PODCAST · business
Bull, Bear & Beyond by Edison Group
by Edison Group
Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.To find out more, please visit: https://www.edisongroup.com/ [https://www.edisongroup.com/equities/investment-companies/]
Episodes
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283. Bull, Bear & Beyond – Vantage: Finsbury Growth & Income Trust – investing in AI and the next decade of growth
In this episode of Edison's Vantage, Nick Train, portfolio manager of Finsbury Growth & Income Trust, speaks to Neil Shah, executive director and market strategist at Edison Group. They discuss Nick's large personal stake in the trust and what he has learned since January's continuation vote.…
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282. Bull, Bear & Beyond – In the chair with bp's Emeka Emembolu: AI a massive opportunity for bp
Emeka Emembolu, executive vice president, technology, at bp, speaks to Neil Shah, executive director and market strategist at Edison Group, in the third interview in Edison’s series on bp. They discuss where technology sits within bp and how it supports the company’s strategic priorities…
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281. Bull, Bear & Beyond – IP Group: executive interview
In this interview, Greg Smith, CEO of IP Group, speaks to Dan Ridsdale, managing director, technology, at Edison Group, about the company’s H1 results, including a 3.2% rise in NAV per share to 114p and nearly £67m of realisations. They discuss progress towards IP Group’s £250m realisations…
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280. Bull, Bear & Beyond – Kooth: executive interview
In this interview, Kooth CEO Kate Newhouse and CFO Sanjay Jawa discuss the company’s H1 financial performance, US growth opportunities and UK expansion. Kate discusses how the Meta settlement funding could help Kooth convert its US pipeline, and notes that negotiations on the California contract...
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279. Bull, Bear & Beyond – Shepherd Neame: executive interview
In this interview, Shepherd Neame’s CEO, Jonathan Neame, and CFO, Mark Rider, discuss the company’s FY26 results, the outlook for trading and the key priorities for investors. Topics include its ongoing pub refurbishment programme, the strategic review of the Brewing and Brands division in…
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278. Bull, Bear & Beyond – AFT Pharmaceuticals: executive interview
In this interview, we speak with founder and CEO Hartley Atkinson of AFT Pharmaceuticals about the company’s growth ambitions and the opportunities ahead. Hartley discusses the continued global roll-out of Maxigesic, now sold in c 87 countries, and the significant potential of its intravenous...
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277. Bull, Bear & Beyond – International Workplace Group: executive interview
In this interview, we talk with Charlie Steel, CFO of International Workplace Group (IWG), the world’s largest flexible workspace provider. Charlie provides a brief overview of the group, its strategy and the market that it operates in, before discussing the outlook for growth in earnings and…
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276. Bull, Bear & Beyond – Dafiti: executive interview
In our latest interview with the senior management team of Global Fashion Group, Leandro Medeiros, the CEO of Dafiti, discusses the strategic priorities shaping the future of one of Latin America’s leading fashion e-commerce businesses. The conversation explores how Dafiti is strengthening its...
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275. Bull, Bear & Beyond – Target Healthcare REIT: executive interview
In this interview, Kenneth MacKenzie, CEO of Target Fund Managers, talks about the recently released annual report from Target Healthcare REIT and the outlook. The year to June 2026 (FY26) was very successful, and the c 12% accounting total return (the change in NAV per share plus dividends paid)...
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274. Bull, Bear & Beyond – OSE Immunotherapeutics: executive interview
In this interview, we speak with OSE Immunotherapeutics CEO Marc Le Bozec and chairman Markus Cappel. We discuss the company’s progress since announcing its strategic plan for 2026–28. In particular, we focus on OSE’s lead immunology and inflammation asset, lusvertikimab, including its track…
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273. Bull, Bear & Beyond – Noctiluca: executive interview
In this interview, we speak with Mateusz Nowak, chief commercial officer and board member of Noctiluca, who discusses the company's progress towards commercialising NCEIL-4, its advanced material for organic light-emitting diode (OLED) displays. The lead programme has moved from proof-of-concept...
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272. Bull, Bear & Beyond – Vantage: US investors are pouring billions into non-US stocks – is your company on their radar?
US investors traded $217bn of non-US equities in Q2 alone – up 37% year-on-year – as concerns over a concentrated, AI-heavy S&P 500 push them towards value and quality overseas. In this episode of Vantage, we sit down with Jonathan Dickson, head of EMEA at OTC Markets, to find out why household...
