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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
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
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
A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript
02:20 min
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
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
Analysis
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism
