Podcasts & Videos

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

Choice words

Peter Sleep on testing fund managers – Choice Words clip

A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript

03:21 min

Podcast

Choice Words Pod #2: Peter Toogood, The Adviser Centre

Julian Marr sits down with Peter Toogood, CIO at The Adviser Centre

20:01 min

Choice words

Choice Words: Peter Toogood, CIO at The Adviser Centre

On the opportunity of bifurcation, a common pressure on fund managers and the best golf course he has ever played

20:01 min

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