Oct 2

Full steam ahead for US small caps

Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives.For more insights, visit Viewpoint: https: ... Show More

10m 23s

Sep 25

Offering the best of active and passive investing in ETFs

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency.For more insights, visit Vie ... Show More

6m 25s

Sep 18

What has been happening in the food and agriculture sector?

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss ... Show More

9m 45s

Mar 2025

Talking Heads - US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. Fo ... Show More

10m 2s

Sep 12

Talking Heads – European small-cap stocks have the wind in their sails

After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of in ... Show More

7m 3s

Jun 2025

Talking Heads – What’s new in thematic investing? Check out our Barometer

Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Inv ... Show More

8m 13s

Apr 2025

Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More

9m 2s

Apr 2025

Talking Heads – Tariff turmoil clouds Europe’s economic outlook

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct ... Show More

7m 46s

Oct 2024

Talking Heads – European small caps to outdo large caps

Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager Mathieu Bernard tells Chief Market Strategist Daniel Morris on this episode of our weekly podcast. The favourable setting incl ... Show More

8m 6s

Aug 6

Talking Heads – Setting a course for investing in the rest of 2025

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More

8m 59s

Jul 18

Talking Heads – A look at the latest ETF flows

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest ... Show More

7m 19s

Jun 2025

Talking Heads – Which long-term themes are set to drive global equity markets?

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.For ... Show More

7m 25s

Mar 2025

Talking Heads – Time to unearth value stocks and diversify

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into a ... Show More

7m 51s

US small caps: looking beyond the near-...