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.

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.

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.

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

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.

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.

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.

Bitesize: Why now for global small caps

In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abrdn, looks at the factors driving the performance of global small caps and why now is a good time to be holding 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.

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.

Back of the NAV Season 2: Episode 13

The BotNAV co-managers start asking serious questions about their investment process after another chastening game week.