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271. Bull, Bear & Beyond – Regional REIT: executive interview
In this interview, Stephen Inglis, head of Regional REIT’s asset manager, ESR Europe LSPIM, and de facto CEO of RGL, talks about the recently released H126 interim report, with a focus on the strategic progress made during the period. It continues to be a challenging market environment and while...
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270. Bull, Bear & Beyond – Terrain Minerals: executive interview
In this interview, Terrain Minerals executive director, Justin Virgin, discusses the recent metallurgical test-work results at its Lightning gold project in Western Australia. He also discusses the company's recent, premium equity fundraising, anchored by Gandel Metals, and its forthcoming 1 for…
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269. Bull, Bear & Beyond – Pippa Dale: executive interview
In this interview, Angela Catlin, Edison's director of investor relations and communications, sits down with Pippa Dale, former director at LSEG and a recognised expert in fixed income markets, to make the case for why debt investor relations matters and why companies don't need to reinvent the...
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268. Bull, Bear & Beyond – Freelancer: executive interview
In this interview, Dylan Carter, CFO of Freelancer, discusses the group’s three main businesses: Freelancer, Loadshift and Escrow.com. In the core Freelancer platform, management is addressing SEO disruption, payment acceptance issues and the impact of enhanced security measures, with…
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267. Bull, Bear & Beyond – Corero Network Security: executive interview
In this interview, Carl Herberger, CEO of Corero Network Security, discusses the strong operating leverage evident in the company’s H1 results. Revenue grew 42% y-o-y, adjusted EBITDA reached $2.7m and gross margin was 93%, despite a higher proportion of capex-related sales. Annual recurring...
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266. Bull, Bear & Beyond – Otech: CEO executive interview
In this interview, Otech CEO Maqbool Al Wahaibi outlines how Omantel’s unified digital platform is bringing together the group’s capabilities across data centres, cloud, AI and IoT, cybersecurity and managed services to support its transition from telco to techco. He highlights the accelerating...
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265. Bull, Bear & Beyond – Noctiluca in 60 seconds
Hear from Edison’s Dan Ridsdale on Noctiluca, a Polish deeptech company developing advanced OLED materials, whose independently validated technology could address the industry’s critical blue-pixel challenge and support a significant commercial growth inflection from 2028....
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264. Bull, Bear & Beyond – Molten Ventures: executive interview
In this interview, Dan Ridsdale, global head of technology and communications, speaks with Ben Wilkinson, CEO of Molten Ventures, about the company's new growth fund, institutional and pension capital, investments in ICEYE and Isar Aerospace, and its approach to space, SaaS, AI and other…
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263. Bull, Bear & Beyond – IP Group in 60 seconds
Get the lowdown from Edison's Milosz Papst on IP Group, which gives investors access to innovative private companies and IP rights across themes like anti-obesity drugs, quantum computing and fusion energy. IP Group's NAV per share increased by 13% in FY25, boosted by its royalty exposure to...
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262. Bull, Bear & Beyond – SynAct Pharma: executive interview
In this interview, we speak with Mads Bjerregaard, chief business officer of SynAct Pharma, about the latest analysis from the Phase IIb ADVANCE study and why it could shape the path forward for resomelagon in rheumatoid arthritis. Mads discusses how temporary inflammatory flare-ups may have...
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261. Bull, Bear & Beyond – Custodian Property Income REIT: executive interview
In this interview, Richard Shepherd-Cross, the fund manager of Custodian Property Income REIT (CREI), discusses the company’s recent quarterly update, the resilient occupier market that is supporting rental growth across the portfolio, and the potential for further private company portfolio...
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260. Bull, Bear & Beyond – Cereno Scientific: executive interview
In this interview, we speak with Sten Sörensen, CEO of Cereno Scientific, about the strong momentum across the company’s clinical pipeline following its Q2 results. He emphasised the start of the global Phase IIb programme for lead asset CS1 in pulmonary arterial hypertension, with the first US...
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259. Bull, Bear & Beyond – Pathos Communications: executive interview
In this interview, Pathos Communications founder and CEO Omar Hamdi outlines the company’s strategy to make PR accessible to small- and medium-sized enterprises by combining technology-enabled workflows with a highly distributed client base. Pathos serves clients in 80 countries and is using...
