DWS Xtrackers: ESG & ETFs
September 10, 2020
Lawrence Gosling speaks to Bhaven Patel and Zeb Saeed from DWS Xtrackers, the ETF division of DWS Investments, to discuss ESG and the issue of accessing the associated investment themes through ETFs.
Welcome to Portfolio Adviser Link, where we bring you the news, the views and the latest insights from top fund managers and discuss how they are positioning their portfolios.
The videos are divided into series according to different themes or asset classes and we will be releasing new videos regularly.
If you have any questions about Portfolio Adviser Link, please email Georgina.walters@lastwordmedia.com
Downing Fund Managers: VT Global Investors Fund
September 10, 2020
Lawrence Gosling speaks to Downing Fund Managers' Anthony Eaton about the newly launched VT Downing Global Investors Fund. They discuss why the fund focusses on companies that address the wants of ...
Invesco: Delivering Income in 2020 and beyond
July 23, 2020
Lawrence Gosling speaks to Ciaran Mallonat Invesco about the investment landscape for income investors amidst the current pandemic and subsequent dividend cuts.
Invesco: Gold – Perceived safe haven and diversification
July 14, 2020
Lawrence Gosling speaks to Dr. Chris Mellor at Invesco on the characteristics of gold and how investors can allocate to the asset class in the current environment.
WisdomTree: Investing for Black Swan moments and recoveries
July 7, 2020
Lawrence Gosling speaks to Pierre Debru from WisdomTree about how to invest for black swan moments and subsequent recoveries and how to build a portfolio with the appropriate balance of upside and ...
Baillie Gifford: Positive Change in challenging times
July 7, 2020
Lawrence Gosling speaks to Alison Cuthbert, client service manager at Baillie Gifford on how you can encourage positive change through global investing and how the COVID-19 pandemic has showcased s...
Downing Fund Managers: Investing in UK Micro-Caps
June 23, 2020
Lawrence Gosling speaks to Judith Mackenzie and Nick Hawthorn about their micro-cap strategies, the recent performance of the strategies, the difference between the open-ended and closed-ended fund...
Axa Investment Managers: Investing in UK Equities – Mid-caps and beyond
June 23, 2020
Lawrence Gosling speaks to Chris St John, Portfolio Manager for the UK mid-cap and multi-cap strategies at AXA Investment Managers, about unprecedented times in which the world finds itself, the im...
Gresham House Asset Management: UK Micro, Small and Multi-Cap Equities
June 23, 2020
Lawrence Gosling speaks to Ken Wotton, Managing Director, Public Equity at Gresham House Asset Management, about how COVID-19 has affected his funds and how he has navigated these unsettling times.
WisdomTree: AT1 CoCos
June 16, 2020
Lawrence Gosling speaks to Lidia Treiber, CFA, Director of Research at WisdomTree, on AT1 CoCos, where they sit within investment portfolios and the robustness of banks' capital structure in the cu...
1167 Capital: Local Currency Emerging Market Bonds
June 16, 2020
Lawrence Gosling speaks to 1167 Capital's Michael Mabbutt on the specific risks and opportunities within Local Currency Emerging Market bonds and how he has been positioned this year.
Allianz Global Investors: Strategic Bond
June 16, 2020
Lawrence Gosling speaks to Allianz Global Investor's Mike Riddell on why the Allianz Strategic Bond Fund is different and where he is currently finding opportunities broadly across the fixed income...
Downing Fund Managers: Rosemary Banyard’s Unique Opportunities
June 9, 2020
Lawrence Gosling speaks to Downing's Rosemary Banyard about the newly launched VT Downing Unique Opportunities Fund. They discuss the sorts of companies that Rosemary is looking to invest in and wh...
Wellington Management: Impact Bond Investing
June 11, 2020
Lawrence Gosling talks to Wellington Management’s Campe Goodman. As manager of the Wellington Global Impact Bond Fund, Campe explains what the impact bond universe looks like, why investors need n...
Guinness Asset Management: Sustainable Energy
June 4, 2020
Lawrence Gosling speaks to Guiness Asset Management's Jonathan Waghorn on the future for sustainable energy. Jonathan explains his approach within the Guinness Sustainable Energy Fund and how they ...