Featured
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Meet the asset allocators: Rob Burdett, Columbia Threadneedle
‘Sometimes you need a sharp frost to bring on new growth.’ Rob Burdett, head of multi manager solutions at Columbia Threadneedle, channels his inner Peter Sellers in the latest Meet the Asset Allocators.
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Interview with Emily Fletcher, BlackRock Frontiers trust
Emily Fletcher, co-manager of the BlackRock Frontiers trust, provides an update on her outlook for emerging markets and where she is finding the best investment opportunities.
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Interview with Cooper Abbott, Matthews Asia
Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ and where there is room for innovation in the industry.
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The Diversifiers: Barry Norris, VT Argonaut Absolute Return fund
In the first of a new series, Adam Lewis talks to Barry Norris, manager of the VT Argonaut Absolute Return fund about investing in uncorrelated to equities and bonds.
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Meet the asset allocators: Amanda Sillars, Jupiter Independent Funds Team
Amanda Sillars, investment manager and ESG investment director in the Jupiter Independent Funds Team, discusses the future of 60/40 portfolios and the importance of ESG.
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Meet the asset allocators: Fabiana Fedeli
Fabiana Fedeli, CIO of M&G’s equity, multi-asset and sustainability division, discusses diversification within 60/40 investment, moving beyond traditional asset classes and how to attract future talent.
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Interview with Linden Thomson, Axa IM
Linden Thomson, lead manager of the Axa IM Framlington Biotech fund, discusses the cutting-edge treatments and drugs the fund is backing.
ESG Clarity
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Green Dream with Aegon’s Miranda Beacham
Miranda Beacham, head of ESG for equities and multi-asset at Aegon, discusses engagement priorities for the firm, including diversity and inclusion.
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Green Dream with Pollination’s Steven Lang
Pollination MD Steven Lang warns investors of the need to reassess the systemic risk associated with non-regenerative systems.
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Green Dream with Hawksmoor’s Sarah Soar
Hawksmoor Investment Management CEO Sarah Soar discusses how her firm is starting to look at diversity and inclusion in its investments.
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Green Dream with AVI’s Joe Bauernfreund
Asset Value Investors’ Joe Bauernfreund says investors are more willing to engage company management.
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Green Dream with Newton Investment Management’s Therese Niklasson
Therese Niklasson, global head of sustainable investment at Newton Investment Management, gets back to basics on global warming.
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Green Dream with CCLA’s Amy Browne
CCLA’s stewardship lead Amy Browne explains how businesses focused on employees’ mental health will see stronger share prices over time
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Green dream with American Century’s Sarah Bratton Hughes
New York-based Sarah Bratton Hughes, head of sustainable investing at American Century Investments, dispells the myths around the anti-ESG rhetoric in the US
International Adviser
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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
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Why I became a financial adviser: Ryan Jagt
Ryan Jagt, IFA at Tenet & You, talks to Robbie Lawther about life before financial advice
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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
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Interview with Will Goodhart, CFA
Will Goodhart, chief executive of the CFA UK, gives Natalie Kenway an update on the CFA and IMC programmes
Boutiques
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Interview with Jacob Laursen and Richard Garstang
Jacob Laursen, associate portfolio manager on the Global Equity Income strategy at Oldfield Partners, and Richard Garstang, co portfolio manager, discuss the case for contrarian value investing
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Interview with Toby Hayes, Trium Capital
Toby Hayes, lead manager of the Trium Alternative Growth Fund, argues many perceived traditional alternative asset classes remain highly correlated to equities
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Interview with Felix Wintle, Tyndall Investment Management
Felix Wintle, manager of the VT Tyndall North American fund, on reintroducing tech stocks and new US investment opportunities.
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Interview with John Teahan, Redwheel
John Teahan, manager of the Redwheel UK Climate Engagement strategy, details why divestment is not enough when it comes to ESG investing
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Interview with Will Searle
Will Searle, manager of the Dowgate Wealth European Growth Fund, provides his outlook for growth equities in Europe
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Interview with Comgest US team
Christophe Nagy, head of US equities at Comgest and Louis Citroen, portfolio manager, discuss the key characteristics of the Comgest Growth America strategy
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Interview with Matthew Norris, Gravis
Matthew Norris, head of real estate securities at Gravis, talks about the opportunities of investing in digital infrastructure
Multi-asset
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Meet the asset allocators: Rob Burdett, Columbia Threadneedle
‘Sometimes you need a sharp frost to bring on new growth.’ Rob Burdett, head of multi manager solutions at Columbia Threadneedle, channels his inner Peter Sellers in the latest Meet the Asset Allocators.
