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Choice words
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
20:01 min
Peter Toogood on ‘thesis violation’ – Choice Words clip
A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript
02:27 min
Partner Video
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
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
Choice Words Podcast, Episode 3: Peter Sleep, Callanish Capital
Julian Marr sits down with Callanish Capital's Investment Director, Peter Sleep.
15:27 min
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
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
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: 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
Rob Burdett on his Anthony Bolton lesson – Choice Words clip
02:20 min
Analysis
Absolute Insight: Beware the ‘Bond Illusion’
Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations
The Wealth Connection: Aberdeen’s Fergus McCarthy
On creating an investment culture, the societal impact of real assets and the evolving role of asset management
Quarterly view: OK … what next?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
