Market Matters with Laura Foll from Janus Henderson

Market Matters is a monthly podcast from Kepler Trust Intelligence that delivers big-picture insights from leading investment specialists, exploring the opportunities, challenges, and risks shaping investors’ portfolios.

This month, we are joined by Laura Foll, co-portfolio manager for Law Debenture and Lowland Investment Company, which invest in companies listed on the UK stock market.

In this episode, Laura discusses a number of issues affecting the UK market, including worries over the de-equitisation of the London Stock Exchange, what needs to be done to stimulate interest from domestic investors and the areas Laura sees as housing the biggest opportunities today.

00:00 Introduction

01:11 Background to becoming a fund manager

02:35 Did joining Henderson during the financial crisis give you a good grounding?

03:43 Why UK equities?

04:54 Why do private market investors seemingly see value in UK equities when are public markets don’t?

07:40 Are you worried about the de-equitisation of the London Stock Exchange?

09:55 What measures could stimulate demand for UK equities?

13:26 The unique structure of Law Debenture

16:45 What has surprised you most about stock markets over the past year?

18:30 What are the biggest challenges stock markets and your portfolios face?

21:40 Where are the biggest opportunities at the moment?

23:27 Further information

23:56 Risk warning

Our latest market insights: https://www.trustintelligence.co.uk/investor/articles

Please note that this podcast was recorded on 25 June 2025.