A 23-minute listen.

John Weavers, portfolio manager of the M&G North American Dividend fund, speaks to Sam Shaw in this latest Octo podcast episode. 

Having initially turned his back on working in investment management, John tells Sam how his second bite at the investment cherry was much more appetising, reveals the systemic risk proving a “nightmare” for his team and argues the US may already be in industrial recession.

For more from M&G’s Meeting The Next Generation series, we had Charles de Quinsonas on why ESG is crucial to understanding EM, as well as Maria Municchi describing why data always overrides management speak.