Podcasts by Multi-Manager People Podcast

Avoiding the scrum from 2023-09-07T10:39:13

On the eve of the Rugby World Cup, Adam and Scott went up-and-under with Chris Fidyk of Pacific Asset Management on how to avoid the scrum of mega cap US equities. Having spent the past decade inve...

Hot Topix from 2023-07-04T10:10

This month Adam and Paul are in conversation with David Mitchinson from Japan equity boutique Zennor Asset Management. Long known as the ‘widow-maker’ trade, buying Japanese assets has been a fool’...

A coronation special from 2023-06-15T04:16

With eyes focused on the Coronation festivities we take a timely look at UK equities. Paul and Adam chat with Artemis’s Ed Legget – they discuss why the asset class has been out of favour for so lo...

A Swan in the year of the rabbit from 2023-03-29T07:16:58

In this month's podcast, Adam & Scott chat China equities with Man GLG's Andrew Swan. With state intervention, property woes and covid lockdowns now behind us, will equity markets run hard in the C...

Marking 2022's homework with Strategas Research Partners from 2023-01-18T05:45

We kick off 2023 with Strategas Research Partner’s Ryan Grabinski. Discussing what lies in store for the year ahead we chat markets, inflation and crypto. We also revisit our predictions for 2022 –...

Can dirty become clean? from 2022-12-14T10:32:07

Can dirty become clean? Adam and Scott sit down with John Teahan of Redwheel Value & Income Team. As large investors in energy, banks and commodities, John explains why he believes that owni...

Not-Gilty, Your Honour from 2022-10-28T04:35

Not-Gilty, Your Honour. In this podcast, Adam and Kelly judge the recent UK bond market moves with Allianz pairing Mike Riddell and Guarav Saroliya

The defence: Government pressures are a ...

UK energy Crisis - are renewables the only answer? from 2022-08-08T05:14:21

Could more renewable power capacity be the answer to soaring energy costs? Adam chats to Phil Kent and Max Gilbert of Gravis Capital Partners – a boutique asset manager specialising in long-term...

Perspectives on value – meeting Pzena Investment Management from 2022-05-30T06:00

Our recent (and much delayed) US research trip finished with a visit to New York and the offices of deep value specialist Pzena Investment. Adam and Scott chat to founder Richard Pzena about his...

Real Returns from Real Estate from 2022-03-30T04:52

Inflation is a hot topic and real assets in vogue so in this month's podcast, Adam and Paul chat with Simon Lee of LXI REIT. They explore how the team try to protect against inflation through lo...

Innovation, Income... Into China? from 2022-02-24T04:38:37

We explore income investing and innovation – two connected themes you may not ordinarily associate with Chinese equities. But Liontrust Asset Management’s pairing of Storm Uru and James Dowey do...

Marking 2021’s homework with Strategas Research Partners from 2022-01-31T05:59

Adam Norris and Anthony Willis with guest Ryan Grabinski of Strategas Research Partners

Building a Boutique pt IV - TwentyFour Asset Management from 2022-01-12T09:51

Adam Norris and Kelly Prior with guest Mark Holman of TwentyFour Asset Management

Building a Boutique pt III – Magallanes Value Investors from 2021-11-23T09:59:37

Adam Norris and Catherine with guest Iván Martin of Madrid based Magallanes Value Investors

Good COP, Bad COP – what is the chance of climate success? from 2021-10-18T08:47

Adam Norris and guest Vicki Bakhshi of BMO Global Asset Management

Good COP, Bad COP – what chance of climate success? from 2021-10-18T08:47

With world leaders set to gather in Glasgow for COP26, Adam chats with BMO’s Climate Strategist and former Downing Street adviser Vicki Bakhshi. Will governments commit to the actions necessary to ...

Building a Boutique pt 2 - Spyglass Capital Management from 2021-09-24T04:04

Adam Norris and Scott Spencer with guest Jim Robillard of Spyglass Capital Management

'Building a boutique' part 1 - Montanaro Asset Management from 2021-08-10T11:16

Welcome to the first in our 'Building a Boutique' mini-series! In these candid chats, we ask boutique founders their deepest secrets - motivations, mistakes and triumphs - and how each of these ...

'Truth or Myth' with Barings Emerging Market Debt from 2021-07-05T11:21

This month, Kelly and Adam play 'Truth or Myth' with Omotunde Lawal and Kawtar Ed-Dahmani of Barings Emerging Market Debt team. Tune in for their perspectives on which stereotypes are fai...

Biden's first 100 days, with a former US Ambassador from 2021-05-06T09:38

Time for something a bit different as Adam and Anthony chat with former US Ambassador to Germany, John Emerson.

John formed part of the Obama-Biden administration, so is able to off...

Watch Out, Beagles About! Contrarian views for the UK Market from 2021-04-21T10:14

In this month's podcast, Adam and Paul chat with Clive Beagles, manager of JO Hambro UK Equity Income fund. Find out why Clive believes the performance of the UK economy has been staggeri...

Live from Singapore with James Morton of CIM Dividend Income from 2021-03-11T09:42

This time round, Adam and Scott catch up with James Morton, manager of the CIM Dividend Income Fund. Based in Singapore, James’s portfolio contrasts markedly with those of many other Asian incom...

Finding Entrepreneurs in Japan with Coupland Cardiff from 2021-02-18T08:57

How do you find entrepreneurial spirit in a culture where commitment to a sole company is valued above all else? In this month's episode, Kelly and Adam discuss with Jonathan Dobson of Coupland ...

A Bond Oddity with Chris Bowie from 2021-01-18T04:28

Innovative at the time ‘Bowie Bonds’ eventually proved to be a duff note. In this podcast, Adam and Kelly talk to one of TwentyFour Asset Management’s fixed income ‘starmen’ Chris Bowie. ...

A sweep with Supermarket Income REIT from 2020-12-07T09:18

While many retailers have been hit by customers clicking to add to their baskets, supermarket aisles remain full of shoppers filling their trolleys by hand. In this episode, Adam and Paul...

Alternative data with Seb Jory of Tellworth Investments from 2020-11-10T10:17

Big data is often lauded for its potential power in investment management. But what about alternative data and its role in analysing individual companies? In our latest podcast, Adam and...

US Growth investing with Edgewood Management from 2020-10-15T10:24

Adam and Scott talk to Edgewood’s Alex Farman-Farmaian about his growth focused approach to investing in US equities. Insights include a fascinating anecdote around Jeff Bezos’s early ex...

A shock to the system from 2020-07-02T07:20

This month, Adam catches up with fellow team member Anthony Willis to make sense of recent market gyrations and to discuss their expectations for the second half of the year.

The p...

BMO Multi-Manager People Podcast from 2020-01-28T04:23

In this inaugural episode of the BMO Multi-Manager People Podcast, Kelly Prior and Adam Norris are joined by colleague and fund manager Anthony Willis to determine whether 2019 was a turning poi...