Preview Mode Links will not work in preview mode

Lipper Alpha Insight - Fund Manager Chat

Dec 30, 2019

In 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...

Dec 17, 2019

In 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...

Dec 3, 2019

At the recent Lipper Expert Forum 2019 held in London, Andrew Milligan, Head of Global  Strategy at Aberdeen Standard Investments, sat on our macro-economic outlook panel.

We caught up with Andrew after Expert Forum in this short "vox pop" video. Here he reviews the key economic factors of 2019 and outlines the...

Nov 29, 2019

In 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...

Nov 21, 2019

In 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...