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Meet the asset allocators: Will Thompson, Pacific Asset Management

Will Thompson, multi-asset portfolio manager at Pacific Asset Management, discusses why the group has long been espousing the virtues of moving away from simply 60/40 investing.

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  • 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.

  • 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.

  • 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: 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.

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