Join Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he talks with Paul Middleton, Fund Manager of the Mirabaud Sustainable Global Dividend Fund.

In this episode, Paul explores Mirabaud’s approach to sustainable income investing, how global themes shape the portfolio and why active management should be well positioned for the decade ahead. Paul also shares insights on market volatility, recent stock picks and how ever-changing global dynamics are influencing opportunities across regions.

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

• 00:48 Tell us a little bit about your background and what exactly your responsibilities are within the business.
• 03:32 How do you frame your global thematic approach against a broader context of income investing and how have those themes evolved over the course of your career?
• 06:16 What do you believe are the key differentiators of your approach from your peers and what impact should this have on the risk and return profile of your fund?
• 08:22 Can you give your view on the past 6 months and what that means for your opportunity set as an active fund manager?
• 12:09 What does the economic and political backdrop mean for the shape of the portfolio for the future?
• 15:15 Can you talk about a couple of stocks you have bought recently and what they bring to the portfolio?
• 18:20 What is currently the biggest risk facing markets and your portfolio?
• 19:27 Why do you think the next decade maybe be a more conducive environment for the active management industry?
• 21:48 Could you tell us something little about yourself outside of fund management which our listeners might be interested to learn?

This podcast was recorded in June 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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