Podcasts & Videos

Choice words

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

Podcast

Gold’s holding, silver’s singing, platinum’s popping – is it time to revisit the miners? Baker Steel’s David Baker, Episode 3

Discover why Baker Steel’s actively managed approach, and its strategic and nimble portfolio positioning across gold, silver, and PGM miners,...

30:02 min

Choice words

Choice Words: Justin Oliver, CIO at Canaccord Genuity Funds

On learning the right lessons, Trump and US debt, and sound advice for presentation novices

19:32 min

Choice words

Choice Words: Tessa Mann, head of macro and multi-asset strategy at WTW

On macro themes, cognitive diversity and improving wealth outcomes

12:53 min

Choice words

Choice Words ‘Sector Special’: Linden Thomson, Candriam

On the outlook for biotech, US threats and opportunities and the responsibility of capital allocation

23.57 min

Choice words

Choice Words: Ryan Boothroyd, senior asset allocation specialist, Legal & General

On ‘macro regime change’, more nuanced ESG and seeking ‘gaps’ with the wider market

15:51 min

Partner Video

Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors

Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps

01:52 min

Choice words

Choice Words: Justin Urquhart Stewart, co-founder of 7IM

On client engagement, ‘family financial planning’ and aiming for the best wine you can afford

14:11 min

Choice words

Choice Words: John Husselbee, head of multi-asset at Liontrust

On leading on service, custom-made acronyms and building your network one 'bucket' at a time

29:01 min

Choice words

Choice Words: Sam Buckingham, investment consultant at Buckingham Research

On the attractions of inquisitiveness, transparency and, above all, consistency of process

16:15 min

Partner Video

Investment views: ‘Carbon is probably the most impactful investment you can have’

KraneShares head of strategy Luke Oliver on the case for investing in carbon

08:55 min

Partner Video

Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2: Video

Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...

23:48 min