewson also talks to Neil Shah from Edison Research about companies severing ties with Russia.
The podcast also explores the metaverse – Dan interviews Zehrid Osmani about this buzzword and how he's playing the theme via the Martin Currie Global Port...2022-03-1146 min
Die BörsenminuteGegenwind – was tun?Das Säbelrasseln in der Ukraine geht auch an den Aktienmärkten nicht spurlos vorüber und auch nicht an den Rohstoffmärkten, zumal Russland einer der wichtigsten Palladium-Lieferanten ist. Palladium braucht vor allem die Autoindustrie. Das Gute ist, die Vergangenheit zeigt, das politische Börsen kurze Beine haben. Wenn es „nur“ das wäre. Da gibt es derzeit mehrere Gründe für die Verstimmung an den Kapitalmärkten, weshalb allerorts erst einmal Gewinne ins Trockene gebracht werden. Da ist die US-Notenbank FED, die wegen der doch überraschend hohen Inflationsraten bald den ersten Zinsschritt setzen wird. Da ist die noch nicht...2022-01-2402 min
GeldmeisterinLohnende Infrastrukturinvestments für LangfristanlegerNachdem sich bei einer Null- bis Negativverzinsungen solide Staatsanleihen nicht mehr dafür eignen, Risiko raus und Stabilität rein in sein Wertpapierdepot zu bringen braucht es Alternativen zum zinslosen Risiko durch Anleihen. Eine sind Investitionen in Infrastruktur-Aktien, zumal gerade die USA, aber auch Europa billionen-schwere Pandemie- und Konjunkturprogramme angekündigt bzw. gerade in den USA auch schon teilweise umgesetzt haben. So unterzeichnete Präsident Biden eine 579-Milliarden-Dollar-Infrastrukturinitiative. Wobei die Staatshilfen unter anderem in die Modernisierung von über 30.000 Kilometer an Autobahnen, Straßen und Hauptstraßen und die Reparatur fließen, weshalb ich mir vor einem halben Jahr, als die Offe...2021-09-0628 minGeldmeisterinEurope first - mehr Gewinnüberraschungen am alten Kontinent
Mehr als zwei Jahrzehnte haben die US-Aktien die europäischen Aktien um Längen abgehängt. In den kommenden Monaten hat der alte Kontinent aber gute Karten, die neue Welt zu überflügeln. Davon ist nicht nur die GELDMEISTERIN, sondern sind viele Analysten überzeugt, unter anderem Arun Sai, Senior Multi Asset Stratege von Pictet Asset Management. Er liefert einige Argumente in englischer Sprache, warum Europa in den nächsten Monaten mehr Phantasie hat, als die USA oder die Emerging Markets. Die GELDMEISTERN fasst wiederum seine wichtigsten Punkte auf deutsch zusammen und versüßt den Podcast am Ende mit...2021-08-3018 min
Talking Markets with Franklin TempletonConsumer Clout Driving ESG EffortsOur Sara Araghi, Zehrid Osmani with Martin Currie, Bonnie Wongtrakool with Western Asset, speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors—and, what it all means for investment strategies.2021-06-1027 min
On The MoneyFunds Fan: three megatrends, Scottish Mortgage tech sales and ACE 40In this episode, interactive investor experts Kyle Caldwell and Tom Bailey discuss the fund sector facing an ISA ban and portfolio activity for the Scottish Mortgage investment trust, before they are joined by global fund manager Zehrid Osmani, who runs several unconstrained funds for Legg Mason Martin Currie and is lead manager of the Martin Currie Global Portfolio Trust. Osmani talks megatrends of the future and investment themes within those trends, and why he doesn’t rely on the FAANG stocks. Finally, the focus shifts to the Baillie Gifford Positive Change fund, a new addition to interactive investor’s ACE 40 list...2020-11-1323 min
On The MoneyZehrid Osmani interview: investing beyond FAANGThe manager of the Martin Currie Global Portfolio Trust speaks to interactive investor's head of markets Richard Hunter about seeking investment returns without holding tech giants Facebook, Amazon, Apple, Netflix and Google (FAANG).
This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt...2020-07-2819 min