This is the first episode of A Fresh Take, an Investment Week podcast where we speak to people from all walks of life about how they see the asset management sector. In this episode, Kathleen Gallagher, features editor, speaks to four guests who represent the next generation of investment professionals and will share their thoughts on the world of investment and in particular the future of sustainability and ESG.
 
Anna Mercer, Square Mile
Bethan Dixon, Quilter
Michaela Crisp, Wombat Investing
Alex Monk, Schroders
 
And to mark the launch of our new series we did a special feature with Karis Stander, managing director of diversity initiative Investment 20/20.

A Fresh Take: Episode 1 - The ESG future

This is the first episode of Head to Head, an investment week podcast where we bring people from opposing sides of a debate to discuss their views. In this episode Kathleen Gallagher, features editor, asks is the exclusion of oil and gas companies still relevant for asset managers trying to assist the journey to net zero. Edward Heavean, head of sustainable investment at Montanaro and Paul Jourdan, CEO of Amati Global Investors join to share thoughts on either side of that debate.

Head to Head: Episode 1 - Are exclusions of oil and gas companies still relevant?

In this series Investment Week journalists are speaking to experts about their outlook for specific asset classes in 2022. 

In this episode on global equities, Features Editor Kathleen Gallagher speaks to:
•	Colin Graham, Head of Multi-Assets Strategies at Robeco
•	Virginie Maisonneuve, Global CIO Equity at Allianz GI 
•	Simon Edelsten, co-manager of the Mid Wynd International Investment trust

They discuss what will have the biggest impact on global equities and which regions and sectors they are most confident in.

2022 Outlook - Global Equities

In this series Investment Week journalists are speaking to experts about their outlook for specific asset classes in 2022.

In this episode on UK equities, reporter Elliot Gulliver-Needham speaks to:
• Simon Murphy, manager of VT Tyndall Real Income fund
• Andrew Bell, CEO of Witan Investment Trust
• Alexandra Jackson, manager of Rathbone UK Opportunities fund 

They discuss key themes and sectors they will be keeping an eye on for the coming year.

2022 Outlook - UK Equities

In this series Investment Week journalists are speaking to experts about their outlook for specific asset classes in 2022.

In this episode on emerging markets, deputy news editor Alex Rolandi speaks to:

• Heinrich Slabber, senior partner, Holborn Assets
• Lale Akoner, senior market strategist, BNY Mellon Investment Management
• Damien Buchet, CIO, Finisterre Capital, a boutique of Principal Global Investors

The guests discuss key headwinds facing emerging markets in 2022, including geopolitical risks and Covid-19, China’s influence on the world stage, as well as the challenges posed by global decarbonisation goals.

2022 Outlook - Emerging Markets

In this special outlook episode of A Fresh Take, Kathleen Gallagher, Features Editor at Investment Week, speaks to three young women from the industry discuss what asset managers achieved in 2021, what they would like to see in 2022 as well as what will impact markets and how other young people can get involved in the industry.


Our guests are:

•Celia Fraser – Insight & analytics lead at Capital Group 
•Chinmayee Thadakamall – Diversity Project Ambassador and executive recruiter at Sainty Hird & Partners
•Rahab Paracha – Sustainable multi-asset team at Rathbones

2022 Outlook - A Fresh Take

For the first episode of Head to Head in 2022 we looked at one of the biggest pinch points for investors so far this year – volatility in the technology sector. 

Figures show that while the S&P 500 is down 5.5% from the start of the year until 4 February, the Nasdaq 100 technology sector is down 12.3%. 

And the big names, like Facebook’s owner Meta, which saw $230bn wiped from its market value in a single day, and Netflix are causing some of the biggest ructions. 

Is it time to give up on the tech growth narrative? And what does this shift in market mean for different investing styles? 

Kathleen Gallagher, Features Editor at Investment Week speaks to Brandon Ladoff, fund manager at Polen Capital and Tatjana Puhan deputy CIO at TOBAM to discuss. 

