PODCAST · business
SJP Insights
by SJP
SJP Insights is a regular series of interviews and editorials featuring St. James’s Place Chief Investment Officer, Chris Ralph. Chris will be joined by the investment managers responsible for the St. James’s Place range of funds and discuss the key issues and opportunities in the current economic environment.
Episodes
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Investment update - Sir Mark Weinberg
Description (for iTunes): In this video Sir Mark Weinberg, co-founder of St. James’s Place, discusses why the St. James’s Place investment approach endures – even after 25 years.
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Investment update – Dan O’Keefe, Global Managed fund
In this episode, Dan O’Keefe of Artisan Partners discusses finding well-priced companies in a more fully-valued market.
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Investment Update- Stuart Mitchell, Continental European Fund and Greater European Progressive Fund
In this episode, Stuart Mitchell of S. W. Mitchell Capital explains that whilst UK housebuilders have been a successful investment for the fund, he’s started to sell these holdings.
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Investment Update- Paul Boyne, Global Equity Income Fund
In this episode, Paul Boyne of Manulife Asset Management highlights that whilst the opportunity set for value investors has shrunk, there are selected opportunities if you’re willing to put in the research.
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Investment Update- Don Morgan III, Diversified Bond Fund
In this episode, Don Morgan III of Brigade Capital Management describes how the hunt for yield has seen lower-quality bonds provide the greatest return to investors in recent years.
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Investment Update- Chris Field, Majedie Asset Management
In this episode, Chris Field of Majedie Asset Management discusses how the political environment is influencing the utilities sector and giving management teams plenty to think about.
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Investment Update- Brad Boyd, Diversified Bond Fund
In this episode, Brad Boyd of Payden & Rygel Investment Management explains why he believes commentators warning of recession, are calling an end to global growth too soon.
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Investment Update- Ajay Krishnan, Wasatch Advisers
In this episode, Ajay Krishnan of Wasatch Advisers outlines the investment case for India and highlights how government-led initiatives are providing a welcome boost to the economic infrastructure.
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Investment update- John Humberstone, Property Fund
In this episode, John Humberstone of Orchard Street discusses the outlook for commercial property in the face of political storms and changing shopping habits.
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Investment update – Alistair Thompson, Asia Pacific fund
In this episode, Alistair Thompson of First State Stewart Asia discusses FinTech disruption and why traditional banks continue to offer value to investors.
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Investment update – Jim Cielinski, Strategic Managed fund
In this video, Jim Cielinski of Columbia Threadneedle highlights which environmental, social and governance factors matter most in responsible investing.
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Investment update - Kevin Beck, Global Smaller Companies fund
In this episode, Kevin Beck of Paradice Asset Management describes how recent M&A activity has benefited smaller companies and how they assess whether an acquisition makes financial sense.
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Investment update – Chris Reid, UK Income fund
Chris Reid of Majedie Asset Management outlines the key factors behind an upturn in performance during the second part of 2016 and the main contributors in the portfolio.
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Investment update – Scott Service, Investment Grade Corporate Bond fund
Scott Service of Loomis Sayles talks about the challenges presented in the current environment for fixed income investors.
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Investment update – Jim Henderson, North American fund
Jim Henderson of Aristotle looks back on an interesting six months for US markets and points to reasons for investors to remain optimistic despite record valuation levels.
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Investment update – George Luckcraft, Allshare Income / Diversified Income fund
George Luckcraft of AXA Investment Managers discusses why companies are choosing to pay special dividends and looks at the outlook for equity income in 2017.
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Investment update – John Humberstone, Property fund
John Humberstone of Orchard Street explains how the commercial property market has weathered uncertainty over the UK’s status post-Brexit.
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Investment update – Chad Clark, Global Equity fund
Chad Clark of Select Equity Group shares his thoughts on the broader global equity universe and explains how an intensive research process provides a flow of new investment ideas.
