Podcasts & Videos

Choice words

Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M

On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler

17.54 min

Choice words

Choice Words: Paul Angell, head of investment research, AJ Bell

On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet

24:46 min

Choice words

Choice Words: James Klempster, deputy head of multi-asset at Liontrust

On long-term thinking, blending portfolios and a brush with a gun-toting priest

29:56 min

Choice words

Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods

On investing for the many, not the few, avoiding ‘beta repackagers’ and motivation Tough-Mudder-style

25:35 min

Choice words

Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood

On the ‘Donald Trump effect’, fund manager humility and a few Kurt words

15:06 min

Partner zone

Compounding Opportunity in Bonds

PIMCO

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

REDWHEEL

Choice words

Choice Words: Jonathan Unwin, UK head of portfolio management for Mirabaud WM

On wealth preservation, liquid alternatives and targeting funds that behave as expected

10:43 min

Choice words

Choice Words: James Sullivan, head of partnerships at Tyndall Investment Management

On why valuation matters, building trust and a valuable skiing ‘lesson’

27:26 min

Choice words

Choice Words: Richard Philbin, senior investment director at Hawksmoor IM

On the ‘consistently-consistent’, wealth management 2.0 and never fielding 11 goalkeepers

22:40 min

Choice words

Choice Words: Dipesh Mesuria, head of fund research at Bordier UK

On manager ‘energy’, encouraging cognitive diversity – and the lure of busses

23:07 min

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

TIME INVESTMENTS

Borrowing costs could sweeten the outlook for real assets (Could this go live tomorrow?) Standfirst

With UK inflation stabilising and central bank rates declining, borrowing costs for real assets are improving, supporting stronger investment activity...

TRIUM CAPITAL

The Dot Comm Boom!

A series of linked macro drivers has breathed new life into commodity markets. While the COVID crisis is over and...

FEDERATED HERMES

Emerging markets prove resilient amid rising geopolitical and macro risks

Emerging markets continue to show resilience despite escalating geopolitical tensions. Stronger fundamentals, healthier policy frameworks and attractive valuations reinforce their...