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Meet the asset allocators: Yoram Lustig, T. Rowe Price

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      Yoram Lustig, head of multi asset solutions at T. Rowe Price, discusses how 60/40 investing needs to be modernised, why alternatives aren’t suitable for all investors and a famous fictional science officer he thinks would make a good portfolio adviser.

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      Featured

      • View from the top: Kiran Nandra, Jupiter Asset Management

        Jupiter Asset Management’s head of equities Kiran Nandra on how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients.

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        Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.

      • Trust Talk with William MacLeod, managing director, commercial, Gravis

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        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.

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