Ladoff, co-manager of Polen Capital Focus US Growth, has a bottom-up strategy and holds big names such as Alphabet, Amazon, Meta, and Microsoft in the fund’s top ten. Indeed, Information Technology made up 41.8% of the fund’s portfolio, as of the end of last year according to the factsheet. 

Meanwhile, Puhan’s firm TOBAM believes in “maximum diversification” through a quantitative approach. The firm runs an Anti-Benchmark US Equity fund, according to the last available information, the fund held Netflix, which made up 1.5% of the portfolio, but none of the other big technology names.

Head to Head episode 2: Is it the end of tech's bull run and what does that mean for investors?

March 8 marks International Women’s Day and this year’s theme is break the bias. 

In recent years there has been more appreciation for the important role the asset management industry has to play in helping to forge women’s equality. 

Last month the FTSE Women Leaders Review highlighted the "robust and collective action" of investors and how it has been a "significant contributor to progress". 

So what is the industry doing to help break down barriers and what more do they need to do?

Kathleen Gallagher, Features Editor at Investment Week speaks to three women from the industry to discuss not just their engagement with external companies but also the evolution of the asset management industry when it comes to gender diversity and what they would like to see in the future.

Our guests are:
 
•Juliet Schooling-Latter, research director at Chelsea Financial Services 
•Stephanie Niven, global sustainable equity portfolio manager at Nintey One 
•Noelle Cazalis, fixed income fund manager at Rathbone Investment Management

A Fresh Take: International Women's Day

In this Investment Week podcast, deputy news editor Alex Rolandi is joined by four industry experts who discuss the challenges posed by the transition away from fossil fuels and what role investment can play to drive any necessary change, as well as how the unfolding tragedy in Ukraine could have a knock-on effect on net zero goals.

Our guests are:

•James Alexander, CEO of the UK Sustainable Investment and Finance Association
•Marianne Zangrl, head of ESG for fixed income at abrdn
•Paul Udall, lead portfolio manager on Lombard Odier’s climate transition strategy
•Tony Coveney, managing director and head of infrastructure asset management at ThomasLloyd

IW Podcast: Transitioning from fossil fuels

In this episode of Investment Week's Head to Head podcast Kathleen Gallagher, features editor at Investment Week, brings two experts together to discuss the investment case for China.

An unfortunate combination of factors have meant that China has lagged other equities this year, with the MSCI China index hitting a six year low in mid-March. While it has rallied somewhat since then, it was down 15.7% from the start of the year by 18 March. 

Headwinds facing China include, companies being at risk of being delisted in the US, Covid numbers on the rise, geopolitical concerns around Ukraine and ongoing challenges with the property developer Evergrande. 

However, there has also been news out of Beijing with the government saying it would introduce “policies that are favourable to the market”. This has led Credit Suisse and Citigroup to announce they are looking to purchase more Chinese stocks. 

To discuss these competing factors and the investment case for and against China more generally we are speaking to Jian Shi Cortesi, investment director at GAM Investment and David Rees, Schroders Senior Emerging Markets Economist.

Head to Head: China

In this episode of Head to Head, an Investment Week podcast, experts discuss the possibility of stagflation and recession. 

Kathleen Gallagher, features editor is joined by:
•	Silvia Dall’Angelo, senior economist at Federated Hermes International
•	Salman Ahmed, global head of macro and strategic asset allocation at Fidelity

They talk us through the difference between the two scenarios, what are the most important factors and players and how they are positioning themselves in the face of the uncertain future.

Head to Head: Stagflation v Recession

In this episode of Investment Week's A Fresh Take, Kathleen Gallagher, Features Editor speaks to: 
•	Araba Eshun, UK Head of Compliance at Gemini
•	Devvya Sharma, Invesco’s EMEA Diversity & Inclusion manager

They discuss the evolution of diversity in the industry, how cryptocurrency and fintech is playing a role and what more regulators, product innovators and the industry in general can do to boost diversity and inclusion.

A Fresh Take: The roles of crypto and regulation in diversity and inclusion

In this episode of A Fresh Take, Investment Week editor Lauren Mason takes a deep dive into inclusion within the asset management industry – specifically focusing on both the LGBTQ+ community, and those with physical and mental disabilities.

