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.

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.

The Diversifiers: Richard Sem, Pantheon Infrastructure

Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.

Interview with Brad Weafer

Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.

Introducing CCLA – pioneers in responsible investing

Get to know CCLA Investment Management in this short video. CCLA has a long heritage in sustainable investment, having pioneered ethical and responsible investing since 1958.

The Diversifiers: Suhail Shaikh, CIO, Fulcrum Asset Management

In the latest of the Diversifiers series, Adam Lewis talks to Suhail Shaikh, CIO at Fulcrum Asset Management, who discusses the lack of correlation between bonds and equities and how they are combatting it.

Interview with Ryan Hughes, AJ Bell

Ryan Hughes, investments director at AJ Bell, explains why the firm is feeling more positive on the case for bonds and equities and where it has been rebalancing its portfolios as a result

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.

Interview with Thomas Hohne-Sparborth, Lombard Odier Investment Management

Lombard Odier’s Thomas Hohne-Sparborth welcomes the pledges around food systems at COP28 and shares his insights on having different stakeholders in the room.

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

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.

Interview with Nick Greenwood, MIGO Opportunities Trust

Nick Greenwood, co-manager of the MIGO Opportunities Trust, talks to Adam Lewis about his move to Asset Value Investors and why discounts in investments trusts represent a golden opportunity.

The Diversifiers: Alexandra Christiansen, Nordea Global Climate Engagement Strategy

In the second part of the PA+ Diversifiers series, Adam Lewis talks to Alexandra Christiansen, portfolio manager of Nordea’s Global Climate Engagement strategy.

Interview with Stephen Yiu, Blue Whale Growth fund

Julian Marr sits down with Stephen Yiu, lead manager of the Blue Whale Growth fund to reflect on the portfolio’s six-year anniversary.

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.

The Diversifiers: Richard Sem, Pantheon Infrastructure

Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.

The Diversifiers: Suhail Shaikh, CIO, Fulcrum Asset Management

In the latest of the Diversifiers series, Adam Lewis talks to Suhail Shaikh, CIO at Fulcrum Asset Management, who discusses the lack of correlation between bonds and equities and how they are combatting it.

Interview with Ryan Hughes, AJ Bell

Ryan Hughes, investments director at AJ Bell, explains why the firm is feeling more positive on the case for bonds and equities and where it has been rebalancing its portfolios as a result

Meet the asset allocators: Will Thompson, Pacific Asset Management

Will Thompson, multi-asset portfolio manager at Pacific Asset Management, discusses why the group has long been espousing the virtues of moving away from simply 60/40 investing.

The Diversifiers: Matthew Norris, VT Gravis UK Listed Property fund

In the latest of The Diversifiers series, Adam Lewis talks to Matthew Norris, manager of the VT Gravis UK Listed Property fund, who makes the case for the asset class as a genuine diversifier to bonds and equities.

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

Yoram Lustig, head of multi asset solutions at T. Rowe Price, discusses how 60/40 investing needs to be modernised and why alternatives aren’t suitable for all investors.

Interview with Brad Weafer

Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.

Introducing CCLA – pioneers in responsible investing

Get to know CCLA Investment Management in this short video. CCLA has a long heritage in sustainable investment, having pioneered ethical and responsible investing since 1958.

Q&A sponsored by Natixis IM: Daniel Nicholas, Harris Associates

Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.

Interview with Dale Nicholls, Fidelity

Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024.

Interview with Alison Savas, Antipodes Global Fund – Long

Alison Savas, investment director of the Antipodes Global Fund – Long, explains the portfolio’s current defensive positioning and where she sees the best investment opportunities going forward.

Interview with Omar Negyal, JP Morgan Global Emerging Markets Income Trust

Omar Negyal, manager of the JP Morgan Global Emerging Markets Trust, discusses his outlook for the asset class, the challenges that remain and the areas he is hunting for income.

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.

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.

Interview with Tatjana Greil Castro, Muzinich Enhancedyield fund

Two decades after its launch, Tatjana Greil Castro, manager of the Muzinich Enhancedyield fund, discusses the challenges the portfolio has faced and why she is excited about the future.

Fund in Five: Fidelity Short Dated Corporate Bond Fund

In this Fund in Five, Kris Atkinson, fund manager of the Fidelity Short Dated Corporate Bonds Fund, discusses the role credit selection has played in boosting performance of the fund.

Sponsored Q&A: Vasiliki Pachatouridi, iShares

In this sponsored Q&A, Vasiliki Pachatouridi, head of EMEA iShares fixed income strategy, discusses trends in fixed income and the use of bond ETFs in 2023.

Interview with Iain Stealey, JPM Asset Management

Iain Stealey, CIO of global fixed income, currency and commodities at JPMAM, discusses why we will feel monetary tightening long after central banks finish hiking.

Interview with Katharine Neiss, PGIM

Katharine Neiss, chief European economist at PGIM Fixed Income, discusses the growth outlook for the US, UK and other regions.

Back of the net asset value – ep 26

The BotNAV co-managers are joined by special guest Vee Montebello, director and member of the strategic communications team at FTI Consulting, as they plan their free-hit chip for game week 34.

Back of the net asset value – ep 25

The BotNAV co-managers reflect on an upturn in fortunes over the past month, and map out their strategy to maximise returns in the final game weeks of the season.

Cyclicality is back

Adam Lewis, content editor at MA Financial, is joined by Paul Skinner, investment director at Wellington, to discuss what Wellington is terming a new era for investing.

Back of the net asset value – ep 24

The BotNAV co-managers go all Eurovision, reflect on their triple captain fortunes and look ahead to the upcoming blank game-week as they seek to avoid playing the Free Hit chip.

Back of the net asset value – ep 23

The BotNAV co-managers pick through the wreckage of two game-weeks in which the three big-name players they cannot own all excelled.

Back of the net asset value – ep 22

The BotNAV co-managers are joined for a second time in the studio by AJ Bell’s investment director Ryan Hughes, who talks about an uplift in his own fortunes by following the team’s investment process.

Back of the net asset value – ep 21

The BotNAV co-managers are joined by special guest Justin Onuekwusi, CIO of St James’s Place, who makes an ingenious case for thinking longer-term in FPL.