Podcasts & Videos

Partner Video

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

Podcast

Choice Words Podcast, Episode 3: Peter Sleep, Callanish Capital

Julian Marr sits down with Callanish Capital's Investment Director, Peter Sleep.

15:27 min

Partner Video

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

Partner Video

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

Partner Video

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

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

Choice words

Rob Burdett on his Anthony Bolton lesson – Choice Words clip

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

02:20 min

Partner Video

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