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Choice words
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
Podcast
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
Peter Toogood on ‘thesis violation’ – Choice Words clip
02:27 min
Partner Video
Investment views: ‘A closer look at DBI and the world of liquid alternatives’
IM Global Partner’s Director of Global Asset management, Gregg Clerkson, sits down with Julian to discuss who IMGP are and...
7:12 min
Deep opportunities for growth in Japan
Comgest’s Richard Kaye explains why he believes Japan is one of the most exciting markets and how investors can benefit...
3:53 min
Choice Words Pod #1: Rob Burdett, Nedgroup Investments
Julian Marr sits down with Nedgroup Investments head of multi-manager, Rob Burdett
15:26 min
Choice Words Podcast, Episode 3: Peter Sleep, Callanish Capital
Julian Marr sits down with Callanish Capital's Investment Director, Peter Sleep.
15:27 min
Investment views: Five ‘prerequisites’ for long-term equity investing
Downing fund manager Rosemary Banyard on the key ingredients for long-term compounding in equities and some examples of where they...
06:16 min
Investment views: ‘Huge dispersion of valuation is creating opportunity’
Jupiter investment manager Alex Savvides on cross-sector opportunities for value investors and employing a ‘business transformation’ approach to targeting UK...
04.10 min
Investment views: ‘Macro environment should now be much more supportive for bonds’
Pimco fixed income strategist Gordon Harding on a significant tailwind for long-term fixed income returns, a ‘generational reset’ in yields...
02:49 min
Choice Words: Rob Burdett, head of multi-manager at Nedgroup Investments
On the return of genuine cost of capital, lack of humility being a red flag in manager selection and driving...
15:25 min
Analysis
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willing
Quarterly view: Eyes on the horizon
As investors batten down hatches in the tariffs storm, Cherry Reynard looks to the longer term for signs of hope
Opinion
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
