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Partner Video
Investment views: ‘Carbon is probably the most impactful investment you can have’
KraneShares head of strategy Luke Oliver on the case for investing in carbon
08:55 min
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2: Video
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: Matt Ennion, head of collective research at Quilter Cheviot
On what makes a great manager and knowing when to take on risk – in markets and in cricket
17:44 min
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
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: 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: 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
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
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
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: Alex Funk, chief investment officer at PortfolioMetrix
On concentration risk, assessing alternatives and wealth’s heroes and villains
18:21 min
Analysis
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons
