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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: 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
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
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
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
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
Analysis
What can be expected from the FCA’s model portfolio review?
Previous such exercises by the regulator suggest its focus could be on two key areas
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
Opinion
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
Better business
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
