Edison Group

We are delighted to announce that the Edison Growth Conference 2025 will take place on Tuesday, 13 May 2025, 8:30 am - 2:00 pm at Saddlers' Hall, London EC2V 6BR. 📍 Following the success of last year’s event, this year’s half-day conference will once again feature three engaging panel discussions on critical themes: 🔹 AI and Automation 🤖🚀 🔹 Normalisation of Interest Rates 📈🏦 🔹 The Four-Trillion-Dollar Climate Opportunity 🌍💰 📅 Mark your calendar now for this must-attend event! #EdisonGrowthConference #Investment #AI #Climate #Finance Add to your Calendar: https://lnkd.in/eaM3MFVe

Launched in June 1989, Templeton Emerging Markets Investment Trust PLC (TEMIT) was one of the first emerging markets funds in the #UK. The trust seeks long-term capital appreciation through #investment in companies operating in #emerging markets or listed on the #stock markets of such countries. This may include #companies that have a significant amount of their revenues in emerging #markets but are listed on stock #exchanges in developed countries. Performance is benchmarked against the #MSCI Emerging Markets Index. Read the latest report here: https://lnkd.in/dbs7FYwq Mel Jenner #TEM #TEMIT

We're pleased to share that Edison will be at the Master Investor Show 2025. 📍Join us on 29 March at the Business Design Centre, London – find us at stand G6. Our CEO, Fraser Thorne, will also be speaking on the Investing for Growth panel hosted by Aquis Stock Exchange, alongside: Steve Henney, Director and Co-Head of Business Development, Aquis Stock Exchange Sara-Louise Porter, Director and Head of Business Development, Aquis Stock Exchange Melissa Sturgess, CEO, Ananda Pharma plc It’s set to be a great session. 🎟 Register here: https://lnkd.in/eEwdzBkA #investing #growth #masterinvestorshow #edison

Why are global investors quietly turning to Vietnam? In this Vantage interview, Craig Martin, chairman of Dynam Capital Limited and manager of Vietnam Holding Ltd (LSE: VNH, market capitalisation £89m), shares why Vietnam is a compelling growth story right now. From booming GDP and an increase in tourism to AI-driven innovation and a growing consumer base, this is a market ripe with opportunity – but flying under the radar. Craig illustrates this by discussing FPT Corporation and FPT Digital Retail. Watch the full interview now to understand how Vietnam is positioning itself as the next frontier for equity investors and how Craig’s team continues to deliver outperformance. https://lnkd.in/eSrAfjFb Neil Shah #LSE

📈 UK equities: Not wrong to call them, but Europe surprised 📈 Our December thematic piece suggested that the diversification away from the US #market, which looked stretched from a valuation perspective, into markets that offered a higher margin of safety such as the UK (one of the #cheapest markets #globally) was partially correct. Since the start of the year, the S&P 500 has fallen c 6%, while we have seen the UK All Share up 2.8%, with the larger-cap indexes faring better. The UK gains are modest compared to European markets, with the DAX up 13% since the start of the year. Our core list has seen more changes than we would expect, with four of the 20 names switching – a sign that these are volatile and unusual times. The core list also reflects the themes driving the market: a flight to safety amid increasing geopolitical uncertainty and a steepening yield curve indicating outperformance in early cyclicals and defence stocks. Our latest report by Edison's Neil Shah breaks it all down - read it now: https://lnkd.in/eAv6wMSr

Lowland Investment Company plc in 60 seconds… Get the lowdown from Edison’s Martyn King on Lowland Investment Company. #Lowland invests across all market caps but with a weighting to the #largest companies of no more than 50% and a strong tilt towards small and mid-sized #companies. The multi-year #underperformance of small and mid-sized companies weighs heavily on the trust’s own #performance, and masks a strong record of #successful stock selection, which think this merits attention. Read the latest report here: https://lnkd.in/giNQYnRH #LWI #LSE Milosz Papst Janus Henderson Investment Trusts, UK

In this interview, Kevin Crofton, the chairman of Creo Medical and a notable name in the #semiconductors space, about what has been a strategically important period for the company. Kevin discusses the #rationale for the stake sale and medium-term strategic focus on #growing the core #electrosurgical #franchise, as well as fostering #partnerships for its #Kamaptive #technology and #CROMA platform. He also mentions the recent #cost savings implemented by the company and how, alongside recent #developments, this puts Creo in a strong position to achieve break-even. Watch the full interview here: https://lnkd.in/gVPKB9Wh Jyoti Prakash, CFA #AIM

In this discussion, a panel of highly experienced #women from across the #financial community talk about the additional value that a female perspective brings to #investment decision making and the missed opportunities for addressing a wider audience in terms of how we #market financial products. The conversation also covers how to get a broader range of voices heard and how to attract a new #generation of female #investors and market participants, with added insight from a recent recruit to the industry. This is a discussion that needs to be continued year-round, not just around International Women's Day. We are very grateful for the time and contributions from all of our panel. Fiona Orford-Williams Annabel Brodie-Smith Rosemary Banyard Louise Bryant Emma Moriarty Chloe Wong-Yun-Shing Katie Rodriguez #InternationalWomensDay #IWD2025 #EquityForAll #WomenInLeadership #DiversityAndInclusion🌍💜💪 See link to the full video below: 👇 https://lnkd.in/ewdbwHst

Worldwide Healthcare Trust is a specialist #investment trust that invests in the #global #healthcare sector, with the objective of achieving a high level of #capital #growth. Gearing and derivative transactions are used to enhance capital #returns and mitigate risk. #Performance is measured against the MSCI World Health Care Index (sterling adjusted). Read the latest report here: https://lnkd.in/eBXdCH_S Watch the full video below 👇 Milosz Papst #WWH #LSE

We had an incredible evening at the plc awards 2024 last night! ✨   Huge congratulations to our client Games Workshop PLC on being named Company of the Year.🏆👏 And a big shoutout to Raspberry Pi for winning New Company of the Year, an award proudly sponsored by Edison. 🎉 Neil Shah Oliver Haslam Russell Pointon, CFA ACA Andy Murphy Sophie Fitton #plcawards #winner #plcis40