Join Alex Farlow, Director of Multi-Asset Research at Square Mile Investment Consulting and Research, as he talks with Simon Nichols, Fund Manager of the BNY Mellon Multi-Asset Balanced Fund. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he delves into the latest insights from Mark Denham, fund manager and Head of Equities at Carmignac. During their discussion, Mark explains the fund's investment strategy, which targets high-quality European businesses with strong prospects for long-term growth. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Mark Costar, Senior Fund Manager of the J O Hambro Capital Management UK Growth Fund.  Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Fawaz Chaudhry, head of equities at Fulcrum Asset Management and manager of the Fulcrum Thematic Equity Market Neutral Fund. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Alex Wright, co-manager of Fidelity’s Special Situations Fund. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Neil Birrell, CIO and lead manager of Premier Miton’s diversified fund range. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with David Lewis, lead investment manager, and George Fox, investment manager, from the Jupiter Merlin team. The Jupiter Merlin team runs just over £5 billion in their fund-of-funds strategies. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Richard Woolnough, a fixed income fund manager at M&G Investments. Jock and Richard spent their time discussing how inflation may continue to impact the decisions of policymakers in the coming months and how the political backdrop may influence the behaviour of central banks. Richard also explored the health of corporate balance sheets and how corporates may cope if economic growth remains low. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he hosts Fiona Yang, co-manager of the Invesco Asia Trust, in this episode of Behind The Screens. As part of their discussion, Fiona highlights that, despite the challenges, she remains optimistic about the long-term growth potential in Asia. She champions bottom-up stock selection and taking a contrarian, valuation-based view. She also explains how, along with her co-manager, they aim to deliver a 4% yield and make the most of the investment trust structure. Read more

Join Eduardo Sanchez, Associate Research Director - Fixed Income, Alternatives & Multi-Asset at Square Mile as he hosts Lesley Dunn, Head of Credit and Co-Manager of the Baillie Gifford Strategic Bond Fund. As the tide begins to turn for interest rates, Lesley shares her views on the changing landscape for bond investors, explains her concerns with investing in the unpredictable and reveals a staggering statistic on the current level of UK government debt. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, for a special episode of Behind the Screens as he hosts John Emerson, Vice Chair of Capital Group International and former U.S. Ambassador to Germany. John brings over two decades of experience advising on global geopolitics, having worked under two U.S. Presidents and served as ambassador during a pivotal time in transatlantic relations. Read more

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he hosts Nick Langley, Portfolio Manager at ClearBridge Investments, part of the Franklin Templeton group. Read more

Join Square Mile’s Jake Moeller as he sits down with Cormac Weldon from Artemis Fund Managers. Cormac, who manages Artemis’ US equity strategies, including the A-rated Artemis US Select Fund and the double A-rated US Smaller Companies Fund, dives into the nuances of US equity investing. Read more

Join Jock Glover as he welcomes Andrzej Pioch, lead fund manager at Legal and General Investment Management, back into the podcast hot seat. Andrzej manages the Square Mile R-rated (recommended) L&G Multi-Index range and in this episode he shares his thoughts and learnings on markets over the last year, labelling for SDR and discusses whether we’re heading towards recession in the UK this year.  Read more

In conversation with Square Mile’s Jock Glover, Chris Ellis Thomas, Portfolio Manager and Lead Strategist at BlackRock, discusses the BlackRock MyMap range – a range of actively managed, passive multi-asset funds. Chris takes us under the bonnet of the MyMap range; looking at why robust asset allocation is so important for a truly diversified investment approach, how politics plays its part in the risk profile of the portfolios and why record numbers of applications for new businesses in the US could indicate a brighter horizon for investors.  Read more

In conversation with Square Mile’s Jock Glover, Jason Pidcock, Portfolio Manager at Jupiter Asset Management, discusses the £1.7 billion Jupiter Asian Income Fund. Jason highlights the appeal of Asian equities for income seekers and explains the potential impact of renewed interest in Apple products in China at the start of Q2. Read more

Jock Glover discusses why big changes are happening in the UK small caps sector, where the opportunities are and why China buying up gold is significant for global investors with Paul Jourdan, CEO of Amati Investors and co-manager of the Amati UK Listed Smaller Companies Fund. Read more

Join Jock Glover as he sits down with Matt Lawton, Portfolio Manager of the T. Rowe Price Global Impact Credit Fund. Matt dives into his impact investing philosophy in the bond market, tackles the confusion for investors around the greenwashing narrative, and highlights why short-duration credit is a key area of opportunity in fixed income investing today.   Read more

In conversation with Square Mile’s Jock Glover, James Donald, Head of Emerging Markets at Lazard Asset Management shares some valuable insights into the dynamic landscape of the emerging markets universe. Read more

Fraser covers off opportunities across the small-cap sector, discusses some of the key themes his team are focusing in on and shares an interesting statistic on English sparkling wine. Did you know that 1 in 7 households now drink one brand in particular? Tune in to find out which one. Read more

This week we sat down with the Wellington Global Impact Fund's Portfolio Manager, Jason Goins. Jason discusses the how the fund addresses sustainable solutions to social and environmental challenges and how Wellington focusses on creating a real impact for positive change. Read more

Is everyone obsessed with getting rich quick? With the 'Magnificent 7' driving a large portion of the US stock market's return in 2023, the focus has been on capital growth. In all the excitement, have we forgotten that there are other ways of making money? Read more

European equities haven't been massively in favour over recent years, but under the surface there are some exceptional businesses if you look hard enough. Sharing his approach to finding quality companies is this week's Behind the Screens guest, Benjamin Moore, portfolio manager of the A-rated CT European Select fund. Speaking with Jock Glover, Ben highlights the opportunities they are finding in healthcare and luxury goods, as well as the influence of the market backdrop has on portfolio positioning. Read more

Stewart Investor's Doug Ledingham, joined us on this week's episode, sharing the value they place on building trust and why 80% of their holdings will have an economic steward who is aligned with their approach to risk, time horizon and is passionate about building a business that will do better. Speaking with Jock Glover, Doug outlines the fantastic opportunities in India and the importance of their bottom up approach. Read more

While company engagement is typically thought of as the reserve of equity funds, there is an important role to play for fixed income managers in tackling the sustainability challenges facing the planet. This week, Jock was joined by David Katimbo-Mugwanya, EdenTree's Head of Fixed Income and manager of the Responsible A-Rated EdenTree Responsible and Sustainable Short-Dated Bond fund to discuss what their 'Performance with Principles' ethos means in practice and how they engage with companies. David goes onto to explain how they have been working with water companies to tackle the environmental standards of the UK's rivers, and how they aim to lend to the best in class. Read more

Having recently celebrated the 10th anniversary of the Aegon Diversified Monthly Income fund, the fund's manager, Vincent McEntegart, joined Jock Glover on this week's episode to share what he has learned over the last decade, and why investor expectations keep him up at night. Read more

This week, Nicolas Trindade, Senior Portfolio Manager and lead manager of the A-Rated AXA Global Short Duration Bond fund, joined us on the podcast to share what he expects from the market and why we have seen record levels of issuance so far in 2024. He goes on to explain why idiosyncratic risk keeps him up at night, and how they try to limit this in portfolios. Read more

In the first Behind the Screens of 2024, Barings Natalia Krol shares why the emerging markets are quicker to cut rates, what this means for portfolio positioning and why this year's geopolitical landscape keeps her up at night. Read more

Square Mile's CIO, Mark Harries, is joined by James Ashley, Head of Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management to unpick the year ahead including the data-dependency of central banks, where the best opportunities are to make money, and the outlook for the 60:40 portfolios. Read more

In our final Behind the Screens of 2023, Jock Glover by Peter Meany, First Sentier's Head of Global Listed Infrastructure. In this 20-minute episode, Peter covers the investment case for infrastructure and why above-target inflation can actually be supportive for the asset class. He goes on to share the themes they are running in the portfolio, why research is a fundamental part of the team's days and the importance of the globalisation of infrastructure to provide energy security. Read more

In this week's episode, Tom Hanson, Co-Manager of the newly A-rated Aegon High Yield Bond fund, shared his thoughts on where next for interest rates, what this new market environment means for default risk and why the high yield market is well placed to take advantage. Speaking with Jock Glover, Tom goes on to argue the case for high yield, emphasising its role as a hybrid asset class and its defensive characteristics. Read more

On this week's episode, we're talking about the market for high quality, dividend paying companies and how they have fared given the recent market backdrop with Ben Peters, manager of the AA-Rated Evenlode Global Income fund and co-manager of the AA-Rated Evenlode Income fund. Speaking with Jock Glover, Ben shares how some of the companies they invest in have coped with recent challenges, what keeps him up at night and why they set up the Evenlode Foundation. Read more

Lindsay Scott, part of the team that runs the AA-Rated BNY Mellon Long Term Global Equity fund, joined us this week to discuss their underlying growth trajectory and the interesting areas they are allocating capital to. Lindsay continues by sharing why they aren’t focused on the headline technology drivers, but rather the supply chains of these business, and where they are finding value and diversification. Read more

This week, Duncan MacInnes, co-manager of the A-Rated WS Ruffer Diversified Return fund, joins Square Mile's Alex Farlow to share his views on recession risk and how they are positioning the portfolio to take advantage of that. He continues by outlining their two biggest risk positions, and why they think the catalyst for the yen appreciation has only just begun. Read more

RBC BlueBay Asset Management's Tom Mould and My-Linh Ngo joined Jock Glover to discuss the misconceptions of the power of debt investors, the high hurdles they set for the strategy, and the potential trade-offs between environmental and social benefits. Read more

This week, Tom Walker, Co-Head of Global Listed Real Estate at Schroders and fund manager of the Responsible-A Rated Schroder Global Cities Real Estate fund, joined Jock Glover to share what he think will be the catalyst for a re-rating of the real estate sector, as well as why he thinks data centres offer the biggest opportunity for investors. Read more

Taking the microphone for this week's Behind the Screens was Sharat Shroff, fund manager of the A-Rated Matthews Asia Pacific Tiger Fund. In this short episode, Sharat shares the team's consume, create and connect approach to finding ideas and building portfolios and why they are excited about the innovative business models being unleashed on the Asian ecosystem. Read more

Speaking with Jock Glover, Aziz Hamzaogullari shares the three components which can prepare them well for different markets - quality, growth, and valuation. He goes on to discuss how these levers play out in the companies they have held over the 17-years of the strategy, and why it's not about what you own, but how you own it that really makes the difference to returns. Read more

For this week's episode, we were joined by Principal Asset Management's Global Chief Strategist, Seema Shah who shared her thoughts on the recent market dynamics and the forces behind them, before challenging the notion of a "no landing" scenario. Read more