Portfolio Adviser
  • Login
  • Subscribe
  • Email preferences
Sign In
          • Subscribe
          • Login
          • Email preferences
          Sign In
        • Search sponsored by

  • News
    • People Moves
    • Product News
    • Regulation
    • M&A
    • Regulation
    • Companies
    • Macroeconomics
    • Governance
  • Analysis
    • Research
    • Interviews
    • Macroeconomics
    • Opinion
    • Sustainability
  • Investments
    • Open-ended funds
    • Investment trusts
    • ETFs
    • Equities
      • Emerging markets
    • Fixed Income
      • Credit
      • Government bonds
      • Mixed asset
    • Alternatives
      • Private markets
      • Property
      • Commodities
    • Multi-asset
  • Video
    • PA TV
    • Fund In Five
    • Podcasts
  • Events
  • Magazines
  • News
          • News
          • People Moves
          • M&A
          • Regulation
          • Companies
          • Macroeconomics
          • Governance

          Top story

          • Alpha Growth to delist from LSE after lack of investor interest

            Alpha Growth to delist from LSE after lack of investor interest

            18 March 2025

          Recent

          • UK borrowing up £2.3bn higher than expected

            UK borrowing up £2.3bn higher than expected

            22 May 2025
          • Royal London snaps up UK infrastructure asset manager

            Royal London snaps up UK infrastructure asset manager

            22 May 2025
  • Analysis
          • Analysis
          • Interviews
          • Macroeconomics
          • Opinion
          • Sustainability

          Top story

          • ARK Invest: Is AI the wonder cure for the broken healthcare sector?

            ARK Invest: Is AI the wonder cure for the broken healthcare sector?

            18 March 2025

          Recent

          • Asset managers’ responsible investment progress ‘stagnating’

            Asset managers’ responsible investment progress ‘stagnating’

            22 May 2025
          • Security matters as hackers hit retailers where it hurts

            Security matters as hackers hit retailers where it hurts

            21 May 2025
  • Investments
          • Investments
          • Open-ended funds
          • Investment trusts
          • ETFs
          • Equities
          • Emerging markets
          • Fixed Income
          • Credit
          • Government bonds
          • Mixed asset
          • Alternatives
          • Private markets
          • Property
          • Commodities
          • Multi-asset

          Top story

          • ‘Significant shift in strategy’: Saba Capital targets four more investment trusts

            ‘Significant shift in strategy’: Saba Capital targets four more investment trusts

            11 February 2025
  • Video
          • Video
          • PA TV
          • Fund In Five
          • Podcasts

          Top story

          • Interview with Blake Crawford, J.P. Morgan Asset Management

            Interview with Blake Crawford, J.P. Morgan Asset Management

            22 May 2025

          Recent

          • Interview with Blake Crawford, J.P. Morgan Asset Management

            Interview with Blake Crawford, J.P. Morgan Asset Management

            22 May 2025
          • Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust

            Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust

            14 May 2025
  • Events
  • Magazines
  • Search
        • Search sponsored by

Welcome to

The premier channel for investment and finance video content

SUBSCRIBE
SUBSCRIBE

PLAY NOW

Featured

  • Interview with Blake Crawford, J.P. Morgan Asset Management

    JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.

  • Trust Talk with Charlotte Cuthbertson, co-manager, MIGO Opportunities Trust

    With the average investment trust trading at a double-digit discount, MIGO Opportunities Trust co-manager Charlotte Cuthbertson discusses how she weighs up whether a trust represents an opportunity or a value trap.

  • View from the top: Kiran Nandra, Jupiter Asset Management

    Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.

  • Spring Congress 2025: Interview with Nick Dumas-Williams

    Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.

  • Trust Talk with William MacLeod, managing director, commercial, Gravis

    With the deadline to respond to the FCA’s CCI consultation approaching on 20 March, Gravis managing director William Macleod discusses how the Cost Disclosure campaign group will respond, and why he believes investment trusts should not fall under the new regime’s scope.

  • Trust Talk with Richard Stone, CEO, AIC

    In the first episode of this new series, the AIC’s Richard Stone discusses shareholder engagement and whether there are any lessons to be learned from shareholder activism in the investment trust sector.

  • Fund in Five: Artemis Corporate Bond Fund

    In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.

  • Explore more Featured

PA Future

  • Green Dream with Olly Hughes of Gresham House

    Gresham House’s director of forestry, Olly Hughes, offers an update on the International Sustainable Forestry Coalition, discusses the EU Deforestation Regulation and considers how COP30 being hosted in Brazil could be the catalyst for high-level discussions on finding the balance between timber production and nature restoration.

  • CCLA: Looking beyond the metrics

    For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.

  • Green Dream with Skagen’s Sondre Myge

    Sondre Myge, head of ESG at Skagen Funds, explains how the investment industry is moving on from the first iteration of ESG to an “evolved version”.

  • Special interview with Emilie Goodall, Fidelity

    In this special interview, Fidelity’s Emilie Goodall discusses how the increased scrutiny on asset manager engagement is welcome.

  • Green Dream with Allspring’s Henrietta Pacquement

    Allspring’s Henrietta Pacquement reflects on 2023 and explains the ‘interesting tailwinds’ for green bonds.

  • COP28 so far: Investment action

    ESG Clarity’s Natalie Kenway speaks with various industry spokespeople at COP28 to find out their takeaways from the announcements so far.

  • Interview with David Atkin, PRI

    With policy, technology and investment, we can fast track the net-zero transition, says PRI CEO David Atkin.

  • Explore more PA Future

PA Adviser

  • Beyond the Data: Marianne Oliver, Investengine

    In the first of a new series called Beyond the Data, Alina Khan chats to Marianne Oliver, operations director at Investengine, on her experiences of diversity and inclusion in her career.

  • Interview with Magnus Wikner, Söderberg & Partners

    Magnus Wikner, head of wealth management UK at Söderberg & Partners, talks to Robbie Lawther, about why the firm entered the UK adviser market

  • Why I became a financial adviser: Ryan Jagt

    Ryan Jagt, IFA at Tenet & You, talks to Robbie Lawther about life before financial advice

  • Why I became a financial adviser: Billy Moss

    Billy Moss, financial adviser at Beaufort Financial, talks to Robbie Lawther about playing professional rugby before becoming a financial adviser

  • Interview with Will Goodhart, CFA

    Will Goodhart, chief executive of the CFA UK, gives Natalie Kenway an update on the CFA and IMC programmes

Boutiques

  • Baker Steel: Gold rally shows no signs of slowing

    Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.

  • The Launch Pad: Alex Ralph, Nedgroup Global Strategic Bond fund

    In the second of the new series, Adam Lewis talks to Alex Ralph, co-manager of the Nedgroup Global Strategic Bond fund.

  • Interview with Ben Guest

    Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.

  • Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure

    A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.

  • Introducing Asset Value Investors. Get to know our vision and strategy

    In this sponsored video, get to know Asset Value Investors as they share their journey and the investment strategy they have been following for over 40 years.

  • The Diversifiers: Thuy Quynh Dang, Cohen & Steers Global Listed Infrastructure fund

    In the third part of the PA+ Diversifiers series, Adam Lewis talks to Thuy Quynh Dang, co-manager of the Cohen & Steers Global Listed Infrastructure fund.

  • Interview with Ken Wotton, Strategic Equity Capital trust

    On the three-year anniversary of taking over the Strategic Equity Capital trust, Gresham House’s Ken Wotton says there has rarely been a better time to invest in UK small caps.

  • Explore more Boutiques

Multi-asset

  • Maintaining a strategic allocation to real assets

    Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.

  • The Diversifiers: Alan Gauld, Patria Private Equity Trust

    Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.

  • Meet the asset allocators: Peter Dalgliesh, Parmenion IM

    Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.

  • Five questions: Daniel Reynolds and Justin Jones, abrdn

    To celebrate five years of MyFolio Index, abrdn’s Daniel Reynolds and Justin Jones answer five questions in five minutes. My Folio Index is part of the MyFolio range which offers expertly managed, cost-efficient investment solutions for every investor.

  • Interview with Craig Baker

    Craig Baker, CIO at Willis Towers Watson, investment manager of the Alliance Trust, discusses the trust’s multi-manager approach and the power of concentrated stock picking.

  • Meet the asset allocators: Chris Metcalfe, IBOSS

    Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.

  • Interview with Haig Bathgate

    Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.

  • Explore more Multi-asset

Equities

  • Interview with Blake Crawford, J.P. Morgan Asset Management

    JPM Europe Dynamic (ex-UK) fund portfolio manager Blake Crawford discusses how macroeconomic factors, including German fiscal spending, are boosting the investment case for European equities.

  • View from the top: Kiran Nandra, Jupiter Asset Management

    Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.

  • Spring Congress 2025: Interview with Nick Dumas-Williams

    Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.

  • In the Hot Seat: Andy Draycott and Abhinav Mehra, Chikara India Investment Team

    The Chikara Indian Subcontinent Fund investment team discuss India’s evolving middle class consumer story, Modi’s impact on corporates and GDP doubling over the next decade.

  • South West Congress 2024: Interview with AXA IM’s Anna Väänänen

    Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.

  • Northern Congress 2024: Interview with First Eagle’s Bill Hench

    Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.

  • Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio

    In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.

  • Explore more Equities

Bonds

  • Fund in Five: Artemis Corporate Bond Fund

    In this new edition of Fund in Five, we talk to Stephen Snowden, head of fixed income at Artemis, and co-fund manager of the Artemis Corporate Bond Fund, to look at the portfolio from five angles and understand why this is a good time to invest in the asset class.

  • South West Congress 2024: Interview with Aegon’s Colin Finlayson

    Speaking at South West Congress, Colin Finlayson, investment manager at Aegon Asset Management, discusses the outlook for fixed income markets, the key risks facing bonds and the best way to take advantage of opportunities across the asset class.

  • Bitesize: The case for fixed income

    In this Bitesize video, Luke Hickmore, investment director, fixed income at abrdn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.

  • Fund in Five: AXA Global Short Duration Bond Fund

    In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.

  • Fund in Five: Fidelity Short Dated Corporate Bond Fund

    In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class.

  • Fund in Five: Artemis Short-Duration Strategic Bond Fund

    In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.

  • Interview with Bryn Jones, head of fixed income, Rathbones

    Bryn Jones, head of fixed income at Rathbones, gives his outlook for bonds in 2024 and argues why they still have a role to play in balanced portfolios.

  • Explore more Bonds

Podcasts

  • Back of the NAV Season 2: Episode 19

    With two weeks left to go of the season, the BotNAV co-managers welcome back guest Chelsea Financial Services and FundCalibre MD Darius McDermott, and report themselves to the FCA for a portfolio mishap.

  • Back of the NAV Season2: Episode 18

    With the decision to play two chips in two weeks paying off, the BotNAV co-managers begin to dream of a first-quartile finish.

  • Back of the NAV Season 2: Episode 17

    Ahead of ‘leveraging’ their bench boost, the BotNAV managers console themselves that, while they may not have much a strategy, boy, can they stick to it.

  • Back of the NAV Season 2: Episode 16

    The BotNAV co-managers cover the main discussion points of the last two gameweeks, including the attractions of a concentrated portfolio – also known as ‘not being able to field a full team of players’.

  • Back of the NAV Season 2: Episode 15

    ‘Back to Pickford’ has been doing far too well in recent weeks so what else could the BotNAV co-managers do but invite manager Craig Allen from Julius Baer on to the pod as a guest?

  • Back of the NAV Season 2: Episode 14

    Reflecting on some improved performance, the BotNAV co-managers conclude the assistant manager chip maybe wasn’t so bad after all.

  • CCLA podcast episode 3: Consumer choice with Charlotte Ryland and Joe Hawkes

    In the final podcast of the series with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to the consumer sector.

  • Explore more Podcasts

  • News
  • People Moves
  • Product News
  • M&A
  • Regulation
  • Companies
  • Macroeconomics
  • Governance
  • Analysis
  • Research
  • Interviews
  • Macroeconomics
  • Opinion
  • Sustainability
  • Investments
  • Open-ended funds
  • Investment trusts
  • ETFs
  • Equities
  • – Emerging markets
  • Fixed Income
  • – Credit
  • – Government bonds
  • – Mixed asset
  • Alternatives
  • – Private markets
  • – Property
  • – Commodities
  • Multi-asset
  • Video
  • PA TV
  • Fund In Five
  • Podcasts
  • Events
  • Magazines
  • Join us on
  • X/Twitter
  • LinkedIn
  • Portfolio Adviser
  • About us
  • Subscribe
  • Contact us
  • News
    • People Moves
    • Product News
    • M&A
    • Companies
    • Macroeconomics
    • Governance
  • Analysis
    • Interviews
    • Macroeconomics
    • Sustainability
    • Opinion
  • Investments
    • Open-ended funds
    • Investment trusts
    • ETFs
    • Equities
      • Emerging markets
    • Fixed Income
      • Credit
      • Government bonds
      • Mixed asset
    • Alternatives
      • Private markets
      • Property
      • Commodities
    • Multi-asset
  • Video
    • PA TV
    • Fund In Five
    • Podcasts
  • Events
  • Magazines
  • Join Us
    • X / Twitter
    • LinkedIn
  • Portfolio Adviser
    • About Portfolio Adviser
    • Subscribe
    • Contact Us

Other titles in the PA universe

  • © 2024 MA Financial Media Ltd (part of Mark Allen)
  • Cookie policy
  • Privacy policy
  • Acceptable use policy
  • Terms and conditions