Talking Research

Listen to this Behind the Screens episode featuring Martin Ward, Senior Investment Research Analyst at Titan Square Mile, hosting Matt Lawton, Head of Impact Fixed Income at T. Rowe Price and lead manager of the Global Impact Credit Fund. Their discussion explores how impact investing is evolving within fixed income markets, highlighting how bonds can deliver measurable environmental and social ou...

Listen to this Behind the Screens episode featuring Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, hosting Richard Kaye, Portfolio Manager of the Comgest Growth Japan Fund. Their discussion covers what truly differentiates Comgest’s quality growth approach, why Japan represents a structurally different opportunity today and how domestic investor behaviour, currency dynamics and...

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he speaks with James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, rated ‘A’ in the Academy of Funds. James shares insight into the fund’s long‑standing quality‑growth philosophy, the importance of balancing high‑conviction stock selection with portfolio resilience and how a dedicated “weather‑proof” a...

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he sits down with Callum Abbott, Portfolio Manager on the A‑rated JPM UK Equity Plus Fund at J.P. Morgan Asset Management, to unpack how the strategy seeks to deliver consistent alpha in all market environments. Drawing on nearly a decade managing the fund, Callum discusses how he views the world from a UK equity point o...

Join Gui Pampolin, Investment Research Analyst at Titan Square Mile, as he hosts Catherine Flockhart, Partner at Baillie Gifford, to discuss the Baillie Gifford Positive Change Fund, rated Responsible A within the Academy of Funds. She outlines how the strategy aims to deliver long-term growth alongside measurable real-world impact, highlighting opportunities across healthcare innovation and finan...

Listen to this episode of Behind The Screens featuring Alex Farlow, Associate Director – Multi Asset Research at Titan Square Mile, and Tara Fitzpatrick, Fund Manager at Schroders. Together they discuss the Schroders Global Multi-Asset range, rated ‘Recommended’ on the Academy of Funds.  They discuss the approach behind managing the Schroders Global Multi-Asset Portfolio funds, including how the t...

Tune in to our latest Behind The Screens podcast episode, hosted by Charlie McCann, Investment Research Analyst at Titan Square Mile. Charlie is joined by Stuart Rhodes, Head of Income Team at M&G Investments and Fund Manager of the M&G Global Dividend Fund, rated A in our Academy of Funds.  Together they delve into the M&G Global Dividend Fund investment process, Stuart’s journey into...

Listen in to most recent Behind The Screens episode where Amaya Assan, Head of Fund Origination at Titan Square Mile, is joined by Mark Denham, Senior Portfolio Manager and Head of Equities at Carmignac. Mark manages the FP Carmignac European Leaders Fund, rated ‘Responsible A’ in our Academy of Funds. In this episode, they explore Mark’s investment philosophy and the approach that underpins the s...

Tune into our most recent Behind The Screens episode where Henry Wix-Pollard, Investment Analyst at Titan Square Mile, sits down with Nicolas Trindade, Senior Portfolio Manager BNP Paribas Asset Management, to discuss the AXA Global Short Duration Bond Fund; rated ‘AA’ in our Academy of Funds.  Their conversation explores the thinking behind the AXA Global Short Duration Bond Fund, how it is manag...

Listen in on this Behind The Screens podcast episode, where Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, is joined by John Malloy, Co-Head of the Redwheel Emerging and Frontier Markets Team, and the portfolio manager of the Redwheel Emerging Markets strategy. Together they discuss the Redwheel Global Emerging Markets Fund; rated ‘A’ on our Academy of Funds.   Their conversati...

Tune in to this Behind The Screens podcast episode, where Alex Farlow, Associate Director of Multi Asset Research at Titan Square Mile, is joined by James Mee, Co-Head of Multi-Asset Strategies at W1M, to discuss the Waverton Multi-Asset Income Fund and the Multi-Asset Growth fund range; both rated on our Academy of Funds.  Their discussion explores James’ investment journey and career path, the p...

Listen to our latest podcast episode where Alex Farlow, Associate Director of Multi Asset Research at Titan Square Mile, is joined by Tom Stokes, Head of Multi-Asset Investment Specialists at Aviva Investors, to discuss the Aviva Investors Multi-Asset Core Funds (MAF Core); rated ‘Recommended’ in our Academy of Funds. Together they delve into the origins and management of the MAF Core range as it...

