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Eye of the Needle podcast
28 minutes | 5 days ago
#13 The spectre of rising inflation
With the help of Edward Al-Hussainy, Senior Interest Rate and Currency Analyst, and Adrian Hilton, Head of Global Rates and Emerging Market Debt, the Eye of the Needle team tackles the hot topic of potentially rising inflation, why it might happen, what it would mean for consumers, companies and investors, and how central banks might go about tackling it.
35 minutes | 12 days ago
#12 Covid-19: One Year On
In this podcast from the Eye of the Needle team, Toby Nangle, Global Head of Asset Allocation at Columbia Threadneedle Investments, reflects on the extraordinary year we’ve had – a year that challenged families, companies, markets, economies and governments. From the immediate market reaction and trends that have accelerated in the last year, to the outlook for inflation, interest rates and asset classes, Toby offers his unique insight on the huge and ongoing impacts of the coronavirus.
40 minutes | 2 months ago
#11 Global Sustainable Outcomes, and how Covid-19 could change the world for ever
In this episode we talk to portfolio manager Pauline Grange about global equities and investing in companies which, through their products or services, aim to address the world's biggest environmental and social challenges. We also look at the impact the coronavirus is having on the world around us and what this means for the future of societies and impact investing, and find out how Pauline is tackling the boredom of lockdown.
19 minutes | 6 months ago
#10 US election special: market impacts from a Biden or Trump victory
In this US election podcast special, Mark King and Carine Walker quiz Nicolas Janvier, Head of US Equities at Columbia Threadneedle Investments, on: how markets have behaved after previous elections; whether the Covid-19 crisis will affect the vote; and what might a Biden or a Trump win mean for markets and sectors.
11 minutes | 10 months ago
#9 Confronting Covid-19, short-lived value rallies and unprecedented stimulus
In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.
11 minutes | 10 months ago
#8 Covid-19, markets and monetary policy
In this lockdown episode from the Eye of the Needle team, we talk to Toby Nangle, Global Head of Asset Allocation, and Nadia Grant, Head of US Equities. They dive into the impacts on markets brought about by the global Covid-19 pandemic, what it’s like managing money in such an environment, and how they see the future for Multi-asset and US equities.
19 minutes | a year ago
International Women’s Day special
In this bonus episode we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.
33 minutes | a year ago
#7 European equities, Brexit and Blur
It’s episode seven, and we’re talking to Philip Dicken, Head of European Equities, and Mine Tezgul, European Smaller Companies Portfolio Manager. We take a deep dive into the European equity market, and how it might be affected by wider macro conditions, look at why smaller companies are so compelling, and talk about their long-term investment philosophies. We also find out what they’re watching and reading away from the office, and look at three things to do with your IFA this month.
54 minutes | a year ago
#6 Global equities, Porter’s Five Forces … and squid sandwiches
This episode we’re talking to portfolio managers Dave Dudding and Scott Woods from the Global Equities desk. They take a deep dive into the world of global equities, both small and large cap; talk us through their investment philosophies; discuss the benefits of competitive moats; and why company visits are so important. We also get into their favourite books and films and a north/south London football rivalry ...
33 minutes | 2 years ago
#5 Responsible investment, ESG … and Cider with Rosie
This episode we shine the spotlight on the hot topic of Responsible Investment, as we talk to Simon Bond, Director of Responsible Investment Portfolio Management. We take a deep dive into the world of social impact investment, discussing the difference between doing the right thing and doing the thing right; social bonds; and the declaration of a climate emergency. We also talk books, films and spreads for your bread ...
27 minutes | 2 years ago
#4 Being a bond obsessive, evaluating risk … and pizza
It’s episode four of our podcast and this time we’re chatting to Deputy Global Head of Fixed Income, Gene Tannuzzo. We discuss what it is that sets his asset class apart, how we approach risk, and our global perspective. He also makes a mockery of our 60-second challenge, discusses global supply chains, and reveals his favourite books and films.
39 minutes | 2 years ago
#3 UK equities, Brexit, mums' money and… Primal Scream
It’s episode three of our new podcast and this time we’re chatting to UK equity fund managers James Thorne and Phil Macartney, who co-manage the Threadneedle UK Mid 250 Fund. We discuss the volatility and opportunities in and around the UK market following Brexit and the current political situation, what makes the mid-cap market so interesting, and how they identify good quality businesses, as well looking at three things to ask your IFA this month.
20 minutes | 2 years ago
#2 Multi-asset, markets and... Murakami
In the second edition of our new podcast we chat to Multi-asset portfolio manager Maya Bhandari about her route into asset management, what multi-asset actually entails, market movements at the end of 2018, and her enjoyment of Japanese author Haruki Murakami. We also continue our quest to demystify the jargon-heavy world of investing with our ABC of investing.
26 minutes | 2 years ago
#1 US equities, Trump, tax cuts and… the Wu Tang Clan
In the first episode of our new podcast, US Smaller Companies Portfolio Manager Nicolas Janvier talks about his life in asset management, the factors that are a feature of his investing world – from trade and tax cuts to technology and Trump – and takes on our 60-second challenge.
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