Tassilo Seilern-Aspang: ‘Barriers to entry are rising; it’s expensive to build and keep a good team’
Seilern Investment Management CEO on the trials and tribulations of running an asset management firm
Profiles & Comment
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LGIM multi-asset duo: ‘Recovery trade still has legs’
Andrzej Pioch and Chris Teschmacher are cautiously increasing risk, thinking the market cycle has further to run
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Mike Riddell: ‘We don’t believe in this new higher inflation regime’
Allianz Strategic Bond manager more worried about stagflation risk as markets underestimate ‘double whammy shock’ from China and the energy crisis
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Future faces of fund management: Four managers on emerging from the pandemic
Up-and-coming managers from BNY Mellon IM, Liontrust, Jupiter and Schroders reveal the themes they are playing in portfolios
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Tony Stenning: What the asset management industry can learn from Amazon
Atlantic House Investments CEO on how potential solutions to engaging with investors might come from outside financial services
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Sarah Soar: ‘I’m very keen that Hawksmoor is not just another City firm’
Hawksmoor CEO has ambitions to grow assets to £5bn by 2025, recruit more female managers and appeal to younger investors
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Wise Multi-Asset Growth duo ups cash levels as reflation trade fizzles
Co-managers Vincent Ropers and Philip Matthews add to infrastructure debt and Fidelity China Special Situations
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David Harrison: ‘Companies can have 15 SDGs listed but they’re often really tenuous’
Rathbone Greenbank Global Sustainability manager on weeding out quality ‘hidden gems’
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Doug Sharp: ‘The only assets a firm has ride up and down in the elevator every day’
Invesco EMEA chief executive discusses the key role of asset managers, encouraging good behaviours and the democratising power of technology
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Ken Rayner: ‘If you base everything on data, you risk being thrown by unexpected events’
RSMR co-founder and CEO on why the firm favours a largely qualitative approach to fund ratings
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David Jane: We’d rather be consistent than play hero trying to predict the future
‘We don’t believe you can outperform with stockpicking alone and no asset allocation plan,’ says Premier Miton multi-asset manager
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Mark Smith: ‘Commodities market is being driven by themes rather than fundamentals’
TB Amati Strategic Metals fund manager is waiting to buy back into copper names
