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Partner Video
WealthWhys: Anita Patel, investment specialist at Capital Group
The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?
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
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
Choice Words: Paul Angell, head of investment research, AJ Bell
On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet
24:46 min
Choice Words: James Klempster, deputy head of multi-asset at Liontrust
On long-term thinking, blending portfolios and a brush with a gun-toting priest
29:56 min
Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods
On investing for the many, not the few, avoiding ‘beta repackagers’ and motivation Tough-Mudder-style
25:35 min
Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
On the ‘Donald Trump effect’, fund manager humility and a few Kurt words
15:06 min
Choice Words: Jonathan Unwin, UK head of portfolio management for Mirabaud WM
On wealth preservation, liquid alternatives and targeting funds that behave as expected
10:43 min
Analysis
Absolute Insight: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
