Podcasts & Videos

Podcast

Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2

Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...

23:48 min

Choice words

Choice Words: Simon Evan-Cook, manager at Downing Fox Funds

On journeys heroic and unheroic, manager red flags and ‘dishwasher-proof’ assets

26:49 min

Choice words

Choice Words: Steve Brann, CIO, Apollo Multi Asset Management

On the attractions of absolute return, identifying a manager’s edge and steering clear of baby rhinos

18:01 min

Choice words

Choice Words: Uwe Ketelsen, head of portfolio management at 7IM

On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell

24:54 min

Partner Video

Inside Tikehau Capital: A Strategic Introduction to Alternative Investments

This video features Raphael Thuin, who provides an introduction to Tikehau Capital and its approach to capital market strategies. Through...

5:15 min

Partner Video

Investment views: ‘We very much look at alpha – and alpha is unbiased’

Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities

03:41 min

Video

Research Affiliates Chairman, Rob Arnott, talks to us about RAFI

Research Affiliates Chairman, Rob Arnott, talks to us about RAFI, how they are being adopted by clients here in the...

12:15 min

Partner Video

Investment views: Targeting ‘the most exceptional growth companies in the world’

Scottish Mortgage portfolio director Claire Lewis on investing in private companies and in the entire AI value chain

03:39 min

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