The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
A novel plan by the chairman of the insignificantly-sized investment company Kermitted Asset Management fails to achieve his intended storybook ending
The chairman of the insignificantly-sized investment company Kermitted Asset Management hankers back to simpler, nobler, more remunerative times
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
The Kermitted AM chairman ponders the short-term upside and longer-term snag of an environmentally-aware artificial intelligence
Peter Walsh, head of Robeco UK, discusses thematic investing and building the brand of an asset management giant
After a rare moment of introspection and self-doubt, the chairman of the insignificantly-sized investment company revisits a foundation stone of business survival
Bordier UK CEO Jamie MacLeod discusses building and growing businesses, and the qualities that can drive a successful investment company
The manager, who retires from running Artemis Special Situations at the end of this year, explains why the dotcom boom and bust was a defining moment for both him and the company he co-founded
BNP Paribas AM head of distribution for Europe Roger Miners discusses standing for something, the importance of leadership and what distinguishes great asset managers from the merely good
The chairman of the insignificantly-sized investment company Kermitted Asset Management explains an important distinction between two new additions to the ESG lexicon
Sophie Kennedy, joint CEO of EQ Investors, discusses demonstrating value for money through active engagement, balancing purpose and profit, and encouraging diversity