Podcasts & Videos

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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