Join Nick Wood, Head of Investment Fund Research, in his latest edition of The Fund Buyer, the podcast for all things related to the world of fund research.
Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot offers a comprehensive range of investment services.
Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients.
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Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
To stay up to date with our thoughts on markets news, industry insights and our upcoming events and webinars visit our website www.quiltercheviot.com
Fund Buyer - Interview with Cathie Wood
In today’s Fund Buyer we speak with one of the investment world’s best known investors in innovative growth companies, Cathie Wood, founder of Ark Invest. Cathie is well known for her strong views on both stocks and the market, often at odds with consensus, and for an investment process that is differentiated from many other active managers. In our discussion we explore each of these areas.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-interview-with-cathie-wood/ (https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-interview-with-cathie-wood/)
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10 May 2024
Fund Buyer on the Road: Across the Pond
Fund Buyer on the Road: Across the Pond
With the US continuing to lead markets and a US election around the corner, Nick Wood and Carly Moorhouse headed across the pond to seek out new ideas and take the temperature in what has become the most important market to get right. In the latest episode of the Fund Buyer they report back on what they found out on the ground as they travelled across the country meeting new and existing investors.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-on-the-road-across-the-pond/?memberurlid=2P58878608878P4389 (https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-on-the-road-across-the-pond/?memberurlid=2P58878608878P4389)
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23 Feb 2024
The Fund Buyer - Active ETFs: The Next Big Thing?
The Fund Buyer -Active ETFs: The Next Big Thing?
On today’s fund buyer I discuss a major trend in the US asset management industry that has gone somewhat unnoticed in Europe, the rise of active ETFs. We are beginning to see these instruments move into Europe, but they are nowhere near as popular as in America. Could the next couple of years see that change?
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-active-etfs-the-next-big-thing/ (https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-active-etfs-the-next-big-thing/)
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16 Jan 2024
Fund Buyer - 2023 fund review: Tech hot, China not. What lies in store for 2024?
2023 fund review: Tech hot, China not. What lies in store for 2024?
As we step into 2024, this episode of the Fund Buyer looks back at the winners and losers from last year and a few predictions about what the fund industry might be talking about in 2024.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-2023-fund-review-tech-hot-china-not-what-lies-in-store-for-2024/ (https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-2023-fund-review-tech-hot-china-not-what-lies-in-store-for-2024/)
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14 Dec 2023
Fund Buyer on the road: Singapore sling
Fund Buyer on the road: Singapore sling
The final Fund Buyer of this three-part mini-series comes from Singapore, as Nick Wood and Carly Moorhouse conclude their Asia manager research trip with a discussion on investment opportunities in India.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-on-the-road-singapore-sling/?memberurlid=2P56790593824P3594 (https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-on-the-road-singapore-sling/?memberurlid=2P56790593824P3594)
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4 Dec 2023
Fund Buyer on the road: Asia's world city
Fund Buyer on the road: Asia's world city
The second Fund Buyer of this three-part mini-series comes from Hong Kong, as Nick Wood and Carly Moorhouse tour Asia on a manager research trip. Listen to discussions on the relative merits of investing in China and how Hong Kong continues to thrive despite its recent challenges
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/fund-buyer-on-the-road-land-of-the-rising-sun/ (https://www.quiltercheviot.com/news-and-events/articles/fund-buyer-on-the-road-asias-world-city/)
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24 Nov 2023
Fund Buyer on the road: Land of the rising sun
Fund Buyer on the road: Land of the rising sun
The Fund Buyer is on the road for its next three episodes, as Nick Wood and Carly Moorhouse tour Asia on a manager research trip. Listen to the first episode from Tokyo, Japan, a country which has very much caught investors’ attention this year.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/fund-buyer-on-the-road-land-of-the-rising-sun/ (https://www.quiltercheviot.com/news-and-views/articles/fund-buyer-on-the-road-land-of-the-rising-sun/)
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1 Nov 2023
The Fund Buyer: The big three - Carl Vine of M&G
The Fund Buyer: The big three - Carl Vine of M&G
