The Wealth Show

Our first episode back for 2022 is with Nick Clay, manager of the RWC Global Equity Income fund.

Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks.

He also commented on Samsung’s poor performance, why 5G firm Qualcomm is moving away from its reliance on Apple, and why he reduced his position in luxury goods brand Richemont.

Show Notes

Our first episode back for 2022 is with Nick Clay, manager of the RWC Global Equity Income fund. Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks. He also commented on Samsung’s poor performance, why 5G firm Qualcomm is moving away from its reliance on Apple, and why he reduced his position in luxury goods brand Richemont.

What is The Wealth Show?

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.