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
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.
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.
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.