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Choice words
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
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 & Precious Metals Special, with Baker Steel’s David Baker. Episode 1: Investing in gold
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
Opportunities within EM debt
Nick Smallwood, Deputy Fund Manager
6:31 min
Peter Sleep on testing fund managers – Choice Words clip
A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript
03:21 min
Choice Words Pod #2: Peter Toogood, The Adviser Centre
Julian Marr sits down with Peter Toogood, CIO at The Adviser Centre
20:01 min
Choice Words: Peter Toogood, CIO at The Adviser Centre
On the opportunity of bifurcation, a common pressure on fund managers and the best golf course he has ever played
Better business
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
Analysis
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading
