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.
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 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.
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 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 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.
Interview with Chris Cummings, CEO of the Investment Association: Part One
Chris Cummings, CEO of the Investment Association, discusses how managers have reacted to the challenges of 2023 and working with the FCA and government on re-equitising UK society.
The Launch Pad: Raj Shant, PGIM Jennison Carbon Solutions Equity fund
In the first of a new series, Adam Lewis talks to Raj Shant, managing director of Jennison Associates, about the recently launched PGIM Jennison Carbon Solutions Equity fund.
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.
Interview with Joe Hawkes, CCLA Better World Global Equity Fund
In this sponsored Q&A, Joe Hawkes, portfolio manager of the Better World Global Equity Fund at CCLA, discusses the firms overarching investment philosophy and running a diversified portfolio.
Interview with Peter Hewitt, Columbia Threadneedle Global Managed Portfolio Trust
Peter Hewitt of the Columbia Threadneedle Global Managed Trust, tells Adam Lewis that he has not seen such attractive valuation opportunities within the investment trust sector this century.