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Choice words
Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM
On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background
26:19 min
Partner Video
WealthWhys: Hiren Dasani, CIO – emerging markets at WhiteOak Capital
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
05:10 min
Investment views: Active management can help bond investors on 2026 ‘tightrope’
GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment
20:37 min
Choice Words: Daniel Nilsson, portfolio manager at Isio IM
On identifying a ‘right to win’, guarding against style drift and the best use of active funds
18:45 min
Choice Words: Ben Yearsley, co-founder of Fairview Investing
On simplicity in client comms, investment red (and green) flags – and TV perfection
19:15 min
WealthWhys: Anita Patel, investment specialist at Capital Group
05:42 min
Investment views: Emerging markets remain ‘under-appreciated and under-owned’
GIB AM Emerging Markets Active Engagement fund manager Kunal Desai on the importance of AI infrastructure, domestic self-sufficiency and ‘policy...
15:20 min
WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance
04:27 min
Podcast
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
06:51 min
Video
Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard
On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’
14:49 min
Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M
On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler
17.54 min
Analysis
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
