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Lipper Alpha Insight - Fund Manager Chat

Apr 3, 2020

On March 26, 2020, BNY Mellon announced that Nick Clay, one of the UK's best known equity income fund managers will be leaving the organisation. He is leaving with a number of his team to join a competitor. Mr. Clay currently runs the £5.2 billion (as at March 26, 2020) BNY Mellon Global Income Fund.

In this podcast,...

Mar 17, 2020

In this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM outlines the potential broad economic implications of the unfolding Coronavirus crisis.

Within the context of this unfolding "human tragedy", Shamik considers the buy- and sell-side effects of this shock, outlines the efficacy of policy responses and...

Feb 13, 2020

In this #FundManagerChat podcast, Juan Valenzuela, co-manager of the Artemis Target Return Bond Fund, introduces this recent launch from Artemis and outlines the case for fixed income securities.

Juan discusses the philosophy the fund, outlines the positioning of his portfolio and shares his views on the broader...

Dec 30, 2019

In this #FundManagerChat podcast, Maria Municchi, portfolio manager within the Multi-Asset team at M&G, shares her thoughts on the key drivers influencing her portfolio construction as we move into 2020.

Running Order

Run Time Topic
00:20 What is the impact of central bank and interest rate policy?
02:35 What is...

Dec 17, 2019

In this #FundManagerChat podcast, Justin Onuekwusi, Fund Manager and Head of Retail Multi-Asset Funds at LGIM and Darren Johnson, Chief Operating Officer – Listed Equites, Impax Asset Management outline the #Talkaboutblack initiative within the asset management industry and discuss where it fits within other diversity...