Podcasts & Videos

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

Partner Video

WealthWhys: Why investors should buy value today

RWC Partners UK value fund manager Ian Lance on the case for investing in value – both in general and...

01:39 min