Investing, Markets & Money

Is biotech finally back? In this episode, Stuart sits down with Ailsa Craig, co-manager of the International Biotechnology Trust from Schroders, a £1bn+ closed-ended fund with a 4% dividend yield and 30+ years of history, to break down everything self-directed investors need to know about the biotech sector right now.

They cover:
✅ Why biotech has been in a prolonged bear market (and why that's changing)
✅ The M&A wave sweeping the sector — and how IBT is benefiting
✅ FDA uncertainty under the new US administration
✅ AI's real (and realistic) impact on drug development timelines
✅ The pancreatic cancer breakthrough that could be approved within months
✅ Where the best risk-adjusted opportunities are in biotech today
✅ What could be the "next game-changing" moment for the sector?

Whether you're new to biotech investing or a seasoned investor looking for smarter sector exposure, this episode gives you a fund manager's inside view on one of the most complex - and rewarding - corners of the market.

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💬 Drop your biotech related questions and comments below

LINKS & RESOURCES:
🔗 International Biotechnology Trust: https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/international-biotechnology-trust/
🎙️ The Armchair Trader: https://www.thearmchairtrader.com

DISCLAIMER: This podcast is for informational and educational purposes only
and does not constitute financial advice. Always do your own research before
making investment decisions.

00:00 Introduction & welcome to Ailsa Craig
00:40 What is the International Biotechnology Trust?
02:28 How biotech boomed - and crashed - after COVID
05:35 Why the FDA matters so much to biotech investors
06:42 Innovation, ageing populations & unmet medical need
08:05 AI in drug development: hype vs. reality
10:06 Biotech strategies for investors
12:04 The "Biotech 2.0" opportunity: de-risked, commercial-stage companies
13:55 A wave of M&A activity this year
16:10 The pancreatic cancer breakthrough changing everything
18:55 What could be biotech's next game-changing moment?

Europe’s defence sector has entered a multi-year rearmament cycle — and investors are paying close attention.

In this episode of Investing, Markets & Money, we take a deep dive into the European defence industry, exploring how rising military budgets, geopolitical risk, and industrial collaboration are reshaping the sector.

Our guest, Aneeka Gupta, Director of Macro Research at WisdomTree , explains:

- Why European defence spending is accelerating
- How long-term contracts and order backlogs are driving earnings growth
- The role of IPOs and smaller specialist defence companies
- Why air & missile defence, cyber security, and ammunition are key growth areas
- How European defence stocks compare to US peers on growth and valuation
- Whether defence investing can now fit within ESG frameworks

We also discuss supply-chain constraints, collaboration across Europe, and why this rearmament cycle could last far longer than many investors expect.

📌 This podcast is for information and entertainment purposes only and does not constitute financial advice.

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#Investing #StockMarket #DefenseStocks #GlobalMarkets #CapitalMarkets #EuropeanDefence
#DefenceIndustry #AerospaceAndDefence #EuropeanStocks #EUInvesting #Geopolitics
#CyberSecurity #MilitarySpending #DefenseETFs #LongTermInvesting

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In this episode of the Investing, Markets & Money Podcast, host Stuart Fieldhouse is joined by Bruce MacLachlan, President & COO of Bold Ventures.

We discuss Bold Ventures’ active drill program in Ontario, including its flagship Burchell Lake Project, located close to a 6 million ounce gold system. Bruce shares details on recent drilling, high-grade gold samples, and what investors should watch for as assays come back over the coming months.

We also cover:

- Why sentiment at PDAC is improving in 2026
- Bold’s exposure to gold, copper, zinc, nickel & critical minerals
- The long-term optionality of the Ring of Fire, including Bold’s carried interest in chromite
- How management prioritises capital while limiting shareholder dilution
- Near-term catalysts and what could drive valuation going forward

This is a must-listen interview for junior mining and resource investors looking for leverage to gold and critical minerals in a strengthening market.

In the latest episode of the Investing Markets and Money podcast, Drew Clark, CEO of Summit Royalties (TSXV:SUM), discusses the explosive growth of his company and why the royalty model remains the "most beautiful part" of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio.

Find out more about Summit Royalties here - https://www.summit-royalties.com/

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00:00 What are mining royalties?
02:57 Intro to Summit Royalties
04:37 How have Summit grown so quickly?
05:39 Which are the key assets in the portfolio?
08:49 The Saddle North project
09:03 How major is the Star Royalties project?
10:12 What kind of projects do Summit look for?
12:46 Precious Metals outlook
14:17 Importance of networking
15:09 Future plans for Summit Royalties
15:27 The attraction of the royalty model

What are mega trends — and how can investors actually invest in them without falling into hype?

In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities.

We explore:

What mega trends are and how they differ from short-term cycles
How thematic investing works in practice
Why AI, defence spending, and energy demand are driving global change
The biggest mistake investors make when buying thematic ETFs
Why thematic investing is a winner-takes-most game
How diversification, sentiment, and discipline matter over the long term
Emerging ideas like physical AI, infrastructure, and strategic metals

This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks.

🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends.

This episode is for educational purposes only and does not constitute financial advice.