‘🎙️ In the latest Titan Square Mile ‘Behind The Screens’ podcast James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, discusses how he applies a long‑term quality‑growth approach in today’s volatile global markets. 𝐊𝐞𝐲 𝐭𝐨𝐩𝐢𝐜𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞: 🔹 The qualities James seeks in resilient, long‑duration growth businesses and how ideas are challenged through a broad … Continued
‘Rather than predicting how conflicts end, investors should focus on what they can change. The Iran conflict – and the geopolitical shifts that led to it – are affecting energy security to global stock market leadership. The implications are structural, not temporary, argues Head of Multi-Asset Investments, David Coombs.’ Rathbones on Geopolitics
‘Portfolio Manager Carlos Hardenberg recently joined Jonathan Davis, host of the Money Makers Podcast, for a wide-ranging discussion on current market dynamics. The conversation explores, among other topics, the ongoing impact of the Iran war on financial markets and implications for the investment trusts sector.’ The episode is available now on Apple Podcasts, Spotify, Amazon … Continued
In French: Rapport ESG Van Berkom In English: ESG Report Van Berkom
Insight Discovery has just launched their latest Third-Party Marketing (TPM) report, “based on a research project which we believe will be of particular interest to mid-sized and boutique investment management companies looking to raise capital in new markets The report examines the evolving role of third-party marketing firms across EMEA and APAC, and how investment … Continued
George Heber Joseph, CIO and CEO – Equity, ASK Investment Managers, speaks with Shailendra Bhatnagar of Business Today on market volatility, the West Asia crisis, the small-cap correction, and opportunities across domestic cyclicals, financials, construction, infrastructure, data centres and AI. Watch the full interaction here: Where to Invest Amid Middle East Crisis
CEO Forum – Replacing the Passive Playbook ‘Investors are going to need a higher exposure to real assets to offset the effects of inflation in the years to come. That’s one of the conclusions from the latest Asset.tv CEO Forum. Also under discussion: the future of active management and what the industry can do to … Continued
‘Continuity is the new catalyst. The Union Budget 2026–27 reinforces India’s commitment to macro stability and long-cycle growth. Here’s our perspective on how this shapes capital allocation and investment strategy ahead.’ India’s Union Budget Analysis
‘As the AI revolution really kicks into gear, several big-name stocks have soared above the rest of the market.’ Global Opportunities Fund Manager James Thomson explains why he’s using investors’ FOMO to diversify.
‘…Valesi outlines a picture in which the high yield market continues to offer a more attractive risk/return profile than investment grade. In his view, the ECB’s recent monetary policy has redefined the relative convenience between the two asset classes: the high yield spread remains “around 300 basis points, well above investment grade which is around … Continued