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Talking Research: Q2 View from the Desk

08 Jul, 2021 | Return|

From the hot topic of inflation and its impact on portfolios to the danger of short selling in absolute returns, this month's Talking Research podcast brings insight on what Square Mile's research team have been hearing from fund managers across the industry over the last quarter.

Hear from Eduardo Sanchez, Senior Investment Research Analyst, Charles Hovenden, Portfolio Manager, Dan Pereira, Investment Research Analyst and Tom Archer, Investment Research Analyst as they share key trends and observations on key sectors; fixed income, absolute returns, global equities and multi-asset.




We welcome any feedback you have on our Talking Research podcast, please feel free to get in touch and let us know what you think.

This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity.


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