Charlotte Yonge (Troy) - Keeping It Real

Charlotte Yonge manages the Trojan Ethical Fund and is assistant fund manager of the Trojan Fund and Personal Assets Trust.  We discuss the risks of higher inflation and ways to preserve and grow the real value of investors' capital.  We also explore ESG in a multi-asset context, and why Charlotte co-founded Girls Are INvestors (GAIN).Show notes:[0:59] Charlotte talks about how she got into the industry[2:39] Recognising that emotions play an important role in investing[4:34] Catching the investing bug [6:01] Inflationary risks are growing[9:13] Balancing inflationary and disinflationary forces[11:41] Are higher prices the cure for higher prices?[13:49] The Fed is reactive rather than proactive[14:46] Protecting against a broad range of potential inflationary outcomes[17:35] The role of cash in an inflationary world[20:08] Index-linked bonds[22:22] The importance of common values[25:30] How the portfolio has evolved[28:07] Spaghetti mapping with Dr Pepper[30:28] Payment networks[33:39] ESG in a multi-asset context[37:52] Engaging for positive change[40:03] Girls Are INvestors (GAIN)[44:18] Back yourself

Om Podcasten

Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.