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258. Bull, Bear & Beyond – Global Fashion Group: executive interview
In our interview with Global Fashion Group’s (GFG’s) CEO, Christoph Barchewitz, and CFO, Helen Hickman, they focus on the group’s H126 results, which represents an important milestone as it was the group’s first profitable first half with its current footprint, despite a lower net merchandise...
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257. Bull, Bear & Beyond – Capita: executive interview
In this interview, Capita’s chief product and AI officer, Sameer Vuyyuru, discusses how AI is being embedded across the group’s complex public-sector and shared-services operations to reduce cost to serve, improve productivity and support higher win rates. He highlights Capita’s focus on…
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256. Bull, Bear & Beyond – SynAct Pharma: executive interview
In this interview, we speak with SynAct Pharma CBO Mads Bjerregaard about the proposed co-development and commercial partnership with Hipolabor for resomelagon in dengue and other viral infections in Brazil, the world’s largest dengue market. He discusses why growing momentum from the RESOVIR...
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255. Bull, Bear & Beyond – Templeton Emerging Markets Investment Trust in 60 seconds
Edison’s investment companies team recently published a review on Templeton Emerging Markets Investment Trust (TEMIT). The trust’s performance has considerable momentum with strong absolute and relative results in FY26, adding to a positive long-term record. TEMIT has outperformed its MSCI…
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254. Bull, Bear & Beyond – International Public Partnerships: executive interview
In this interview, Jamie Hossain, managing director from Amber Infrastructure, investment adviser to International Public Partnerships (INPP), talks about the company’s strategy, performance and outlook. He describes INPP’s consistent lower-risk investment approach that aims to deliver resilient...
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253. Bull, Bear & Beyond – Target Healthcare REIT: executive interview
In this interview, Kenneth MacKenzie, CEO of Target Fund Managers, talks about the latest quarterly update from Target Healthcare REIT and the outlook. The three months to 30 June 2026 (Q426) was another strong period for financial performance and rounded off a very successful FY26 year. Q4…
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252. Bull, Bear & Beyond – Vantage: Rockwood Strategic – UK small-cap value and active engagement
In this Vantage interview, Edison's Neil Shah speaks with Richard Staveley, fund manager of Rockwood Strategic, about what sets the c £200m UK small-cap investment trust apart from its peers. Richard explains Rockwood's concentrated, value-and-recovery approach, its active (though not activist)...
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251. Bull, Bear & Beyond – Living REIT: executive interview
In this interview, we talk with Michael Carey and Nat Markham about Living REIT. Both are from Atrato, the external manager to the company, where Michael has responsibility for Living REIT’s overall strategy and Nat is CFO. Living REIT is the former Social Housing REIT, rebranded and with a…
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250. Bull, Bear & Beyond – Trade Estates: executive interview
Trade Estates REIC (TRESTATES), listed on the Euronext Athens market, is a fast-growing real estate investment company focused on modern retail parks and new-generation logistics assets in Greece, Cyprus and Bulgaria. Edison has initiated coverage of Trade Estates and in this interview, Mr…
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249. Bull, Bear & Beyond – Sareum: executive interview
In this interview, Dr John Reader, co-founder and CSO of Sareum, discusses the publication of the Phase I data for lead candidate SDC-1801 in the British Journal of Clinical Pharmacology and explains why the results strengthen confidence in the programme as it advances towards Phase II. He...
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248. Bull, Bear & Beyond – Quadient: executive interview
In this interview, Quadient CEO Geoffrey Godet and CFO Laurent du Passage provide an introduction to the business. Geoffrey describes the group’s evolution from a mail equipment supplier to a global automation platform powering secure and sustainable business connections. He talks through the...
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247. Bull, Bear & Beyond – PZ Cussons: executive interview
In this interview, PZ Cussons CEO Jonathan Myers reflects on how the business has evolved since he joined six years ago, highlighting the shift towards a clearer strategic focus on locally loved brands across personal care, home care and baby care in the group’s four lead markets, which account…
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246. Bull, Bear & Beyond – SynAct Pharma: executive interview
In this interview, we speak with SynAct Pharma CEO Jeppe Øvlesen and CBO Mads Bjerregaard about the strong momentum generated at the BIO International Convention in San Diego and what it means for the partnering prospects for lead asset resomelagon. They discuss the strong interest from global...
