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Choice words
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
Choice Words: James Sullivan, head of partnerships at Tyndall Investment Management
On why valuation matters, building trust and a valuable skiing ‘lesson’
27:26 min
Choice Words: Richard Philbin, senior investment director at Hawksmoor IM
On the ‘consistently-consistent’, wealth management 2.0 and never fielding 11 goalkeepers
22:40 min
Choice Words: Dipesh Mesuria, head of fund research at Bordier UK
On manager ‘energy’, encouraging cognitive diversity – and the lure of busses
23:07 min
Choice Words: Ben Goss, CEO of Dynamic Planner
On explaining risk effectively, balancing technology and trust and an eye-opener to AI
33:19 min
Choice Words: David Coombs, head of multi-asset investments at Rathbones AM
On getting properly paid for risk, staying humble and the ‘dinner party chat’ test
18:59 min
Choice Words: Ian Wood, CIO at Titan Investment Solutions
On compounding returns, valuation discipline and wealth managers’ duty of care to clients
15:01 min
Choice Words: Ben Kumar, head of equity strategy at 7IM
On looking at assets classes with fresh eyes, doing your own research and Roman round the City
14.19 min
Analysis
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Opinion
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit
