Talking Research

As Responsible Investment continues to take centre stage, we are excited to announce that we have a new dedicated mini-series, discussing all things Responsible. In the first episode, Eduardo Sanchez, Investment Research Analyst, discusses the benefits of Green Bonds with Paul Skinner from Wellington, David Katimbo-Mugwanya from EdenTree and Simon Bond from Colombia Threadneedle. Hear from the exp...

There has been plenty going on in markets over the last quarter - ongoing concerns around inflation, the spread of the delta variant causing unease, concerns around China and supply chain disruption, to name a few. In this month's episode, Square Mile's research team share insight into the thinking of fund managers across the industry, offering key trends and observations across four key...

In this month's Talking Research podcast, Square Mile's Responsible Investment Analyst, Anna Mercer is talking sustainability, from how it can be defined to what engagement look likes to the potential trade offs or challenges that investors may come across and what the future sustainable economy may look like. Hear from three industry experts who will be sharing their insight and experti...

What is the global inflation backdrop? How are companies reacting to higher inflation? How does the UK compare to its international peers? In this month's episode, Square Mile's Chief Investment Officer, Mark Harries explores these questions and more with James Ashley, Head of International Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at JP...

From the hot topic of inflation and its impact on portfolios to the danger of short selling in absolute returns, this month's Talking Research podcast brings insight on what Square Mile's research team have been hearing from fund managers across the industry over the last quarter. Hear from Eduardo Sanchez, Senior Investment Research Analyst, Charles Hovenden, Portfolio Manager, Dan Pere...

In this second episode of the Talking Research series, we are delighted to be joined by a panel of industry experts as we turn to the UK, exploring the possible prospects for the market as we begin to ease out of lockdown.  Square Mile's Chief Investment Officer, Mark Harries is joined by Richard Watts, Fund Manager and Co-Head of Strategy at Jupiter Asset Management, Hugh Sergeant, Fund Mana...

In the first episode of the series, Square Mile's Chief Distribution Officer, Steve Kenny, is joined by four members of our research team who will be offering insight on what they have been hearing from fund managers across the industry in 2021 so far. Hear from John Monaghan, Head of Research, Jake Moeller, Senior Investment Consultant, Paul Angell, Investment Research Analyst and Alex Farlo...