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.

Bitesize: The case for fixed income

In this Bitesize video, Luke Hickmore, investment director, fixed income at abrdn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.

Fund in Five: Artemis UK Select Fund

In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.

UK in Five: Artemis UK equity team

In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.

Fund in Five: Artemis US Smaller Companies Fund

In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.

Fund in Five: AXA Global Short Duration Bond Fund

In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.

CCLA: Looking beyond the metrics

For sustainable funds to make a genuine difference, CCLA’s James Corah argues they need to look beyond relying on certain metrics.

Green Dream with Skagen’s Sondre Myge

Sondre Myge, head of ESG at Skagen Funds, explains how the investment industry is moving on from the first iteration of ESG to an “evolved version”.

Special interview with Emilie Goodall, Fidelity

In this special interview, Fidelity’s Emilie Goodall discusses how the increased scrutiny on asset manager engagement is welcome.

Green Dream with Allspring’s Henrietta Pacquement

Allspring’s Henrietta Pacquement reflects on 2023 and explains the ‘interesting tailwinds’ for green bonds.

COP28 so far: Investment action

ESG Clarity’s Natalie Kenway speaks with various industry spokespeople at COP28 to find out their takeaways from the announcements so far.

Interview with David Atkin, PRI

With policy, technology and investment, we can fast track the net-zero transition, says PRI CEO David Atkin.

Interview with Michelle Davies and Joost Vreeswijk, EY

Speaking from Dubai, EY’s Michelle Davies and Joost Vreeswijk say they are encouraged by the pledges so far but want to see more on global policy.

Beyond the Data: Marianne Oliver, Investengine

In the first of a new series called Beyond the Data, Alina Khan chats to Marianne Oliver, operations director at Investengine, on her experiences of diversity and inclusion in her career.

Interview with Magnus Wikner, Söderberg & Partners

Magnus Wikner, head of wealth management UK at Söderberg & Partners, talks to Robbie Lawther, about why the firm entered the UK adviser market

Why I became a financial adviser: Ryan Jagt

Ryan Jagt, IFA at Tenet & You, talks to Robbie Lawther about life before financial advice

Why I became a financial adviser: Billy Moss

Billy Moss, financial adviser at Beaufort Financial, talks to Robbie Lawther about playing professional rugby before becoming a financial adviser

Interview with Will Goodhart, CFA

Will Goodhart, chief executive of the CFA UK, gives Natalie Kenway an update on the CFA and IMC programmes

Baker Steel: Gold rally shows no signs of slowing

Gold prices continue to go from strength to strength, yet investors looking for the greatest returns should look to the miners themselves, says Baker Steel’s Cosmo Sturge.

The Launch Pad: Alex Ralph, Nedgroup Global Strategic Bond fund

In the second of the new series, Adam Lewis talks to Alex Ralph, co-manager of the Nedgroup Global Strategic Bond fund.

Interview with Ben Guest

Ben Guest, manager of the Gresham House Storage Energy Fund, discusses the performance issues the sector is undergoing and the outlook going forward.

Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure

A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.

Introducing Asset Value Investors. Get to know our vision and strategy

In this sponsored video, get to know Asset Value Investors as they share their journey and the investment strategy they have been following for over 40 years.

The Diversifiers: Thuy Quynh Dang, Cohen & Steers Global Listed Infrastructure fund

In the third part of the PA+ Diversifiers series, Adam Lewis talks to Thuy Quynh Dang, co-manager of the Cohen & Steers Global Listed Infrastructure fund.

Interview with Ken Wotton, Strategic Equity Capital trust

On the three-year anniversary of taking over the Strategic Equity Capital trust, Gresham House’s Ken Wotton says there has rarely been a better time to invest in UK small caps.

Maintaining a strategic allocation to real assets

Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.

The Diversifiers: Alan Gauld, Patria Private Equity Trust

Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.

Meet the asset allocators: Peter Dalgliesh, Parmenion IM

Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.

Five questions: Daniel Reynolds and Justin Jones, abrdn

To celebrate five years of MyFolio Index, abrdn’s Daniel Reynolds and Justin Jones answer five questions in five minutes. My Folio Index is part of the MyFolio range which offers expertly managed, cost-efficient investment solutions for every investor.

Interview with Craig Baker

Craig Baker, CIO at Willis Towers Watson, investment manager of the Alliance Trust, discusses the trust’s multi-manager approach and the power of concentrated stock picking.

Meet the asset allocators: Chris Metcalfe, IBOSS

Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.

Interview with Haig Bathgate

Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.

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.

Fund in Five: Artemis UK Select Fund

In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.

UK in Five: Artemis UK equity team

In this Fund in Five we talk to five fund managers from the Artemis UK equity team to understand why investors who ignore the UK risk missing out on future profits.

Fund in Five: Artemis US Smaller Companies Fund

In this Fund in Five, Cormac Weldon and Olivia Micklem, co-managers of the Artemis US Smaller Companies Fund, discuss why US small caps are trading at multi-decade lows relative to large caps and the opportunities this presents.

Fund in Five: Royal London Global Sustainable Equity Fund

In this fund in five, George Crowdy, co-manager of the Royal London Sustainable Equity fund, discusses the wider investment universe the portfolio can invest in.

The Launch Pad: Eric Papesh, T Rowe Price US Structured Research Equity fund

In the third of the new series, Adam Lewis talks to Eric Papesh, US equity specialist at T Rowe Price

Interview with Fiona Harris

Fiona Harris, investment specialist on the JP Morgan American Investment Trust, discusses the drivers of performance over the last year and where the fund is currently finding the best investment opportunities.

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: The case for fixed income

In this Bitesize video, Luke Hickmore, investment director, fixed income at abrdn, gives his outlook for fixed income markets and what he is subsequently doing with his bond allocation.

Fund in Five: AXA Global Short Duration Bond Fund

In this Fund in Five Nicolas Trindade, lead manager of the AXA Global Short Duration Bond Fund, says investors need to go back to the Global Financial Crisis in 2008 to see the high levels of yield that are currently available within the asset class.

Fund in Five: Fidelity Short Dated Corporate Bond Fund

In this Fund in Five, Kris Atkinson, lead manager of the Fidelity Short Dated Corporate Bond Fund, discusses the factors in the market which are boosting the appeal for the asset class.

Fund in Five: Artemis Short-Duration Strategic Bond Fund

In this Fund in Five, Stephen Snowden, Fund Manager and Head of Fixed Income, discusses the rationale for the name change and looks at the portfolio from five angles to explain its role as low-beta cash alternative.

Interview with Bryn Jones, head of fixed income, Rathbones

Bryn Jones, head of fixed income at Rathbones, gives his outlook for bonds in 2024 and argues why they still have a role to play in balanced portfolios.

Five questions: Charles Watford, PIMCO Select UK Income Fund

Sponsored Q&A: Charles Watford, manager of the PIMCO Select UK Income Fund, discusses how fixed income now offers investors the opportunity to capture an attractive yield for a longer period.

Back of the NAV Season 2: Episode 10

After a third straight week of distinctly sub-par performance, the BotNAV co-managers seek some tips from their guest – and Back of the Network mini-league high-flier – Kate Townsend of Iboss.

CCLA podcast episode 2: Quality stamp with Charlotte Ryland and Joe Hawkes

In the second of a series of three podcasts with CCLA Investment Management, Charlotte Ryland and Joe Hawkes, portfolio managers of the CCLA Better World Global Equity fund, discuss their exposure to financials and how they fit into a quality portfolio.

Back of the NAV Season 2: Episode 9

The BotNAV co-managers talk through the immediate returns garnered by their recent wild card, sorry, ‘portfolio rebalance’.

Back of the NAV Season 2: Episode 8

The BotNAV co-managers look beyond combined mediocrity (and individual success) to the shiny new beginnings that only a wild card can promise.

CCLA podcast episode 1: Regaining purpose with James Corah

In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change.

Back of the NAV Season 2: Episode 7

The BotNAV co-managers review a fortnight of two halves and discuss how they might steer the portfolio back on track.

Back of the NAV Season 2: Episode 6

This week, the BotNAV co-managers talk to Tyndall’s James Sullivan about how his four-premium set-up and focus on the ‘points-per-million’ metric has propelled his team towards the top of our league.