Podcasts & Videos

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

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

Are you sure about that? The folly of forecasting

Redwheel

SustainAbility: The clean theme

Royal London Asset Management

The Algebris Bullet | Dispatch from Washington

ALGEBRIS INVESTMENTS

Mega-trend 3 Deglobalisation: Fueling emerging infrastructure

Van Lanschot Kempen

Choice words

Choice Words: Ben Goss, CEO of Dynamic Planner

On explaining risk effectively, balancing technology and trust and an eye-opener to AI

33:19 min

Choice words

Choice Words: David Coombs, head of multi-asset investments at Rathbones AM

On getting properly paid for risk, staying humble and the ‘dinner party chat’ test

18:59 min

Choice words

Choice Words: Ian Wood, CIO at Titan Investment Solutions

On compounding returns, valuation discipline and wealth managers’ duty of care to clients

15:01 min

Choice words

Choice Words: Ben Kumar, head of equity strategy at 7IM

On looking at assets classes with fresh eyes, doing your own research and Roman round the City

14.19 min

Partner zone

Polar Capital

The new AI era driving returns in the technology sector

Nick Evans explains why he believes AI is not following the pattern of a normal technology cycle, and why this...

Baillie Gifford

Pioneering Positive Change

In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world? Baillie Gifford's Catherine Flockhart explains...

PIMCO

The Steadfast Strength of Bonds in Uncertain Times

Group CIO Dan Ivascyn shares why today’s environment offers compelling opportunities for bond investors. From attractive high-quality yields to the...