Ed Cole

speaker

303 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Ed Cole’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World · 29 Jun 2026 podcast

It's easier to recognize that the regime is changing than to understand what it will change into.

But if you think about all those things I mentioned there, which is globalization, the frictionless movement of capital and labor and supply chains, I think those things are going into reverse.

And as they go into reverse, it introduces more friction into the system.

It requires

national interests to be put at the top of the priority list for governments.

I think we're all going to get used to the idea of America first by British, by Canadian.

The Italians have got their own version of it.

And these things are going to require more capital to be deployed at home.

There's more demand on the physical constraints of the world, which gives rise to producer price inflation.

All of these things are more friction, probably stickier inflation.

Thanks for having me, Marin.

Great pleasure to be here.

Well, I marked my own homework actually in advance of this.

So it was a little more than a year ago that we spoke.

And it's always a little galling to have to go back and listen to yourself as a starting point and then listen to yourself and recognize the extent to which you've probably got things wrong.

I was a bit surprised that some of what I said has actually played out reasonably well.

I think you and I were probably both on the same page that nothing's particularly exceptional other than hype cycles, and we're certainly in a hype cycle now.

But just looking back over sort of 52 weeks of returns, and I put all this in constant currency.

So the S&P and the Mag7, which is, I guess, what people think of as exceptional, are both up about 20% in the last 12 months.

Europe in dollars is up about 18.

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