Speaking to two diversity and inclusion industry champions in each respective field, Mason and the guests discuss intersectionality - particularly communities that can sadly fall under the radar - and how asset management and wealth management firms can encourage their employees to bring their whole selves to work.

Our guests are: 
•Alexandra Haggard, head of product and investment services at Capital Group
•Matt Cameron, founder and global managing director of LGBT Great and a board member of the Diversity Project

A Fresh Take podcast: Intersectionality in the industry

In this episode of Investment Week's A Fresh Take, Elliot Gulliver-Needham, reporter, speaks to:
• Whitney Voute, head of investor relations at US Solar Fund 
• Jack Chellman, head of strategy and comms at the Global Returns Project
• Rev Andrew Harper, chief responsibility officer at Epworth Investment Management 
• Cam Bourne, head of product at The Big Exchange

They discuss how they began their careers, the evolution of ESG investing and how the industry needs to improve to attract younger and more diverse employees.

A Fresh Take: Ethical Investing

In this episode of Investment Week's Head to Head Valeria Martinez, senior reporter, speaks to: 
• Nils Rode, CIO of Schroders Capital
• Mark Dowding, CIO of BlueBay Asset Management

They discuss the outlook of the private market and if the 'Golden Age' has come to an end.

Head to Head: The future of Private Markets

In this episode of Head to Head, an Investment Week podcast, experts discuss the Japan's monetary policy and whether it is at risk of becoming in economic outlier.

Eve Maddock-Jones, features editor is joined by:
• Richard Kaye, fund manager at Comgest
• James Ayre, co-head of investments for CCLA

They talk us through the pros and cons of Japan's recent monetary policy decisions and the outlook for Japanese equities in the coming months.

Head to Head: Japan's outlier monetary policy

In this episode of Fresh Take, an Investment Week podcast, experts discuss social mobility in asset management.

Valeria Martinez, senior reporter, is joined by: 

• Baylee Wakefield, multi-asset portfolio manager at Aviva Investors
• Tara Clee, ESG analyst at Hargreaves Lansdown
• Lindsey Stewart, director, investment stewardship research at Morningstar

They discuss how they made their way into the asset management industry, whether the sector has done enough to encourage social mobility and how firms can break down socio-economic barriers to a career in investment management.

A Fresh Take: Social mobility in asset management

In this episode, Jayna Rana speaks to Rathbones’ David Coombs about geopolitical risk and what he is doing about it in his multi-asset range

Episode 34: Risk & portfolio protection

In this episode, Jayna Rana speaks to Hannah Strasser who co-founded and runs a women-led asset management boutique in the US.

Episode 33: Celebrating International Women’s Day

In this episode, Investment Week reporters Jayna Rana and Tom Eckett speak to industry commentators in the ETF industry about whether or not it can achieve another year as successful as 2017 and what challenges and opportunities it may face along the way.

Episode 32: ETF special edition

In this episode, Natalie Kenway speaks to founder of City Hive, Bev Shah, about the importance of gender diversity and equality and what more needs to be done to support women in the investment industry

Episode 28: Women in Investment

Discussing this month’s snap election and the potential impact of a hung parliament

In this episode, news editor Anna Fedorova speaks to JPMAM’s Stephanie Flanders about the surprise result of the snap election, and to Allianz Global Investors’ Steve Berexa about the lack of volatility across global stock markets.

Episode 27: Snap Election Special

Discussing the growth and impact of disruptive technologies

Following strong inflows into robotics and technology funds, Anna Fedorova speaks to ETF Securities’ Howie Li about why this has happened and how technology is reshaping industries and even investment decisions

Episode 26: Disruptive technologies

In this episode, reporter Mike Sheen speaks to Artemis’ Raheel Altaf about emerging markets while senior reporter Jayna Rana heads to Berlin for the 10th AllianzGI annual Asia conference

Episode 35: Emerging Markets special

Investment Week’s monthly podcast brings you insightful discussions and debates as our journalists interview people from throughout the funds industry and analyse the stories affecting our marketplace

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