394. From uranium to frontier matters: finding value where others aren’t looking

About this episode

This episode discusses a defensive, multi-asset investment approach with Dr Niall O’Connor, focusing on overlooked opportunities in a volatile market.

In a volatile and often unpredictable market, finding reliable returns is becoming increasingly challenging. This episode explores a defensive, multi-asset approach with SVS RM Defensive Capital manager Dr Niall O’Connor. This fund looks beyond traditional equities and bonds, focusing instead on overlooked, under-researched opportunities. From high-yield bonds and discounted investment trusts to commodities and frontier markets, the interview highlights how diversification is evolving. It als...

People in this episode

Guest: Dr Niall O’Connor

Topics covered

• investment strategies
• defensive capital
• multi-asset approach
• overlooked opportunities
• market volatility
• diversification

Keywords

• uranium
• frontier markets
• high-yield bonds
• investment trusts
• commodities
• market volatility
• diversification

Mentioned in this episode

Organizations: SVS RM Defensive Capital

Products: high-yield bonds, discounted investment trusts, commodities, frontier markets

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