Listen to the latest fund manager interviews conducted by Chris Partington and Chris Ralph Chief Investment Officer of St. James's Place Wealth Management.
Chris Partington and Chris Ralph - Chief Investment Officer, St. James's Place Wealth Management
Chris Partington and Chris Ralph, welcomes listeners to the Autumn 2016 edition of interviews with a number of our investment managers, discussing their views on markets and the outlook for their funds.
Polina Kurdyavko - BlueBay Asset Management
Polina Kurdyavko of BlueBay Asset Management highlights the key drivers for the success of emerging markets over the past year and why default rates may have peaked.
Ken Broekaert - Burgundy
The result of the UK’s referendum vote saw equity markets tumble, albeit briefly; Ken Broekaert of Burgundy describes how they were able to take advantage of the sudden drop.
Alistair Thompson - First State Stewart Asia
Alistair Thompson of First State Stewart Asia points to the introduction of policy changes by Prime Minister Modi’s government as a catalyst for renewed interest for Indian equities.
Sandro Näf - Capital Four
The macroeconomic backdrop can often blur an investor’s view: Sandro Näf of Capital Four explains how they are macro-aware but don’t let that lead their investment decisions.
Jim Hamel - Artisan Partners
Jim Hamel of Artisan Partners outlines how their ‘Garden, Crop, Harvest’ investment approach encompasses businesses with great potential as well as more established names.
Nick Purves - RWC Partners
As valuations continue to increase, Nick Purves of RWC Partners discusses the difficulties of finding new investment ideas in the current environment and the role of cash in the fund.
Chris Ralph - Chief Investment Officer, St. James's Place Wealth Management
Chris Ralph summarises the programme.
The value of an investment with St. James's Place is directly linked to the performance of funds selected and may fall as well as rise. You may get back less than the amount invested.