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The Diversifiers: Barry Norris, VT Argonaut Absolute Return fund
In the first of a new series, Adam Lewis talks to Barry Norris, manager of the VT Argonaut Absolute Return fund about investing in uncorrelated to equities and bonds.
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Meet the asset allocators: Amanda Sillars, Jupiter Independent Funds Team
Amanda Sillars, investment manager and ESG investment director in the Jupiter Independent Funds Team, discusses the future of 60/40 portfolios and the importance of ESG.
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Meet the asset allocators: Fabiana Fedeli
Fabiana Fedeli, CIO of M&G’s equity, multi-asset and sustainability division, discusses diversification within 60/40 investment, moving beyond traditional asset classes and how to attract future talent.
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Meet the asset allocators: Marcus Brookes
Marcus Brookes, chief investment officer at Quilter Investors, talks about the challenges facing 60/40 investing
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Fund in Five: VT Downing Fox Funds
In this Fund in Five, we talk to Simon Evan-Cook, fund manager at Downing Investments, on the launch of the new VT Downing Fox fund range
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Meet the asset allocators: Alec Cutler
Alec Cutler, director of Orbis Investments and manager of the Global Balanced Fund, tells Adam Lewis that 60/40 investing has recently become a victim of its own success
Equities
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Interview with Emily Fletcher, BlackRock Frontiers trust
Emily Fletcher, co-manager of the BlackRock Frontiers trust, provides an update on her outlook for emerging markets and where she is finding the best investment opportunities.
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Interview with Cooper Abbott, Matthews Asia
Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ and where there is room for innovation in the industry.
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Interview with Jonathan Pines, Federated Hermes
Jonathan Pines, portfolio manager of the Federated Hermes Asia ex-Japan Equity Fund, shares a snapshot of the fund’s contrarian approach and quantitative approach to investing.
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In the Hot Seat: Richard Saldanha, Aviva Investors
Richard Saldanha, lead fund manager on the Aviva Investors Global Equity Income strategy, answers questions from Natalie Kenway and Meera Hearnden.
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Interview with Linden Thomson, Axa IM
Linden Thomson, lead manager of the Axa IM Framlington Biotech fund, discusses the cutting-edge treatments and drugs the fund is backing.
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Interview with Simon Gergel, Merchants Investment Trust
Simon Gergel, manager of the Merchants Investment Trust, tells Adam Lewis where he is currently finding the best income opportunities.
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Sustainable investing: Transition your portfolio into tomorrow
Jens Peers, Portfolio Manager and CIO at Mirova US, an affiliate of Natixis Investment Management, presents a high conviction, multi-thematic investment approach to global equity investing.
Bonds
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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.
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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.
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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.
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Sponsored Q&A: Brett Pybus, iShares
In this sponsored Q&A, Brett Pybus, global co-head of iShares fixed income ETFs, looks at how bond ETFs have revolutionised fixed income investing.
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Interview with Kris Atkinson, Fidelity
Kris Atkinson, incoming manager of the Fidelity Sustainable MoneyBuilder Income Fund, discusses how 2022 tested the metal for bond investors
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Fund in Five: RBC BlueBay Asset Management
In this Fund in Five, we talk to Polina Kurdyavko, head of emerging markets and senior portfolio manager at RBC BlueBay Asset Management
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Fund in Five: Capital Group UK Global High Income Opportunities Fund
In this Fund in Five, we talk to Edward Harrold, fixed income investment director at Capital Group UK
Podcasts
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Back of the net asset value – ep 5
In the latest Back of the NAV, hosts Adam Lewis and Julian Marr decide that a change in their fee structure is needed after an alarming discovery.
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ESG Out Loud: Interview with Chris Skidmore
Former minister joins the podcast to discuss the 2023 offshore wind auction, investment opportunities and hopes for the Autumn Statement
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Back of the net asset value – ep 4
In the latest episode, hosts Adam Lewis and Julian Marr look back on a gameweek of missed opportunities and call on the help of Columbia Threadneedle’s Rob Burdett.
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Back of the net asset value – ep 3
In the latest episode, hosts Adam Lewis and Julian Marr reflect on a slight upturn in fortunes and, as they go into gameweek four, question whether they are being adventurous enough.
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Back of the net asset value – ep 2
In the second of the Back of the NAV series, hosts Adam Lewis and Julian Marr are joined by John Husselbee, head of multi asset at Liontrust Asset Management.
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Back of the net asset value – ep 1
In the first of a brand new series, Adam Lewis and Julian Marr set about building the ultimate fantasy football team, guided by principals within the investment management industry.
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ESG Out Loud: Interview with Trevor Williams
Former chief economist at Lloyds Bank Trevor Williams shares his views on nascent technologies and what the UK government should be focusing on when it comes to decarbonisation.