Podcasts & Videos

Choice words

Choice Words: Steve Brann, CIO, Apollo Multi Asset Management

On the attractions of absolute return, identifying a manager’s edge and steering clear of baby rhinos

18:01 min

Choice words

Choice Words: Uwe Ketelsen, head of portfolio management at 7IM

On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell

24:54 min

Partner Video

Investment views: ‘We very much look at alpha – and alpha is unbiased’

Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities

03:41 min

Video

Research Affiliates Chairman, Rob Arnott, talks to us about RAFI

Research Affiliates Chairman, Rob Arnott, talks to us about RAFI, how they are being adopted by clients here in the...

12:15 min

Partner Video

Investment views: Targeting ‘the most exceptional growth companies in the world’

Scottish Mortgage portfolio director Claire Lewis on investing in private companies and in the entire AI value chain

03:39 min

Choice words

Choice Words: Alex Funk, chief investment officer at PortfolioMetrix

On concentration risk, assessing alternatives and wealth’s heroes and villains

18:21 min

Partner Video

Baker Steel episode 3: Gold’s holding, silver’s singing, platinum’s popping – Is it time to revisit the miners?

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

23:48 min

Choice words

Choice Words: Jake Moeller, assoc. director, responsible investment, Square Mile

On responsible investing tailwinds, real-world metrics and not being Neil Tennant

12:16 min

Podcast

Gold & Precious Metals Special, with Baker Steel’s David Baker. Episode 1: Investing in gold

Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.

26:29 min

Choice words

Choice Words: Dan Kemp, chief research and investment officer at Morningstar

On helpful client communication, investment as a team sport and a contemplative moment at St Paul’s

20:19 min

Choice words

Choice Words: Peter Sleep, investment director at Callanish Capital

On an ‘exciting inflection point’ for investors, an open mind about crypto and his Jane Austen pride and prejudices

13:26 min

Partner Video

Opportunities within EM debt

Nick Smallwood, Deputy Fund Manager

6:31 min