After a prolonged period at the back of investor’s minds, Japan has had somewhat of a renaissance this year and performed strongly. In this edition of the Fund Buyer we talk to Carl Vine of M&G about the prospects for Japan from here, the benefits of active engagement and what investors might be missing, along with interesting insights from Carl’s path into the industry.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/the-big-three-carl-vine-of-mg/ (https://www.quiltercheviot.com/news-and-views/articles/the-big-three-carl-vine-of-mg/)
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10 Jul 2023
The Fund Buyer: Halfway Through
The Fund Buyer: Halfway Through (10.07.2023)
As we pass the halfway point in the year, in today’s Fund Buyer we are looking back at the leaders and laggards so far and expressing some thoughts as we head into the second half.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/halfway-through/ (https://www.quiltercheviot.com/news-and-views/articles/halfway-through/)
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25 May 2023
The Fund Buyer: Value Judgement
The Fund Buyer: Value Judgement (23.05.2023)
Last week saw London’s own version of the Berkshire Hathaway annual jamboree in Omaha, with the 10th anniversary of the London Value Investors Conference. In this week’s Fund Buyer, Nick Wood picks out some of the highlights from this year’s event.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/value-judgement/ (https://www.quiltercheviot.com/news-and-views/articles/value-judgement/)
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4 May 2023
The Fund Buyer: Losing Trust
The Fund Buyer: Losing Trust (04.05.2023)
It’s been a tricky time in the world of investment trusts in recent weeks, with governance and investment issues knocking sentiment in a sector that was flying high just two or three years ago. In this issue of the Fund Buyer, we take a look at some of the challenges facing the sector today.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/losing-trust/ (https://www.quiltercheviot.com/news-and-views/articles/losing-trust/)
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23 Mar 2023
The Fund Buyer: Handling setbacks
The Fund Buyer: Handling setbacks (21.03.2023)
The recent collapse of Silicon Valley Bank shocked markets. In today’s Fund Buyer, we discuss why bankruptcies can provide the ultimate opportunity to gain a greater insight into how your fund manager manages their portfolio.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/handling-setbacks/ (https://www.quiltercheviot.com/news-and-views/articles/handling-setbacks/)
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8 Mar 2023
The Fund Buyer: Turning on a dime
The Fund Buyer: Turning on a dime (08.03.2023)
Over the last decade the US has steadily increased as a proportion of global indices. In today’s Fund Buyer, we consider whether the tide may be turning as other parts of the world begin to look more attractive.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/turning-on-a-dime/ (https://www.quiltercheviot.com/news-and-views/articles/turning-on-a-dime/)
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13 Feb 2023
The Fund Buyer: Active anticipation
The Fund Buyer: Active anticipation (13.02.2023)
In today’s Fund Buyer, we revisit the ‘active’, ‘passive’ discussion, and explore how the current environment looks potentially more promising for active investors. We also look at some of the anomalies in the passive universe, both in pricing and availability of options.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/active-anticipation/ (https://www.quiltercheviot.com/news-and-views/articles/active-anticipation/)
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26 Jan 2023
The Fund Buyer: The big three - Mark Lacey of Schroders
The Fund Buyer: The big three - Mark Lacey of Schroders (19.01.2023)
The energy transition has been one of the most discussed long-term themes in recent years, whilst there has also been much debate around the question of whether or not to invest in traditional energy companies. In today’s Big Three, we talk to Mark Lacey, Head of Commodities at Schroders, and manager of the firm’s Global Energy Transition Fund and Global Energy Fund. Mark speaks about the opportunities and risks in both parts of the universe as well as offering broader views on thematic investing.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/the-big-three-mark-lacey-of-schroders/ (https://www.quiltercheviot.com/news-and-views/articles/the-big-three-mark-lacey-of-schroders/)
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9 Jan 2023
The Fund Buyer: No one likes repeats
The Fund Buyer: No one likes repeats (9.1.2023)
As we enter the second week of 2023, the Fund Buyer reflects back on the best and worst of 2022, a year where there were few positives and plenty of negatives for investors. We also look forward to what might be the key issues for 2023, and the enduring hope that we do not have a repeat of 2022.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/no-one-likes-repeats/ (https://www.quiltercheviot.com/news-and-views/articles/no-one-likes-repeats/)
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