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| ARCHIVED |
| 20 November 2008 |
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Podcast
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| Fixed Income |
The most difficult periods for ‘sexier’ sectors typically see Fixed Income funds nudge their way back into favour, attracting investors simply by being dependable. This Conjecture will analyse the market in fixed return products and reveal which sectors’ bonds are offering the best value. |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Chris Iggo
- CIO – Fixed Income, AXA Investment Managers
Mike Zelouf
- Director of London Business and Investment Product Specialist, Western Asset Management - Part of Legg Mason Inc.
Bryn Jones
- Investment Manager, Manager of the Rathbone Ethical Bond Fund, Rathbone Unit Trust Management
James Mashiter
- Associate, Fund Research, Standard & Poor's
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| ARCHIVED |
| 16 October 2008 |
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Podcast
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| ETF |
More and more investors are likely to turn to exchange-traded funds, looking for value in markets or commodities that are thriving in the face of falling western markets. But which funds - and which underpinning markets - are most likely to provide increasingly elusive returns? |
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Alex Beveridge (Host)
- Editor-in-chief, Global Pensions and Professional Pensions, Incisive Media
John Davies
- Senior Director of Market Development & Institutional Business, Standard & Poor's Index Services – Europe
Dan Draper
- Global Head of Lyxor ETFs, Société Générale Corporate & Investment Banking
Deborah Fuhr
- Managing Director, Global Head of ETF Research and Implementation Strategy, Barclays Global Investors
Eleanor Hope-Bell
- Head of Wealth Management Sales , iShares
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| ARCHIVED |
| 18 September 2008 |
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Podcast
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| Emerging Markets |
As the UK, the US and other established markets face a challenging time, emerging markets will come to the fore to offer respite from the downturn. Several South American and Asian countries have seen dramatic growth over recent years, but will these economies continue to develop or will new markets begin to emerge? |
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Katrina Baugh (Host)
- Editor - IFAonline, Incisive Media
James Syme
- Head of Global Emerging Equities Team, Baring Asset Management
Grant Shotter
- Partner of HEXAM Capital , which is a 50:50 joint venture with Resolution Asset Management
Roberto Demartini
- Associate Director, Fund Research and Sector Specialist for Emerging Markets, Standard & Poor's
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| ARCHIVED |
| 11 September 2008 |
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Podcast
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| Asia debate |
With tiger economies such as Singapore, South Korea and Hong Kong complemented by an increasingly strong China and the rapidly developing Indian economy, there is potential for growth across the Asian region. But will Asia ex-Japan funds continue the dynamic growth that they have seen in recent years, and which countries are best equipped to maintain this performance?
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Fiona Barwick
- Director of Regional Research of Mondrian Investment Partners Limited, which manages the Lincoln Far East Trust on behalf of , Lincoln Financial Group
Ray Prasad
- Senior Portfolio Manager, Batterymarch Financial Management, part of Legg Mason Inc
Andrew Aikman
- Sector Specialist, Asia, Standard & Poor's
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| ARCHIVED |
| 04 September 2008 |
Listen Now
Podcast
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| Europe |
With 'new' Europe growing rapidly and ‘old’ Europe working to reform, the economies of the Continent have been strong performers in recent years. But how is Europe placed in the face of a global economic slowdown? This Conjecture debate will look at how the European investment market is changing and which areas offer the best value. |
