Adam Norris and guest Vicki Bakhshi of BMO Global Asset Management

BMO Multi-Manager People Podcast

Good COP, Bad COP – what chance of climate success?

Adam Norris and Scott Spencer with guest Jim Robillard of Spyglass Capital Management

Building a Boutique pt 2 - Spyglass Capital Management

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. 

 Big data is often lauded for its potential power in investment management. But what about alternative data and its role in analysing individual companies? In our latest podcast, Adam and Paul chat with Seb Jory of Tellworth Investments, exploring the edge data driven insights can give stock pickers. 

  Adam and Scott talk to Edgewood’s Alex Farman-Farmaian about his growth focused approach to investing in US equities. Insights include a fascinating anecdote around Jeff Bezos’s early expectations for his Amazon business.  

This month, Adam catches up with fellow team member Anthony Willis to make sense of recent market gyrations and to discuss their expectations for the second half of the year. The podcast was recorded socially distanced from one another, from the comfort of their own homes.

Kelly and Adam sit down with Liontrust's David Roberts to talk fixed income. Discussing the benefits of a strategic and nimble approach, David explains why there are opportunities for those able to spot pockets of value that exists in a low interest rate world.

Investment is a people business. The Multi-Manager People chat markets and more with some of the most talented managers around.

hubhopper

BMO Multi-Manager People Podcast

hubhopper