Investing, Markets & Money

Asia Pacific is a diverse investment region — but where are the opportunities for investors?

In the latest Investing, Markets and Money podcast, Stuart is joined by Abbas Barkhordar, portfolio manager of the Schroder Asia Pacific Fund.

They discuss the investment case for Asian equities, China's economic challenges, India's growth story, the semiconductor industry, AI and the changing shape of Asian manufacturing.

Abbas also explains the stock-picking approach used by the Schroder Asia Pacific Fund, including the importance of quality, valuation, competitive advantage and corporate governance.

The conversation looks ahead to the next five years and considers how AI, shifting supply chains and rising domestic consumption could shape the region's equity markets.

Find out more about the Schroders Asia Pacific Fund - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/

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Atlas Salt CEO Nolan Peterson joins the Investing, Markets & Money podcast to discuss the Great Atlantic Salt Project in Newfoundland and the company's plans to address North America's structural salt supply shortage.

We discuss the project's low-cost positioning, infrastructure advantages, $1bn NPV feasibility study, financing plans, environmental credentials and the potential to produce around 4 million tonnes of salt annually.

To find out more about Atlas Salt, visit https://www.atlassalt.com/
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In this episode of the Investing, Markets and Money podcast, we speak to James Cook, portfolio manager of the J.P. Morgan Global Growth & Income Investment Trust.

With around 50 stocks selected from a research universe of approximately 2,500 companies, JGGI takes a high-conviction approach to global equity investing.

James discusses where J.P. Morgan sees the biggest risks and opportunities over the next 12 to 24 months, including the continuing impact of artificial intelligence on markets.

We explore AI semiconductors, NVIDIA, Arista Networks, CrowdStrike, industrial cyclicals, valuations, income investing and the debate between active and passive investment strategies.

James also explains why investors should focus on long-term earnings power rather than allowing short-term market noise to dictate investment decisions.

How big could the copper supply problem become – and which companies could benefit?

In this episode of Investing, Markets & Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia.

We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside.

Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing.

We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence.

Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources.

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You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/
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What does Summit Royalties' new $25 million credit facility mean for the company's growth ambitions?

In this episode of Investing, Markets & Money, Summit Royalties CEO Drew Clark discusses their new revolving credit facility, plus a potential $25 million accordion, and explains how the additional capital could help Summit pursue larger mining royalty and streaming opportunities.

Drew also discusses the recent Star Royalties acquisition, the Keysbrook royalty, Copperstone and Pitangui, as well as Summit's outlook for gold, silver and the wider mining sector.

With Copperstone already under construction and Pitangui moving towards development, we ask what Summit Royalties could look like over the next 12 months – and what success might look like by mid-2027.

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You can find out more about Summit Royalties here - https://www.summit-royalties.com/
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0:00 Introduction to Summit
1:09 Summit Royalties' new credit facility
2:22 Why the new financing matters
4:16 Competing for higher-quality royalty assets
5:35 The Star Royalties acquisition
6:41 Summit's potential milestones
8:42 Summit Royalties' ambitions for 2027