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St. James’s Place Strategic International Corporate Bond fund – Capital Four
In this episode, Sheldon Stone of Oaktree Capital discuss the outlook for high yield bond investors.
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Investment update – Sandro Näf, International Corporate Bond fund
In this episode, Sandro Näf of Capital Four discusses the outlook for high yield bond investors.
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Investment update – Kevin Beck, Global Smaller Companies fund
In this episode, Kevin Beck of Paradice Investment Management outlines the importance of understanding ownership structures when investing in small businesses.
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St. James’s Place UK Growth fund - Majedie
In this episode, James de Uphaugh of Majedie Asset Management describes how investments made early in 2016 are already showing encouraging signs.
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Investment update - Ken Broekaert, Greater European fund, the Global Equity fund and Worldwide Opportunities fund
Ken Broekaert, co-manager of the Greater European fund, the Global Equity fund and Worldwide Opportunities fund discusses how he implements his investment process and hoe to invest in a low-growth environment.
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Investment update - Jim Hamel, Worldwide Opportunities and the Global fund
Jim Hamel, co-manager of the Worldwide Opportunities fund and the Global fund, discusses his portfolio management style.
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Investment update - Sandro Näf, International Corporate Bond fund
Sandro Näf, co-manager of the International Corporate Bond fund, shares the history behind Capital Four and what it means to manage high yield bonds.
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Investment update - Polina Kurdyavko, Strategic Income fund
Polina Kurdyavko, co-manager of the Strategic Income fund discusses the main drivers of performance over the past 12 months.
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Investment update - Alistair Thompson, Asia Pacific fund
Alistair Thompson, manager of the Asia Pacific fund, discusses the challenges and opportunities presented by Asia.
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St James's Place fund range developments
In this special edition episode, Tom Beal, divisional director, discusses the 2016 fund range changes with members of the Investment Committee.
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Investment update – Stuart Mitchell, European funds
European fund manager Stuart Mitchell discusses the near-term and possible longer term implications of the UK’s vote to leave the EU.
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Market update – EU referendum
In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, discussed the EU referendum result and what it means for investors.
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Investment update - Brad Boyd, Multi Asset fund
In this episode, Brad Boyd of Payden & Rygel explains how the team’s approach to portfolio construction has benefitted from recent market volatility and why they currently favour corporate credit over government debt.
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Investment update – Tye Bousada, Global Equity fund
In this episode Chris Ralph interviews Tye Bousada of EdgePoint who explains how investors who rush into so-called ‘safety sectors’ when volatility picks up, create opportunities in forgotten or unloved parts of the market.
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Investment update – Philip Gadsden, Property fund
In this episode Chris Ralph interviews Philip Gadsden of Orchard Street who outlines why future returns from commercial property are likely to be in line with the long-term average.
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Investment update – Richard Colwell, Strategic Managed fund
In this episode Chris Ralph interviews Richard Colwell of Columbia Threadneedle who highlights the reasons he believes that supermarket chain WM Morrison is starting to show signs of recovery.
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Investment update – Paul Boyne, Global Equity Income fund
In this episode Chris Ralph interviews Paul Boyne of Manulife who discusses how the team is able to identify businesses capable of providing a sustainable dividend stream.
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Investment update – Jim Wiant and Michael Apfel, Strategic Income fund
In this episode Chris Ralph interviews Jim Wiant and Michael Apfel of MidOcean who describe the characteristics of US high-yield bonds, and pick out opportunities for investors willing to look in the mid-cap sector of the market.
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Investment update – Richard Peirson, Balanced Managed fund
In this episode Chris Ralph interviews Richard Peirson of AXA Investment Managers who points to a couple of lesser-known names as standout performers in 2015 following poor performances by energy and mining stocks.
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Investment update – Nick Purves, Equity Income fund
In this episode, Nick Purves of RWC Partners, explains why he’s been avoiding the mining sector.
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Investment update – Will Browne, Global Equity fund
In this episode, Will Browne of Tweedy, Browne explains how his many years of experience enable him to take a more objective view in times of market volatility and why he believes the outlook for dividends remains positive in 2016.
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Investment update – Don Morgan, Diversified Bond fund
In this episode, Don Morgan of Brigade Capital explains why there remain good opportunities in the high-yield bond market and highlights chip maker AMD amongst the standout holdings in his portfolio.
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Market update with Chris Ralph | December 2015
In this episode, Chris Ralph, St. James’s Place Chief Investment Officer, shares his thoughts on yesterday’s announcement that the Federal Reserve raised interest rates in the US for the first time since June 2006 and explains what this means for investors.
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Investment Update – George Luckraft, Diversified Income funds
In this episode, Chris Ralph interviews George Luckraft of AXA Framlington, investment manager for the St. James’s Place Diversified Income funds, to discuss the performance of the UK equity market in 2011 and asking about his thoughts on the outlook for equities in 2012. George also explains his...
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CIO Update - October 2015
In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, outlines the performance of investment markets in the third quarter of 2015 as investors witnessed unseasonal levels of volatility over the summer months. Concerns over China dominated headlines as global indices…
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Interview with Pete Drewienkiewicz, Redington
In this episode, Chris Ralph speaks to Pete Drewienkiewiczof Redington about the new Diversified Bond and Strategic Income funds. Drewienkiewicz explains the structure of the new funds and how they can provide a complementary income solution for investors.
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The pathway to investment success - Stamford Associates
In the second part of this interview, Chris Ralph quizzes CEO of Stamford Associates, Alexandra Haggard, on the capabilities and characteristics they look for when selecting fund managers for St. James’s Place.
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Investment update – Hamish Douglass, International Equity fund
In this episode, Hamish Douglass of Magellan Financial Group, shares his thoughts on where to find good share value in the banking sector.
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A complementary approach - Stamford Associates
In the first of a two-part video interview, Chris Ralph talks to Alexandra Haggard, CEO of Stamford Associates, about the long-standing relationship between the Investment Committee and Stamford Associates, and what she believes makes this a successful partnership.
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Interview with Win Robbins, Independent member of the Investment Committee
In this episode, Chris Ralph speaks with Win Robbins, independent member of the St. James’s Place Investment Committee, about the evolution of the fixed-income market and the development of new, more flexible opportunities for investors. As what were previously considered more esoteric areas…
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Changes to our Growth and Income Portfolios - November 2015
In this episode, Chris Ralph, Chief Investment Officer at St. James’s Place, introduces the new Diversified Bond and Strategic Income funds and outlines changes to our range of Growth and Income Portfolios effective from 2 November 2015.
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Investment update – St. James's Place Strategic Managed fund
In this episode, Chris Ralph interviews Jim Cielinski of Columbia Threadneedle, who explains why reduced liquidity in fixed-interest markets forces investors to think longer term and why short-term volatility presents opportunities.
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ABOUT THIS SHOW
SJP Insights is a regular series of interviews and editorials featuring St. James’s Place Chief Investment Officer, Chris Ralph. Chris will be joined by the investment managers responsible for the St. James’s Place range of funds and discuss the key issues and opportunities in the current economic environment.
HOSTED BY
SJP
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Frequently Asked Questions
How many episodes does SJP Insights have?
SJP Insights currently has 135 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is SJP Insights about?
SJP Insights is a regular series of interviews and editorials featuring St. James’s Place Chief Investment Officer, Chris Ralph. Chris will be joined by the investment managers responsible for the St. James’s Place range of funds and discuss the key issues and opportunities in the current economic...
How often does SJP Insights release new episodes?
SJP Insights publishes regularly with 135 episodes available. Check the episode list for the typical release schedule.
Where can I listen to SJP Insights?
You can listen to SJP Insights on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts SJP Insights?
SJP Insights is created and hosted by SJP.
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