Delve into our latest podcast episode, where Gui Pampolin, Investment Research Analyst at Titan Square Mile, is joined by David Katimbo-Mugwanya, Head of Fixed Income at EdenTree to discuss the EdenTree Short Dated Bond Fund and the EdenTree Global Sustainable Government Bond Fund; both rated in our Academy of Funds. Together, they discuss David’s path into fixed income, the approach behind the Ed...

Listen to this latest podcast episode where Alex Farlow, Associate Director of Multi-Asset Research at Titan Square Mile, sits down with Paul Niven, Head of Multi-Asset Solutions, EMEA, and Fund Manager for the F&C Investment Trust at Columbia Threadneedle Investments, discussing the Columbia Threadneedle Universal MAP Range Funds. Together, they discuss Paul’s experience managing the historic...

Listen to the latest podcast episode where Jake Moeller, Associate Director of Responsible Investment at Titan Square Mile, sits down with Jason Goins, Equity Porfolio Manager at Wellington Management, to discuss the Wellington Global Impact Fund.  Together, they discuss how the Wellington Global Impact Fund balances sustainability with performance, the three core themes shaping its investments, a...

Listen to the latest podcast episode where Amaya Assan, Head of Fund Origination at Square Mile Research sits down with James Donald, Head of Emerging Markets at Lazard Asset Management and Portfolio Manager of the Lazard Emerging Markets Fund - rated ‘A’ in our Academy of Funds. Together they explore Lazard’s investment philosophy, examples of emerging market opportunities, and how the team navig...

Listen to the latest podcast episode where Scott Heaney, Investment Research Analyst at Square Mile Research sits down with Rosie Simmonds, Co-Manager of the Barings Europe Select Trust Fund – a fund focused on European small-cap equities and rated ‘AA’ in our Academy of Funds.  Together they explore Rosie’s journey into investment management and what led her to specialise in European small-caps....

Tune in for the latest podcast episode where Henry Wix-Pollard, Investment Research Associate at Square Mile Research sits down with Flavio Carpenzano, Investment Director at Capital Group, to discuss the Capital Group Global Corporate Bond Fund; rated an ‘A’ rating in our Academy of Funds. Together they delve into the fund’s philosophy as a pure play global investment grade corporate bond strateg...

Join us for the latest episode of Behind The Screens, hosted by Ittan Ali, research manager and lead analyst on alternatives for Square Mile, who is talking with Ian Rees, fund manager of the WS Ruffer Diversified Return Fund.  They discuss the fund strategy’s approach to navigating market uncertainty while aiming to preserve capital and deliver consistent returns. Ian outlines the team’s long-ter...

Join us for the latest episode of Behind The Screens, as Square Mile’s Investment Research Analyst, Gui Pampolin, is joined by My-Linh Ngo, Senior Director & Impact-Aligned Strategist and Harrison Hill, Co-Portfolio Manager of the BlueBay Impact-Aligned Bond Fund, which is rated a Responsible Positive Prospect and 3D Gold Impact strategy in our Academy of Funds.  Together they discuss the fund...

Join us for the newest episode of Behind The Screens, as Square Mile’s Associate Director of Responsible Investing, Jake Moeller, is joined by Deirdre Cooper, co-fund manager of the Ninety One Global Environment Fund. Together, they explore how the fund is tackling global decarbonisation, the fund’s approach to thematic investing and how Deirdre and her team navigate market shifts, sector biases a...

Join us for the latest episode of Talking Research, as Square Mile’s CIO, Mark Harries, is once again 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.  Together, they explore whether the worst of Trump-related uncertainty is now behind us, how global central bank divergence is shaping inves...

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 al...

Join Ittan Ali, Research Manager at Square Mile Investment Consulting and Research, as he talks with Luke Newman, Co-Manager of the Janus Henderson Absolute Return Fund. In this episode, they explore Janus Henderson’s approach to alternative investing—focusing on the Fund’s long-short equity strategy. With a track record of 29 consecutive profitable months from October 2022 to February 2025, Luke...

Join Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he speaks with Chris Elliott and James Knoedler, Fund Managers of the Evenlode Global Equity Fund. Together, they explore Evenlode’s strategy to global equity investing, current market volatility, the investment case for active management, and key investment sector themes including financials and...