Talking Research

Listen to this Behind the Screens episode featuring Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, hosting Richard Kaye, Portfolio Manager of the Comgest Growth Japan Fund. Their discussion covers what truly differentiates Comgest’s quality growth approach, why Japan represents a structurally different opportunity today and how domestic investor behaviour, currency dynamics and overlooked domestic growth companies may shape long-term returns.  This podcast was recorded in April 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).  This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he speaks with James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, rated ‘A’ in the Academy of Funds. James shares insight into the fund’s long‑standing quality‑growth philosophy, the importance of balancing high‑conviction stock selection with portfolio resilience and how a dedicated “weather‑proof” allocation has helped navigate periods of market stress. The discussion covers navigating recent dislocations in technology and AI‑exposed stocks, managing concentration risk amid a dominant Magnificent Seven and identifying opportunities in hard‑asset, low‑obsolescence companies as global market regimes shift.  This podcast was recorded in March 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).  This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he sits down with Callum Abbott, Portfolio Manager on the A‑rated JPM UK Equity Plus Fund at J.P. Morgan Asset Management, to unpack how the strategy seeks to deliver consistent alpha in all market environments. Drawing on nearly a decade managing the fund, Callum discusses how he views the world from a UK equity point of view. He shares where he and the team see attractive UK opportunities and where caution remains. He also explains how their differentiated approach has driven the fund’s long‑term consistency, offering valuable insight for advisers and investment professionals navigating today’s uncertain UK equity market. This podcast was recorded in March 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).  This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.  👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join Gui Pampolin, Investment Research Analyst at Titan Square Mile, as he hosts Catherine Flockhart, Partner at Baillie Gifford, to discuss the Baillie Gifford Positive Change Fund, rated Responsible A within the Academy of Funds. She outlines how the strategy aims to deliver long-term growth alongside measurable real-world impact, highlighting opportunities across healthcare innovation and financial inclusion, as well as the role of emerging markets. Catherine also shares insights on navigating a more volatile backdrop, ESG integration and how they maintain a disciplined sell approach - offering valuable perspective for advisers assessing the role of impact investing within client portfolios.  This podcast was recorded in March 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).  This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.  👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen to this episode of Behind The Screens featuring Alex Farlow, Associate Director – Multi Asset Research at Titan Square Mile, and Tara Fitzpatrick, Fund Manager at Schroders. Together they discuss the Schroders Global Multi-Asset range, rated ‘Recommended’ on the Academy of Funds. They discuss the approach behind managing the Schroders Global Multi-Asset Portfolio funds, including how the team uses Schroders’ broad investment platform to access a wide range of asset classes and implement bespoke solutions. The conversation also explores the role of active management and alternatives in diversified portfolios, how the multi-asset team is currently viewing global markets and positioning portfolios, and the key questions clients are asking in today’s investment environment.  This podcast was recorded in February 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.  👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Tune in to our latest Behind The Screens podcast episode, hosted by Charlie McCann, Investment Research Analyst at Titan Square Mile. Charlie is joined by Stuart Rhodes, Head of Income Team at M&G Investments and Fund Manager of the M&G Global Dividend Fund, rated A in our Academy of Funds. Together they delve into the M&G Global Dividend Fund investment process, Stuart’s journey into fund management and his experience launching the strategy during the global financial crisis. The conversation also explores what differentiates the fund from peers, the macro and geopolitical trends shaping the team’s thinking today, and the key risks and opportunities they see across global equity income markets.  This podcast was recorded in February 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen in to most recent Behind The Screens episode where Amaya Assan, Head of Fund Origination at Titan Square Mile, is joined by Mark Denham, Senior Portfolio Manager and Head of Equities at Carmignac. Mark manages the FP Carmignac European Leaders Fund, rated ‘Responsible A’ in our Academy of Funds.In this episode, they explore Mark’s investment philosophy and the approach that underpins the strategy, including the key characteristics he and his team look for in European companies. They discuss the recent underperformance of quality stocks in Europe, where Mark is currently seeing the most compelling opportunities across IT, healthcare and financials, and how the portfolio is positioned against key regional risks. The conversation also touches on the outlook for the year ahead and concludes with a more personal insight into Mark’s interests outside of work.This podcast was recorded in February 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Tune into our most recent Behind The Screens episode where Henry Wix-Pollard, Investment Analyst at Titan Square Mile, sits down with Nicolas Trindade, Senior Portfolio Manager BNP Paribas Asset Management, to discuss the AXA Global Short Duration Bond Fund; rated ‘AA’ in our Academy of Funds. Their conversation explores the thinking behind the AXA Global Short Duration Bond Fund, how it is managed and the rationale behind its return target. They also cover the fund’s role within a broader portfolio, recent positioning, and Nicolas’ outlook for UK interest rates. The episode wraps up with a more personal look at life beyond the desk. AXA Investment Managers joined BNP Paribas Group in July 2025. Following the merger of AXA Investment Managers Paris and BNP PARIBAS ASSET MANAGEMENT Europe and their respective holding companies on December 31, 2025, the combined companies now operate under the BNP PARIBAS ASSET MANAGEMENT brand. This podcast was recorded in December 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen in on this Behind The Screens podcast episode, where Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, is joined by John Malloy, Co-Head of the Redwheel Emerging and Frontier Markets Team, and the portfolio manager of the Redwheel Emerging Markets strategy. Together they discuss the Redwheel Global Emerging Markets Fund; rated ‘A’ on our Academy of Funds.  Their conversation explores John’s journey into investment management and emerging markets, what differentiates Redwheel’s investment approachand how dispersion within emerging markets creates opportunities often missed by top-down investing narratives. They also discuss the impact of geopolitics, supply-chain realignment and the global AI investment cycle. This podcast was recorded in December 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Tune in to this Behind The Screens podcast episode, where Alex Farlow, Associate Director of Multi Asset Research at Titan Square Mile, is joined by James Mee, Co-Head of Multi-Asset Strategies at W1M, to discuss the Waverton Multi-Asset Income Fund and the Multi-Asset Growth fund range; both rated on our Academy of Funds. Their discussion explores James’ investment journey and career path, the philosophy and objectives behind W1M’s multi-asset portfolios, and the role alternative assets play in portfolio construction. The conversation also delves into the team’s current market outlook, how portfolios are positioned amid ongoing uncertainty, the key questions clients are asking today, and finishes with a more personal insight into James’s life beyond fund management. This podcast was recorded in November 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen to our latest podcast episode where Alex Farlow, Associate Director of Multi Asset Research at Titan Square Mile, is joined by Tom Stokes, Head of Multi-Asset Investment Specialists at Aviva Investors, to discuss the Aviva Investors Multi-Asset Core Funds (MAF Core); rated ‘Recommended’ in our Academy of Funds.Together they delve into the origins and management of the MAF Core range as it approaches its fifth anniversary, the role investment specialists play in supporting advisers, and the latest trends shaping multi-asset investing. Tom shares the key themes clients are focused on today, how the Multi-Asset team is viewing markets and positioning portfolios, and also offers a glimpse into his life beyond finance, including the career he’d pursue in another world.This podcast was recorded in November 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Delve into our latest podcast episode, where Gui Pampolin, Investment Research Analyst at Titan Square Mile, is joined by David Katimbo-Mugwanya, Head of Fixed Income at EdenTree to discuss the EdenTree Short Dated Bond Fund and the EdenTree Global Sustainable Government Bond Fund; both rated in our Academy of Funds.Together, they discuss David’s path into fixed income, the approach behind the EdenTree Short Dated Bond Fund and Global Sustainable Government Bond Fund, and how these strategies balance financial objectives with sustainability goals. David outlines current market risks and opportunities, portfolio positioning amid shifting rates. He also explains why today’s environment may favour active bond management.This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity ba👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen to this latest podcast episode where Alex Farlow, Associate Director of Multi-Asset Research at Titan Square Mile, sits down with Paul Niven, Head of Multi-Asset Solutions, EMEA, and Fund Manager for the F&C Investment Trust at Columbia Threadneedle Investments, discussing the Columbia Threadneedle Universal MAP Range Funds.Together, they discuss Paul’s experience managing the historic F&C Investment Trust, and the thinking behind the Columbia Threadneedle Universal MAP Range. Paul shares insights on current portfolio positioning, key market risks and opportunities, and why now could be a strong moment for active management.This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurr👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen to the latest podcast episode where Jake Moeller, Associate Director of Responsible Investment at Titan Square Mile, sits down with Jason Goins, Equity Porfolio Manager at Wellington Management, to discuss the Wellington Global Impact Fund. Together, they discuss how the Wellington Global Impact Fund balances sustainability with performance, the three core themes shaping its investments, and how impact is measured and reported. Jason also touches on portfolio diversification, key holdings, and his top takeaways for investors. This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future p👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen to the latest podcast episode where Amaya Assan, Head of Fund Origination at Square Mile Research sits down with James Donald, Head of Emerging Markets at Lazard Asset Management and Portfolio Manager of the Lazard Emerging Markets Fund - rated ‘A’ in our Academy of Funds.Together they explore Lazard’s investment philosophy, examples of emerging market opportunities, and how the team navigates key regional risks. James also shares insights into portfolio positioning, sector exposures, and the trends shaping their current investment outlook.This podcast was recorded in September 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Listen to the latest podcast episode where Scott Heaney, Investment Research Analyst at Square Mile Research sits down with Rosie Simmonds, Co-Manager of the Barings Europe Select Trust Fund – a fund focused on European small-cap equities and rated ‘AA’ in our Academy of Funds. Together they explore Rosie’s journey into investment management and what led her to specialise in European small-caps. The conversation covers the fund’s bottom-up, thematically unconstrained approach, how the team manages volatility, and what sets their strategy apart from competitors. Rosie also shares insights on current market themes, recent portfolio changes, and the structural biases that naturally emerge from the team’s investment process. This podcast was recorded in September 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Tune in for the latest podcast episode where Henry Wix-Pollard, Investment Research Associate at Square Mile Research sits down with Flavio Carpenzano, Investment Director at Capital Group, to discuss the Capital Group Global Corporate Bond Fund; rated an ‘A’ rating in our Academy of Funds.Together they delve into the fund’s philosophy as a pure play global investment grade corporate bond strategy, highlighting its distinctive structure and team-based approach. The conversation explores the analyst-driven process, the unique role of the Portfolio Investment Officer (PIO), and the key headwinds that have challenged performance in recent years.This podcast was recorded in August 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join us for the latest episode of Behind The Screens, hosted by Ittan Ali, research manager and lead analyst on alternatives for Square Mile, who is talking with Ian Rees, fund manager of the WS Ruffer Diversified Return Fund. They discuss the fund strategy’s approach to navigating market uncertainty while aiming to preserve capital and deliver consistent returns. Ian outlines the team’s long-term market view, how it shapes portfolio construction, and the process behind identifying opportunities as conditions evolve. The conversation also reflects on the fund’s performance through 2024 and into 2025, highlighting key contributors, detractors, and how the strategy stayed aligned with its core principles despite shifting market dynamics. This podcast was recorded in August 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join us for the latest episode of Behind The Screens, as Square Mile’s Investment Research Analyst, Gui Pampolin, is joined by My-Linh Ngo, Senior Director & Impact-Aligned Strategist and Harrison Hill, Co-Portfolio Manager of the BlueBay Impact-Aligned Bond Fund, which is rated a Responsible Positive Prospect and 3D Gold Impact strategy in our Academy of Funds. Together they discuss the fund’s mission to deliver positive environmental and social impact through investment-grade corporate bonds. The conversation explores the fund’s process and philosophy, the fund’s thematic approach across seven sustainability pillars, and how it navigates credit selection amid market volatility. My-Linh and Harrison also share insights on emerging market opportunities, and what differentiates their strategy in an increasingly competitive landscape.This podcast was recorded in August 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future retur👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join us for the newest episode of Behind The Screens, as Square Mile’s Associate Director of Responsible Investing, Jake Moeller, is joined by Deirdre Cooper, co-fund manager of the Ninety One Global Environment Fund.Together, they explore how the fund is tackling global decarbonisation, the fund’s approach to thematic investing and how Deirdre and her team navigate market shifts, sector biases and stock selection. Deirdre also shares her views on where she sees the most exciting opportunities in environmental investing.This podcast was recorded in June 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join us for the latest episode of Talking Research, as Square Mile’s CIO, Mark Harries, is once again joined by James Ashley, Head of Market Strategy at Goldman Sachs Asset Management, and Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management. Together, they explore whether the worst of Trump-related uncertainty is now behind us, how global central bank divergence is shaping investment strategy and where they see the most compelling opportunities and overlooked risks in today’s markets.This podcast was recorded in June 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he talks with Paul Middleton, Fund Manager of the Mirabaud Sustainable Global Dividend Fund. In this episode, Paul explores Mirabaud’s approach to sustainable income investing, how global themes shape the portfolio and why active management should be well positioned for the decade ahead. Paul also shares insights on market volatility, recent stock picks and how ever-changing global dynamics are influencing opportunities across regions.This podcast was recorded in June 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join Ittan Ali, Research Manager at Square Mile Investment Consulting and Research, as he talks with Luke Newman, Co-Manager of the Janus Henderson Absolute Return Fund.In this episode, they explore Janus Henderson’s approach to alternative investing—focusing on the Fund’s long-short equity strategy. With a track record of 29 consecutive profitable months from October 2022 to February 2025, Luke discusses how the managers look to navigate market volatility, balance core and tactical exposures, and generate alpha in both rising and falling markets.This podcast was recorded in June 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

Join Charlie McCann, Investment Research Analyst at Square Mile Investment Consulting and Research, as he speaks with Chris Elliott and James Knoedler, Fund Managers of the Evenlode Global Equity Fund.Together, they explore Evenlode’s strategy to global equity investing, current market volatility, the investment case for active management, and key investment sector themes including financials and technology. This podcast was recorded in May 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 touched on current market dynamics, including attractive valuations in European equities, opportunities in biotech innovation, and decision-making at times of pullbacks in stock-specific performance. Mark goes on to highlight how inflation still poses a risk to returns next year and explains how growth may be hampered should there be a surprise uptick in prices.01:33 What are you trying to do in the portfolio and how are you trying to construct it?03:03 European equities as an asset class have lagged over the last 18 months. Why do you think having exposure to them is a beneficial?05:25 Since we last spoke, your fund has performed well. What has been the key to that performance?10:17 You have a long-term outlook, but what have you changed in the last 18 months?15:22 What keeps you awake at night?18:08 Have you got an interesting fact or statistic from the last two weeks?This podcast was recorded in December 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 for unique insights. Mark explores in detail why he thinks, despite the negative perception of the UK’s market, there is so much domestic opportunity at the moment.01:14 As a UK fund manager running an active fund, how do you think about the UK equity market in terms of building the portfolio, getting your stock ideas, and what drives you on a daily basis?02:46 As you are not a momentum chaser, how do you generate returns in the portfolio?04:01 How do you work alongside your team?05:25 How do you find investable, underpriced growth companies?07:06 Can you describe the industry events you attend?08:02 If someone looks at your portfolio today, what kind of themes would they find? Or is it very stock-specific?10:36 What opportunities do you see arising from the higher cost of capital and rising interest rates compared to the low-interest-rate era of the last decade? How is this influencing the companies you invest in?11:30 Do you take macro factors into consideration when evaluating companies?12:26 What keeps you up at night when managing your portfolios?13:55 What causes you to sell a position in the fund?15:43 Do you have an interesting statistic or a fact you’ve come across recently that might pique the listeners' interest?18:07 Why should investors be considering the UK market, and what opportunities might others be overlooking?This podcast was recorded in November 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 identifying opportunities and evolving themes. Fawaz goes on to explore the power of a market-neutral fund, the ways to manage risk when markets present challenges, and how his team uses volatility to capture alpha.  01:36: What does it mean to be market neutral?02:31: What strategies do you use to build positions?03:03: How do you work with your team?03:48: When you’re running this portfolio, how do you manage risk to ensure you achieve market-neutral exposure and keep volatility at its target level?05:30: How do you come up with themes and how are they debated?06:56: With a market-neutral strategy, do you need volatility to create alpha opportunities?08:43: How do you identify changing thematics in the market?10:29: As a team, do you talk to company management or do you use management reports to inform investment decisions?11:34: Is there a new upcoming theme that is starting to look interesting?13:20: What keeps you awake at night?15:53: Is this the type of strategy to use when markets are at elevated levels?18:54: Do you have an interesting statistic that stood out to you from last week? This podcast was recorded in November 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 also looks at what fuels his investment decisions when he makes purchases outside of the UK and when increasing or reducing leverage in the investment trust.01:50: How do you use a contrarian view to manage your strategy?03:50: How do you work with your team and co-manager?06:10: What do you see as catalysts for reratings?07:54: What motivates your purchases when you go outside the UK?10:30: Does the investment trust portfolio look almost identical to the open-ended one?11:48: Has gearing added extra alpha for investors?12:25: Where are you finding opportunities?15:54: What keeps you awake at night?17:25: If there was a zero rate policy environment again, will it be more difficult for companies to start up and survive?18:59: What drives the decision to add or reduce gearing in the investment trust portfolio?This podcast was recorded in November 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 techniques that shape Premier Miton’s approach, before explaining his shock at the recent market price of gold and why he’s never been an investor in gold…Don't have time to listen to the full episode, jump to your favourite part:01:09: What does one of your normal days look like, and who does what within your team regarding research, meeting managers, etc?04:20: How do you invest in property and alternatives, given that they can be illiquid?06:54: If someone looks at your portfolio today, what industries, sectors, or themes would they see?09:55: When it comes to UK equities, do you have a bias toward small caps?11:30: As CIO and lead manager on this strategy, what is it that keeps you awake at night? 13:50: With the number of IPOs decreasing globally, is that reducing your opportunity set in finding companies that deliver the higher-quality growth you’re looking for?18:25: What’s an interesting statistic that you’ve seen recently?This podcast was recorded in October 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 on within the portfolios, the case for investing in gold and how they mitigate against big market dislocations. Also, don't miss the assets they wouldn't touch with a barge pole... 1:20: How do you work together as a team?3:40: When it comes to decision-making, how collaborative is the process?5:36: Where do your ideas come from?7:23: What themes currently run through your portfolios?10:39: How are Japanese companies using cash on their balance sheets to result in an uplift in value?11:58: Do you have any passive exposure in the portfolios, or is everything actively managed?12:45: What would you avoid right now? What keeps you up at night?15:49: Is the gold exposure a hedge against market drawdowns, or does it serve another purpose in the portfolio?17:30: Why don’t you hold more alternative assets like Bitcoin or infrastructure?18:49: Looking ahead, where do you think the best future opportunities might lie?22:08: Do you have an interesting statistic from the last couple of weeks?This podcast was recorded in October 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance should not be seen as an indication of future performance.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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. Richard also explored the health of corporate balance sheets and how corporates may cope if economic growth remains low.Don't have time to listen to the full episode, jump to your favourite part:00:59: How do you see the impact of inflation on policymakers unfolding over the coming months?03:20: Will rate cuts be affected by concerns about persistent inflation in areas like the services sector?05:25: How have you adjusted your portfolios in light of the trends you are observing now?07:43: Given the current political landscape, how do you think this will influence central banks’ behaviour?12:23: Given the high levels of government borrowing in the US and the UK, what is the current state of corporate balance sheets?15:17: If growth stays low, what would that mean for corporates?17:07: What’s keeping you awake at night?20:19: What’s an interesting fact you’ve come across recently that might catch our listener’s attention?This podcast was recorded in October 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 contrarian, valuation-based view.  She also explains how, along with her co-manager, they aim to deliver a 4% yield and make the most of the investment trust structure. Don't have time to listen to the full episode, jump to your favourite part:01:41: Since you are based in Singapore and your co-manager is based in the UK, how do you split your time and responsibilities?03:12: Do you now have a team of analysts researching and developing stock ideas?05:11: Asia is often seen as a growth market, so having an income bias is unusual especially when you are value-oriented. How does that translate into the companies you look at in Asia and Australasia?06:55: You pay a 4% yield, but not necessarily from portfolio income. How does that mechanism work, and how does it impact your stock selection process?09:35: What themes are you running in the portfolio and how do you determine those?12:07: With the recent rally in China, at what point do you decide to take profits or hold onto positions? How do you make that decision?14:07: Outside of China, where in Asia and Australasia do you see good opportunities?15:47: Gearing is another facility investment trusts have. When would you consider using it, and how do you think about gearing decisions?19:20: What keeps you up at night as a fund manager?20:43: What's an interesting statistic you’ve seen recently?This podcast was recorded in October 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 staggering statistic on the current level of UK government debt.  Don't have time to listen to the full episode, jump to your favourite part:01:09: How do you split the responsibilities, do you specialise in certain parts of the market?04:38: How does the portfolio look now and where are you finding opportunities?05:57: In terms of interest rate risk, what is your positioning now?07:00: How do you split your time?08:05: What keeps you up at night?14:40: Interesting statistic of the week?16:30: What do you think is the role of passive investments in Fixed Income?This podcast was recorded in October 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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.In this episode, we shift from our usual investment discussions to explore the geopolitical landscape, focusing on the upcoming U.S. election and its potential global implications. John will share insights on how both candidates are viewed, the possible effects of their policies, and the broader impact on the global economy and geopolitical stability.Don't have time to listen to the full episode, jump to your favourite part:01:25: How are both candidates viewed domestically in this unusual US election?05:53: How might the policies of each candidate influence voters? What could sway them to vote Democrat or Republican? 14:05: Is the American economy starting to take off again? 20:56: What do you think either a Harris or Trump administration would do next?26:17: Is there a risk that if Russia makes gains, NATO might react too late due to lack of investment, giving Russia room to expand its influence?30:41: How significant is the immigration issue in America?33:44: Will the arrival of either Harris or Trump impact the global economy; is the US still the key driver of global growth?38:41: Having worked for both the Clinton and Obama administrations, how do you see the role of social media in the increasing polarisation of politics?45:56: Where do you think the election will land?This podcast was recorded in September 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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. He discusses the fund's focus on generating income and growing value, the sustainability aspects of running an infrastructure fund and the importance of the asset class in today's market. Nick's stat of the week might also surprise you; how much energy do you think Nvidia's newest chip technology draws on to power the latest AI technology? Don't have time to listen to the full episode, jump to your favourite part:01:20: How do you and your team structure your day?05:16: How does the yield of the fund vary over time?07:15: Why should investors consider including infrastructure and real assets in their portfolios today?09:41: What are the key themes in the portfolio?13:36: How does your team think about the infrastructure needed to support data warehouses, especially given their high energy and power demands?16:53: What is it that keeps you up at night?This podcast was recorded in September 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 allocation, and how the ever-changing political landscape impacts the risk profile of his portfolios. Tune-in to discover why US equities hold significant appeal and what future opportunities lie ahead for investors.Don't have time to listen to the full episode, jump to your favourite part: 01:14: How do you balance your time between research, internal meetings, and other commitments? 09:00: Is indexing always the best approach for US exposure?09:31: What keeps you awake at night?14:10: What factors might lead you to reconsider an investment position?16:00: Do you have an interesting statistic of the week to share with our listeners?20:02: Can you highlight some of the future opportunities you're exploring?This podcast was recorded in June 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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. Don't have time to listen to the full episode, jump to your favourite part:01:38: What have you learned from markets over the past twelve months?04:07: Is there still a chance of a recession in the second half of this year?05:55: How is your portfolio positioned relative to your long-term strategic asset allocation, and might that change with upcoming elections and other factors over the next six months?10:36: Have you adjusted your portfolio's duration given current interest rates, or have you kept it neutral?11:40: Regarding SDR and the anti-greenwashing rules, are you considering labelling the funds, and would that require changes to your portfolio construction?15:14: Do you have an interesting statistic to share?17:01: Do you seek specific tracker funds for more exposure in areas like technology, or is that too risky given your risk controls and volatility management?This podcast was recorded in June 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 risk profile of the portfolios and why record numbers of applications for new businesses in the US could indicate a brighter horizon for investors. Don't have time to listen to the full episode, jump to your favourite part: 01:19: How big is the investment team behind the MyMap range of funds and how do you split your time?04:30: What was the rationale behind creating an actively managed range of passive investments?06:13: What themes do you have within the strategy?09:50: What keeps you awake at night?11:50: Will this year’s US and UK elections play a role in your discussions about tactical asset allocation?13:43 Do you have an interesting statistic of the week to share with our listeners? 16:10: What do you think are the future opportunities for investors?This podcast was recorded in June 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 investors. Don't have time to listen to the full episode, jump to your favourite part: 01:10: How do you and your co-manager Sam Konrad split your time during the day? 02:37:  On average, how many holdings are in your portfolio?03:24: Why should people consider Asia as an income option in their portfolios?07:50: Besides tech, are there other significant themes in your portfolio?09:44: What keeps you awake at night?11:10: Do you have an interesting statistic from this week for our listeners?12:20: How significant is your exposure to China in the portfolio?13:33: Where do you see future opportunities and developments in the region?This podcast was recorded in May 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 small caps market changed over the last 12 months? 3:13: Regarding the companies you're currently investing in. Are they meeting expectations?8:18: Do you think there is still significant work for the British government to do in terms of encouraging investors into the UK equity public market?11:04: What are the key themes in the portfolio?19:05: Do you have any interesting statistics?This podcast was recorded in May 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 full episode, jump to your favourite part:01:24: What was the rationale behind launching this strategy, and how does it fit within the market?02:40: How do you identify and measure the impact of your holdings in the portfolio?04:01: How do you select the companies you invest in?05:27: How does your team typically spend its days and weeks?10:37: What keeps you up at night?11:58: Can you provide examples of companies or sectors you’ve chosen not to invest in due to greenwashing concerns?13:42: What interesting statistic have you heard this week that you think our listeners would enjoy?15:31: Where are you seeing the most interesting opportunities for investors?This podcast was recorded in May 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 full episode, jump to your favourite part:01:20: How easy is it to find profitable companies at reasonable valuations in the EM region? 02:20: From your perspective, how has it been managing emerging markets with a value-focused approach?05:40: Which sectors or countries are you finding profitable companies in?09:11: Would a return to 3% to 5% inflation and corresponding interest rates benefit quality undervalued companies in emerging markets?10:33: How do you divide your tasks with your team between research and meeting with managers?14:05: What are the key themes in the portfolio?18:05: Do you have an interesting statistic from the last week?This podcast was recorded in May 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 statistic on English sparkling wine – 1 in 7 households now drink one brand in particular. Tune in to find out which one. Don't have time to listen to the full episode, jump to your favourite part:01:42: What is your view on the UK market as a UK income manager?03:02: How do you view small-cap companies in the UK market?05:42: Do you think government initiatives will be enough to bolster smaller-cap UK stocks, given their growing popularity?07:08: What are the key themes in the portfolio?10:04: What keeps you up at night?12:52: Do you buy companies that don’t have a good yield on that basis? 16:52: Do you have an interesting statistic from the last week?This podcast was recorded in April  2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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 environmental challenges and how Wellington focusses on creating a real impact for positive change.Don't have time to listen to the full episode, jump to your favourite part:01:14: Can you give us an elevator pitch on what the Wellington Global Impact Fund does and what an investor in your fund can expect to be investing in?02:35: Can you run us through the key themes you think about with regards to the fund?03:12: How is the portfolio currently positioned? 04:25: How is the team structured? 08:00: How do you evidence impact? 09:30: How much have you seen the fund evolve over its 10-year history? 14:10: What keeps you up at night?16:00: Tell us an interesting statistic for the weekThis podcast was recorded on Tuesday, 23 April  2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

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-rated TM Redwheel Global Equity Income fund. Speaking with Jock Glover, Nick discusses the recent economic theory dominating market environment, as well as how a company's ability to suffer can protect its competitive advantage.  Don't have time to listen to the full episode, jump to your favourite part:01:10 - How do you see how you invest panning out over the coming months and years.03:50 - How important are valuations vs. short term earnings numbers?06:00 - How do you find exposure to these themes in the portfolios?07.35 -What keeps you up at night?12:10 - How is your portfolio positioned to defend against the risks?14:30 -  How do you and the team make decisions?16:30 - An interesting statistic (or two) from the week.This podcast was recorded on Tuesday 9th March 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

"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 finding quality companies is this week's Behind the Screens guest,  Benjamin Moore, portfolio manager of the A-rated CT European Select fund. Speaking with Jock Glover, Ben highlights the opportunities they are finding in healthcare and luxury goods, as well as the influence of the market backdrop has on portfolio positioning.Don't have time to listen to the full episode, jump to your favourite part:01:00 - What are the opportunities in European equities?02:00 - As a quality growth manager, what sectors and companies do you see as a good opportunity?04:20 - What is it about things like healthcare and luxury goods that you particularly like about them? 06:55 - What does the team look like?07:50 - How do you split your time?10:05 - What keeps you up at night?11:05 - What impact does the macro have on your positioning?13:40 - An interesting statistic from the week.This podcast was recorded on Thursday 14th March 2024. 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 be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

"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 thought of as the reserve of equity funds, there is an important role to play for fixed income managers in tackling the sustainability challenges facing the planet. This week, Jock was joined by David Katimbo-Mugwanya, EdenTree's Head of Fixed Income and manager of the Responsible A-Rated EdenTree Responsible and Sustainable Short-Dated Bond fund to discuss what their 'Performance with Principles' ethos means in practice and how they engage with companies. David goes onto to explain how they have been working with water companies to tackle the environmental standards of the UK's rivers, and how they aim to lend to the best in class.Don't have time to listen to the full episode, jump to your favourite part:01:25 - EdenTree's ethos is 'Performance with Principles', what does this mean in reality?03:00 - For a bond fund manager, do you get to pick and choose which bond issuance you want to be involved in?05:15 - How do you engage with companies?07:55 - How is your portfolio positioned?11:50 - What keeps you up at night?16:35 - An interesting statistic for the week.This was recorded on Friday 1st March. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!

For any investor, there has to be trust in the people you are handing your money to and for the team behind the Responsible AA-rated Stewart Investors Asia Pacific Sustainability fund, this couldn't be more true.The fund's co-manager, Doug Ledingham, joined us on this week's episode, sharing the value they place on building trust and why 80% of their holdings will have an economic steward who is aligned with their approach to risk, time horizon and is passionate about building a business that will do better. Speaking with Jock Glover, Doug outlines the fantastic opportunities in India and the importance of their bottom up approach. You can find out more about the sustainable development stories of the companies the team invest in using their Portfolio Explorer tool. Don't have time to listen to the full episode, jump to your favourite part:01:05 - How does your sustainability approach differ?03:20 - Does this mean that the portfolio is of a higher quality than peers in your universe?06:15 - Where are the opportunities in Asia today?08:45 - And what about India?10:15- How does the team work together?12:30  - What themes are you running in the portfolio?14:40 - What keeps you up at night?16:50 - An interesting statistic for the week.This podcast was recorded on Wednesday 6th March. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.👥 STAY IN TOUCH 👥Follow us on LinkedIn.Subscribe to our monthly newsletter.Thank you for listening!