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Choice words
Peter Toogood on ‘thesis violation’ – Choice Words clip
A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript
02:27 min
Partner Video
Investment views: ‘A closer look at DBI and the world of liquid alternatives’
IM Global Partner’s Director of Global Asset management, Gregg Clerkson, sits down with Julian to discuss who IMGP are and...
7:12 min
Deep opportunities for growth in Japan
Comgest’s Richard Kaye explains why he believes Japan is one of the most exciting markets and remains relatively unknown to...
3:53 min
Podcast
Choice Words Pod #1: Rob Burdett, Nedgroup Investments
Julian Marr sits down with Nedgroup Investments head of multi-manager, Rob Burdett
15:26 min
Choice Words Podcast, Episode 3: Peter Sleep, Callanish Capital
Julian Marr sits down with Callanish Capital's Investment Director, Peter Sleep.
15:27 min
Investment views: Five ‘prerequisites’ for long-term equity investing
Downing fund manager Rosemary Banyard on the key ingredients for long-term compounding in equities and some examples of where they...
06:16 min
Investment views: ‘Huge dispersion of valuation is creating opportunity’
Jupiter investment manager Alex Savvides on cross-sector opportunities for value investors and employing a ‘business transformation’ approach to targeting UK...
04.10 min
Investment views: ‘Macro environment should now be much more supportive for bonds’
Pimco fixed income strategist Gordon Harding on a significant tailwind for long-term fixed income returns, a ‘generational reset’ in yields...
02:49 min
Choice Words: Rob Burdett, head of multi-manager at Nedgroup Investments
On the return of genuine cost of capital, lack of humility being a red flag in manager selection and driving...
15:25 min
Rob Burdett on his Anthony Bolton lesson – Choice Words clip
02:20 min
Investment views: ‘We are in the early innings of a profound secular change’
Capital Group investment director Steve Smith on the onset of a new economic era, the power of disruption and targeting...
06:18 min
Better business
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
Analysis
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading
