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Rosanna Burcheri

Rosanna Burcheri - Portfolio Manager

Podcast 41 min listen

Rich Pickings podcast: Challenging the narrative on recession, inflation and rates

Steve Ellis, Anna Stupnystka and Rosanna Burcheri compare where they diverge from the consensus views on recession risk and monetary policy.

Richard Edgar + 5 others | 26 July 2023

Article 2 min read

Chart Room: A decade of growth, but a century of value

Value stocks delivered in 2022 after being overshadowed for a decade by a boom in tech. Can value extend its run during a less certain economic period?

Rosanna Burcheri + 3 others | 4 May 2023

Podcast 45 min listen

Trade Offs | Baker Hughes: Telling home truths about natural gas

From deep sea divers to Texas roughnecks, Baker Hughes is one of the oil and gas industry’s big three global services players.

Ned Salter + 4 others | 7 February 2023

Podcast 41 min listen

Trade Offs | Bank of America: Financing the transition

Bank of America CEO Brian Moynihan on the critical balancing act banks play as we transition to a low carbon and more equitable world.

Ned Salter + 4 others | 24 January 2023

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