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Choice words
Choice Words: Ryan Boothroyd, senior asset allocation specialist, Legal & General
On ‘macro regime change’, more nuanced ESG and seeking ‘gaps’ with the wider market
15:51 min
Choice Words: Justin Urquhart Stewart, co-founder of 7IM
On client engagement, ‘family financial planning’ and aiming for the best wine you can afford
14:11 min
Partner Video
Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors
Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps
01:52 min
Choice Words: John Husselbee, head of multi-asset at Liontrust
On leading on service, custom-made acronyms and building your network one 'bucket' at a time
29.01 min
Choice Words: Sam Buckingham, investment consultant at Buckingham Research
On the attractions of inquisitiveness, transparency and, above all, consistency of process
16:15 min
Partner zone
Alternative Lens: A sharper focus on interest rates, mortgages and energy costs
TIME Investments
Weekly market update with Paul Skinner
Wellington Management
The shocks that show valuations could catch up with the US
Artemis
Scottish Mortgage: manager review
Baillie Gifford
Investment views: ‘Carbon is probably the most impactful investment you can have’
KraneShares head of strategy Luke Oliver on the case for investing in carbon
08:55 min
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2: Video
Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...
23:48 min
Choice Words: Matt Ennion, head of collective research at Quilter Cheviot
On what makes a great manager and knowing when to take on risk – in markets and in cricket
17:44 min
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
Baker Steel
Capital Group
Five growth themes for the next five years
While investors are not bailing on Big Tech, many are concerned about concentration risk and excessive exposure to these companies...
Comgest
Deep opportunities for growth in Japan
Comgest’s Richard Kaye explains why he believes Japan is one of the most exciting markets and how investors can benefit...
GoodHart Partners
An Uncomfortable and Inconvenient Truth
Amid equity market declines of a scale and speed not witnessed in many years, investors now face a stark choice
Events
The Wealth Forum, Coworth Park
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 Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
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
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
Analysis
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading