Newsletter sign-up
Choice words
Choice Words: Steve Brann, CIO, Apollo Multi Asset Management
On the attractions of absolute return, identifying a manager’s edge and steering clear of baby rhinos
18:01 min
Choice Words: Uwe Ketelsen, head of portfolio management at 7IM
On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell
24:54 min
Partner Video
Investment views: ‘We very much look at alpha – and alpha is unbiased’
Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities
03:41 min
Investment views: Targeting ‘the most exceptional growth companies in the world’
Scottish Mortgage portfolio director Claire Lewis on investing in private companies and in the entire AI value chain
03:39 min
Choice Words: Alex Funk, chief investment officer at PortfolioMetrix
On concentration risk, assessing alternatives and wealth’s heroes and villains
18:21 min
Partner zone
DoorDash: delivering the goods
Baillie Gifford
China and the shifting global economic order
Polar Capital
When risks collide: the case for diversifying via liquid alternatives
Aviva Investors
Opportunities within Emerging Markets
M&G Investments
Choice Words: Jake Moeller, assoc. director, responsible investment, Square Mile
On responsible investing tailwinds, real-world metrics and not being Neil Tennant
12:16 min
Podcast
Gold Special with Baker Steel, Episode 1: David Baker
Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.
26:29 min
Choice Words: Dan Kemp, chief research and investment officer at Morningstar
On helpful client communication, investment as a team sport and a contemplative moment at St Paul’s
20:19 min
Choice Words: Peter Sleep, investment director at Callanish Capital
On an ‘exciting inflection point’ for investors, an open mind about crypto and his Jane Austen pride and prejudices
13:26 min
M&G’s Nick Smallwood uncovers the two big opportunities he sees in emerging markets debt
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...
Robeco
Credit outlook: Divorce and dispersion
The consensus was that Trump would use tariffs merely as a bargaining tool to secure better outcomes for the US,...
TIME Investments
The infrastructure magnificent seven
We are delighted to be celebrating the seventh anniversary this year for our TIME:UK Infrastructure Income Fund. Traditionally, seven-year anniversary...
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...
Opinion
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
Analysis
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
Andy Parsons: Be sure to look under the bonnet
What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look
The Wealth Connection: Premier Miton’s Jonathan Willcocks
On active’s evolving purpose, additive M&A and incentivising investors to back UK plc