JohnBaronPortfolios.co.uk
JohnBaronPortfolios.co.uk
Podcast Description
Previously only available to subscribers of www.johnbaronportfolios.co.uk, you can now listen here to the interviews we’ve conducted with leading investment trust managers, to our regular interviews in future, and to our new monthly podcast (The Two Johns) where John Baron and John Hughman will be discussing the latest investment and sector themes which influence how the website’s 10 live investment trust portfolios achieve a range of risk-adjusted strategies and income levels. The website’s members are notified whenever portfolio changes are made.
Podcast Insights
Content Themes
The podcast highlights various investment strategies and insights with episodes focusing on themes such as last-mile logistics investment, the importance of corporate governance in Japan, and emerging opportunities in Asia. For instance, the podcast has discussed the role of activist investing and the implications of capital preservation trusts, emphasizing market dynamics and sector-specific trends.
Previously only available to subscribers of www.johnbaronportfolios.co.uk, you can now listen here to the interviews we’ve conducted with leading investment trust managers, to our regular interviews in future, and to our new monthly podcast (The Two Johns) where John Baron and John Hughman will be discussing the latest investment and sector themes which influence how the website’s 10 live investment trust portfolios achieve a range of risk-adjusted strategies and income levels. The website’s members are notified whenever portfolio changes are made.
NCYF is a closed-ended investment company focused on generating a high level of income, primarily through a diversified portfolio of high-yielding fixed income securities. Managed by Ian ‘Franco’ Francis of CQS, the fund targets opportunities in sub-investment grade credit, with a strong emphasis on capital preservation and careful risk management. With nearly 19 years of consistent performance under Franco’s leadership, NCYF maintains a UK-centric portfolio while retaining the flexibility to invest globally.
In this episode, Franco joins John Hughman to discuss the current investment landscape and how NCYF is positioned to navigate it. Topics include the impact of market volatility, interest rate cycles, and inflation, as well as sector-specific opportunities in financials, travel, and renewables. Franco also explains the fund’s disciplined approach to bond selection, the role of equities, and how NCYF fits within a balanced portfolio – offering income, resilience, and potential for capital growth.
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