A selection of what is on our reading and listening lists, helping our team understand some of the greatest drivers behind our complex world.
|Decoding change: Understanding what the heck’s going on and why we should be optimistic about our future. - Chris Marshall
Written by a discretionary fund manager from Dragon Investment Management in Wales, this framework offers an insightful perspective on the multiple megatrends and themes that converge in our complex world.
Duane Hasnip, Business Development Director
| Hello World: How to be Human in the Age of the Machine - Hannah Fry
I am fortunate enough to live close to Royal Holloway University and can use their library. This is their ‘big read’. It is a fascinating run through the ethics of AI and algorithms. Aimed at non- computer science graduates, it is easy to follow and has lots of great examples (e.g. is someone a Luke Skywalker or a Darth Vader?) Well worth the time
Neil Denman, Global Equities Portfolio Manager
| Empire of Pain: The secret history of the Sackler Dynasty - Patrick Radden Keefe
This book tells the story of the Sackler family and their role in the opioid crisis in the US, also the inspiration for the Netflix TV series Painkiller.
Marcus Hill, Investment Manager
|Lessons in Chemistry, Bonnie Garmus
Absolutely excellent novel and soon coming to Apple TV as a series. A story about a female chemist in the 1960s who inspired housewives with her scientific, rational approach to cooking.
Melanie Roberts, Head of Charities
|Material World: A substantial story of our past and future - Ed Conway
A history of sand, salt, iron, copper, oil and lithium and why they matter to so many of the products and industries that are essential in the modern world. This book reads like a novel and yet gives the reader a foundational knowledge that is useful across so many industries today. I wish an edition of this book had been written 25 years ago when I first started investing.
Jerry Thomas , CIO, Global Equities
|The Ride of a Lifetime: Lessons in creative leadership from the CEO of the Walt Disney Company - Robert “Bob” Iger
This memoir was written just after Bob Iger originally stepped down as Disney CEO in 2020. It discusses his background working as a TV Studio Assistant at ABC before rising through the ranks to become Disney CEO. This was my second reading of the book, given Iger’s return to the CEO role at Disney and I would recommend it to anyone interested in Disney and/or anyone who is keen to gain insights into leadership.
Brook Harris, Global Equity Analyst
|The Rachman Review
Really good podcast where Gideon Rachman, Chief Foreign Affairs Columnist at the Financial Times) discusses global political issues.
Henrietta Coldman, Investment Manager
| In Good Company
Nicolai Tangen of Norges Investment Management interviews the CEOs of some of the world’s greatest companies. Terrific for understanding the personality of the leaders of the companies we invest in and what makes them unique.
Jerry Thomas, CIO, Global Equities
|Behind the Balance Sheet
Only 25 episodes so far, but the guest line-up has been brilliant. I have listened to the 2nd episode with Stuart Roden, former chairman of Lansdowne Partners, over and over again. For rugby fans, the 14th episode with Clive Woodward is free coaching that would cost you thousands of pounds if you invited him to talk at a conference.
Colm Harney, Global Equity Analyst and Portfolio Manager