All Episodes

Behind The Screens: Talking Japanese Equity with Comgest

Behind The Screens: Talking Global Equity with Rathbones Asset Management

Behind The Screens: Talking UK Equity with J.P. Morgan Asset Management

Behind The Screens: Talking Global Equity with Baillie Gifford

Behind The Screens: Talking Global Multi-Asset with Schroders

Behind The Screens: Talking Global Equity with M&G Investments

Behind The Screens: Talking European Equity with Carmignac

Behind The Screens: Talking Fixed Income with BNP Paribas Asset Management

Behind The Screens: Talking Emerging Markets with Redwheel

Behind The Screens: Talking Multi-Asset with W1M

Behind The Screens: Talking Multi Asset with Aviva Investors

Behind The Screens: Talking Fixed Income with EdenTree

Behind The Screens: Talking Multi Asset with Columbia Threadneedle Investments

Behind The Screens: Talking Global Equity with Wellington

Behind The Screens: Talking Emerging Market Equities with Lazard Asset Management

Behind The Screens: Talking Equity with Barings

Behind The Screens: Talking Fixed Income with Capital Group

Behind The Screens: Talking Multi Asset with Ruffer

Behind The Screens: Talking Fixed Income with RBC Bluebay Asset Management

Behind The Screens: Talking Global Equity with Ninety One

Talking Markets with Mark Harries, Hugh Gimber & James Ashley

Behind The Screens: Talking Equity with Mirabaud Asset Management

Behind The Screens - Talking Equity with Janus Henderson Investors

Behind The Screens: Talking Global Equity with Evenlode

Behind The Screens: Talking Multi-Asset With BNY Mellon

Talking Markets with Mark Harries

Finding innovation and opportunity on the continent with Mark Denham

Finding hidden gems in the UK market with a bottom-up approach to investing

Implementing a market-neutral strategy through thematic investing

Is it contrarian to be a UK equities investor? We discuss with Fidelity's Alex Wright

Premier Miton’s Neil Birrell on risk management, market themes, and alternative investments

Building a portfolio for a range of outcomes with the Jupiter Merlin team

Talking inflation, policy shifts and economic lags with M&G Investments

Tech, trends, and trusts: Talking bottom-up stock selection with Invesco

Focus on the predictable: Talking bond selection with Baillie Gifford

Trump or Harris? A U.S. election special with Capital Group

Building tomorrow: Talking infrastructure insights with ClearBridge

Decoding US equities with Artemis

Multi-asset matters: Market learnings from LGIM’s Andrzej Pioch

Mapping out multi asset investing – the risks and opportunities

Finding income opportunities in unusual places: The case for Asia

Small caps spotlight: finding hidden gems in the UK market

Balancing returns and sustainability

From Asia to LatAm we unravel emerging markets

Are UK stocks on the up again?

A fund for change

The ability to suffer

Improving the balance

A better direction of travel

Who are you handing your money to?

Living up to expectations

Put yourself in the corporate treasurer's shoes

Behind the Screens: Are emerging markets ahead of the curve?

20: Will the squeeze ease?

Behind the Screens: Providing essential services to society

Behind the Screens: Higher forever?

Behind the Screens: Coping with challenges

Behind the Screens: Companies funding their growth

Behind the Screens: The yen as an old friend

Behind the Screens: A balancing act

Behind the Screens: The elephant in the room

Behind the Screens: Consume, create, connect

Behind the Screens: Determining the winners

Behind the Screens: No such thing as a no landing

Behind the Screens: Is the UK hiding its light under a bushel?

Behind the Screens: Lessons learnt from the past 10 years

19: An imperfect science

Behind the Screens: The physical world - overlooked and underinvested?

Behind the Screens: Europe and the energy transition

Behind the Screens: The lag of monetary policy

Behind the Screens: Nothing works all the time

Behind the Screens: Looking at retirement strategies differently

Behind the Screens: AI, crypto and challenging the status quo

Behind the Screens: Playing devil's advocate

Behind the Screens: 9 themes of sustainability

Behind the Screens: Japan - not the obvious choice…

Behind the Screens: More trouble to come?

20: Valuations, resilience and shifting sentiments

Behind the Screens: Investing for positive change

19: Bonds, banks and what's next

Behind the Screens: Time for the government to step up

Behind the Screens: A reminder for risk takers

Behind the Screens: European world class ideas

Behind the Screens: Blue Bond potential?

18: 2023 Expectations

17: Reasons to be cheery?

15: Making sense of markets

14: Impact of the interest rate hike

Responsible Pathway Live: Climate change, carbon mitigation and a just transition

13: Not all doom and gloom?

Responsible Pathway Live: Investing in mega trends

Responsible Pathway Live: Does economic security depend on nature?

Responsible Pathway Live: The role of responsible thematics

Responsible Pathway Live: Responsible Investment in Practice

12: Nowhere to hide?

11: Navigating Q1 2022

10: Inflation, productivity, Russia & Ukraine

09: Insights from the Industry

08: A spotlight on fixed income

07: Responsible - The benefits to Green Bond investing

06: Q3 2021 View from the Desk

05: Investing for the future

04: The inflation spike

03: Q2 2021 View from the Desk

02: UK sector snapshot

01: View from the Desk