Polina is an experienced investor in Emerging Markets debt.  There are important differences between investing in equities and bonds in EM that result in some surprising investment opportunities.  In our interview, we cover: what makes a good fund manager; where next with China; and why Argentina is an interesting investment opportunity.

Adrian is a fund management veteran having had a successful career at Morgan Grenfell / Deutsche before joining Artemis where he has clearly enjoyed managing client assets for 19 years.  His still retains considerable enthusiasm for the industry and this illuminating interview sheds light onto his thought processes as well as his sense of optimism about the future.

Responsible Investing is one of the most important issues facing fund managers today.  Sam Turner leads SJP's effort interacting with the fund managers that they use.  My conversation with him explores the importance of responsible investing and why he thinks this is more than a box-ticking exercise.

Peg's position of leadership at GMO together with her previous experience as a global equity portfolio manager ensure that the insights that she shares make compelling listening.  Not only that, her work for Save The Children, for which she has a great passion, shows huge dedication and an ability to be able to think beyond P&L statements.

The Emerging Markets equity universe is so interesting - some of the fastest growing economies with a mixture of opportunities and challenges.  In this interview with Ajay, we cover the potential in China, India and Latin America as well as discussing who China would like to win the US presidential election in November.

Anatole is a co-founder of Gavekal, a macro research consultancy, and a former columnist of the FT, the Economist and The Times.  His clear thinking, strong opinions and easy-to-understand manner make this interview very well worth listening to.

In this week's episode, I am delighted to speak to Johanna Kyrkland, the CIO and Head of Multi-Assets at Schroders.  From that seat she is able to have a great perspective on economics and markets as well as finding the best ways to allocate to Schroders' in-house fund managers.

This week's edition comprises an interview with Rob Jukes, CIO designate at Rowan Dartington, which is the discretionary management subsidiary of St. James's Place WM.  Given his background as a market strategist, I thought that the conversation with Rob would be interesting.  It definitley is (at least in my opinion)!

My guest this week is Dan O'Keefe.  I have been fortunate enough to know Dan for more than 10 years.  He is always forthright and can be outspoken but he is a tremendous investor and in this interview shares his thoughts on a number of different subjects including how he and his colleagues have adapted to engaging with their companies in a Covid-19 world.

David Miller is an Executive Director at Quilter Cheviot and an active investment manager looking after the wealth generation of private individuals.  He also authors the award winning weekly newsletter "Diary of a Fund Manager".  I have had the good fortune to know David for more than ten years and hugely respect his intelligent, thoughtful and experienced opinions.  This is a great conversation covering markets, zombie companies and balanced portfolios.