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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
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
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
