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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: 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
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
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
Video
Interview with M&G Investments Director of Global Equities, Stuart Rhodes at the Wealthwise’s Wealth Forum
Interview to our Fund Manager, Stuart Rhodes the Wealth Forum South West ran by Wealthwise at the beautiful Royal Crescent...
2:58 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
Analysis
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’
Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
Better business
AI of the beholder: Applying AI to fixed income analysis
AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Opinion
Private chancer
The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit
