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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
EdenTree’s Global Sustainable Government Bond Fund – our unique solution to the market
EdenTree
China and the shifting global economic order
Polar Capital
European Equities – Diversifying US Dominance
The Virtual Panel
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
Guinness Global Investors
Why dividends matter to investors
Dividend-paying companies have always been central to our investment approach, and the income streams they offer are particularly beneficial in...
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