Edward Marten, 'There's lots of great value out there at the moment', Episode 62

Investing Matters

To quote John Maynard Keynes, "Successful investing is anticipating the anticipation of others”.

It is rather important therefore to conduct thorough prior preparation, due diligence and research before investing. With that in mind, welcome to this insightful research focused episode of the Investing Matters series, which is with the hugely talented Edward Marten, the former Independent Financial Adviser, former Investment Banker, turned entrepreneur, Founder and CEO of QuotedData.

QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. Investment companies and real estate investment trusts (REITs) are their core focus of service. QuotedData aim to offer all investors access to the same resources that a professional investor would use. In addition, they provide data, including performance charts and statistics, across the full spectrum of pan-European equities. Their team of expert analysts write objective balanced articles and research notes to provide all investors with information that would enable them to make their own investment decisions, or to understand in more detail what their Independent Financial Adviser is recommending to them.

Prior to founding QuotedData in 2013, Edward spent over 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove, Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. Afterwards Edward set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway.

“Learning is an ornament in prosperity, a refuge in adversity, and a provision in old age.” Therefore, please listen now to this insightful Investing Matters interview with Edward Marten, the Founder and CEO of QuotedData. As he shares his vast knowledge and expertise from working in and across the Investment industry. The topics we discussed include:

-Holistic picture of finance, wealth and investments

- Sales / Equity Sales

-Trading floor / Investment Banking

-Entrepreneurial drive to build

-An overview of QuotedData & its services

-Investment companies / Real estate investment trusts

-Independence

-Sponsored content / Advertising / Research

-Personal investing strategy

-Capital markets

-Quality research analysts

-Code of Conduct

-Investing long-term

-Quality research

-Listed investment funds

-Diversification

-Absolute funds / Multi-asset funds

-Cost Review

-Investment companies’ discount

-ESG / Cleaner energy assets / Renewables / Green washing

-Oversold valuation of the UK

-British ISA

-Magnificent 7 / Artificial Intelligence / Generative Ai

-Investment industry consolidation / Outflows /

-Merger and Acquisitions / Disposals / Takeovers

-Creating growth / Value for money

-Financial education

-Wealth creation

We hope you enjoy this podcast, and we look forward to hearing your feedback.

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