Rob Perrone: Why the 60/40 portfolio’s days are numbered
Video: Orbis multi-asset team member breaks down what has gone wrong with asset allocators’ ‘magic formula’
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Joanne Fisk: How investing in football clubs can generate income
Video: Gravis associate director on investing in loans to a variety of sectors from football clubs to boiler companies
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Matthew Norris: Digital infrastructure is enabling the ‘fourth industrial revolution’
Video: Gravis head of real estate securities explains the appeal of physical assets such as data centres telecoms towers and 5G networks
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Alexandra Jackson: ‘UK doesn’t have Amazon or Spotify but it has the plumbing behind it’
Video: Rathbone UK Opportunities manager has rarely had so many buying opportunities
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James Illsley: ‘UK is top of the pops for the first time since 1999’
Video: JP Morgan Asset Management portfolio manager identifies three strong tailwinds for UK equities
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Tom Carroll: The last thing the industry needs is another UK equity fund
Video: Sanlam head of asset management on why the firm is building its thematic and specialist investment capability
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Rogier Quirijns: Why Europe is the best real estate sector to play the reopening trade
Video: Cohen & Steers head of Europe real estate backs his asset class as the prospect of higher inflation looms
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Paul Marriage: ‘We’re prepared to look through Mark Barnett’s underperformance’
Video: Tellworth co-founder on the importance of manager ‘bouncebackability’ and Barnett’s new fund
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Matthew Wright: People don’t want to risk investing with a manager who will ‘puff away’
Video: Fulcrum head of distribution on the importance of asset managers gaining fund buyers’ trust in their internal governance
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Ken Wotton: Unloved UK holds opportunities for ‘smart money’
Video: Gresham House managing director of public equities on UK prospects and plans to revamp Strategic Equity Capital
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David Katimbo-Mugwanya: Prudent investors are preparing for higher inflation
Video: Edentree senior fund manager on inflation, ESG opportunities from the pandemic and the ‘green’ budget
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What does impact investing really mean?
Watch the first of three highlight videos from the Wellington Management Roundtable on impact investing in fixed income.
