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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: 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
Peter Toogood on ‘thesis violation’ – Choice Words clip
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
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
Analysis
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
Opinion
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder
