Insights

From the category archives: Market Views

Market Views

The Big Question: Value vs. growth, does style matter?

In the second edition of The Big Question, Square Mile’s newest video series focussing on the hot topics of the moment, we are tackling the ongoing debate within the industry aiming to answer the question, does style matter?


Square Mile’s Senior Investment Consultant, Jake Moeller, is discussing value versus growth with Nick Kirrage, Fund Manager and Co-Head of Value at Schroders, and Laurence Taylor, Portfolio Specialist of Equity at T Rowe Price. In this video, they explore these management styles, which underpins their processes and whether the great debate risks oversimplifying the drivers of share prices for investors.

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The Big Question: ESG, fad or future?

Introducing The Big Question - a new series of videos aiming to answer some of the burning questions of the moment with experts from across the investment industry.


In the first video of the series, Square Mile’s Senior Investment Consultant, Jake Moeller, is talking all things ESG and responsible investing with Veronique Chapplow, Investment Director at M&G, and Ned Salter, Head of Equity at Fidelity International.


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Changes to Square Mile's Academy of Funds

From 15th June 2020, the login requirement for the Academy of Funds will be removed and you will no longer need to sign into the Square Mile website to access our comprehensive fund research, adviser focussed content and independent thinking.

If you have opted in to receive regular updates from Square Mile, you will continue to receive our monthly newsletter and ad-hoc communications. You can unsubscribe from marketing at any time, by selecting the unsubscribe link in our communications, at which point we will not send any further marketing information to you.

If you do not currently receive Square Mile communications, you can opt in by subscribing to our updates here.

If you have any questions, please do not hesitate to contact us.

An update from Square Mile

In this short video, Square Mile's Managing Director, Richard Romer-Lee, provides an update on the business in these extraordinary and challenging times.

Why have UK equities fallen behind?

While the Covid-19 disease is first and foremost having a devastating effect on human life, we turn our attention to the effect it is having on stock markets and specifically, the UK equity market. Over the first three and a half months of this year, the UK equity market has fallen more than all other major developed and developing equity markets, such as the US, Europe, Japan, Asia, including the Chinese market itself, which has ironically held up relatively well this year. Technology holding up well The performance of each investment sector on a global scale paints a much clearer picture as to what is going on, with the areas proving most defensive being healthcare, utility and the technology sectors. Although healthcare and utility sectors have long been associated with providing robust returns during times of crisis, owing to people still getting sick and having to keep the lights on, the technology sector is bit of an anomaly under these circumstances. However, looking at the nature of what is going ...

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Square Mile's Business Continuity Plan

We have implemented the next stage of our Business Continuity Plan, where all employees of Square Mile will be working from home. The aim is to protect our staff whilst continuing to provide a full service to you, our clients, to the best of our ability. All staff are able to work from home and have full access to our systems. Please continue to contact us in the usual way, by telephone or email. Meetings We have restricted non-essential business travel and intend to continue our schedule of fund manager and client meetings by telephone or conference call until further notice. We have asked any employee who feels unwell to stay at home and if they have flu-like symptoms, to self-isolate in accordance with government guidelines. Communication Our Executive Committee is in regular contact with our staff to keep them up-to-date with the situation. It is vitally important that we continue to communicate with one another and our clients. Each team will have a call every day to update each other and ...

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IA Responsible Investment Framework

The Investment Association has recently launched the first industry-agreed framework for common approaches to responsible investment (“Responsible Investment Framework”). This Framework categorises, and provides standard definitions for, the different components of responsible investment. This report accompanies the Framework and is intended to provide context, guidance and uses for the Framework as well as outline next steps and raise outstanding questions. 

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Get to know some faces of the future

Square Mile talked to some of the fund management faces of the future on their background, career path and what they like to do outside of work and this is what they said...




What Fund Managers think will be different in 20 years time

Square Mile asked some of the fund managers they know, one thing that will be different in 20 years, and this is what they said...




Academy of Funds Offshore Funds and Temporary Permissions Regime

Should the UK leave the EU without a withdrawal agreement (no-deal Brexit) on 31st. October 2019, the UK government has introduced a Temporary Permissions Regime (TPR) for European Economic Area (EEA) inbound passported firms and investment funds, to enable them to continue their activities in the UK for a temporary period of time, with minimal disruption. The TPR will last for up to three years from 31 October 2019, with the power for HM Treasury to extend the regime by no more than 12 months at a time in certain circumstances.

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