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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 ‘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: 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: 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: 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
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
Choice Words: Simon Evan-Cook, manager at Downing Fox Funds
On journeys heroic and unheroic, manager red flags and ‘dishwasher-proof’ assets
26:49 min
Analysis
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
Opinion
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder
