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The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management

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Manage episode 359512861 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation on the fund’s investments, why he likes infrastructure stocks and finally, the various geopolitical issues in today’s world including the strengthening relationship between President Xi and Putin. Tom is fascinating to listen to and we hope you enjoy the interview.

https://www.prusikim.co.uk/

www.vermeerllp.com

  continue reading

58 episodes

Artwork
iconShare
 
Manage episode 359512861 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation on the fund’s investments, why he likes infrastructure stocks and finally, the various geopolitical issues in today’s world including the strengthening relationship between President Xi and Putin. Tom is fascinating to listen to and we hope you enjoy the interview.

https://www.prusikim.co.uk/

www.vermeerllp.com

  continue reading

58 episodes

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