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Katrina Baugh (Host)
- Editor - IFAonline, Incisive Media
Oliver Russ
- Managing Partner , Argonaut Capital is a 50:50 joint venture with Resolution Asset Management’
James Buckley
- Head of European Large Cap Equities, Baring Asset Management
Debbie Boys
- Associate Director, Fund Research, specializing in European Equities, Standard & Poor's
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| ARCHIVED |
| 19 June 2008 |
Listen Now
Podcast
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| Frontier Emerging Markets |
As emerging market economies such as China and Russia enter the mainstream, the hunt is on for their successors. There have recently been a number of fund launches in this space as fund managers see investment opportunities in under-analysed regions and companies. However, although the potential for investment in these countries is huge, what are the risks? We will be discovering which areas are p... [read more] |
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Katrina Baugh (Host)
- Editor - IFAonline, Incisive Media
Bryan Collings
- Managing Partner of HEXAM Capital and Lead Manager of the HEXAM Global Emerging Markets Fund, ‘HEXAM Capital - 50:50 joint venture with Resolution Asset Management’
Ray Prasad
- Senior Portfolio Manager - Batterymarch Emerging Markets Equity Fund, Legg Mason
Roberto Demartini
- Associate Director, Fund Research and Sector Specialist for Emerging Markets, Standard & Poor's
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| ARCHIVED |
| 05 June 2008 |
Listen Now
Podcast
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| Multi-Manager |
With research indicating that 50% of financial advisers plan to boost their multi-manager (MM) exposure in 2008, the future for these funds looks rosy. Of those planning to increase MM exposure, nearly half expect a 10-20% increase whilst one in five are predicting a 21-30% rise. What are the wider issues associated with using these broad investment vehicles and is managing expectations in the cur... [read more] |
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Sarah Godfrey
- Associate Director, Investment Division
Jason Collins
- Partner, Maia Capital - 50:50 partner with Resolution Asset Management
Aidan Kearney
- Co-Head of Multi-Manager Services, Credit Suisse
Glenn Meyer
- Director, Fund Research, Standard & Poors
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| ARCHIVED |
| 29 May 2008 |
Listen Now
Podcast
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| Europe |
Europe remains a complex and, in many respects, disjointed fund management market.
While the resurgence of some eastern European economies offers enormous potential for asset managers, and their clients, Europe is not yet a single market so problems remain.
The implementation of Markets in Financial Instruments Directive in November last year has made things easier but, in truth, a lot of firms ... [read more] |
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Monica Woodley (Host)
- Group Features Editor, Incisive Media
Barry Norris
- Argonaut Partner, Argonaut Capital is a 50:50 joint venture with Resolution Asset Management
Raj Shant
- Investment Leader; European Equities, Newton Investment Management
Debbie Boys
- Associate Director, Fund Research, specializing in European Equities, Standard & Poor's
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| ARCHIVED |
| 15 May 2008 |
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Podcast
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| Fixed Income |
The turbulence in global stock markets and plummeting equity values has forced investors to think carefully on where their money is best placed. While fixed income is often thought of as a safe haven, corporate bonds and gilts are seen by many as inappropriate in the current climate. Is fixed interest still the best play, or will investors find more value by holding currency or even pouring back i... [read more] |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Bryn Jones
- Investment Manager, Manager of the Rathbone Ethical Bond Fund, Rathbone Unit Trust Management
Mike Zelouf
- Director of London Business and Investment Product Specialist, Western Asset Management - Part of Legg Mason Inc.
