Running Money with Charles Heenan, Ep #53

Inflation continues to rise. Interest rates are at 30-year highs. Gold is at all-time highs. There’s geopolitical conflict and confusion everywhere. Yet most global equity markets continue to go up. Where do you turn to get rational analysis, advice, or opinions? 

Today’s guest brings three decades of experience to the equation. Charles Heenan is the Co-Investment Director at Kennox Asset Management. He’s adopted a distinct value approach to global investing over the last 30 years. He shares some insight into global investing (and why it’s important to diversify internationally) in this episode of UPThinking Finance™! 

You will want to hear this episode if you are interested in...

• Learn more about Charles’ equity firm: Kennox [2:27] 
• How things have evolved since the 90s [9:07] 
• A perspective from the other side of the ocean [12:13] 
• The impact of global debt on global economies [15:23]
• Diversification and trusting the process [20:59] 
• The Kennox approach to global investing [25:55] 
• Many investments require patience [31:32]
• How Kennox conducts global research [40:43] 
• How instinct plays a role in decision-making [43:25] 

Charles Heenan is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Resources & People Mentioned

• The Price of Time: The Real Story of Interest by Edward Chancellor

Connect With Charles Heenan

• https://kennox.co.uk/

Connect with Emerson Fersch

• Capital Investment Advisers
• On LinkedIn

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Audio Production and Show Notes by - PODCAST FAST TRACK