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245. Bull, Bear & Beyond – Worldwide Healthcare Trust in 60 seconds
Get the lowdown from Edison’s Arron Aatkar on Worldwide Healthcare Trust (WWH), which delivered a meaningful return to form in FY26. WWH is a specialist investment trust offering diversified exposure to global healthcare....
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244. Bull, Bear & Beyond – BioVersys: executive interview
In this interview, we speak with Dr Marc Gitzinger, founder and CEO of BioVersys, about the strong momentum across the company’s antibiotics pipeline and the milestones shaping its next phase of growth. Marc discusses the advancement of lead candidate BV100 into the global Phase III RIV-TARGET...
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243. Bull, Bear & Beyond – Basilea Pharmaceutica: executive interview
In this interview, we speak with Basilea Pharmaceutica CEO David Veitch and CFO Adesh Kaul about the strategy driving one of the world’s leading pure-play anti-infectives companies. They discuss Basilea’s differentiated business model, how disciplined in-licensing, strategic partnering and...
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242. Bull, Bear & Beyond – Vantage: Shipping through the storm – how Hormuz is reshaping the tanker market
In this Vantage interview, Neil Shah sits down with Henry Curra, global head of tanker research at Braemar, to explore how recent geopolitical tensions surrounding Iran and the Strait of Hormuz have transformed global shipping markets. Henry explains Braemar’s role at the centre of commodity...
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241. Bull, Bear & Beyond – Ajax Resources: executive interview
In this interview, Ajax Resources CEO Ippolito Cattaneo discusses Macacha’s anticipated Environmental Impact Assessment approval, Reveille and the company’s Euronext Growth Oslo exchange listing. He also covers recent developments at Pereira Velho and how he intends to maintain Ajax’s rapid…
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240. Bull, Bear & Beyond – BlackRock Greater Europe Investment Trust in 60 Seconds
Edison’s investment companies team recently published a review on BlackRock Greater Europe Investment Trust (ticker: BRGE). In recent months, there have been subtle changes in the investment process following the appointment of new managers. Brian Hall brings a more quality/value approach…
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239. Bull, Bear & Beyond – Cereno Scientific: executive interview
In this interview, we speak with Dr Rahul Agrawal, chief medical officer and head of R&D at Cereno Scientific, about the latest findings from the Expanded Access Programme (EAP) for the company’s lead candidate, CS1, in pulmonary arterial hypertension (PAH). He discusses how investors should...
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238. Bull, Bear & Beyond – Halyk Bank in 60 seconds
Hear from Edison’s Milosz Papst on Halyk Bank, Kazakhstan’s leading financial group, whose market-leading position, robust returns and consistent dividend payouts make it a compelling way to access Central Asia’s largest economy....
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237. Bull, Bear & Beyond – Patria Private Equity Trust in 60 seconds
Hear from Edison’s Milosz Papst on Patria Private Equity Trust, whose focus on the European private equity mid-market, specialist managers and broad portfolio diversification underpins its long-term investment proposition....
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236. Bull, Bear & Beyond – ProCredit Holding in 60 seconds
Discover Edison’s latest views from Milosz Papst on ProCredit Holding, the emerging Europe-focused specialist bank pursuing growth, digitalisation and improved capital efficiency to enhance shareholder returns. **************************************************************************************...
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235. Bull, Bear & Beyond – Custodian Property Income REIT: executive interview
In this interview, Richard Shepherd-Cross, the fund manager of Custodian Property Income REIT (CREI), discusses the company’s strong performance in FY26, his positive view on the commercial property market and the progress being made with CREI’s growth strategy. With rental growth having…
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234. Bull, Bear & Beyond – SynAct Pharma: executive interview
In this interview, we speak with Mads Bjerregaard, chief business officer of SynAct Pharma, following the release of top-line results from the Phase IIb ADVANCE study of resomelagon in rheumatoid arthritis. He discusses the key takeaways from the results, which did not achieve statistical...
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ABOUT THIS SHOW
Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.To find out more, please visit: https://www.edisongroup.com/ [https://www.edisongroup.com/equities/investment-companies/]
HOSTED BY
Edison Group
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Bull, Bear & Beyond by Edison Group currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These...
How often does Bull, Bear & Beyond by Edison Group release new episodes?
Bull, Bear & Beyond by Edison Group has 50 episodes. Check the episode list to see recent publication dates and frequency.
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