The Multi-Manager Podcast

We kick off 2023 with Strategas Research Partner's Ryan Grabinski. Discussing what lies in store for the year ahead we chat markets, inflation and crypto. We also revisit our predictions for 2022 – did we get the big themes right or were we way off track?

Adam and Scott sit down with John Teahan of Redwheel Value & Income Team. As large investors in energy, banks and commodities, John explains why he believes that owning and engaging with resource-intensive companies is more powerful than blanket divestment. We explore whether the oil majors can ever be trusted to help deliver the energy transition and how groups such as Redwheel hold their feet to the fire.

In this podcast, Adam and Kelly judge the recent UK bond market moves with Allianz pairing Mike Riddell and Guarav SaroliyaThe defence: Government pressures are a global phenomenon.The cross-examination: The UK Government (of the day!) pouring petrol on an already flaming bond marketThe verdict: Are government bonds now presenting a multi-year buying opportunity? Don't forget to subscribe if you like what you hear!

Could more renewable power capacity be the answer to soaring energy costs? Adam chats to Phil Kent and Max Gilbert of Gravis Capital Partners – a boutique asset manager specialising in long-term infrastructure-orientated investments. We explore the potential of the clean energy sector as both a solution to the energy crisis and as an investment opportunity.

Our recent (and much delayed) US research trip finished with a visit to New York and the offices of deep value specialist Pzena Investment. Adam and Scott chat to founder Richard Pzena about his approach to value investing – cheap doesn't necessarily mean value so how do Richard and his team differentiate between good and bad investments? Richard also discusses how his father inspired him into investing, although he may have been a bit too early in a now very hot investment area…

Inflation is a hot topic and real assets in vogue so in this month's podcast, Adam and Paul chat with Simon Lee of LXI REIT. They explore how the team try to protect against inflation through long dated index-linked property. Up for discussion include the likes of drive thru coffee and food retail outlets plus Life Science campuses and garden centres. If you're worried about the impact of inflation on your or your client's investment this episode's well worth a listen.

We explore income investing and innovation – two connected themes you may not ordinarily associate with Chinese equities. But Liontrust Asset Management's pairing of Storm Uru and James Dowey do - they explain why they expect China to be remain a hotbed of innovation and the exciting opportunities this dynamic will create. We also chat the Beijing Olympics with behind-the-scenes insight from Storm.

It's results day for Ryan Grabinski of Strategas Research Partners and our very own Anthony Willis as we score the accuracy of their 2021 predictions with the benefit of hindsight! Did either foresee how the world would deal with an ongoing pandemic? Did either flag bumper market returns in advance? As well as finding out who's top (and bottom!) of the class we cast our eyes forward at the prospects for 2022.We had a few technical difficulties in this recording... we hope you enjoy nonetheless!

This time round Adam and Kelly chat to Mark Holman of TwentyFour Asset Management – a fixed income boutique launched in 2008, during the global financial crisis. Not an auspicious starting point you may think but assets have grown from £50m to around £22bn. We talk about the way they approach fixed income investing, the business's growth and TwentyFour's place today as a boutique within Vontobel Asset Management.

Our Building a Boutique series continues as Adam and Catherine chat to Iván Martin of Madrid based Magallanes Value Investors. There's a surprising lack of boutiques across Europe and we explore why that may be. And was it Spain's era of global exploration that inspired Magallanes' name? We hear contrasting views and learn how Iván really takes his work home by applying value investing disciplines in all walks of life.