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.

Together, they discuss Trump and current market trends, long-term investment themes, the power of multi-asset, and the Balanced Fund.

Don't have time to listen to the full episode, jump to your favourite part:

• 1.13 – Tell us about your background?
• 2.45 – What was your driving force to become a Portfolio Manager?
• 4.00 – What kept you at BNY for all these years?
• 4.48 – Bring us up to speed on your current positioning, and in terms of risk how are you seeing things at the moment?
• 7.09 – In terms of the current market, what change if any have you initiated over the last 3 months?
• 10.24 - No big swings as a result of Trump coming in?
• 11.06 – How do you see the next 12 months?
• 15.27 - Talk to us about the relationship with your analysts and the longer-term themes your analysts have?
• 18.18 – What’s the opportunity set for an Active manager at the moment?
• 20.35 - Is there anything that keeps you awake at night in the portfolio?
• 22.17 - If you didn’t become a Portfolio Manager, what would you of done instead?

This podcast was recorded in April 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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