EPISODE · Dec 9, 2021 · 45 MIN
PIWORLD interview with Andy Brough: Markets & Lessons Learned in 2021
from PIWORLD Investor Podcasts · host piworld
A tremendous interview that gives some insight to the highs and lows of 2021. What companies and Andy have learned through Covid. The hunt for disrupters. Activists and bid activity. The attractions of the FTSE100. We hear how an institution exits a position. The attractiveness of an IPO, a placing or an overhang. Director buys and sells. Latterly, we discuss bitcoin and NFT’s (Non Fungible Tokens). Finally, for those who want the investing challenge (or fancy themselves as a Fund Manager!), we discuss the new PIWORLD series, Sell it to the City, and what the Fund Managers, Andy, Judith and Stephen are looking for from contestants. Please contact PIWORLD.CO.UK if you want to take part. A very engaging and informative listen. Thank you Andy! 01:02 How has 2021 been? 01:46 Omicrom? 03:28 Views on a Santa rally? 05:18 Inflation 07:05 Tapering 08:17 Disrupters Reach #RCH, Future #FUTR, Lookers #LOOK, Inchcape #INCH 12:15 Property - Grainger #GRI 13:11 FTSE100, FTSE250 v AIM Royal Mail #RMG; Land Securities #LAND; #WISE, Marks & Spencer #MKSN 17:18 Activists: Elliot, Glaxosmithkline #GSK, Taylor Wimpey #TW., Clinigen #CLIN, Pearson #PSON, Johnson Matthey #JMAT 17:50 Which holdings which will move the dial? Frasers #FRAS, Studio Retail #STU 19:00 Bid activity Clinigen #CLIN 19:47 Studio Retail #STU 22:43 Learnings from 2021 25:22 Tremor #TRMR 26:47 Bid pick for 2022 Indivior #INDV 28:39 Crystal Amber and selling an overhang #DLAR 30:57 Institutional pools of liquidity & IPOs 32:18 Preference to buy and IPO, placing or overhang? 34:18 Evolution of Covid: what went well and what went badly 37:44 Director buys and sells Telecom Plus #TEP; Tremor #TRMR Fraser #FRAS 40:19 Bitcoin 41:40 NFTs 42:14 Where to find Andy Brough & his funds 42:41 Sell it to the City: what is it? What the Fund Managers want to hear. (Sell it to the City - Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/) About Andy Brough: • Head of the UK & European Small and Mid Cap team • Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund • Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund • Co-manager of Schroder ISF European Smaller Companies • Investment career commenced on joining Schroders in 1987 • Chartered Accountant • BSc in Economics, Manchester University https://www.schroders.com/
What this episode covers
A tremendous interview that gives some insight to the highs and lows of 2021. What companies and Andy have learned through Covid. The hunt for disrupters. Activists and bid activity. The attractions of the FTSE100. We hear how an institution exits a position. The attractiveness of an IPO, a placing or an overhang. Director buys and sells. Latterly, we discuss bitcoin and NFT’s (Non Fungible Tokens). Finally, for those who want the investing challenge (or fancy themselves as a Fund Manager!), we discuss the new PIWORLD series, Sell it to the City, and what the Fund Managers, Andy, Judith and Stephen are looking for from contestants. Please contact PIWORLD.CO.UK if you want to take part. A very engaging and informative listen. Thank you Andy! 01:02 How has 2021 been?01:46 Omicrom?03:28 Views on a Santa rally?05:18 Inflation07:05 Tapering08:17 Disrupters Reach #RCH, Future #FUTR, Lookers #LOOK, Inchcape #INCH12:15 Property - Grainger #GRI13:11 FTSE100, FTSE250 v AIM Royal Mail #RMG; Land Securities #LAND; #WISE, Marks & Spencer #MKSN17:18 Activists: Elliot, Glaxosmithkline #GSK, Taylor Wimpey #TW., Clinigen #CLIN, Pearson #PSON, Johnson Matthey #JMAT17:50 Which holdings which will move the dial? Frasers #FRAS, Studio Retail #STU19:00 Bid activity Clinigen #CLIN19:47 Studio Retail #STU22:43 Learnings from 202125:22 Tremor #TRMR26:47 Bid pick for 2022 Indivior #INDV28:39 Crystal Amber and selling an overhang #DLAR30:57 Institutional pools of liquidity & IPOs32:18 Preference to buy and IPO, placing or overhang?34:18 Evolution of Covid: what went well and what went badly37:44 Director buys and sells Telecom Plus #TEP; Tremor #TRMR Fraser #FRAS40:19 Bitcoin41:40 NFTs42:14 Where to find Andy Brough & his funds42:41 Sell it to the City: what is it? What the Fund Managers want to hear.(Sell it to the City - Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/) About Andy Brough:• Head of the UK & European Small and Mid Cap team• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund• Co-manager of Schroder ISF European Smaller Companies• Investment career commenced on joining Schroders in 1987• Chartered Accountant• BSc in Economics, Manchester University https://www.schroders.com/
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PIWORLD interview with Andy Brough: Markets & Lessons Learned in 2021
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