The Multi-Manager Podcast

With world leaders set to gather in Glasgow for COP26, Adam chats with BMO's Climate Strategist and former Downing Street adviser Vicki Bakhshi. Will governments commit to the actions necessary to tackle the climate crisis and limit global warming to 1.5 degrees? And what will be the implications of policies driving the transition to net zero on our lives in the coming years?

In the second installment of our 'Building a Boutique' mini-series, we catch up with Jim Robillard, founder of Spyglass Capital Management, a US Small and Mid-Cap investment firm based in California.Jim discusses his Day One ambitions for the firm as well as his decision to set the company up at a larger-than-most level from inception.We also chat Jim's investment origins with some investors we are very familiar with, how his son came up with the firm name, and why he is as confident as ever that business disruption is here to stay.And if you like what you hear, listen back to previous podcasts and subscribe for more!

Welcome to the first in our 'Building a Boutique' mini-series! In these candid chats, we ask boutique founders their deepest secrets - motivations, mistakes and triumphs - and how each of these have helped to shape the successful businesses they run today.As multi-manager investors, we not only need to discover the best fund managers in the industry, but we need to learn about the conditions and environment that keeps these managers incentivised to perform. Often, we find these intangible qualities in small, privately or partner-owned businesses, known as boutiques.In our first episode, we catch up with Charles Montanaro and Cedric Durant des Aulnois on how their boutique, Montanaro Asset Management, was launched and how they built the business to manage £3.5bn of client assets.

This month, Kelly and Adam play 'Truth or Myth' with Omotunde Lawal and Kawtar Ed-Dahmani of Barings Emerging Market Debt team. Tune in for their perspectives on which stereotypes are fairy-tale and which are real challenges of fixed income investing in the emerging markets.

Time for something a bit different as Adam and Anthony chat with former US Ambassador to Germany, John Emerson.John formed part of the Obama-Biden administration, so is able to offer real insight into the aims and ambitions of President Biden's economic agenda, the USA's rapprochement to global organisations and why the Democrats may soon only get 'Mom and apple pie' through Congress. The conversation was a really exciting one for the two political nerds on the Multi-Manager People team and we think you'll enjoy the fascinating glimpses into West Wing goings on too.

In this month's podcast, Adam and Paul chat with Clive Beagles, manager of JO Hambro UK Equity Income fund. Find out why Clive believes the performance of the UK economy has been staggeringly good this year, the rotation from growth to value has barely started and, as a former professional sportsman, he is content playing in the local cricket 3rd XI.

This time round, Adam and Scott catch up with James Morton, manager of the CIM Dividend Income Fund. Based in Singapore, James's portfolio contrasts markedly with those of many other Asian income managers – we discuss why. We also chat China's dominant role in the region, James' experience from a long investment career and, if you're superstitious, why the Chinese Year of Ox may bode well for markets.

How do you find entrepreneurial spirit in a culture where commitment to a sole company is valued above all else? In this month's episode, Kelly and Adam discuss with Jonathan Dobson of Coupland Cardiff blossoming innovation in Japan, the buoyant IPO market and why Kelly eating pizza in Tokyo symbolises a Japanese society on the cusp of change.

Innovative at the time 'Bowie Bonds' eventually proved to be a duff note. In this podcast, Adam and Kelly talk to one of TwentyFour Asset Management's fixed income 'starmen' Chris Bowie. We hear how TwentyFour's 'Observatory' tool helps Chris and the team screen and rank ideas as well as consider factors like ESG. We also chat sugar-free diets and succumbing to temptation during lockdown!

While many retailers have been hit by customers clicking to add to their baskets, supermarket aisles remain full of shoppers filling their trolleys by hand. In this episode, Adam and Paul chat to Ben Green of Supermarket Income REIT – one of the UK's largest buyers of grocery property. We explore the sector's resilience in the face of online competition and a global pandemic, plus the opportunity it provides investors shopping for returns potential.