Kate Hollis
- Fund Research and Head of Fixed Income, Standard & Poor's
Richard Hodges
- Associate Director, Active Fixed Income & Fund Manager of the Legal & General Dynamic Bond Trust, Legal & General Investment Management
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| ARCHIVED |
| 06 March 2008 |
Listen Now
Podcast
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| Cautious Managed |
This sector has been one of the biggest sellers in recent years due to the confusion in world markets – but what does the future hold? This debate will analyse the prospects for the Cautious Managed sector, have a look at the main funds in the area, and discuss the likely benefits/problems of having exposure. |
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Katrina Baugh (Host)
- Editor - IFAonline, Incisive Media
Philip Collins
- Fund Manager & Investment Director, Director of Investment Management , Newton Investment Management Limited
Glenn Meyer
- Director, Fund Research, Standard & Poors
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| ARCHIVED |
| 07 February 2008 |
Listen Now
Podcast
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| Absolute Returns |
Surely every investor wants their portfolios to produce absolute returns – but what are the best ways to achieve this goal? Is it worth considering specialist absolute return funds or can investors enjoy similar results from putting their money into long-established funds? |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Mark Lyttleton
- Fund manager, Merrill Lynch UK Dynamic Fund and Merrill Lynch UK Fund,
Randal Goldsmith
- Director, Fund Research, Standard & Poor's
Craig Inches
- Manager of the SWIP Absolute Bond Fund, Scottish Widows Investment Partnership
Neill Nuttall
- Managing director, CIO and head of the Global Multi-Asset Group, JPMorgan
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| ARCHIVED |
| 31 January 2008 |
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Podcast
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| Corporate Bonds |
For the past three to four years, bonds have been unpopular against a backdrop of surging equity markets, but as the credit crunch has brought a touch of uncertainty, many investors are looking to turn back to the security that bonds offer. Blue chip companies have started to return to the debt market and, while new issues look expensive, gains should be available for shrewd investors. So is now t... [read more] |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Paul Brain
- Investment Manager, Fixed Income, Newton Investment Management
Bryn Jones
- Investment Manager, Manager of the Rathbone Ethical Bond Fund, Rathbone Unit Trust Management
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| ARCHIVED |
| 29 November 2007 |
Listen Now
Podcast
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| Emerging Markets |
The term ‘emerging markets’ is used to describe a host of different areas but the real question is this: which of them will make investors money? The aim of this debate is to establish exactly which of these markets will perform the best over the coming year and which are best left alone. |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
James Syme CFA
- Head, Global Emerging Equity Team, London, Baring Asset Management
Bill Rudman
- Director, Asset Manager, Global Emerging Markets, WestLB Mellon Asset Management
Alec Young
- Global Equity Strategy for the US, Europe, and Asia, Standard & Poor's
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| ARCHIVED |
| 22 November 2007 |
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Podcast
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| Asia |
We’ve all read about the prospects for China and India, but surely this is a story that’s already been told? Is there really much prospect of the region delivering stellar returns going forward and, if so, in which countries should we be investing? |
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Linda-Jane Coffin (Host)
- Director - Head of Fund Ratings, Standard & Poor's
Khiem Do
- Head of Asian Equities, Baring Asset Management (Hong Kong)
Emma Lewis
- Senior Portfolio Manager , Lincoln Unit Trusts Managers
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| ARCHIVED |
| 08 November 2007 |
Listen Now
Podcast
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| Small Cap |
They have been the gems of the investment world, but for how much longer? Small-cap managers regularly boast about the sector’s long-term returns, but what are the prospects for the next 12 months? Are small companies better equipped to ride the storm? Will it out-perform the large-cap arena? Is it best to opt for UK small companies or are there better opportunities overseas? |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Marina Bond
- Manager of the Rathbone Smaller Companies Fund, Rathbone Unit Trust Management Limited
Paul Marriage
- Manager of the Cazenove UK Smaller Companies Fund, Cazenove Capital Management
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| ARCHIVED |
| 27 September 2007 |
Listen Now
Podcast
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| Multi Asset Investing |
Multi-asset funds are the latest craze to hit the world of investment but are they really suitable for everyone’s portfolios and can they honestly be relied upon to deliver decent returns regardless of the economic backdrop? This debate will look at the benefits of this style, analyse the relative merits of the specialist funds recently launched into this space and discuss the other ways of gett... [read more] |
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Sarah Godfrey (Host)
- Associate Director, Investment Division
Aidan Kearney
- Co-Head of Multi-Manager Services, Credit Suisse
Philip Collins
- Fund Manager & Investment Director, Director of Investment Management , Newton Investment Management Limited
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| ARCHIVED |
| 06 September 2007 |
Listen Now
Podcast
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| The end of the bull run? |
Having enjoyed an almost uninterrupted upward trend for the best part of four years, world stock markets have suddenly started to wobble on the back of the US sub-prime market’s collapse. But is the recent downturn anything more significant than a blip or will moves like the Fed’s decision to cut rates prove enough to paper over the cracks and keep the global economy booming? This debate will ... [read more] |
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