From the hot topic of inflation and its impact on portfolios to the danger of short selling in absolute returns, this month's Talking Research podcast brings insight on what Square Mile's research team have been hearing from fund managers across the industry over the last quarter.

Hear from Eduardo Sanchez, Senior Investment Research Analyst, Charles Hovenden, Portfolio Manager, Dan Pereira, Investment Research Analyst  and Tom Archer, Investment Research Analyst as they share key trends and observations on key sectors; Fixed income, absolute returns, global equities and multi-asset.

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In this second episode of the Talking Research series, we are delighted to be joined by a panel of industry experts as we turn to the UK, exploring the possible prospects for the market as we begin to ease out of lockdown. 

Square Mile's Chief Investment Officer, Mark Harries is joined by Richard Watts, Fund Manager and Co-Head of Strategy at Jupiter Asset Management, Hugh Sergeant, Fund Manager and Head of Value Recovery Strategies at River and Mercantile and Simon Brazier, Fund Manager and Co-Head of Quality at Ninety One, as they discuss the prospects for the UK market, looking at key drivers for growth and the investment opportunities as lockdown comes to an end.

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In the first episode of the series, Square Mile's Chief Distribution Officer, Steve Kenny, is joined by four members of our research team who will be offering insight on what they have been hearing from fund managers across the industry in 2021 so far.

Hear from John Monaghan, Head of Research, Jake Moeller, Senior Investment Consultant, Paul Angell, Investment Research Analyst and Alex Farlow, Head of Risk Based Solutions Research as they share key trends and observations on key sectors; UK, Global Equity Income, Fixed Income and Multi-Asset. 

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