Podcasts & Videos

Podcast

Gold’s holding, silver’s singing, platinum’s popping – is it time to revisit the miners? Baker Steel’s David Baker, Episode 3

Discover why Baker Steel’s actively managed approach, and its strategic and nimble portfolio positioning across gold, silver, and PGM miners,...

30:02 min

Choice words

Choice Words: Justin Oliver, CIO at Canaccord Genuity Funds

On learning the right lessons, Trump and US debt, and sound advice for presentation novices

19:32 min

Choice words

Choice Words: Tessa Mann, head of macro and multi-asset strategy at WTW

On macro themes, cognitive diversity and improving wealth outcomes

12:53 min

Choice words

Choice Words ‘Sector Special’: Linden Thomson, Candriam

On the outlook for biotech, US threats and opportunities and the responsibility of capital allocation

23.57 min

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

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

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

Choice words

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

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 Video

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

Partner Video

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

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