Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
Media
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Tillit CEO Hjertman: We want to cater for investors’ curiosity
Platform founder and CEO on leaving Baillie Gifford, launching during the pandemic and how whiskey labelling was an inspiration
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Evenlode’s Elliott, Knoedler and Dyer: Why we don’t ‘buy low, sell high’ in our funds
Evenlode’s Global Equity team discusses launching during the pandemic, severing emotion from sell discipline, and why investing in brands is ‘high maintenance’
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Lombard Odier’s Levannier: Why we need to hold today’s ‘high polluters’
Sustainable investment manager Guillaume Levannier explains why the firm’s TargetNetZero portfolios hold both ‘ice cubes’ and ‘burning logs’
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Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager
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PA Pod: Pushing the door off its hinges
Meet the new editor of PA Lauren Hardy who discusses women in the workplace with City Hive’s Bev Shah
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PA Pod: The problems with ethnic minority pay gap reports
In episode three of our diversity series, guests discuss where we can improve ethnic minority pay gap reporting and companies being honest on where they currently stand on race and ethnicity
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Portfolio insights: Video interview with Caroline Shaw
Fidelity International manager on portfolio positioning given the prospect of ‘higher for longer’ rates
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Portfolio insights: Video interview with Chris Tennant
Fidelity International portfolio manager on emerging markets outlook, sentiment and portfolio positioning
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How Janus Henderson helped my return to work after life-changing accident
Sarah de Lagarde shares how she has overcome physical and mental challenges since her accident eight months ago
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Q&A with Antipodes’ Savas: Three factors that led to SVB collapse
And the areas of the banking sector that look attractive
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CFA UK CEO: Maintaining clients’ confidence during volatile periods
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers