Alasdair McKinnon's guest appearances

Alasdair McKinnon

Informed Choice Radio Personal Finance Podcast

The MoneyWeek Podcast

Neil Woodford

Paul Mumford

Steve Keen

John Stepek

Jim Mellon

Gervais Williams

Luke Hyde-Smith

Chris Westfall

Jill Schlesinger

Ryan Serhant

Clayton Morris

Dave Ramsey

Damion Lupo

Beth Kempton

Lisa Stanley

OwlTail

It's been a funny old year for investments. As investors shifted their attention to high-growth tech stocks, perhaps better suited to our new way of life during the pandemic, and central banks unleashed a 'wall of cash', more traditional, so-called cyclical stocks were left behind. But could that all be about to change, as the global vaccination programme roll-out gathers pace, and we contemplate a return to a new normal? My guest on the podcast today is Alasdair McKinnon, Manager of the high-conviction, global contrarian Scottish Investment Trust. The Scottish’s team recently made some meaningful changes to the portfolio which reflect their contrarian view that investors are deeply underestimating the potential for certain stocks to benefit from the economic recovery. Alasdair sees this as “the start of a multi-year turnaround” for some investments that have been overlooked in recent years and that have been temporarily impacted by the pandemic. In our conversation today, we cover a lot of ground, including some very important thoughts from Alasdair about why oil and gas are not going away anytime soon. Here's my conversation with Alasdair McKinnon, manager of The Scottish Investment Trust, in episode 545 of Informed Choice Radio.

It's been a funny old year for investments. As investors shifted their attention to high-growth tech stocks, perhaps better suited to our new way of life during the pandemic, and central banks unleashed a 'wall of cash', more traditional, so-called cyclical stocks were left behind. But could that all be about to change, as the global vaccination programme roll-out gathers pace, and we contemplate a return to a new normal? My guest on the podcast today is Alasdair McKinnon, Manager of the high-conviction, global contrarian Scottish Investment Trust. The Scottish’s team recently made some meaningful changes to the portfolio which reflect their contrarian view that investors are deeply underestimating the potential for certain stocks to benefit from the economic recovery. Alasdair sees this as “the start of a multi-year turnaround” for some investments that have been overlooked in recent years and that have been temporarily impacted by the pandemic. In our conversation today, we cover a lot of ground, including some very important thoughts from Alasdair about why oil and gas are not going away anytime soon. Here's my conversation with Alasdair McKinnon, manager of The Scottish Investment Trust, in episode 545 of Informed Choice Radio.

Bring on the Wall of Cash, with Alasdair McKinnon

When it comes to investing, it pays to think differently from the rest of the crowd. Contrarian thinking is something we've explored on Informed Choice Radio before, and we're back at it today in conversation with Alasdair McKinnon, manager of the Scottish Investment Trust. Alasdair is a self-confessed stock market geek, developing a passion for investing in his teens and working in the sector since his first role in 1998. He graduated with an MA in Economic and Social History from the University of Edinburgh, and MSc in Investment Analysis (with distinction) from the University of Stirling. He's also a CFA® charterholder and an Associate of the UK Society of Investment Professionals. Alasdair joined the Scottish Investment Trust in 2003 and became Manager in 2015. The investment trust, which is managed from Edinburgh, runs a relatively small portfolio of around 50 stocks. It's got large stakes in some familiar British names, like GlaxoSmithKline, Tesco and Royal Dutch Shell, but its modus operandi is investing in unloved companies, and then waiting for these stocks to return to favour. I enjoyed this interview with Alasdair and want you to listen out for three big things. Firstly, he talks about how investment cycles repeat themselves; there's nothing truly new when it comes to investing money. Secondly, Alasdair explains why investing with index tracker funds means buying overvalued companies. He further illustrates the risks associated with this passive investing approach when he talks about the changing fortunes of Japan over the years. Finally, Alasdair shares the three factors he looks for when buying an out of favour stock. Here's my conversation with Alasdair McKinnon, manager of the Scottish Investment Trust, in episode 423 of Informed Choice Radio.

When it comes to investing, it pays to think differently from the rest of the crowd. Contrarian thinking is something we've explored on Informed Choice Radio before, and we're back at it today in conversation with Alasdair McKinnon, manager of the Scottish Investment Trust. Alasdair is a self-confessed stock market geek, developing a passion for investing in his teens and working in the sector since his first role in 1998. He graduated with an MA in Economic and Social History from the University of Edinburgh, and MSc in Investment Analysis (with distinction) from the University of Stirling. He's also a CFA® charterholder and an Associate of the UK Society of Investment Professionals. Alasdair joined the Scottish Investment Trust in 2003 and became Manager in 2015. The investment trust, which is managed from Edinburgh, runs a relatively small portfolio of around 50 stocks. It's got large stakes in some familiar British names, like GlaxoSmithKline, Tesco and Royal Dutch Shell, but its modus operandi is investing in unloved companies, and then waiting for these stocks to return to favour. I enjoyed this interview with Alasdair and want you to listen out for three big things. Firstly, he talks about how investment cycles repeat themselves; there's nothing truly new when it comes to investing money. Secondly, Alasdair explains why investing with index tracker funds means buying overvalued companies. He further illustrates the risks associated with this passive investing approach when he talks about the changing fortunes of Japan over the years. Finally, Alasdair shares the three factors he looks for when buying an out of favour stock. Here's my conversation with Alasdair McKinnon, manager of the Scottish Investment Trust, in episode 423 of Informed Choice Radio.

Thinking differently from the investor crowd, with Alasdair McKinnon

This week, Merryn and John talk about gold, with special guest Alasdair McKinnon, manager of the Scottish Investment Trust, who explains why he's buying gold – and gold miners – now. (For more on gold miners, see this MoneyWeek magazine cover story by Dominic Frisby: https://moneyweek.com/gold-miners-should-regain-their-shine)

This week, Merryn and John talk about gold, with special guest Alasdair McKinnon, manager of the Scottish Investment Trust, who explains why he's buying gold – and gold miners – now. (For more on gold miners, see this MoneyWeek magazine cover story by Dominic Frisby: <a href="https://moneyweek.com/gold-miners-should-regain-their-shine)" rel="noopener nofollow" target="_blank">https://moneyweek.com/gold-miners-should-regain-their-shine)</a>