Kennox in conversation

We can always learn from the knowledge and experience of others. Here we post clips from our conversations with leaders in the investment industry on issues that all investors face today.

With Russell Napier – December 2020

An internationally known investment strategist, Russell Napier has been a member of our Advisory Panel since its inception. We sat down with him at the Library of Mistakes in Edinburgh to discuss the big issues global investors face.

Topics include:

  • Unprecedented government intervention in markets: the outcome?
  • Equity valuations: not all look sustainable
  • The global economy: a swift recovery?

With Angus Tulloch – September 2020

An early and ongoing supporter of Kennox, Angus Tulloch has been a member of our Advisory Panel since its inception. Following a long and highly successful career as an investor, Angus recently retired from First State where he headed the respected Asia Pacific (ex Japan) and Emerging Markets teams.

Topics we discussed:

  • A market shift to Value? “It will happen very suddenly”
  • ESG: “It must be more than a tick box exercise”
  • In uncertain times, diversification is key: “Truly differentiated underlying profit drivers”