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Podcast
Choice Words Pod #2: Peter Toogood, The Adviser Centre
Julian Marr sits down with Peter Toogood, CIO at The Adviser Centre
20:01 min
Partner Video
Investment views: ‘A closer look at DBI and the world of liquid alternatives’
IM Global Partner’s Director of Global Asset management, Gregg Clerkson, sits down with Julian to discuss who IMGP are and...
7:12 min
Choice Words Pod #1: Rob Burdett, Nedgroup Investments
Julian Marr sits down with Nedgroup Investments head of multi-manager, Rob Burdett
15:26 min
Choice Words Podcast, Episode 3: Peter Sleep, Callanish Capital
Julian Marr sits down with Callanish Capital's Investment Director, Peter Sleep.
15:27 min
Choice words
Rob Burdett on his Anthony Bolton lesson – Choice Words clip
A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript
02:20 min
Partner zone
Credit quarterly outlook: Can spreads ever widen again?
Robeco
Adam Karr: How to think (and work) like a billion-dollar investor
Orbis
Equity Market Outlook 1Q 2025
Neuberger Berman
High-yield credit investing: it’s a marathon, not a sprint
Wellington Management
Investment views: Five ‘prerequisites’ for long-term equity investing
Downing fund manager Rosemary Banyard on the key ingredients for long-term compounding in equities and some examples of where they...
06:16 min
Peter Toogood on ‘thesis violation’ – Choice Words clip
02:27 min
Choice Words: Peter Toogood, CIO at The Adviser Centre
On the opportunity of bifurcation, a common pressure on fund managers and the best golf course he has ever played
Investment views: ‘Huge dispersion of valuation is creating opportunity’
Jupiter investment manager Alex Savvides on cross-sector opportunities for value investors and employing a ‘business transformation’ approach to targeting UK...
04.10 min
Capital Group
5 keys to investing in 2025
As we enter 2025, market optimism is high amid a strong US economy, interest rate cuts and advances in artificial...
Polar Capital
Reimagining the relationship between humans and machines
Ben Rogoff and Xuesong Zhao of the Polar Capital Global Technology team on the investment opportunities beyond technology as AI...
Gresham House
Tony Dalwood and Peter Bachmann on Sustainable Infrastructure in 2024
For the latest in his series of interviews with senior members of the Gresham House team, Tony Dalwood speaks with...
J.P. Morgan Asset Management
Global market scenarios and risks
Our macro base case over the next 12-18 months sees the global expansion continuing, but with considerably more risks in...
Events
The Wealth Forum March: Coworth Park, Ascot
5th - 7th March 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Northern Wealth Forum, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North and...
The Wealth Forum Channel Islands: Jersey
5th June 2025 | Jersey
The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...
Better business
Andy Parsons: The evolution of fair value in the MPS sector
In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value
Analysis
Five key asset allocation themes for the year ahead
In 2025, markets face a new incumbent in the White House, instability in Europe and a potential revival in inflation
Choice Words: Rob Burdett, head of multi-manager at Nedgroup Investments
On the return of genuine cost of capital, lack of humility being a red flag in manager selection and driving...
15:25 min
Once more unto the (regulatory) breach, dear friends
The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy