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The Pulp Writer ShowEpisode 205: SILENT ORDER series Questions & AnswersIn this week's episode, I take a look back at my SILENT ORDER science fiction series, and answer twelve of the most common questions from readers about the books. TRANSCRIPT 00:00:00 Introduction and Writing Updates Hello, everyone. Welcome to Episode 205 of The Pulp Writer Show. My name is Jonathan Moeller. Today is June the 14th, 2024 and today we are doing a question and answer session on my Silent Order science fiction series. Before we get to that, we will have an update on my current writing progress and then Question of the Week. 2024-06-1721 min
Life On Your Terms with Jake RosenthalCreating A Real Estate Investment Strategy with Phil MoellerThere are definitely risks that come with investing your capital into real estate, but there are also massive returns. If you’re considering investing, but don’t want to make a wrong move, this episode is for you.
In this episode of Life On Your Terms, I talk with Phil Moeller of Moeller Real Estate about his journey into the real estate world, and how he was able to change his family’s life. By investing in real estate, Phil retired his wife so that she had more time with the kids. We also discuss...2024-02-2849 min
Life On Your Terms with Jake RosenthalCreating A Real Estate Investment Strategy with Phil MoellerThere are definitely risks that come with investing your capital into real estate, but there are also massive returns. If you’re considering investing, but don’t want to make a wrong move, this episode is for you. In this episode of Life On Your Terms, I talk with Phil Moeller of Moeller Real Estate about his journey into the real estate world, and how he was able to change his family’s life. By investing in real estate, Phil retired his wife so that she had more time with the kids. We also discuss...2024-02-2349 min
The Purpose Matrix#8 Take Action to Avoid Regret with Jake RosenthalSend us a textIn this episode, Jake Rosenthal talks us through the process of growing his career, but also building his real estate portfolio as well. Jake and Phil discuss the importance of putting full effort into your job to maximize what you learn, as you never know how you may be able to apply it in the future. We specifically get into short term rentals and why self-managing them can be so important to help with increasing revenue, reducing expenses and potential tax benefits as well (talk to your CPA). Jake explains what Lifestyle Desi...2024-02-2042 min
High School Insider with Mike Dyer | Cincinnati NKY SportsEast Central, Moeller football teams prepare to meet for a fourth consecutive seasonFriday night features an intriguing Ohio versus Indiana matchup Friday night at East Central High School. Undefeated East Central (2-0) plays host to Moeller (1-1) at 7:30 p.m. Friday at Trojan Field in the sixth meeting between the storied programs. It is the WCPO 9 Game of the Week. The WCPO High School Insider Podcast spoke with Trojans coach Jake Meiners along with senior running back Josh Ringer and senior linebacker Brayden Rouse. East Central, the reigning Indiana Class 4A state champion, has outscored its opponents 84-14 the first two weeks. Moeller de...2023-08-2918 min
The Shop: A Moto PodcastEp. 40 - John MoellerThis week we call shop moto pod friend John Moeller to check in on what’s he’s been up to and also let listeners learn more about him.2022-08-251h 17
Three Shots In16 - What’s in the Box?!In this episode about packages (not the genital kind), Jake & Jess take shots of watermelon Ivanabitch and 99 Bananas with their guest Katie.
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Talking Research01: View from the DeskIn the first episode of the series, Square Mile's Chief Distribution Officer, Steve Kenny, is joined by four members of our research team who will be offering insight on what they have been hearing from fund managers across the industry in 2021 so far.Hear from John Monaghan, Head of Research, Jake Moeller, Senior Investment Consultant, Paul Angell, Investment Research Analyst and Alex Farlow, Head of Risk Based Solutions Research as they share key trends and observations on key sectors; UK, Global Equity Income, Fixed Income and Multi-Asset. 👥 STAY IN TOUCH 👥Follow us on Link...2021-05-0722 min
The Sustainable Finance PodcastHow ESG Regulation Affects the Cost of CapitalJake Moeller, Senior Investment Consultant at Square Mile, talks about the dramatic increase in assets under management going into sustainable and responsible investment strategies globally since 2016, with 30%+ AUM in both the U.S. and Europe incorporating ESG analysis. Moeller and I discuss how Europe continues to be 5+ years ahead of the U.S. in enacting regulatory policies related to greenhouse gas reductions and achieving net zero carbon emissions. He explains how these policies are influencing corporate business models and the cost of capital today.2020-12-0227 min
WRBI RadioMeiners on EC win over Cincy Moeller, 090420East Central head football coach, Jake Meiners, chats with WRBI’s Jerry Stenger and Caz Burdette following his team’s impressive victory over Cincy Moeller…2020-09-0507 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Rajiv Jain, GQG Partners Global Equity FundIn this wide-ranging #FundManagerChat, Rajiv Jain, CIO of GQG Partners and Manager of the GQG Partners Global Equity Fund, discusses how he finds the opportunities in global equities markets. Rajiv explains what drove him to set up his own fund house after forging a successful career at Vontobel and outlines the key influences behind his unique and successful "quality growth" process. Rajiv also provides a summary of global equities markets and explains how his considerable experience with previous bear markets is helping him navigate the difficulties presented by the current Covid-19 crisis. Running O...2020-05-0729 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Unstoppable Rise of ESG–Ben Constable-Maxwell, M&G InvestmentsIn this #FundManagerChat podcast, Ben Constable-Maxwell, head of sustainable and impact investing at M&G Investments, shares his views on the increasing prominence that ESG, impact and responsible investing is taking on for investors and fund managers. Ben examines some of the challenges that fund managers face, particularly in quantifying and measuring criteria, and he outlines the key issues that groups should be prioritizing. Ben also considers some of the myths around ESG investing, how the Covid-19 crisis is giving prominence to these factors and what success looks like for an ESG-conscious fund manager. 2020-05-0619 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Keith Skeoch, CEO - Standard Life AberdeenIn this wide-ranging #FundManagerChat podcast, Keith Skeoch, CEO of Standard Life Aberdeen Plc, [SLA.L] discusses the impacts of the unfolding Covid-19 crisis on investments, the economy, companies and society. Keith considers the human elements of the crisis, and examines how it is driving changes to the way that investment firms and the industry, might operate in the future. Keith also provides a market and economic overview, reviews the policy responses to the crisis and considers what opportunities might present themselves for investors and fund management companies as the crisis recedes. Running Order2020-04-3029 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Dividend Income & Small Caps–James Lynch, DowningIn this #FundManagerChat, James Lynch, Manager of the Downing Monthly Income Fund, discusses how he finds the opportunities to source reliable dividend income from smaller companies stocks. He outlines the process and philosophy he has adopted and examines his recent performance outcomes. He also outlines his current portfolio positioning and discusses some of the difficulties and opportunities that are presented in the unfolding Covid-19 drama. Running Order Run Time Topic 00:25 Tell us a bit about Downing and why its private equity background important? 02:10 Tell us about the philosophy of your fund. Why does the...2020-04-2420 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Facing Challenges in this Market - Matthew Beddall, CEO, Havelock LondonIn this #FundManagerChat, Matthew Beddall, CEO of UK-based fund boutique, Havelock London, and manager of the LF Havelock Global Select Fund discusses the challenges of managing money during the unfolding Covid-19 crisis. Matthew outlines whether traditional style-biases and valuation metrics matter in the current volatility. He addresses recent performance and reveals the major considerations he is seeking in his stocks as the crisis continues. This is the quarterly newsletter referred to in this podcast can be found via this link. Running Order Run Time Topic 00:25 How difficult is it, and what challenges...2020-04-1415 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Staff Departures - BNY Mellon Global Income FundOn March 26, 2020, BNY Mellon announced that Nick Clay, one of the UK's best known equity income fund managers will be leaving the organisation. He is leaving with a number of his team to join a competitor. Mr. Clay currently runs the £5.2 billion (as at March 26, 2020) BNY Mellon Global Income Fund. In this podcast, Ilga Haubelt, recently appointed Head of Equity Income at Newton and Jon Bell, co-fund manager of the BNY Mellon Global Income Fund, outline how they intend to mitigate the potential impact of these departures. Running Order Run Time Topic 00:40 Ilg...2020-04-0331 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Economic Implications of Coronavirus - Shamik Dhar, BNY MellonIn this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM outlines the potential broad economic implications of the unfolding Coronavirus crisis. Within the context of this unfolding "human tragedy", Shamik considers the buy- and sell-side effects of this shock, outlines the efficacy of policy responses and assesses the potential impact the crisis might have on long-established economic theories and relationships. Running Order Run Time Topic 00:20 How do you go about interpreting this complex human crisis in economic terms? 02:19 How do economic shocks such as this manifest themselves over different periods of t...2020-03-1716 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Artemis Target Return Bond Fund–Juan ValenzuelaIn this #FundManagerChat podcast, Juan Valenzuela, co-manager of the Artemis Target Return Bond Fund, introduces this recent launch from Artemis and outlines the case for fixed income securities. Juan discusses the philosophy the fund, outlines the positioning of his portfolio and shares his views on the broader economic factors that are currently influencing fixed income markets. Running Order Run Time Topic 00:20 Outline the objective of the Artemis Target Return Bond Fund 01:15 What type of investor would be attracted to this fund? 02:30 How did you set your performance target? How confident are you that you...2020-02-1316 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Outlook 2020 - Maria Municchi, M&GIn this #FundManagerChat podcast, Maria Municchi, portfolio manager within the Multi-Asset team at M&G, shares her thoughts on the key drivers influencing her portfolio construction as we move into 2020. Running Order Run Time Topic 00:20 What is the impact of central bank and interest rate policy? 02:35 What is your view on global volatility? 03:35 How important are geopolitical issues at the moment? 05:20 What is your broad outlook for equities and bonds 09:00 What opportunities does ESG and Impact investing hold for you? 12:30 What should investors be wary of in 2020? What are some of the tailwinds? Maria...2019-12-3014 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The #Talkaboutblack Initiative and Asset ManagementIn this #FundManagerChat podcast, Justin Onuekwusi, Fund Manager and Head of Retail Multi-Asset Funds at LGIM and Darren Johnson, Chief Operating Officer – Listed Equites, Impax Asset Management outline the #Talkaboutblack initiative within the asset management industry and discuss where it fits within other diversity and inclusion initiatives. Running Order Run Time Topic 00:25 Outline the #Talkaboutblack initiative 01:55 Why are there so few black people in the asset management industry? 05:00 How do you go about generating change? 08:00 Where does #Talkaboutblack fit in with other diversity and inclusion initiatives? 10:00 Why is there a reluctance to talk about race? 12:25 How do...2019-12-1721 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Strategic Overview–Robert Almeida, MFSIn this #FundManagerChat podcast, Robert Almeida, Global Investment Strategist at MFS, and lead manager of the MFS Meridian Funds-Diversified Income Fund gives a thorough overview and outlook for the state of global investment markets. Robert also outlines how he is positioned in his portfolio, where he is finding opportunities for income investors, and reveals his thoughts on some of the head and tailwinds which confront investors at the present time. Running Order Run Time Topic 00:25 What is your view on current global central bank policy and interest rates? 01:25 What is your view on inflation...2019-11-2920 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: "Global Innovators"–Guinness Asset ManagementIn this #FundManagerChat podcast, Dr. Ian Mortimer and Matthew Page, co-manager of the Guinness Global Innovators Fund outlines how changing trends in corporate innovation are driving opportunities in the equities market. They examine the types of firms and industries which are driving intellectual change and how these themes manifest into consistent earnings as well as growth opportunities. They outline the current positioning of their portfolio, explain how they restrict their investment universe and the also provide a general outlook for the market. They also provide an overview of how ESG criteria fit into their investment...2019-11-2123 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Listed Real Estate Equities: KempenIn this #FundManagerChat podcast, Egbert Nijmeijer from Kempen and co-manager of the Kempen Global Listed Real Estate Fund outlines the case for global listed real estate companies. Egbert provides an overview of the asset class and outlines the benefits it can bring to an investor portfolio. He discusses where he and the Kempen team are finding opportunities in global listed real estate equities and areas that he is avoiding. He also outlines how he incorporates ESG into his portfolio and how this has impacted some of his stock selection. Egbert also provides an outlook for...2019-10-2322 min
Lipper Alpha Insight - Fund Manager ChatVideo: The Diversity Dividend–Lipper Fund Selector Forum 2019On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The second final panel of the morning was "The Diversity Dividend." The funds management industry has often been indicted as suffering from a lack of diversity in its workforce. This panel looked at the issues behind this charge and what is being done to address this issue. The panel discussed the various initiatives that the asset management industry is undertaking to improve diversity and outlined how improved levels of workplace diversity benefit shareholders and result in a more effective workplace...2019-10-0944 min
Lipper Alpha Insight - Fund Manager ChatVideo: ESG & the Fund Distribution Value Chain–Lipper Fund Selector Forum 2019On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The final panel of the morning was "ESG and the Fund Distribution Value Chain." The panel considered the influence of ESG throughout the mutual fund value chain from product manufacturer, gatekeeper, and fund distributor. It outlined how ESG criteria are able to add value for end investors without compromising potential returns. The panelists were: Mona Shah, Director – Investment Strategy & Research, Stonehage Fleming Chris Welsford – Managing Director, Ayres Punchard Investment Management Craig Bonthron – Equities Investment Manager, Kames Capital In this video of...2019-09-0940 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Keith Skeoch, CEO–Standard Life Aberdeen PLCIn this #FundManagerChat podcast, Keith Skeoch, CEO of Standard Life Aberdeen Plc, [SLA.L] discusses a wide range of issues currently influencing its business. Keith addresses the fund outflows and performance issues outlined SLA's recent half-year results and discusses the elements of its core business which are performing well. Keith also discusses the blend of SLA's business and how core and other listed assets are influencing key strategic decision making. Additionally, this interview covers the subjects of fee compression, cost cutting, geopolitical risks as well as some of the key opportunities Keith sees...2019-08-3017 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: North American Dividend Income–John Weavers, M&GIn this #FundManagerChat podcast, John Weavers, Manager of the M&G North American Dividend Fund outlines the case for U.S. dividends. John reveals the philosophy and process of underpinning his fund and explains how "Dividend Achievers" have been able to produce superior returns to the S&P 500. John also considers the types of opportunities he is finding in a market that is dominated by the noise of the China/ US trade war. He explains why he currently likes the U.S. healthcare sector and the payments industry. He also shares his views on the...2019-08-1616 min
Lipper Alpha Insight - Fund Manager ChatVideo: Future Directions for Fund Selection - Lipper Fund Selectors Forum 2019On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was "Future Directions for Fund Selection." In this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates a panel of fund selectors who outline their views on the changing nature and increasing prominence of fund research in light of the recent high-profile travails faced by Woodford Investment Management, increasing regulation and higher levels of scrutiny in the market. Panelists discussed their selection process, what makes a good fund investment...2019-08-1344 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Small Cap Equities: KempenIn this #FundManagerChat podcast, Jan Willem Berghuis and Maarten Vanken from Kempen and managers of the Kempen Global Small Cap Fund outline the case for global smaller company equities. Jan Willem and Maarten introduce the process and philosophy of their fund and outline how they distill a large stock universe into a compact and manageable portfolio. They explain the drivers of the fund's performance and reveal how despite its value bias, the fund has managed to out-perform in periods with differing market drivers. Jan and Maarten also discuss the importance of ESG criteria in the f...2019-08-0110 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Emerging Europe Equities, Aziz Unan–Mori CapitalIn this #FundManagerChat podcast, Aziz Unan, founder of Mori Capital and manager of the Mori Ottoman Fund and the Mori Eastern European Fund outlines the case for Emerging European equities. Aziz outlines the unique opportunities of his investment universe and discusses some of the risks inherent in Emerging Europe equities. He provides an outline of how his portfolio is currently positioned, why he is overweight Turkey and why he is currently holding a significant amount of cash in this portfolio. He also outlines the possible implications to his portfolio due to U.S. interest rate...2019-06-2018 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Senior Secured Bonds, Chris Sawyer–BaringsIn this #FundManagerChat podcast, Chris Sawyer, manager of the Barings Global Senior Secured Bond Fund, outlines his case for this asset class. Chris discusses how senior secured bonds differ to broader high-yield bonds and examines how their place in a company's capital structure affects their performance characteristics. He also outlines factors influencing his regional and sector positioning and explains his portfolio composition in the current interest rate and macroeconomic environment. Chris also considers the positioning of the business and credit-default cycle and how the extra protection offered by secured bonds may have been overlooked by t...2019-05-3013 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Diversity in Asset Management, Bev Shah - CEO, CityHiveIn this #FundManagerChat podcast, Bev Shah, founder and CEO of CityHive, discusses the current state of diversity and inclusion in the asset management industry. Bev explains how she came about to found the CityHive initiative and outlines how asset management firms can benefit from increasing workplace levels of diversity and inclusion. Bev considers the types and levels of meaningful change that the industry needs to adopt in order to improve their corporate scorecards. She also explains the importance of the role of education in encouraging a more diverse pool of potential asset management employees. 2019-05-1716 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Frontier Markets Outlook–James Johnstone, RWC PartnersIn this #FundManagerChat podcast, James Johnstone, of RWC Partners and lead fund manager of the newly founded RWC Next Generation Emerging Markets Equity Fund explains the key investment theses underpinning frontier markets in 2019. James considers how frontier markets should be differentiated against broader emerging market equities and the unique characteristics and opportunities they offer an investor. He outlines how RWC's thematic overlay contributes to the portfolio composition of his fund and where this is leading him for his stock selection ideas. James also outlines his current regional preferences in the portfolio, areas of the market...2019-04-2314 min
Lipper Alpha Insight - Fund Manager ChatUK Lipper Fund Awards 2019: Fund Manager Chat - Chris Bowie, TwentyFour AMAt the recent 2019 UK Lipper Fund Awards in London, TwentyFour Asset Management was the winning firm in the Absolute Return GBP Low category for 3 years. During the event, Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv caught up with Chris Bowie, the manager of the TwentyFour Absolute Return Credit Fund. In this short video interview, Chris outlines the factors contributing to his success. He outlines some of the challenges he faced in bond markets in 2018 and reveals some of the key factors contributing to his current portfolio positioning. About Chris Bo...2019-04-0502 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Opportunities in High Yield Bonds - Mike Scott, Man GLGIn this #FundManagerChat podcast, Mike Scott, lead fund manager of the Man GLG High Yield Opportunities Strategy explains his investment case for global high-yield bonds. Mike outlines how he is finding opportunities in global high-yield bond markets in the face of quantitative distortion by central banks, geopolitics and inflationary expectations. He discusses his current geographical preference for European and UK credit, how high-yield credit can still diversify against equities and how he believes he can continue to meet his performance target. Finally, Mike reveals some of the key issues that investors may be overlooking when de...2019-03-0515 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Outlook for Global Bonds–Pilar Gomez-Bravo, MFS Investment ManagementIn this #FundManagerChat podcast, Pilar Gomez-Bravo, Director of Fixed Income Europe at MFS Investment Management and lead manager of the MFS Meridian Funds Global Opportunistic Bond Fund sets out her case for global bonds. Pilar outlines how she is finding opportunities in global bond markets in the face of quantitative distortion, geopolitics and inflationary expectations. She discusses how her portfolio is positioned to take advantage of structural drivers she believes will keep bond yields down such as demographics, technology, the debt overhang and the Asian savings glut. Pilar also reveals how her fund has benefited from...2019-02-1317 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: 2019–Challenges for the Mutual Fund Industry–Jonathan Willcocks, M&G InvestmentsIn this #FundManagerChat podcast, we chat with Jonathan "Joffy" Willcocks, Global Head of Distribution at M&G Investments. Joffy outlines the key challenges and opportunities the mutual funds industry faces in 2019 and discusses some of the material trends and issues driving both investors' and firms' decision making. These include, regulatory pressures, product and market trends, fund flow and fee pressures, market volatility as well as technology disruption and firm consolidation. He also examines the potential future evolution of mutual fund providers, the importance of ESG and firm diversity and outlines why he is optimistic about t...2019-02-0419 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Mutual Fund Startup Revisited - Havelock London CEO, Matthew BeddallThis #FundManagerChat revisits startup mutual fund house Havelock London and reviews the LF Havelock Global Select Fund five months after launch. We first met Matthew Beddall, the CEO of Havelock London in February 2018 in a podcast. Here, he outlines some of the work that goes into launching a new mutual fund, discusses how his fund is positioned and reviews the unique "data science" process the fund uses to identify value in stocks. Matthew also outlines the typical style bias the fund has and provides a potential outlook for his portfolio in 2019. Ru...2019-01-2814 min
Lipper Alpha Insight - Fund Manager ChatLipper Alpha Expert Forum 2018: Macroeconomic Panel–A View to 2019How should investors position their portfolios for 2019? In this video from the Lipper Alpha Expert Forum 2018, a panel of high profile economists and investment strategists assessed the key macroeconomic influences of 2018. They then summarised the material issues that investors might consider as we move into 2019. The key points include: The outlook for inflation and global growth The effects of quantitative tightening and interest rate policy Regional opportunities in equities and bonds Potential macroeconomic risks and headwinds Summary of geopolitical risks The panellists are Shamik Dhar, Chief Economist at BNY Mellon Investment Management; Andrew Milligan, Head o...2018-12-3146 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Emerging Market Equities - Andrew Dalrymple, Aubrey CapitalIn this #FundManagerChat podcast, Andrew Dalrymple, fund manager of the Aubrey Global Emerging Markets Opportunities Fund at Aubrey Capital discusses why investors should keep their nerve in light of recent volatility in emerging market (EM) equities. In a fund that invests mainly in consumer facing stocks, Andrew outlines his preferred regions, discusses his views on relative valuations and shares his views on some of the "big-picture" macro events which are continuing to shape EM markets. Running Order Run Time Topic 00:20 What do you make of the fortunes of EM in 2018? 01:25 With the structural changes...2018-12-1709 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Case for U.K. Gilts– David Zhan, Franklin Templeton InvestmentsIn this #FundManagerChat podcast, David Zahn, Head of European Fixed Income at Franklin Templeton Investments, and manager of the Franklin U.K. Gilt Fund, puts forward the case for U.K. gilts. David outlines the opportunities an increasingly volatile environment is revealing for active gilt fund managers. He also looks at some of the key issues that are likely to affect the market as we move into 2019. These include quantitative tightening, global interest rate differentials and more locally, the potential impact of Brexit-related issues. Running Order Run Time Topic 00:22 Why are you keen on...2018-12-1110 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: European ex UK Equities–Tim Crockford, Hermes Investment ManagementIn this #FundManagerChat podcast, Tim Crockford, fund manager at Hermes Investment Management, outlines the objectives and philosophy of his Hermes European ex UK Equity Fund. Tim also discusses where he is currently looking for opportunities in the European equities market, what areas he is avoiding, and how his portfolio might be affected by current market developments. Running Order Run Time Topic 00:20 Tell us about the objective and philosophy of the Hermes European ex UK Equities Fund. 01:15 What is the "thematic framework" you use at Hermes Investment Management? 02:20 Where are you finding opportunities in Europe at...2018-12-0310 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Macroeconomic Outlook 2019, Shamik Dhar, Chief Economist–BNY Mellon IMIn this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM provides a summary of the macroeconomic issues he considers most material in 2018 and discusses how this is formulating his views as we move into 2019. Shamik also outlines some of the key issues and risks investors might consider in the New Year. Running Order Run Time Topic 00:20 What is your economic assessment of 2018 so far? 00:50 What do you see as the potential materially influential economic factors for 2019? 01:55 Where are we in the economic cycle? Are we "late cycle"? 02:50 Where do investment opportunities lie? 04:00 What...2018-11-2606 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Macro Update Q4 2018 with Patrick Armstrong, CIO-Plurimi Investment ManagementIn this podcast, Patrick Armstrong, CIO at Plurimi Investment Management provides an summary of the macroeconomic issues he considers most material in 2018 and outlines the factors he is currently considering as we move into 2019. Patrick also outlines some of the positions he currently holds in his portfolio. Running Order Run Time Topic 00:20 What have been the material macro factors influening your fund decision making in 2018? 01:22 Do you see ongoing volatility as a returning characteristic of the market? 02:20 What do you think the impact of the US/ China Trade War will be? 03:50 Where are we...2018-11-1906 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The (R)evolution of Exchange Traded Funds, Hector McNeil, HANetfIn this podcast, Hector McNeil, co-Founder and Co-CEO of U.K. based HANetf, provides a fascinating insight into the historical evolution of the exchange traded traded funds (ETFs) market in Europe. Hector outlines the importance of ETFs to smaller fund groups and how they, as a fund wrapper, allow them to come to market quickly and cost effectively. He also examines the benefits of the ETF structure to the end investor as well as considering the new types of ETF product that are coming to market. Finally Hector considers what types of ETF products we...2018-11-0515 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: UK Equities–Scott McKenzie, Saracen Fund ManagersIn this podcast, Scott McKenzie, fund manager at Saracen Fund Managers provides an overview of the philosophy and process behind the TB Saracen UK Equity Alpha Fund and outlines his views on the state of the U.K. equities market. Scott introduces boutique firm Saracen, reveals the current positioning of his fund and outlines some stock examples in the portfolio. He also considers some of the opportunities and challenges investors face in the U.K. market today how British companies are dealing with some of these challenges. Running Order Run Time Topic 00:20 Please outline...2018-10-2509 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Alex Ross, Premier Pan-European Property Share FundIn this podcast, Alex Ross, fund manager of the Premier Pan-European Property Share Fund, provides an overview of the philosophy and process behind his fund and gives a detailed outlook for European property shares. Alex outlines the benefits of listed property for an investor portfolio, examines some of the challenges and opportunities present in the asset class and explains how he is positioning his portfolio for the remainder of 2018. Running Order Run Time Topic 00:20 Outline the philosophy and objective of the Premier Pan-European Property Share Fund 01:13 What particular expertise does Premier have in this a...2018-09-1114 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2018: Fund Selection & the Due-Diligence ImperativeAt the recent Lipper Fund Selector Forum 2018, Jake Moeller, Head of Lipper UK & Ireland Research, chaired the keynote panel with Lucy Walker, Head of Third Party Funds at Sarasin & Partners, Victoria Hasler, Head of Fund Research at Square Mile Consulting and Tony Yousefian, fund analyst at FundCalibre. This panel covers the key due-diligence considerations that fund selectors address in their assessment of mutual funds. It is essential viewing for anybody who needs to understand how fund selectors operate and the current issues facing the fund industry today. Lipper is grateful to the Chartered Institute of Se...2018-08-3150 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Multi-Index, Justin Onuekwusi, LGIMIn this podcast, Justin Onuekwusi, fund manager with Legal & General Investment Management's (LGIM) Multi-Asset team, provides an overview of the philosophy and process behind LGIM's Multi-Index fund proposition. He outlines the important role a fund-of-funds structure can play for an investor and provides an overview of how his portfolios are currently positioned. Justin also shares his views on the global macro outlook and outlines his views for global equities, credit, interest rates and inflation. He examines how he is finding reasonably priced yield for his clients, where he sees global investment opportunities and shares some o...2018-08-0815 min
Lipper Alpha Insight - Fund Manager ChatLipper Podcast: Views from an Australian Wealth Manager - Richard Byrnes - RBA Financial Group In this podcast, Richard Byrnes, founder and principal of Australian-based financial planning company, RBA Financial Group, discusses issues facing the Australian financial planning industry. Richard shares his views on the Australian mutual funds industry, outlines how he selects mutual funds for his client base and reveals some of his preferred fund groups. He also discusses how he manages his clients' investment expectations, the increasing importance of ethical considerations in investing, and provides his assessment for the future of financial planning in Australia. He also discusses the current Royal Commission in Financial Services and outlines some...2018-07-2611 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2018: Diversity in Financial Services PanelThe financial services industry is one often indicted for a lack of employee diversity. At the recent Lipper Fund Selector Forum, Jake Moeller moderated a panel which examined this issue. The full panel is showcased here. Jake was joined by Bev Shah, founder and CEO of CityHive; Maike Currie, Investment Director at Fidelity; and Natalie Kenway, Deputy Editor at Investment Week. The panel outlined the importance and benefits of improving gender, sexuality, ethnicity, disability, and age diversity. Key points included: “Group think” is a huge risk to companies; improved diversity reduces this. Cognitive diversity shou...2018-07-2547 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Listed Infrastructure - Ben McVicar, Magellan Asset Management In this podcast, Ben McVicar, portfolio manager at Australian-based Magellan Asset Management, provides an overview of the philosophy and process behind Magellan's infrastructure proposition. He outlines the importance of global infrastructure securities in diversifying an investor portfolio, he examines the issue of liquidity in the markets and how listed infrastructure has matured as an asset class since the global financial crisis. Ben provides an outlook for the asset class, outlines the potential tailwinds and headwinds it may face, and how Magellan is positioning its portfolio as a result. Running Order Run Time To...2018-07-1916 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Australian Equities - Rhett Kessler, Pengana CapitalIn this podcast, Rhett Kessler, fund manager of the Pengana Australian Equities Fund at Pengana Capital, provides his current views on the state of Australian equities. Rhett discusses the personal philosophy which drives the stock selection process of his highly concentrated portfolio. He outlines the key factors for his stock selection process, highlights where he is currently finding value for his investors, and how he uses cash as a portfolio management tool. Rhett also outlines the fund performance over the last 12 months and and discusses some of the potential headwinds facing Australian equities. ...2018-07-0210 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Emerging Market Equities - Gary Greenberg, Hermes Investment ManagementIn this podcast, Gary Greenberg, head of Emerging Markets (EM) at Hermes Investment Management and manager of the U$4.4 billion Hermes Emerging Market Equities Fund provides his current views on the state of EM markets. Gary outlines where he is currently finding value for his portfolio and the key factors for his stock selection process. He highlights some of the macro "noise" that he believes may be distracting investors and points out the headwinds that are most significant for him. He also outlines issues around liquidity, capacity and how ESG considerations formulate part of his investment process.2018-06-2211 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Aberdeen Standard Investments in Australasia, Brett Jollie, Managing DirectorFollowing our recent podcast with Martin Gilbert, co-CEO of Standard Life Aberdeen PLC, we meet with Brett Jollie, the Managing Director of Aberdeen Standard Investments in Australasia, who outlines the Australian operation of the British-based fund manager. In this podcast, Brett discusses the particular nature of the A$2.8 trillion Australian investment market, and outlines the specific manufacturing capabilities and the nature of his firms distribution in the region. Brett also illustrates the opportunities which exist as a result of Australia's established compulsory pension regime, which product expertise is most popular and the impact the Standard...2018-05-2909 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: European Equities - Graham Clapp, RWC PartnersIn this podcast, Graham Clapp, fund manager of the RWC Continental European Equity Fund introduces his recently launched fund and outlines its philosophy and process. He discusses his current portfolio positioning, the opportunities he is seeing in European stock markets and examines some of his portfolio biases in mid-cap, technology and Spanish stocks. Graham also shares his outlook for European shares and discusses the potential headwinds that might arise in the region in 2018. Graham is chatting with Jake Moeller, Head of Lipper UK and Ireland Research, at Thomson Reuters in London, on March 5, 2018.2018-04-0614 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Martin Gilbert, CEO - Standard Life Aberdeen PLCFollowing the ground-breaking merger of Aberdeen Asset Management and Standard Life Investments in August 2017, co-CEO of the new entity, Martin Gilbert gives an update on how the merger has bedded down. In this podcast, he discusses how the firm is addressing some of the challenges posed by recent net fund flows and asset retention. He outlines the new partnership with Virgin Money, the relationship with Lloyds Bank and the sort of potential acquisitions the firm might assess in the future. Martin also discusses the challenges posed to the funds industry and what active managers need...2018-03-2115 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Challenges in the UK & European Funds Management - Steve Kenny, Kames CapitalIn this in-depth podcast, Steve Kenny, Director of Wholesale Business at Kames Capital, examines some of the complex and difficult business challenges currently facing the U.K. and European mutual fund industry. 2017 was a year where many fund groups were dealing with Mifid 2 implementation, but there is also a raft of other regulatory considerations facing fund groups. The uncertainty posed by Brexit makes the issue of pan-European fund distribution yet more complex. Mr. Kenny considers these issues within the framework of ongoing fund house and distributor consolidation, fee compression, costs and customer transparency. He also...2018-02-2715 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Vlog: Jake Moeller invites you to UK Lipper Fund Awards 2018Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper invites you to join him and winning funds at the UK Lipper Fund Awards on Wednesday March 14, 2018 in London. The Thomson Reuters Lipper Fund Awards recognize funds that have managed returns and volatility favourably compared with their peers over time. Join Jake and celebrate excellence with funds managers and firms who have added exceptional value for their investors. Register to attend here Disclaimer: This material is provided for as market commentary and for educational purposes only and does not constitute investment re...2018-02-2101 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Jon Gumpel - Brooks Macdonald Defensive Capital FundIn this podcast, Jon Gumpel, co-founder of U.K.-based investment management firm, Brooks Macdonald, outlines the Brooks Macdonald Defensive Capital Managed Fund. In an environment of rising interest rates, and the withdrawal of quantitative easing, Jon examines how the philosophy of this absolute return vehicle facilitates potentially better risk-adjusted outcome for investors concerned about higher levels of market volatility. Jon examines the types of opportunities Brooks Macdonald seeks for this portfolio, what performance outcomes investors should expect from the fund, and how Brooks Macdonald have been investing in the recent bout of market volatility.2018-02-2016 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Alex Araujo - M&G Listed Global Infrastructure FundU.K.-based fund house, M&G Investments, launched the M&G Listed Global Infrastructure Fund in October of 2017. In this podcast, its fund manager, Alex Araujo, outlines the philosophy and process of the fund, the expertise of M&G has in this area and argues the case for listed infrastructure within a client portfolio. Alex also considers the yield potential of the asset class, its diversification benefits and how the global listed infrastructure market has evolved since 2008. He discusses the recent Carillion collapse and where listed infrastructure stands within the ESG and passive investing framework. Finally...2018-02-1314 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Mutual Fund Start-Up. Matthew Beddall, CEO - Havelock LondonIn this podcast, Matthew Beddall, CEO and co-founder of the recently formed boutique fund manager, Havelock London, outlines the objectives and processes that underpin his soon-to-be-launched fund. The Havelock process promises to be a unique blend of intensive and highly focused data mining and analysis which will create an actively managed and concentrated portfolio of stocks with a value bias. In a highly volatile and consolidating fund market, Mr Beddall outlines the challenges - and opportunities - of launching a boutique operation in 2018. He explains how he expects his small, but highly qualified team to...2018-02-0609 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Keith Wade - Chief Economist, SchrodersIn this podcast, Keith Wade summarises a "remarkable" year from a macro-economic perspective and outlines how we might make sense of these events. He also reviews the potential market impacts of the US election results and outlines what investors should consider heading into 2017. Following his panel appearance at the recent Lipper Alpha Expert Forum in London, Keith Wade, Chief Economist at Schroders, sits down with Jake Moeller, Head of Lipper UK & Ireland Research Thomson Reuters on November 16, 2016. About Keith Wade Keith Wade is Schroders’ Chief Economist based in London. He leads th...2018-01-2405 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Phil Clark - Kames PropertyAccording to Thomson Reuters Lipper data, the U.K.'s real estate sector suffered nearly £3 billion of outflows in May 2016 (See Figure 1. below). A number of high profile commercial property funds have undergone revaluations and suspensions as the uncertainty following the British EU referendum "Brexit" result on June 24, 2016 continues. In this podcast, Phil Clark discusses some of the key issues driving concerns about the sector but is keen to put things into perspective.He paints a reasonably sanguine medium term outlook for property and believes that much recent investor reaction is not justified. He is t...2018-01-2413 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Sustainable Investing with Kames CapitalKames Capital is one of the UK's pioneers of ethical and Environmental, Social & Governance (ESG) investing having had a franchise in this space for 27 years. They have recently launched their Kames Global Sustainable Equity Fund as part of their wider ESG offering. In this video, Jake Moeller, head of Lipper UK and Ireland Research at Thomson Reuters speaks with fund manager Craig Bonthron and Head of ESG, Ryan Smith who outline where "sustainability" fits within the ESG framework and its importance to investors. About Craig Bonthron and Ryan Smith Craig Bonthron is an in...2018-01-2413 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Stephen Snowden - Kames CapitalStephen Snowden, Head of Credit at Kames Capital talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on October 3, 2016 in Edinburgh. In this interview, Mr Snowden discusses: Why he disagrees with recent commentator views on a corporate debt "bubble" Reaction of the market post "Brexit" vote Duration positioning within a "lower for longer" rate environment Concentration risk and central bank activity Outlook for credit heading into 2017 He also discusses his current portfolio positioning within the Kames Investment Grade Bond Fund. About Stephen Snowden Stephen Snowden is Head...2018-01-2309 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Phil Milburn & David Ennett - Kames CapitalPhil Milburn, Head of Investment Strategy - Fixed Interest and David Ennett, Head of High Yield at Kames Capital talk with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on October 3, 2016 in Edinburgh. In this interview, Phil Milburn discusses his return to Kames Capital after an extended illness and introduces David Ennett, a new hire to the Kames fixed income team from Standard Life Investments. The duo also outline the challenges and opportunities for the high yield bond market moving into 2017 and discuss positioning and performance of the Kames High Yield Bond...2018-01-2312 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Richard Dunbar - Aberdeen Asset Management2016 has presented huge macro-related challenges for investors. Richard Dunbar, Investment Director at Aberdeen Asset Management, presents his summary of how we should interpret these events. He also reviews the potential market impacts of the US election results and outlines what investors should consider as they we head towards 2017. Richard is speaking with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016. About Richard Dunbar Richard is a member of Aberdeen’s Economic and Thematic Research group. He joined Aberdeen in 2014 as part of SWIP heritage where he had been part...2018-01-2306 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Jonathan Davies - UBS Asset ManagementAs the world begins to digest the result of U.S. Presidential election, Jonathan Davies, lead portfolio manager of the UBS Currency Allocation Return Strategy, discusses the potential impact on markets. He examines how this election outcome relates to currencies, other macro-movers of 2016 and what investment opportunities or threats might manifest themselves moving into 2017. Jonathan is talking with Jake Moeller, Head of Lipper U.K. & Ireland Research at Thomson Reuters, in London on November 9, 2016. About Jonathan Davies Jonathan Davies is Head of Currency within UBS AM Multi Asset team, based in...2018-01-2309 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Peter Elston, CIO - Seneca Investment ManagersOn the day a new U.S. President is inaugurated, U.K. -based Seneca Investment Managers CIO, Peter Elston discusses how political and macro events in 2016 affected his asset allocation decisions. He examines what opportunities and threats investors might encounter in 2017. He also outlines Seneca's unique value approach to multi-asset investing, the outlook for sustainability of income and the importance of technology in today's investment environment. Peter is speaking with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on January 20, 2017. About Peter Elston Peter’s rese...2018-01-2312 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Vlog: Liquid Property with North Row Capital's Steven GrahameSteven Grahame, North Row Capital's portfolio manager for the IFSL North Row Liquid Property Fund ,talks with Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper on Thursday September 1, 2016 in London. The “Brexit” outcome in the recent EU membership referendum resulted in considerable disruption for U.K. commercial property funds. Many suspended trading following heavy redemptions. In this Vlog, Steven discusses how investors can improve liquidity within their property exposure. Look out for the full Fund Manager Briefing on LipperAlpha.com. 2018-01-2302 min
Lipper Alpha Insight - Fund Manager ChatThe Changing European Fund Distribution Landscape: Podcast - Philip Kalus, Accelerando AssociatesPhilip Kalus, Managing Partner of Accelerando Associates talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on Thursday September 28, 2016 in London. The European fund distribution landscape is changing. Europe has some 35,000 mutual funds in the Lipper database - a huge number compared with the U.S. It is facing threats from consolidation, digitisation and legislation. In this podcast, Philip Kalus outlines how these changes will impact fund groups; their marketing strategies and interface with intermediaries. He also looks at where opportunities might lie for fund houses who are willing and able t...2018-01-2310 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: European SMIDs with Mirabaud's Ken NicholsonKen Nicholson, Mirabaud's portfolio manager for its European Small and Mid-Cap suite, talks with Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper on Thursday August 11, 2016 in London. The "Brexit" outcome in the recent EU membership referendum isn't keeping Ken Nicholson awake. In this Vlog, he briefly puts forward the case for European small and mid-sized companies irrespective of prevailing macro and geopolitical breezes. The full Fund Manager Briefing on Ken's fund can be found here.2018-01-2302 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Simon Derrick, BNY Mellon Market StrategySimon Derrick, Head of Market Strategy at BNY Mellon, talks with Jake Moeller, Head of Lipper UK & Ireland Research - Thomson Reuters in London on November 3, 2016. 2016 has been a roller coaster year for investors with commodities led trauma in Q1 followed by uncertainty and volatility. Throw a "Brexit" outcome for the UK and Europe and a US Presidential election into the mix and there is much to digest as we move towards the New Year. In this podcast, Simon Derrick discusses: Key events of 2016 and macro impacts "Brexit" and the re-appointment of Mark Carney Central bank policy and "h...2018-01-2318 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Robin Stoakley - SchrodersRobin Stoakley, U.K Head of Intermediary at Schroders talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on Friday September 23, 2016 in London. Following a difficult start to stock markets in 2016, the year has continued to present a number of challenges to U.K. asset management houses. In this podcast, Robin Stoakley outlines, how Schroders view current market dynamics and is responding to challenges such as the "Brexit" vote, fee compression, robo-advice and more. About Robin Stoakley Robin joined Schroders in 1989. He transferred in 1996 to Schroders Asia in Hong...2018-01-2312 minLipper Alpha Insight - Fund Manager ChatFund Manager Chat: Martin Gilbert, CEO - Aberdeen Asset Management PLCIn this podcast, Martin Gilbert, the CEO of Aberdeen Asset Management PLC , talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on Thursday September 8, 2016 in London. In February 2016, we published a Fund Manager Briefing with Martin Gilbert. At that point, Aberdeen had suffered an annual drop in its share price of 46% on the back of ongoing travails with emerging markets. Today, its share price is back up to around 330p (see Exhibit 1. below) and Martin Gilbert shares some thoughts on the changing fortunes of Aberdeen and discusses the potential outlook for ongoing growth....2018-01-2312 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Patrick Armstrong - CIO, Plurimi Investment ManagersPatrick Armstrong, CIO of Plurimi Investment Managers, discusses the rise of global popularism, Brexit ramifications, and Trump vs Yellen on interest rates. He also discusses the strategy of central bankers, potential trade wars, and how he is positioning his Plurimi Diversified Dynamic Solution Fund in a complex macro environment. Patrick is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 9, 2017. About Patrick Armstrong Patrick is CIO and co-heads Plurimi Investment Managers. Previously Patrick spent 5 years as CIO at Armstrong Investment Managers, focusing on risk-controlled global macro mu...2018-01-2312 min
Lipper Alpha Insight - Fund Manager ChatDiversity in Funds Management: Bev Shah - Founder of City HiveBev Shah is the founder and managing director of City Hive - a networking group for women in the investment and funds management industry. In this podcast, Bev discusses some of the challenges she has faced as a mother of two children and a former high-profile fund selector in the U.K. She outlines the importance and benefits of companies pursuing work-place diversity and reveals her motivation in addressing the gender imbalance in financial services. Bev is talking with Jake Moeller, Head of Lipper UK & Ireland Research for Thomson Reuters in London on January 27, 2017 2018-01-2312 min
Lipper Alpha Insight - Fund Manager ChatFinTech Innovation: Julian Plummer, Managing Director - MidwinterFinTech "disruption" and innovation is a structural theme permeating and changing many aspects of the financial services sector. In this podcast, Julian Plummer, Managing Director and co-founder of FinTech company Midwinter discusses what this innovation means, how it is shaking up traditional companies and affecting business models. Julian also examines the impact of mobile technology, the role of robo-advice, looks at the latest FinTech trends emanating from Silicon Valley and how these might affect its ongoing evolution. Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters, interviewed Julian Plummer in Sydney, Australia on J...2018-01-1609 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: James Baker, Fund Manager - Chelverton UK Equity Growth FundIn this podcast, James Baker, Fund Manager of the Chelverton UK Equity Growth Fund, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on December 6, 2017. James outlines the objectives and processes that underpin his fund and discusses how his extensive sell-side experience provides a unique insight into his portfolio construction process. James also examines valuations of UK stocks and considers the outlook for corporate growth in this late-cycle environment. He also outlines his portfolio positioning and outlines why he favours technology related stocks. About James Baker...2017-12-1912 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The ESG Imperative - Andrew Parry, Hermes Investment ManagementIn this podcast, Andrew Parry, Head of Sustainable Investing at Hermes Investment Management, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on December 5, 2017. Andrew discusses how ESG criteria can no longer be overlooked by companies and investors alike. He examines how sustainability has become a global imperative for maximising investment opportunities rather than merely an ancillary issue. Andrew also considers the evolution of sustainable investing from its historical roots in ethical investing, how different asset classes benefit from stewardship and how passive investing can overlook these criteria. ...2017-12-1221 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Peter Fitzgerald - Aviva InvestorsIn this podcast, Peter Fitzgerald, Global Head of Multi-Assets at Aviva Investors, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on November 2, 2017. Peter discusses the outlook investors face in the light of the current macro-economic environment examining yield expectations, growth opportunities and his portfolio positioning in the current market environment. He also considers the understated inflation risk, what is driving interest in emerging markets and how increased passive investing is affecting the market. About Peter Fitzgerald Peter Fitzgerald is the Global Head of M...2017-11-1513 min
Lipper Alpha InsightFund Manager Chat: Richard Buxton - CEO, Old Mutual Global InvestorsRichard Buxton, Head of UK Equities at Old Mutual Global Investors discusses key macro influencers for U.K. equities, including Brexit ramifications, and the potential end of the bond market bull-run On the the day before Lloyds Bank makes its record profit announcment, he also outlines his favoured portfolio position in financials and why UK banks are in stronger positions than some European counterparts. Richard is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 21, 2017. 2017-02-2212 minLipper Alpha InsightFund Manager Chat: Patrick Armstrong - CIO, Plurimi Investment ManagementPatrick Armstrong of Plurimi Investment Management discusses the rise of global popluarism, Brexit ramifications, and Trump vs Yellen on interest rates. He also discusses the strategy of central bankers, potential trade wars, and how he is positioning his Plurimi Diversified Dynamic Solution Fund in a complex macro environment. Patrick is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 9, 2017. 2017-02-1012 minLipper Alpha InsightFund Manager Chat: Duncan Goodwin - Barings Global Resources FundAs oil trades over $50 from its $26 low in February 2016 and the World Bank forecasting a commodity price “surge” in 2017, Barings Global Resources Fund manager, Duncan Goodwin outlines the implications for commodities based equities. Duncan also outlines his current portfolio positioning, his views on the commodity super cycle and the constributors to his fund’s strong performance since February 2016. Duncan is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 2, 2017. 2017-02-0813 minLipper Alpha InsightDiversity in Funds Management: Bev Shah - Founder of City HiveBev Shah is the founder and managing director of City Hive - a networking group for women in the investment and funds management industry. In this podcast, Bev discusses some of the challenges she has faced as a mother of two children and a former high-profile fund selector. She outlines the importance and benefits of companies pursuing work place diversity and reveals her motivation in addressing the gender imbalance in financial services. Bev is talking with Jake Moeller, Head of Lipper UK Research for Thomson Reuters in London on January 27, 20172017-01-2712 minLipper Alpha InsightFund Manager Chat: Seneca IM CIO - Peter ElstonPeter Elston, Chief Investment Officer at UK- based Seneca Investment Management speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on January 20, 2017. He outlines how events in 2016 affected his portfolio positioning, how Seneca is preparing for the potential impact of the Trump presidency and the sustainability of income in 2017.2017-01-2012 minLipper Alpha InsightFinTech Innovation: Julian Plummer, Managing Director - MidwinterFinTech “disruption” and innovation is a structural theme permeating and changing many aspects of the financial services sector. In this podcast, Julian Plummer, Managing Director and co-founder of FinTech company Midwinter discusses what this innovation means, how it is shaking up traditional companies and affecting business models. Julian also examines the impact of mobile technology, looks at the latest FinTech trends emanating from Silicon Valley and how these might affect its ongoing evolution. Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters, interviewed Julian Plummer in Sydney, Australia on January 9, 20172017-01-0809 min
Lipper Alpha InsightChat with Jeremy Beckwith - UK Investment ConsultantIn this podcast, Head of Thomson Reuters Lipper UK & Ireland Research, Jake Moeller, speaks with Jeremy Beckwith.
Jeremy is a UK-based investment consultant and fund selector and is discussing, key structural macro drivers that may affect investor and fund selector decision making in 2017.
2016-12-2107 minLipper Alpha InsightChat with Jeremy Beckwith - UK Investment ConsultantIn this podcast, Head of Thomson Reuters Lipper UK & Ireland Research, Jake Moeller, speaks with Jeremy Beckwith. Jeremy is a UK-based investment consultant and fund selector and is discussing, key structural macro drivers that may affect investor and fund selector decision making in 2017. 2016-12-2107 minLipper Alpha InsightFund Manager Chat: Sustainable Investing with Kames CapitalKames Capital is one of the UK’s pioneers of ethical and Environmental, Social & Governance (ESG) investing. They have recently launched their Kames Global Sustainable Equity Fund as part of their wider ESG offering.
In this video, Jake Moeller, head of Lipper UK and Ireland Research at Thomson Reuters speaks with fund manager Craig Bonthron and Head of ESG, Ryan Smith who outline where “sustainability” fits within the ESG framework and its importance to investors.2016-12-0613 min
Lipper Alpha InsightFund Manager Chat: Sustainable Investing with Kames CapitalKames Capital is one of the UK’s pioneers of ethical and Environmental, Social & Governance (ESG) investing. They have recently launched their Kames Global Sustainable Equity Fund as part of their wider ESG offering. In this video, Jake Moeller, head of Lipper UK and Ireland Research at Thomson Reuters speaks with fund manager Craig Bonthron and Head of ESG, Ryan Smith who outline where “sustainability” fits within the ESG framework and its importance to investors.2016-12-0613 minLipper Alpha InsightFund Manager Chat: Keith Wade - Schroders Chief EconomistKeith Wade, Chief Economist at Schroders speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016. He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they head towards 2017.2016-11-2305 minLipper Alpha InsightFund Manager Chat: Keith Wade - Schroders Chief EconomistKeith Wade, Chief Economist at Schroders speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.
He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they head towards 2017.2016-11-2305 minLipper Alpha InsightFund Manager Chat: Richard Dunbar - Aberdeen AMRichard Dunbar, Investment Director at Aberdeen Asset Management speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.
He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they we head towards 2017.2016-11-1806 minLipper Alpha InsightFund Manager Chat: Richard Dunbar - Aberdeen AMRichard Dunbar, Investment Director at Aberdeen Asset Management speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016. He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they we head towards 2017.2016-11-1806 minLipper Alpha InsightFund Manager Chat: Dan Brocklebank - Orbis Investments UKIn this podcast, Dan Brocklebank, Director at Orbis Investments, UK talks with Jake Moeller, Head of Lipper UK & Ireland Research on November 4, 2016
The active and passive debate is an enduring one which also ties into the nature of fund management fees and charges. Dan Brocklebank outlines his views on key aspects of this debate and outlines the unique approach that Orbis investments adopts in order to align investor interests with those of the fund manager.
2016-11-1500 minLipper Alpha InsightFund Manager Chat: Jonathan Davies - UBS AMAs the world begins to digest the result of U.S. Presidential election, Jonathan Davies, lead portfolio manager of the UBS Currency Allocation Return Strategy, discusses the potential impact on markets.
He examines how this outcome relates to currencies, other macro-movers of 2016 and what investment opportunities or threats might manifest themselves moving into 2017.
Jonathan is talking with Jake Moeller, Head of Lipper U.K. & Ireland Research at Thomson Reuters, in London on November 9, 2016.2016-11-0909 minLipper Alpha InsightFund Manager Chat: BNY Mellon - Simon Derrick, Market StrategySimon Derrick, Head of Market Strategy at BNY Mellon, talks with Jake Moeller, Head of Lipper UK & Ireland Research - Thomson Reuters in London on November 3, 2016.
2016 has been a roller coaster year for investors with commodities led trauma in Q1 followed by uncertainty and volatility. Throw a “Brexit” outcome for the UK and Europe and a US Presidential election into the mix and there is much to digest as we move towards the New Year.
In this podcast, Simon Derrick summarises the material issues investors need to consider for the rest of the year and into 2017. 2016-11-0318 minLipper Alpha InsightFund Manager Chat: Stephen Snowden - Kames CapitalStephen Snowden, Head of Credit at Kames Capital talks
with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters
on October 3, 2016 in Edinburgh.
In
this interview, Mr Snowden discusses:
Why he
disagrees with recent commentator views on a corporate debt
“bubble”
Reaction
of the market post “Brexit” vote
2016-10-2009 min