Talking Research

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. This podcast was recorded in April 2025. This podcast is issued by Square...

This podcast was recorded in January 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...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he delves into the latest insights from Mark Denham, fund manager and Head of Equities at Carmignac. During their discussion, Mark explains the fund's investment strategy, which targets high-quality European businesses with strong prospects for long-term growth. Their conversation also tou...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Mark Costar, Senior Fund Manager of the J O Hambro Capital Management UK Growth Fund.  Together, they discuss the benefits of a bottom-up, stock-specific approach to investing in the UK market, and how Mark works alongside his fellow co-manager and team to conduct deep research fo...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Fawaz Chaudhry, head of equities at Fulcrum Asset Management and manager of the Fulcrum Thematic Equity Market Neutral Fund.  During their time together, Jock and Fawaz talk about how Fawaz’s team implements its market-neutral approach, as well as the team’s process for identifyin...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Alex Wright, Lead-manager of the Fidelity Special Situations Fund and the investment trust Fidelity Special Values PLC. Alex discusses the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his advantage on home turf. He a...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Neil Birrell, CIO and lead manager of Premier Miton’s diversified fund range. Neil discusses the complexities of managing multi-asset portfolios including how to invest in alternatives. During the discussion, he goes on to detail the investment strategies and risk management techn...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with David Lewis, Lead Investment Manager, and George Fox, Investment Manager, from the Jupiter Merlin team. The Jupiter Merlin team runs just over £5 billion in their fund-of-funds strategies. During their discussion, David and George discuss the current themes they're focusing o...

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Richard Woolnaugh, a fixed income fund manager at M&G Investments. Jock and Richard spent their time discussing how inflation may continue to impact the decisions of policymakers in the coming months and how the political backdrop may influence the behaviour of central banks....

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he hosts Fiona Yang, co-manager of the Invesco Asia Trust, in this episode of Behind The Screens. As part of their discussion, Fiona highlights that, despite the challenges, she remains optimistic about the long-term growth potential in Asia. She champions bottom-up stock selection and taking a...

Join Eduardo Sanchez, Associate Research Director - Fixed Income, Alternatives & Multi-Asset at Square Mile as he hosts Lesley Dunn, Head of Credit and Co-Manager of the Baillie Gifford Strategic Bond Fund. As the tide begins to turn for interest rates, Lesley shares her views on the changing landscape for bond investors, explains her concerns with investing in the unpredictable and reveals a...

Join Jock Glover, Strategic Relationships Director at Square Mile for a special episode of Behind the Screens with John Emerson, Vice Chair of Capital Group International and former U.S. Ambassador to Germany. John brings over two decades of experience advising on global geopolitics, having worked under two U.S. Presidents and served as ambassador during a pivotal time in transatlantic relations....

Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he hosts Nick Langley, Portfolio Manager at ClearBridge Investments, part of the Franklin Templeton group. Nick is one of four portfolio managers overseeing the £1.3 billion FTF ClearBridge Global Infrastructure Fund, which has earned a double-A rating from our analysts in the Academy of Funds....

Join Jock Glover as he welcomes Andrzej Pioch, lead fund manager at Legal and General Investment Management, back into the podcast hot seat. Andrzej manages the Square Mile R-rated (recommended) L&G Multi-Index range and in this episode he shares his thoughts and learnings on markets over the last year, labelling for SDR and discusses whether we’re heading towards recession in the UK this year...

Join Square Mile’s Jake Moeller as he sits down with Cormac Weldon from Artemis Fund Managers. Cormac, who manages Artemis’ US equity strategies, including the A-rated Artemis US Select Fund and the double A-rated US Smaller Companies Fund, dives into the nuances of US equity investing.  In this episode, Cormac discusses the strategies behind managing these funds, the importance of robust asset al...

In conversation with Square Mile’s Jock Glover, Jason Pidcock, Portfolio Manager at Jupiter Asset Management, discusses the Jupiter Asian Income Fund, a £1.7 billion fund co-managed with Sam Konrad. Jason explores why Asian equities hold significant attractions for income seekers and discusses why a rebound in interest for Apple products in China at the start of Q2 could be meaningful for investor...

In conversation with Square Mile’s Jock Glover, Chris Ellis Thomas, Portfolio Manager and Lead Strategist at BlackRock, discusses the BlackRock MyMap range – a range of actively managed, passive multi-asset funds. Chris takes us under the bonnet of the MyMap range; looking at why robust asset allocation is so important for a truly diversified investment approach, how politics plays its part in the...

Jock Glover discusses why big changes are happening in the UK small caps sector, where the opportunities are and why China buying up gold is significant for global investors with Paul Jourdan, CEO of Amati Investors and co-manager of the Amati UK Listed Smaller Companies Fund. Don't have time to listen to the full episode, jump to your favourite part:  01:41: How has your outlook of the UK sm...

Join Jock Glover as he sits down with Matt Lawton, Portfolio Manager of the T. Rowe Price Global Impact Credit Fund. Matt dives into his impact investing philosophy in the bond market, tackles the confusion for investors around the greenwashing narrative, and highlights why short-duration credit is a key area of opportunity in fixed income investing today.   Don't have time to listen to the f...

In conversation with Square Mile’s Jock Glover, James Donald, Head of Emerging Markets at Lazard Asset Management shares some valuable insights into the dynamic landscape of the emerging markets universe. James shares his thoughts on finding profitable companies in the EM region, managing a value-focused approach and beneficial sectors and countries right now. Don't have time to listen to the...

Are you curious about the current state of the UK market or wondering where the opportunities are for equity income in the UK? In conversation with Jock Glover, Fraser Mackersie, UK equity income manager at Unicorn Asset Management shares his thoughts. He covers off opportunities across the small-cap sector, discusses some of the key themes his team are focusing in on and shares an interesting sta...

In today's world, companies throw around the words 'change' and 'impact' but do they really mean it? Do you know for certain that the impact you think you are having is actually leading change? This week we sat down with the Wellington Global Impact Fund's Portfolio Manager, Jason Goins. Jason discusses how the fund addresses sustainable solutions to social and enviro...

Is everyone obsessed with getting rich quick? With the 'Magnificent 7' driving a large portion of the US stock market's return in 2023, the focus has been on capital growth. In all the excitement, have we forgotten that there are other ways of making money? Joining us this week to talk on building wealth over time and why valuations matter is Nick Clay , portfolio manager of the A-r...

"A good investor once referred to investing as owning a garden, and I think that's a great analogy in terms of you're constantly thinking about how you can prune and weed and improve the balance." European equities haven't been massively in favour over recent years, but under the surface there are some exceptional businesses if you look hard enough. Sharing his approach to...

"Over the last 18 or so months, we have engaged with a lot of water companies. These are largely private, and so the public debt investors are the only ones, effectively, that can drill some of these points home. So, for us, that is a very strong advantage, and to be a debt investor seems to be the only way to influence these sort of companies." While company engagement is typically thou...