Episode
394. From uranium to frontier matters: finding value where others aren’t looking
- Published
- Apr 29, 2026
- Duration seconds
- 1129
- Processing state
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Summary
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...