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Choice words
Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods
On investing for the many, not the few, avoiding ‘beta repackagers’ and motivation Tough-Mudder-style
25:35 min
Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
On the ‘Donald Trump effect’, fund manager humility and a few Kurt words
15:06 min
Choice Words: Jonathan Unwin, UK head of portfolio management for Mirabaud WM
On wealth preservation, liquid alternatives and targeting funds that behave as expected
10:43 min
Choice Words: James Sullivan, head of partnerships at Tyndall Investment Management
On why valuation matters, building trust and a valuable skiing ‘lesson’
27:26 min
Choice Words: Richard Philbin, senior investment director at Hawksmoor IM
On the ‘consistently-consistent’, wealth management 2.0 and never fielding 11 goalkeepers
22:40 min
Partner zone
EM sovereign credit: Can the juggernaut roll on? | Carmignac
CARMIGNAC
What opportunities do you see in European credit versus US credit?
M&G Investments
Weekly market update with Paul Skinner
Wellington Management
2025: A year of two halves for UK commercial property?
TIME Investments
Choice Words: Dipesh Mesuria, head of fund research at Bordier UK
On manager ‘energy’, encouraging cognitive diversity – and the lure of busses
23:07 min
Choice Words: Ben Goss, CEO of Dynamic Planner
On explaining risk effectively, balancing technology and trust and an eye-opener to AI
33:19 min
Choice Words: David Coombs, head of multi-asset investments at Rathbones AM
On getting properly paid for risk, staying humble and the ‘dinner party chat’ test
18:59 min
Choice Words: Ian Wood, CIO at Titan Investment Solutions
On compounding returns, valuation discipline and wealth managers’ duty of care to clients
15:01 min
Royal London Asset Management
Bond navigators: Unconstrained active management
Our Global Bond Opportunities fund is the global sibling of our Sterling Extra Yield fund, where both funds are united...
Van Lanschot Kempen
Value investing is back but not where you think
In a market still dominated by AI narratives and growth momentum, value investing is quietly making a comeback. But the...
PIMCO
The Steadfast Strength of Bonds in Uncertain Times
Group CIO Dan Ivascyn shares why today’s environment offers compelling opportunities for bond investors. From attractive high-quality yields to the...
Polar Capital
The three key catalysts for healtcare
Gareth Powell explains why he believes sentiment in the healthcare sector may be bottoming out after almost three years of...
Events
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
The Wealth Forum, Coworth Park
5th - 7th March 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
Analysis
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
Opinion
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder