SJP Insights is a regular series of interviews and editorials featuring St. James’s Place Chief Investment Officer, Chris Ralph. Chris will be joined by the investment managers responsible for the St. James’s Place range of funds and discuss the key issues and opportunities in the current economic environment. https://titan.asset.tv/ en Copyright 2012 St. James's Place 30 Mon, 15 Jan 2018 12:00:32 +0000 Wed, 17 Jan 2018 11:27:43 +0000 SJP Insights SJP Insights is a regular series of interviews and editorials featuring St. James’s Place Chief Investment Officer, Chris Ralph. Chris will be joined by the investment managers responsible for the St. James’s Place range of funds and discuss the key issues and opportunities in the current economic environment. SJP no no Description (for iTunes): In this video Sir Mark Weinberg, co-founder of St. James’s Place, discusses why the St. James’s Place investment approach endures – even after 25 years. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6196_sjp_audio_revision4.mp3 Mon, 15 Jan 2018 12:00:32 +0000 SJP Insights Description (for iTunes): In this video Sir Mark Weinberg, co-founder of St. James’s Place, discusses why the St. James’s Place investment approach endures – even after 25 years. Investment Update https://files.asset.tv/live/styles/image_lg/s3/2018-01-15.png?itok=WpvvB2tU sjpinsights@gmail.com (SJP Insights) no In this episode, Dan O’Keefe of Artisan Partners discusses finding well-priced companies in a more fully-valued market. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6147_sjp_revision_4.mp3 Fri, 15 Dec 2017 09:45:57 +0000 SJP Insights In this episode, Dan O’Keefe of Artisan Partners discusses finding well-priced companies in a more fully-valued market. Investment Update https://files.asset.tv/live/styles/image_lg/s3/untitled-1.png?itok=xISGk6ch sjpinsights@gmail.com (SJP Insights) no In this episode, Stuart Mitchell of S. W. Mitchell Capital explains that whilst UK housebuilders have been a successful investment for the fund, he’s started to sell these holdings. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/stuart_0.mp3 Fri, 20 Oct 2017 16:37:54 +0100 SJP Insights In this episode, Stuart Mitchell of S. W. Mitchell Capital explains that whilst UK housebuilders have been a successful investment for the fund, he’s started to sell these holdings. Investment Update https://titan.asset.tv/s3/files/styles/image_lg/s3/png_test.png?itok=QQB6AMsL sjpinsights@gmail.com (SJP Insights) no In this episode, Paul Boyne of Manulife Asset Management highlights that whilst the opportunity set for value investors has shrunk, there are selected opportunities if you’re willing to put in the research. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/paul_sjp_audio_disclaimer.mp3 Fri, 20 Oct 2017 16:37:05 +0100 SJP Insights In this episode, Paul Boyne of Manulife Asset Management highlights that whilst the opportunity set for value investors has shrunk, there are selected opportunities if you’re willing to put in the research. Investment Update https://files.asset.tv/live/styles/image_lg/s3/paul_0.png?itok=leUMuNL8 sjpinsights@gmail.com (SJP Insights) no In this episode, Don Morgan III of Brigade Capital Management describes how the hunt for yield has seen lower-quality bonds provide the greatest return to investors in recent years. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/don.mp3 Fri, 20 Oct 2017 16:36:06 +0100 SJP Insights In this episode, Don Morgan III of Brigade Capital Management describes how the hunt for yield has seen lower-quality bonds provide the greatest return to investors in recent years. Investment Update https://titan.asset.tv/s3/files/styles/image_lg/s3/don.jpg?itok=2Sg6M9VG sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Field of Majedie Asset Management discusses how the political environment is influencing the utilities sector and giving management teams plenty to think about. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/chris.mp3 Fri, 20 Oct 2017 16:34:58 +0100 SJP Insights In this episode, Chris Field of Majedie Asset Management discusses how the political environment is influencing the utilities sector and giving management teams plenty to think about. Investment Update https://titan.asset.tv/s3/files/styles/image_lg/s3/chris.png?itok=m3-yg1EA sjpinsights@gmail.com (SJP Insights) no In this episode, Brad Boyd of Payden & Rygel Investment Management explains why he believes commentators warning of recession, are calling an end to global growth too soon. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/brad.mp3 Fri, 20 Oct 2017 16:33:56 +0100 SJP Insights In this episode, Brad Boyd of Payden & Rygel Investment Management explains why he believes commentators warning of recession, are calling an end to global growth too soon. Investment Update https://titan.asset.tv/s3/files/styles/image_lg/s3/brad.png?itok=hrBvd0xh sjpinsights@gmail.com (SJP Insights) no In this episode, Ajay Krishnan of Wasatch Advisers outlines the investment case for India and highlights how government-led initiatives are providing a welcome boost to the economic infrastructure. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/ajay_1.mp3 Fri, 20 Oct 2017 16:32:38 +0100 SJP Insights In this episode, Ajay Krishnan of Wasatch Advisers outlines the investment case for India and highlights how government-led initiatives are providing a welcome boost to the economic infrastructure. Investment Update https://titan.asset.tv/s3/files/styles/image_lg/s3/ajay.png?itok=WnrQcQPs sjpinsights@gmail.com (SJP Insights) no In this episode, John Humberstone of Orchard Street discusses the outlook for commercial property in the face of political storms and changing shopping habits. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6100_sjp_revision_1.mp3 Mon, 25 Sep 2017 12:37:46 +0100 SJP Insights In this episode, John Humberstone of Orchard Street discusses the outlook for commercial property in the face of political storms and changing shopping habits. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/2017-09-25.png?itok=zaqP1R7z sjpinsights@gmail.com (SJP Insights) no In this episode, Alistair Thompson of First State Stewart Asia discusses FinTech disruption and why traditional banks continue to offer value to investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6002_sjp_revision_1_audiodisclaimer.mp3 Wed, 26 Jul 2017 15:37:47 +0100 SJP Insights In this episode, Alistair Thompson of First State Stewart Asia discusses FinTech disruption and why traditional banks continue to offer value to investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/sjp.png?itok=QRJlmYLd sjpinsights@gmail.com (SJP Insights) no In this video, Jim Cielinski of Columbia Threadneedle highlights which environmental, social and governance factors matter most in responsible investing. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5871_sjp_audio_disclaimer.mp3 Tue, 06 Jun 2017 11:49:39 +0100 SJP Insights In this video, Jim Cielinski of Columbia Threadneedle highlights which environmental, social and governance factors matter most in responsible investing. Investment Update https://files.asset.tv/live/styles/image_lg/s3/sjp_grab.png?itok=f39ST5g_ sjpinsights@gmail.com (SJP Insights) no In this episode, Kevin Beck of Paradice Asset Management describes how recent M&A activity has benefited smaller companies and how they assess whether an acquisition makes financial sense. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5961_sjp_audio_disclaimer.mp3 Tue, 30 May 2017 12:31:24 +0100 SJP Insights In this episode, Kevin Beck of Paradice Asset Management describes how recent M&A activity has benefited smaller companies and how they assess whether an acquisition makes financial sense. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/kevin_beck_paradice_0.jpg?itok=s4e6QK9P sjpinsights@gmail.com (SJP Insights) no Chris Reid of Majedie Asset Management outlines the key factors behind an upturn in performance during the second part of 2016 and the main contributors in the portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/07_-_chris_reid_sjp_with_audio_disclaimer.mp3 Tue, 02 May 2017 10:03:09 +0100 SJP Insights Chris Reid of Majedie Asset Management outlines the key factors behind an upturn in performance during the second part of 2016 and the main contributors in the portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/chris_reid_headshot_may_2015_greyscale.jpg?itok=MWYdbC4t sjpinsights@gmail.com (SJP Insights) no Scott Service of Loomis Sayles talks about the challenges presented in the current environment for fixed income investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/06_-_scott_service_sjp_with_audio_disclaimer.mp3 Tue, 02 May 2017 10:02:14 +0100 SJP Insights Scott Service of Loomis Sayles talks about the challenges presented in the current environment for fixed income investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/scott_service_grayscale.jpg?itok=VtJpyonf sjpinsights@gmail.com (SJP Insights) no Jim Henderson of Aristotle looks back on an interesting six months for US markets and points to reasons for investors to remain optimistic despite record valuation levels. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/05_-_jim_henderson_sjp_with_audio_disclaimer.mp3 Tue, 02 May 2017 10:01:26 +0100 SJP Insights Jim Henderson of Aristotle looks back on an interesting six months for US markets and points to reasons for investors to remain optimistic despite record valuation levels. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/jim_henderson_grayscale.jpg?itok=1E4-m4Gc sjpinsights@gmail.com (SJP Insights) no George Luckcraft of AXA Investment Managers discusses why companies are choosing to pay special dividends and looks at the outlook for equity income in 2017. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/04_-_george_luckraft_sjp_with_audio_disclaimer.mp3 Tue, 02 May 2017 10:00:42 +0100 SJP Insights George Luckcraft of AXA Investment Managers discusses why companies are choosing to pay special dividends and looks at the outlook for equity income in 2017. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/george-luckraft_colour_2015.jpg?itok=Fdy0et8n sjpinsights@gmail.com (SJP Insights) no John Humberstone of Orchard Street explains how the commercial property market has weathered uncertainty over the UK’s status post-Brexit. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/03_-_john_humberstone_sjp_with_audio_disclaimer.mp3 Tue, 02 May 2017 09:59:26 +0100 SJP Insights John Humberstone of Orchard Street explains how the commercial property market has weathered uncertainty over the UK’s status post-Brexit. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/john_humberstone_grayscale.jpg?itok=MgkSagly sjpinsights@gmail.com (SJP Insights) no Chad Clark of Select Equity Group shares his thoughts on the broader global equity universe and explains how an intensive research process provides a flow of new investment ideas. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/02_-_chad_clark_sjp_with_audio_disclaimer.mp3 Tue, 02 May 2017 09:58:17 +0100 SJP Insights Chad Clark of Select Equity Group shares his thoughts on the broader global equity universe and explains how an intensive research process provides a flow of new investment ideas. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/chad_clark_hr.jpg?itok=htIdi2CL sjpinsights@gmail.com (SJP Insights) no In this episode, Sheldon Stone of Oaktree Capital discuss the outlook for high yield bond investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5779_sjp_audio_disclaimer.mp3 Wed, 29 Mar 2017 15:40:40 +0100 SJP Insights In this episode, Sheldon Stone of Oaktree Capital discuss the outlook for high yield bond investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/sheldon_stone_oaktree_crop.jpg?itok=rEO0XXLi sjpinsights@gmail.com (SJP Insights) no In this episode, Sandro Näf of Capital Four discusses the outlook for high yield bond investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5778_sjp_audio_disclaimer.mp3 Wed, 29 Mar 2017 15:38:30 +0100 SJP Insights In this episode, Sandro Näf of Capital Four discusses the outlook for high yield bond investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/sandro_naf_capitalfour.jpg?itok=_la_1FzR sjpinsights@gmail.com (SJP Insights) no In this episode, Kevin Beck of Paradice Investment Management outlines the importance of understanding ownership structures when investing in small businesses. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5788_sjp.mp3 Thu, 02 Feb 2017 11:53:09 +0000 SJP Insights In this episode, Kevin Beck of Paradice Investment Management outlines the importance of understanding ownership structures when investing in small businesses. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/kevin_beck_paradice.jpg?itok=7EzD0NY6 sjpinsights@gmail.com (SJP Insights) no In this episode, James de Uphaugh of Majedie Asset Management describes how investments made early in 2016 are already showing encouraging signs. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5439_sjp_2.mp3 Fri, 23 Dec 2016 10:14:25 +0000 SJP Insights In this episode, James de Uphaugh of Majedie Asset Management describes how investments made early in 2016 are already showing encouraging signs. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/james.jpg?itok=f4KDXYx2 sjpinsights@gmail.com (SJP Insights) no Ken Broekaert, co-manager of the Greater European fund, the Global Equity fund and Worldwide Opportunities fund discusses how he implements his investment process and hoe to invest in a low-growth environment. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5696_ken_broekaert.mp3 Fri, 21 Oct 2016 09:32:58 +0100 SJP Insights Ken Broekaert, co-manager of the Greater European fund, the Global Equity fund and Worldwide Opportunities fund discusses how he implements his investment process and hoe to invest in a low-growth environment. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/ken_b.jpg?itok=tIdueCzb sjpinsights@gmail.com (SJP Insights) no Jim Hamel, co-manager of the Worldwide Opportunities fund and the Global fund, discusses his portfolio management style. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5696_jim_hamel.mp3 Fri, 21 Oct 2016 09:32:32 +0100 SJP Insights Jim Hamel, co-manager of the Worldwide Opportunities fund and the Global fund, discusses his portfolio management style. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/jim_hamel_artisan.jpg?itok=J3QeVETU sjpinsights@gmail.com (SJP Insights) no Sandro Näf, co-manager of the International Corporate Bond fund, shares the history behind Capital Four and what it means to manage high yield bonds. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5696_sandro_naf.mp3 Fri, 21 Oct 2016 09:32:32 +0100 SJP Insights Sandro Näf, co-manager of the International Corporate Bond fund, shares the history behind Capital Four and what it means to manage high yield bonds. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/sandro_n.jpg?itok=clGmr7TU sjpinsights@gmail.com (SJP Insights) no Polina Kurdyavko, co-manager of the Strategic Income fund discusses the main drivers of performance over the past 12 months. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5696_polina_kurdyavko.mp3 Fri, 21 Oct 2016 09:32:31 +0100 SJP Insights Polina Kurdyavko, co-manager of the Strategic Income fund discusses the main drivers of performance over the past 12 months. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/bluebay_polina_kurdyavko_strategic_income.jpg?itok=AhzQQ5eq sjpinsights@gmail.com (SJP Insights) no Nick Purves, manager of the Equity Income fund, discusses his investment strategy and shares his outlook on dividend sustainability. sjpinsights@gmail.com (SJP Insights) Fri, 21 Oct 2016 09:32:27 +0100 SJP Insights Nick Purves, manager of the Equity Income fund, discusses his investment strategy and shares his outlook on dividend sustainability. https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/rwc_nickpurves_equityincome_2.jpg?itok=f6eO0uSK sjpinsights@gmail.com (SJP Insights) no Alistair Thompson, manager of the Asia Pacific fund, discusses the challenges and opportunities presented by Asia. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5696_alistair_thompson.mp3 Fri, 21 Oct 2016 09:32:18 +0100 SJP Insights Alistair Thompson, manager of the Asia Pacific fund, discusses the challenges and opportunities presented by Asia. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/alistair_thompson_first_state_stewart.jpg?itok=qtSe0zZm sjpinsights@gmail.com (SJP Insights) no In this special edition episode, Tom Beal, divisional director, discusses the 2016 fund range changes with members of the Investment Committee. sjpinsights@gmail.com (SJP Insights) New Fund Launch https://files.asset.tv/live/s3fs-public/audio/5632_sjp_round_table_2_audio.mp3 Mon, 19 Sep 2016 16:37:52 +0100 SJP Insights In this special edition episode, Tom Beal, divisional director, discusses the 2016 fund range changes with members of the Investment Committee. New Fund Launch https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/5632_sjp_round_table_grab_2.jpg?itok=DWcM8r8b sjpinsights@gmail.com (SJP Insights) no European fund manager Stuart Mitchell discusses the near-term and possible longer term implications of the UK’s vote to leave the EU. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5434_sjp_stuartmitchell_audio.mp3 Wed, 13 Jul 2016 11:51:02 +0100 SJP Insights European fund manager Stuart Mitchell discusses the near-term and possible longer term implications of the UK’s vote to leave the EU. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/swmitchellcapitalburgundy_stuartmitchell_greatereuropean.jpg?itok=fy-aWoyy sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, discussed the EU referendum result and what it means for investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5524_sjp_audio.mp3 Fri, 24 Jun 2016 11:57:29 +0100 SJP Insights In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, discussed the EU referendum result and what it means for investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/stjamessplace_chrisralph.jpg?itok=WMy_OuD9 sjpinsights@gmail.com (SJP Insights) no In this episode, Brad Boyd of Payden & Rygel explains how the team’s approach to portfolio construction has benefitted from recent market volatility and why they currently favour corporate credit over government debt. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5432_sjp_bradboyd_edit_audio.mp3 Wed, 27 Apr 2016 10:42:06 +0100 SJP Insights In this episode, Brad Boyd of Payden & Rygel explains how the team’s approach to portfolio construction has benefitted from recent market volatility and why they currently favour corporate credit over government debt. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/5432_sjp_bradboyd_0.jpg?itok=QF-xLbAP sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Tye Bousada of EdgePoint who explains how investors who rush into so-called ‘safety sectors’ when volatility picks up, create opportunities in forgotten or unloved parts of the market. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/tye_b.mp3 Fri, 22 Apr 2016 08:20:32 +0100 SJP Insights In this episode Chris Ralph interviews Tye Bousada of EdgePoint who explains how investors who rush into so-called ‘safety sectors’ when volatility picks up, create opportunities in forgotten or unloved parts of the market. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/edgepoint_tyebousada_globalequity_0.jpg?itok=Vi_u9lcX sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Philip Gadsden of Orchard Street who outlines why future returns from commercial property are likely to be in line with the long-term average. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/philip_g.mp3 Fri, 22 Apr 2016 08:20:32 +0100 SJP Insights In this episode Chris Ralph interviews Philip Gadsden of Orchard Street who outlines why future returns from commercial property are likely to be in line with the long-term average. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/orchardstreet_gadsden_property.jpg?itok=yFDHqElY sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Colwell of Columbia Threadneedle who highlights the reasons he believes that supermarket chain WM Morrison is starting to show signs of recovery. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/richard_c.mp3 Fri, 22 Apr 2016 08:20:32 +0100 SJP Insights In this episode Chris Ralph interviews Richard Colwell of Columbia Threadneedle who highlights the reasons he believes that supermarket chain WM Morrison is starting to show signs of recovery. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/threadneedle_colwell_strategicmanaged.jpg?itok=NYV0aVzu sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Paul Boyne of Manulife who discusses how the team is able to identify businesses capable of providing a sustainable dividend stream. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/paul_b.mp3 Fri, 22 Apr 2016 08:20:32 +0100 SJP Insights In this episode Chris Ralph interviews Paul Boyne of Manulife who discusses how the team is able to identify businesses capable of providing a sustainable dividend stream. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/manulife_boyne_gei.jpg?itok=9kPRg2AW sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Jim Wiant and Michael Apfel of MidOcean who describe the characteristics of US high-yield bonds, and pick out opportunities for investors willing to look in the mid-cap sector of the market. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/mike_jim.mp3 Fri, 22 Apr 2016 08:20:32 +0100 SJP Insights In this episode Chris Ralph interviews Jim Wiant and Michael Apfel of MidOcean who describe the characteristics of US high-yield bonds, and pick out opportunities for investors willing to look in the mid-cap sector of the market. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/midocean_jimwiant_michaelapfel_strategic_income.jpg?itok=A3dSRcqL sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Peirson of AXA Investment Managers who points to a couple of lesser-known names as standout performers in 2015 following poor performances by energy and mining stocks. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/richard_p.mp3 Fri, 22 Apr 2016 08:20:32 +0100 SJP Insights In this episode Chris Ralph interviews Richard Peirson of AXA Investment Managers who points to a couple of lesser-known names as standout performers in 2015 following poor performances by energy and mining stocks. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/axaframlington_richardpierson_axaframlingtonmanaged.jpg?itok=icjFKjtJ sjpinsights@gmail.com (SJP Insights) no In this episode, Nick Purves of RWC Partners, explains why he’s been avoiding the mining sector. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5381_sjp_nick_purves_edit.mp3 Thu, 03 Mar 2016 10:56:54 +0000 SJP Insights In this episode, Nick Purves of RWC Partners, explains why he’s been avoiding the mining sector. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/rwc_nickpurves_equityincome.jpg?itok=o0KwYf8f sjpinsights@gmail.com (SJP Insights) no In this episode, Will Browne of Tweedy, Browne explains how his many years of experience enable him to take a more objective view in times of market volatility and why he believes the outlook for dividends remains positive in 2016. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5336_sjp_will_browne_audio.mp3 Tue, 02 Feb 2016 12:37:58 +0000 SJP Insights In this episode, Will Browne of Tweedy, Browne explains how his many years of experience enable him to take a more objective view in times of market volatility and why he believes the outlook for dividends remains positive in 2016. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_will_browne_global_equity_fund_migrated.jpg?itok=nPoCM3kJ sjpinsights@gmail.com (SJP Insights) no In this episode, Don Morgan of Brigade Capital explains why there remain good opportunities in the high-yield bond market and highlights chip maker AMD amongst the standout holdings in his portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5336_sjp_don_morgan_audio.mp3 Tue, 02 Feb 2016 12:37:07 +0000 SJP Insights In this episode, Don Morgan of Brigade Capital explains why there remain good opportunities in the high-yield bond market and highlights chip maker AMD amongst the standout holdings in his portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/don-morgan.jpg?itok=_KKyYYMr sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph, St. James’s Place Chief Investment Officer, shares his thoughts on yesterday’s announcement that the Federal Reserve raised interest rates in the US for the first time since June 2006 and explains what this means for investors. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/5302_sjp_audio.mp3 Thu, 17 Dec 2015 12:35:20 +0000 SJP Insights In this episode, Chris Ralph, St. James’s Place Chief Investment Officer, shares his thoughts on yesterday’s announcement that the Federal Reserve raised interest rates in the US for the first time since June 2006 and explains what this means for investors. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/market_update_with_chris_ralph_december_2015_migrated.jpg?itok=y1FqGF1i sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews George Luckraft of AXA Framlington, investment manager for the St. James’s Place Diversified Income funds, to discuss the performance of the UK equity market in 2011 and asking about his thoughts on the outlook for equities in 2012. George also explains his decision to hold shares in HSBC at a time when banking stocks are under increasing pressure and outlines the characteristics he looks for in small cap companies. - 00:12:26 sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6764diversifiedincomefund62_1.mp3 Mon, 14 Dec 2015 12:12:02 +0000 SJP Insights In this episode, Chris Ralph interviews George Luckraft of AXA Framlington, investment manager for the St. James’s Place Diversified Income funds, to discuss the performance of the UK equity market in 2011 and asking about his thoughts on the outlook for equities in 2012. George also explains his decision to hold shares in HSBC at a time when banking stocks are under increasing pressure and outlines the characteristics he looks for in small cap companies. - 00:12:26 Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_george_luckraft_diversified_income_funds_migrated.jpg?itok=OHf4e1SG sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, outlines the performance of investment markets in the third quarter of 2015 as investors witnessed unseasonal levels of volatility over the summer months. Concerns over China dominated headlines as global indices retreated towards the end of the period, but Chris explains why this presents a valuable opportunity for some of our managers. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/5212_cio_update_audio_0.mp3 Sat, 12 Dec 2015 14:18:21 +0000 SJP Insights In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, outlines the performance of investment markets in the third quarter of 2015 as investors witnessed unseasonal levels of volatility over the summer months. Concerns over China dominated headlines as global indices retreated towards the end of the period, but Chris explains why this presents a valuable opportunity for some of our managers. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/stjamessplace_chrisralph_4.jpg?itok=EFJi1m_C sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph speaks to Pete Drewienkiewiczof Redington about the new Diversified Bond and Strategic Income funds. Drewienkiewicz explains the structure of the new funds and how they can provide a complementary income solution for investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5205_sjp_vid2_pete_audio.mp3 Sat, 12 Dec 2015 14:16:50 +0000 SJP Insights In this episode, Chris Ralph speaks to Pete Drewienkiewiczof Redington about the new Diversified Bond and Strategic Income funds. Drewienkiewicz explains the structure of the new funds and how they can provide a complementary income solution for investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/pete_drewienkiewicz-podcast.jpg?itok=xfvBgLJy sjpinsights@gmail.com (SJP Insights) no In the second part of this interview, Chris Ralph quizzes CEO of Stamford Associates, Alexandra Haggard, on the capabilities and characteristics they look for when selecting fund managers for St. James’s Place. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5275_sjp_part2_audio.mp3 Sat, 12 Dec 2015 14:14:12 +0000 SJP Insights In the second part of this interview, Chris Ralph quizzes CEO of Stamford Associates, Alexandra Haggard, on the capabilities and characteristics they look for when selecting fund managers for St. James’s Place. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/alexhsjp.jpg?itok=LxvSMqXj sjpinsights@gmail.com (SJP Insights) no In this episode, Hamish Douglass of Magellan Financial Group, shares his thoughts on where to find good share value in the banking sector. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5248_sjp_hamish_audio.mp3 Sat, 12 Dec 2015 10:27:01 +0000 SJP Insights In this episode, Hamish Douglass of Magellan Financial Group, shares his thoughts on where to find good share value in the banking sector. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/magellan_hamishdouglass_intlequity.jpg?itok=RrPDvUHn sjpinsights@gmail.com (SJP Insights) no In the first of a two-part video interview, Chris Ralph talks to Alexandra Haggard, CEO of Stamford Associates, about the long-standing relationship between the Investment Committee and Stamford Associates, and what she believes makes this a successful partnership. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4900_sjp_audio.mp3 Thu, 10 Dec 2015 15:15:30 +0000 SJP Insights In the first of a two-part video interview, Chris Ralph talks to Alexandra Haggard, CEO of Stamford Associates, about the long-standing relationship between the Investment Committee and Stamford Associates, and what she believes makes this a successful partnership. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/alexandrahaggardgrayscale.jpg?itok=CrkrhGPs sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph speaks with Win Robbins, independent member of the St. James’s Place Investment Committee, about the evolution of the fixed-income market and the development of new, more flexible opportunities for investors. As what were previously considered more esoteric areas become more mainstream, Win explains why having a robust approach to risk management is such an important part of the Committee’s role. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5205_sjp_win_audio.mp3 Mon, 02 Nov 2015 09:52:21 +0000 SJP Insights In this episode, Chris Ralph speaks with Win Robbins, independent member of the St. James’s Place Investment Committee, about the evolution of the fixed-income market and the development of new, more flexible opportunities for investors. As what were previously considered more esoteric areas become more mainstream, Win explains why having a robust approach to risk management is such an important part of the Committee’s role. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/interview_with_win_robbins_independent_member_of_the_investment_committee_migrated.jpg?itok=FK3vwelL sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph, Chief Investment Officer at St. James’s Place, introduces the new Diversified Bond and Strategic Income funds and outlines changes to our range of Growth and Income Portfolios effective from 2 November 2015. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/5205_sjp_chris_ptc_audio.mp3 Thu, 29 Oct 2015 12:17:39 +0000 SJP Insights In this episode, Chris Ralph, Chief Investment Officer at St. James’s Place, introduces the new Diversified Bond and Strategic Income funds and outlines changes to our range of Growth and Income Portfolios effective from 2 November 2015. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/changes_to_our_growth_and_income_portfolios_-_november_2015_migrated.jpg?itok=sTX_zGDB sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Jim Cielinski of Columbia Threadneedle, who explains why reduced liquidity in fixed-interest markets forces investors to think longer term and why short-term volatility presents opportunities. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_04_-_jim_cielinski_edited_disclaimer.mp3 Fri, 16 Oct 2015 14:59:54 +0100 SJP Insights In this episode, Chris Ralph interviews Jim Cielinski of Columbia Threadneedle, who explains why reduced liquidity in fixed-interest markets forces investors to think longer term and why short-term volatility presents opportunities. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_strategic_managed_fund_migrated.jpg?itok=NVddvszM sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Nigel Ridge of BlackRock, who describes why he remains cautious on the outlook for the food retail sector. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_02_-_nigel_ridge_edited_disclaimer.mp3 Fri, 16 Oct 2015 14:57:02 +0100 SJP Insights In this episode, Chris Ralph interviews Nigel Ridge of BlackRock, who describes why he remains cautious on the outlook for the food retail sector. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_uk_absolute_return_fund_migrated.jpg?itok=foEDnb_K sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Chris Reid of Majedie, who explains why UK mid-caps, and not their larger peers, currently represent the sweet spot in terms of identifying long-term investment opportunities. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_07_-_chris_reid_edited_disclaimer.mp3 Fri, 16 Oct 2015 14:54:35 +0100 SJP Insights In this episode, Chris Ralph interviews Chris Reid of Majedie, who explains why UK mid-caps, and not their larger peers, currently represent the sweet spot in terms of identifying long-term investment opportunities. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_uk_income_fund_migrated.jpg?itok=J_K57UZH sjpinsights@gmail.com (SJP Insights) no Six months after the European Central Bank kicked off its own quantitative easing programme, Chris Ralph interviews Stuart Mitchell of S. W. Mitchell Capital, who reflects on the impact for European equity markets. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_06_-_stuart_mitchell_edited_disclaimer.mp3 Fri, 16 Oct 2015 14:50:27 +0100 SJP Insights Six months after the European Central Bank kicked off its own quantitative easing programme, Chris Ralph interviews Stuart Mitchell of S. W. Mitchell Capital, who reflects on the impact for European equity markets. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_continental_european_fund_migrated.jpg?itok=tG07zYRN sjpinsights@gmail.com (SJP Insights) no As the US Federal Reserve considers when it will begin to tighten monetary policy, Chris Ralph interviews Jim Henderson of Aristotle, who considers how this may impact the types of businesses in his portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_05_-_jim_henderson_edited_disclaimer.mp3 Fri, 16 Oct 2015 14:46:30 +0100 SJP Insights As the US Federal Reserve considers when it will begin to tighten monetary policy, Chris Ralph interviews Jim Henderson of Aristotle, who considers how this may impact the types of businesses in his portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_north_american_fund_migrated.jpg?itok=lkPsdY_j sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Hamish Douglass of Magellan, who discusses why the US economy is so important to his fund and why the housing recovery is driving returns from some of his biggest positions. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_03_-_hamish_douglass_edited_disclaimer.mp3 Fri, 16 Oct 2015 14:42:00 +0100 SJP Insights In this episode, Chris Ralph interviews Hamish Douglass of Magellan, who discusses why the US economy is so important to his fund and why the housing recovery is driving returns from some of his biggest positions. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_international_equity_fund_migrated.jpg?itok=EkH3DFSo sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Jim Cielinski of Columbia Threadneedle, who explains why reduced liquidity in fixed-interest markets forces investors to think longer term and why short-term volatility presents opportunities. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/5243_04_-_jim_cielinski_edited_disclaimer_0.mp3 Fri, 16 Oct 2015 14:31:41 +0100 SJP Insights In this episode, Chris Ralph interviews Jim Cielinski of Columbia Threadneedle, who explains why reduced liquidity in fixed-interest markets forces investors to think longer term and why short-term volatility presents opportunities. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/threadneedle_cielinski_strategicmanaged.jpg?itok=0Y1Cmyqo sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph, Chief Investment Officer at St. James's Place, outlines the performance of investment markets in the second quarter of 2015 as the combined threat of interest rate increases in the US and the potential Grexit in Europe continues to weigh on investor sentiment. And with many global markets nearing or surpassing all-time highs in recent months, Chris also talks about current valuation levels. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/5094_cio_update_audio.mp3 Mon, 13 Jul 2015 13:15:44 +0100 SJP Insights In this episode Chris Ralph, Chief Investment Officer at St. James's Place, outlines the performance of investment markets in the second quarter of 2015 as the combined threat of interest rate increases in the US and the potential Grexit in Europe continues to weigh on investor sentiment. And with many global markets nearing or surpassing all-time highs in recent months, Chris also talks about current valuation levels. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_july_2015_migrated.jpg?itok=lROGk5Dp sjpinsights@gmail.com (SJP Insights) no It is often said that one thing markets hate is uncertainty. Following what was for many an unexpected majority decision for the Conservative party in last month’s election, George Luckraft believes that UK plc – and ultimately stock markets - will benefit from a more stable environment. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4900_sjp_audio_0.mp3 Tue, 16 Jun 2015 14:30:00 +0100 SJP Insights It is often said that one thing markets hate is uncertainty. Following what was for many an unexpected majority decision for the Conservative party in last month’s election, George Luckraft believes that UK plc – and ultimately stock markets - will benefit from a more stable environment. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_allshare_income_unit_trust_migrated.jpg?itok=_orcORRa sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Hamish Douglass of Magellan Financial Group who explains why the economic and geopolitical backdrop influences his thinking, but only to a point. Based in Sydney, the team at Magellan is, geographically at least, half a world away from some of the major geopolitical events currently unfolding. However, with responsibility for managing a global equity mandate, understanding how the fund will react is key to achieving long-term returns. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4899_sjp_interview_hamish_audio.mp3 Wed, 13 May 2015 15:47:09 +0100 SJP Insights In this episode, Chris Ralph interviews Hamish Douglass of Magellan Financial Group who explains why the economic and geopolitical backdrop influences his thinking, but only to a point. Based in Sydney, the team at Magellan is, geographically at least, half a world away from some of the major geopolitical events currently unfolding. However, with responsibility for managing a global equity mandate, understanding how the fund will react is key to achieving long-term returns. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_international_equity_fund_migrated.jpg?itok=EkH3DFSo sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Invesco Perpetual’s David Millar and talks research, risk and how the team implement new investment ideas. As one of the strategies in the Multi Asset Fund, the Global Total Returns team construct a portfolio of their best long-term, macroeconomic ideas. Unconstrained by geography, sector and asset class the team adhere to a robust risk management process and aim to identify opportunities to exploit inefficiencies across a range of different instruments. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4899_sjpdavid_millar_audio.mp3 Tue, 05 May 2015 12:03:42 +0100 SJP Insights In this episode, Chris Ralph interviews Invesco Perpetual’s David Millar and talks research, risk and how the team implement new investment ideas. As one of the strategies in the Multi Asset Fund, the Global Total Returns team construct a portfolio of their best long-term, macroeconomic ideas. Unconstrained by geography, sector and asset class the team adhere to a robust risk management process and aim to identify opportunities to exploit inefficiencies across a range of different instruments. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_multi_asset_fund_migrated.jpg?itok=cUswfcWg sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, outlines the performance of investment markets in the first quarter of 2015, highlighting the rebound for European equities which were buoyed by the launch of the ECB’s quantitative easing programme. He also talks about the challenges facing Greece as it seeks to agree reforms to secure additional bailout funds from the EU and reflects on the potential impact of the upcoming general election on UK markets. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/4899_cio_update_audio.mp3 Thu, 30 Apr 2015 12:26:07 +0100 SJP Insights In this episode Chris Ralph, Chief Investment Officer at St. James’s Place, outlines the performance of investment markets in the first quarter of 2015, highlighting the rebound for European equities which were buoyed by the launch of the ECB’s quantitative easing programme. He also talks about the challenges facing Greece as it seeks to agree reforms to secure additional bailout funds from the EU and reflects on the potential impact of the upcoming general election on UK markets. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/stjamessplace_chrisralph_2.jpg?itok=lxDNHt9P sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Philip Gadsden of Orchard Street who explains that outside of London and the South-East, commercial property assets in other areas have also enjoyed positive growth over the past year. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/06_philip_gadsden_final_no_jingles_0.mp3 Mon, 27 Apr 2015 10:10:27 +0100 SJP Insights In this episode Chris Ralph interviews Philip Gadsden of Orchard Street who explains that outside of London and the South-East, commercial property assets in other areas have also enjoyed positive growth over the past year. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_st._jamess_place_property_fund_migrated.jpg?itok=CnKbo-ev sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews James de Uphaugh of Majedie who highlights why he believes the banking sector offers good value for long-term investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/07_james_de_uphaugh_final_no_jingles_1.mp3 Mon, 27 Apr 2015 09:39:57 +0100 SJP Insights In this episode Chris Ralph interviews James de Uphaugh of Majedie who highlights why he believes the banking sector offers good value for long-term investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_uk_general_progressive_fund_migrated.jpg?itok=n0fbEU_e sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Hugh Young of Aberdeen Asia who explains how corporate governance in the Far East has improved significantly over the past decade and can now be fairly compared with the western world. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/02_hugh_young_final_no_jingles_1.mp3 Mon, 27 Apr 2015 00:00:00 +0100 SJP Insights In this episode Chris Ralph interviews Hugh Young of Aberdeen Asia who explains how corporate governance in the Far East has improved significantly over the past decade and can now be fairly compared with the western world. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_far_east_fund_migrated.jpg?itok=0ypgUfg9 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Nick Purves of RWC who highlights areas of the market where he’s been able to find opportunities, despite the momentum-driven market presenting a challenging environment for value investors over the past couple of years. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/03_nick_purves_final_no_jingles_0.mp3 Mon, 27 Apr 2015 00:00:00 +0100 SJP Insights In this episode Chris Ralph interviews Nick Purves of RWC who highlights areas of the market where he’s been able to find opportunities, despite the momentum-driven market presenting a challenging environment for value investors over the past couple of years. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_equity_income_fund_migrated.jpg?itok=WAKb4aPz sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Jonathan Asante of First State Stewart who discusses how adhering to a strict investment philosophy provides the framework for constructing a balanced portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/05_jonathan_asante_final_no_jingles_0.mp3 Mon, 27 Apr 2015 00:00:00 +0100 SJP Insights In this episode Chris Ralph interviews Jonathan Asante of First State Stewart who discusses how adhering to a strict investment philosophy provides the framework for constructing a balanced portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_worldwide_opportunities_fund_migrated.jpg?itok=dYT3VfV5 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Brad Boyd of Payden & Rygel who describes how their absolute return approach means that striking the balance between short term, opportunistic ideas and long-term objectives is key. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/04_brad_boyd_final_no_jingles_0.mp3 Mon, 27 Apr 2015 00:00:00 +0100 SJP Insights In this episode Chris Ralph interviews Brad Boyd of Payden & Rygel who describes how their absolute return approach means that striking the balance between short term, opportunistic ideas and long-term objectives is key. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_multi_asset_fund_migrated.jpg?itok=UgXO0BIq sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Peirson of AXA Framlington, lead manager for the Balanced Managed fund. With a career in fund management stretching back over a quarter of a century, Richard has experienced the full range of market ups and downs and explains why despite the FTSE 100 reaching a new all-time high he believes equities still present a good opportunity for long-term investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4898_sjp_balancedmanagedfund.mp3 Thu, 19 Mar 2015 15:32:08 +0000 SJP Insights In this episode Chris Ralph interviews Richard Peirson of AXA Framlington, lead manager for the Balanced Managed fund. With a career in fund management stretching back over a quarter of a century, Richard has experienced the full range of market ups and downs and explains why despite the FTSE 100 reaching a new all-time high he believes equities still present a good opportunity for long-term investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_richard_peirson_balanced_managed_fund_migrated.jpg?itok=Drm1j8Lj sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph reviews 2014 market performance and offer his views on the active versus passive debate. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/4889_sjp.mp3 Tue, 10 Feb 2015 15:39:07 +0000 SJP Insights In this episode Chris Ralph reviews 2014 market performance and offer his views on the active versus passive debate. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_chris_ralph_migrated.jpg?itok=VPU4dsQc sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Brian Matthews of Payden & Rygel to discuss how their flexible approach is able to invest across the fixed interest universe. (21 October 2014) sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/8140_american.mp3 Wed, 12 Nov 2014 09:36:28 +0000 SJP Insights In this episode Chris Ralph interviews Brian Matthews of Payden & Rygel to discuss how their flexible approach is able to invest across the fixed interest universe. (21 October 2014) Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_multi_asset_fund_migrated.jpg?itok=UgXO0BIq sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Chris Reid of Majedie Asset Management to discuss the challenges of investing in a momentum-driven market and to share his thoughts on the food retail sector. (21 October 2014) sjpinsights@gmail.com (SJP Insights) New Fund Launch https://files.asset.tv/live/s3fs-public/audio/8140_chrisreid.mp3 Wed, 05 Nov 2014 10:06:08 +0000 SJP Insights In this episode Chris Ralph interviews Chris Reid of Majedie Asset Management to discuss the challenges of investing in a momentum-driven market and to share his thoughts on the food retail sector. (21 October 2014) New Fund Launch https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/new_fund_launch_-_uk_income_fund_migrated.jpg?itok=zXK0yUgo sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph outlines the changes to the St. James’s Place range of funds and Portfolios effective from 10 November. (21 October 2014) sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/8140chrisr_ptc.mp3 Wed, 05 Nov 2014 10:03:20 +0000 SJP Insights In this episode Chris Ralph outlines the changes to the St. James’s Place range of funds and Portfolios effective from 10 November. (21 October 2014) CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_chris_ralph_migrated.jpg?itok=VPU4dsQc sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Luke Chappell of BlackRock who explains that despite the negative press for food retailers recently, there are reasons why he’ll continue to follow the sector closely for now. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/04_-_luke_chappell_no_jingles_dis.mp3 Mon, 20 Oct 2014 10:14:58 +0100 SJP Insights In this episode Chris Ralph interviews Luke Chappell of BlackRock who explains that despite the negative press for food retailers recently, there are reasons why he’ll continue to follow the sector closely for now. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_luke_chappell_uk_absolute_return_fund_migrated.jpg?itok=CIacs1oa sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Stephen Thornber of Threadneedle Investments to discuss the key characteristics of the businesses in his portfolio and the outlook for income investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/03_-_steve_thornber_no_jingle_dis.mp3 Mon, 20 Oct 2014 09:47:08 +0100 SJP Insights In this episode Chris Ralph interviews Stephen Thornber of Threadneedle Investments to discuss the key characteristics of the businesses in his portfolio and the outlook for income investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_stephen_thornber_strategic_managed_fund_migrated.jpg?itok=akeEmu2R sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Paul Read of Invesco Perpetual who explains how price weakness in certain parts of the fixed interest market has provided the opportunity recently to add some new names to the portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/05_-_paul_read_no_jingles_dis.mp3 Mon, 20 Oct 2014 09:44:56 +0100 SJP Insights In this episode Chris Ralph interviews Paul Read of Invesco Perpetual who explains how price weakness in certain parts of the fixed interest market has provided the opportunity recently to add some new names to the portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_paul_read_corporate_bond_fund_migrated.jpg?itok=kZSElP51 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Kevin Murphy of Schroders who identifies the areas in which his value-based approach continues to find investment ideas, despite the UK market being close to its all-time peak. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/06_-_kevin_murphy_no_jingles_dis.mp3 Mon, 20 Oct 2014 09:41:26 +0100 SJP Insights In this episode Chris Ralph interviews Kevin Murphy of Schroders who identifies the areas in which his value-based approach continues to find investment ideas, despite the UK market being close to its all-time peak. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_kevin_murphy_managed_growth_fund_migrated.jpg?itok=Ryv7yZTQ sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Jim Henderson of Aristotle Capital who discusses how a change to the pricing model of consumer software is having big benefits for the likes of Microsoft and Adobe. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/07_-_jim_henderson_no_jingles_dis.mp3 Mon, 20 Oct 2014 09:34:33 +0100 SJP Insights In this episode Chris Ralph interviews Jim Henderson of Aristotle Capital who discusses how a change to the pricing model of consumer software is having big benefits for the likes of Microsoft and Adobe. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_jim_henderson_north_american_fund_migrated.png?itok=ovM3g6DT sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Ajay Krishnan of Wasatch Advisors who explains that whilst a quantitative approach can provide an interesting universe of potential investments, taking the opportunity to meet with management often reveals much more about the prospects for a business. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/02_-_ajay_krishnan_no_jingle_dis.mp3 Mon, 20 Oct 2014 09:31:39 +0100 SJP Insights In this episode Chris Ralph interviews Ajay Krishnan of Wasatch Advisors who explains that whilst a quantitative approach can provide an interesting universe of potential investments, taking the opportunity to meet with management often reveals much more about the prospects for a business. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_ajay_krishnan_emerging_markets_equity_fund_migrated.jpg?itok=c0I-WNFR sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph reflects on the performance of markets so far in 2014, discusses the need for investors to set realistic expectations from equities and introduces the new independent members of the St. James’s Place Investment Committee. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/8161_sjp_audio.mp3 Mon, 06 Oct 2014 17:47:43 +0100 SJP Insights In this episode Chris Ralph reflects on the performance of markets so far in 2014, discusses the need for investors to set realistic expectations from equities and introduces the new independent members of the St. James’s Place Investment Committee. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_chris_ralph_migrated.jpg?itok=VPU4dsQc sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Peter Dunscombe, an independent member of the St. James’s Place Investment Committee. Peter discusses the role of blended funds on the investment platform, explains the key benefits of this approach and talks about the rebalancing strategy for these funds. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/8065_sjp_peter_audio.mp3 Mon, 18 Aug 2014 13:49:50 +0100 SJP Insights In this episode Chris Ralph interviews Peter Dunscombe, an independent member of the St. James’s Place Investment Committee. Peter discusses the role of blended funds on the investment platform, explains the key benefits of this approach and talks about the rebalancing strategy for these funds. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_peter_dunscombe_blended_fund_solutions_migrated.jpg?itok=YiA4WmQp sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Paul Boyne and Doug McGraw of Manulife Asset Management, investment managers of the Global Equity Income fund. Paul and Doug explain why the portfolio holds a number of growth stocks and the role they play in the overall strategy. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7896sjp_incomefund.mp3 Tue, 20 May 2014 09:40:22 +0100 SJP Insights In this episode Chris Ralph interviews Paul Boyne and Doug McGraw of Manulife Asset Management, investment managers of the Global Equity Income fund. Paul and Doug explain why the portfolio holds a number of growth stocks and the role they play in the overall strategy. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_paul_boyne_and_doug_mcgraw_global_equity_income_fund_migrated.jpg?itok=RFO3f478 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Ajay Krishnan and Roger Edgley of Wasatch Advisors, investment managers of the Emerging Markets Equity fund. Ajay and Rodger discuss how the team rely on in depth analysis, backed up with extensive ‘on the ground’ research to uncover companies relatively unknown to other western investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7896sjp_equityfund_audio.mp3 Fri, 16 May 2014 16:31:03 +0100 SJP Insights In this episode Chris Ralph interviews Ajay Krishnan and Roger Edgley of Wasatch Advisors, investment managers of the Emerging Markets Equity fund. Ajay and Rodger discuss how the team rely on in depth analysis, backed up with extensive ‘on the ground’ research to uncover companies relatively unknown to other western investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_wasatch_advisors_emerging_markets_equity_fund_migrated.jpg?itok=m86DhDak sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Peirson of AXA Framlington, investment manager of the Balanced Managed fund. Whilst approximately two-thirds of the earnings from UK-listed companies come from overseas, Richard explains that the star performers in his portfolio last year were those businesses with a focus on domestic markets. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/02_-_track_2_richard_pierson_dis.mp3 Mon, 28 Apr 2014 15:31:51 +0100 SJP Insights In this episode Chris Ralph interviews Richard Peirson of AXA Framlington, investment manager of the Balanced Managed fund. Whilst approximately two-thirds of the earnings from UK-listed companies come from overseas, Richard explains that the star performers in his portfolio last year were those businesses with a focus on domestic markets. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_richard_peirson_balanced_managed_fund_migrated.jpg?itok=Drm1j8Lj sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Hamish Douglas of Magellan, investment manager of the International Equity fund. Hamish highlights the strength of long-term holdings in companies such as Visa, Mastercard and Google as being amongst the main reasons for the success of his portfolio during 2013. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/07_-_track_7_hamish_douglass_dis.mp3 Mon, 28 Apr 2014 15:26:24 +0100 SJP Insights In this episode Chris Ralph interviews Hamish Douglas of Magellan, investment manager of the International Equity fund. Hamish highlights the strength of long-term holdings in companies such as Visa, Mastercard and Google as being amongst the main reasons for the success of his portfolio during 2013. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/magellan_hamishdouglass_intlequity_0.jpg?itok=ije_Dmr5 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Chris Bartram of Orchard Street, investment manager of the Property fund. As commercial property returns to favour with investors, Chris describes how they’ve been able to exploit the opportunities to evolve the portfolio through a careful and considered programme of new acquisitions. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/04_-_track_4_chris_bartram_dis.mp3 Mon, 28 Apr 2014 15:21:04 +0100 SJP Insights In this episode Chris Ralph interviews Chris Bartram of Orchard Street, investment manager of the Property fund. As commercial property returns to favour with investors, Chris describes how they’ve been able to exploit the opportunities to evolve the portfolio through a careful and considered programme of new acquisitions. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_chris_bartram_property_fund_migrated.jpg?itok=tphrd9XS sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Nigel Ridge of BlackRock, investment manager of the UK Absolute Return fund. Nigel discusses the changes he’s made to the portfolio, and reasons for the improved performance, since taking responsibility for the fund at the end of last year. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/03_-_track_3_nigel_ridge_dis.mp3 Mon, 28 Apr 2014 15:11:11 +0100 SJP Insights In this episode Chris Ralph interviews Nigel Ridge of BlackRock, investment manager of the UK Absolute Return fund. Nigel discusses the changes he’s made to the portfolio, and reasons for the improved performance, since taking responsibility for the fund at the end of last year. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_nigel_ridge_uk_absolute_return_fund_migrated.jpg?itok=7KHqwlsm sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Ked Hogan of BlackRock, investment manager of the Alternative Assets fund. Ked discusses the prospects for Alternative Assets and identifies the recent sell-off in emerging markets as a potential source of profits for the portfolio over the medium to long term. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/05_-_track_5_ked_hogan_dis_0.mp3 Mon, 28 Apr 2014 15:08:56 +0100 SJP Insights In this episode Chris Ralph interviews Ked Hogan of BlackRock, investment manager of the Alternative Assets fund. Ked discusses the prospects for Alternative Assets and identifies the recent sell-off in emerging markets as a potential source of profits for the portfolio over the medium to long term. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_ked_hogan_alternative_assets_fund_migrated.jpg?itok=yhL0YeW9 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Sunil Thakor of Sands Capital, one of the satellite managers for the Global Equity fund. The technology sector continues to provide attraction for many growth investors; Sunil explains why Sands has great expectations for its holdings in businesses such as Facebook and Baidu. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/06_-_track_6_sunil_thakor_dis.mp3 Mon, 28 Apr 2014 12:22:48 +0100 SJP Insights In this episode Chris Ralph interviews Sunil Thakor of Sands Capital, one of the satellite managers for the Global Equity fund. The technology sector continues to provide attraction for many growth investors; Sunil explains why Sands has great expectations for its holdings in businesses such as Facebook and Baidu. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_sunil_thakor_global_equity_fund_migrated.jpg?itok=vWF3G6GA sjpinsights@gmail.com (SJP Insights) no In this episode Tom Beal interviews Ken Broekaert of Burgundy Asset Management, joint-manager of the Greater European fund. As investors rotate away from the emerging markets in favour of developed market equities, Ken explains that fundamentals, rather than a top-down macro approach, are the reason why the Portfolio doesn’t currently hold any businesses from peripheral European countries. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7944sjp_audio.mp3 Wed, 23 Apr 2014 16:19:38 +0100 SJP Insights In this episode Tom Beal interviews Ken Broekaert of Burgundy Asset Management, joint-manager of the Greater European fund. As investors rotate away from the emerging markets in favour of developed market equities, Ken explains that fundamentals, rather than a top-down macro approach, are the reason why the Portfolio doesn’t currently hold any businesses from peripheral European countries. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/swmitchellcapitalburgundy_kenbroekaert_greatereuropean_0.jpg?itok=oUshXOko sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Adam Parker of Majedie, investment manager of the smaller companies’ portfolio for the UK Growth fund. As corporate activity increases, Adam explains why he’s particularly cautious of IPOs in the current market and why the small cap universe continues to provide a healthy supply of new opportunities for investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7897_sjp.mp3 Wed, 02 Apr 2014 17:24:38 +0100 SJP Insights In this episode Chris Ralph interviews Adam Parker of Majedie, investment manager of the smaller companies’ portfolio for the UK Growth fund. As corporate activity increases, Adam explains why he’s particularly cautious of IPOs in the current market and why the small cap universe continues to provide a healthy supply of new opportunities for investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_adam_parker_uk_growth_fund_migrated.jpg?itok=j2qurgpi sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Cindy Rose of Aberdeen Asset Management, Head of Socially Responsible Investing Research. Cindy discusses the strict ethical requirements for companies to be considered for the Ethical fund and the process the team follows when a stock no longer fits the criteria. She also shares her views on the level of corporate governance from emerging market companies and explains how improved environmental and labour policies have made them more attractive for ethical investors. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_cindy_rose_ethical_fund.mp3 Thu, 13 Feb 2014 15:24:11 +0000 SJP Insights In this episode Chris Ralph interviews Cindy Rose of Aberdeen Asset Management, Head of Socially Responsible Investing Research. Cindy discusses the strict ethical requirements for companies to be considered for the Ethical fund and the process the team follows when a stock no longer fits the criteria. She also shares her views on the level of corporate governance from emerging market companies and explains how improved environmental and labour policies have made them more attractive for ethical investors. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_cindy_rose_ethical_fund_migrated.jpg?itok=2cYkWD12 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph gives his thoughts on the events of 2013, provides an update on the latest developments on Neil Woodford’s departure from Invesco Perpetual and reflects on the news that St. James’s Place is now the largest provider of Stocks & Shares ISAs. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/7828sjp_audio.mp3 Mon, 03 Feb 2014 09:16:25 +0000 SJP Insights In this episode Chris Ralph gives his thoughts on the events of 2013, provides an update on the latest developments on Neil Woodford’s departure from Invesco Perpetual and reflects on the news that St. James’s Place is now the largest provider of Stocks & Shares ISAs. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_chris_ralph_migrated.png?itok=Sat16BNA sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Adrian Frost of Artemis, the investment manager of the UK & International Income fund. With the ability to invest in the UK and overseas equities, Adrian explains how the asset allocation of the portfolio reflects the relative strengths of individual businesses rather than specific countries. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4140_mp3_internationalincomefund.mp3 Fri, 18 Oct 2013 13:37:39 +0100 SJP Insights In this episode Chris Ralph interviews Adrian Frost of Artemis, the investment manager of the UK & International Income fund. With the ability to invest in the UK and overseas equities, Adrian explains how the asset allocation of the portfolio reflects the relative strengths of individual businesses rather than specific countries. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_adrian_frost_uk_international_income_fund_migrated.jpg?itok=KLD9FxSK sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews George Luckraft of AXA Investment Management, investment manager of the All Share Income funds. Buoyed by government help for the housing market, growth forecasts for the UK economy have moved up substantially this year. George confirms that this more optimistic view is echoed by many of the management teams he’s met. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4140_mp3_allshareincomefund.mp3 Fri, 18 Oct 2013 13:32:06 +0100 SJP Insights In this episode Chris Ralph interviews George Luckraft of AXA Investment Management, investment manager of the All Share Income funds. Buoyed by government help for the housing market, growth forecasts for the UK economy have moved up substantially this year. George confirms that this more optimistic view is echoed by many of the management teams he’s met. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_george_luckraft_all_share_income_funds_migrated.jpg?itok=DWqLpfLA sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Hugh Young of Aberdeen Asset Management, investment manager of the Far East fund. Whilst the impact of reforms introduced by Japanese Premier Shinzo Abe appears to be boosting investor confidence in the region, Hugh explains that the implications for corporate Japan are less clear. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4140_mp3_fareastfund.mp3 Fri, 18 Oct 2013 13:29:37 +0100 SJP Insights In this episode Chris Ralph interviews Hugh Young of Aberdeen Asset Management, investment manager of the Far East fund. Whilst the impact of reforms introduced by Japanese Premier Shinzo Abe appears to be boosting investor confidence in the region, Hugh explains that the implications for corporate Japan are less clear. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_hugh_young_far_east_fund_migrated.jpg?itok=9ofd7uIE sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews James de Uphaugh of Majedie Asset Management, investment manager of the UK Growth fund. Discussing the reasons for strong growth from his UK equity portfolio, James explains why they’ve focussed on businesses with UK – rather than overseas – earnings. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4140_mp3_ukgrowthfund.mp3 Fri, 18 Oct 2013 13:24:05 +0100 SJP Insights In this episode Chris Ralph interviews James de Uphaugh of Majedie Asset Management, investment manager of the UK Growth fund. Discussing the reasons for strong growth from his UK equity portfolio, James explains why they’ve focussed on businesses with UK – rather than overseas – earnings. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_james_de_uphaugh_uk_growth_fund_migrated.jpg?itok=aQCPFJjl sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Tye Bousada of EdgePoint, co-manager of the Global Equity fund. Many investors view volatility as a risk in equity markets but Tye discusses how they use this to exploit new investment opportunities. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4140_mp3_globalequityfund.mp3 Fri, 18 Oct 2013 13:21:11 +0100 SJP Insights In this episode Chris Ralph interviews Tye Bousada of EdgePoint, co-manager of the Global Equity fund. Many investors view volatility as a risk in equity markets but Tye discusses how they use this to exploit new investment opportunities. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_tye_bousada_global_equity_fund_migrated.jpg?itok=YovmFdaz sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Zak Summerscale of Babson Capital, investment manager of the International Corporate Bond fund. As debate continues about the future direction of interest rates and central bank policy, Zak shares his thoughts on the impact for yields on senior secured bonds. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/4140_mp3_internationalcorporatebondfund.mp3 Fri, 18 Oct 2013 13:13:43 +0100 SJP Insights In this episode Chris Ralph interviews Zak Summerscale of Babson Capital, investment manager of the International Corporate Bond fund. As debate continues about the future direction of interest rates and central bank policy, Zak shares his thoughts on the impact for yields on senior secured bonds. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_zak_summerscale_international_corporate_bond_fund_migrated.jpg?itok=wv2xwnR7 sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph discusses the background to the recently announced fund and Portfolio changes to take effect on 7 October 2013, and introduces the newly appointed fund managers. sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/10061-7567_mp3_fundchangesandnewdevelopments.mp3 Thu, 26 Sep 2013 15:36:09 +0100 SJP Insights In this episode, Chris Ralph discusses the background to the recently announced fund and Portfolio changes to take effect on 7 October 2013, and introduces the newly appointed fund managers. CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_chris_ralph_migrated.png?itok=Sat16BNA sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Bob Wyckoff and Roger De Bree of Tweedy, Browne, one of the satellite managers for the St. James’s Place Global Equity fund. Bob discusses the shape of the recovery in equity markets and explains how the investment team is finding new opportunities in more cyclical areas of the market as the valuations of traditional defensive sectors have been buoyed by the ‘risk off’ environment. Roger explains the advantages of being based in London, highlighting the ability to meet face-to-face with the management of small cap companies that would otherwise be off the radar of overseas investors. At a portfolio level, they also discuss the fortunes of Vodafone and G4S – both of which have had significant press coverage in recent months. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/10148-7575_mp3_globalequityfund.mp3 Wed, 25 Sep 2013 17:32:17 +0100 SJP Insights In this episode Chris Ralph interviews Bob Wyckoff and Roger De Bree of Tweedy, Browne, one of the satellite managers for the St. James’s Place Global Equity fund. Bob discusses the shape of the recovery in equity markets and explains how the investment team is finding new opportunities in more cyclical areas of the market as the valuations of traditional defensive sectors have been buoyed by the ‘risk off’ environment. Roger explains the advantages of being based in London, highlighting the ability to meet face-to-face with the management of small cap companies that would otherwise be off the radar of overseas investors. At a portfolio level, they also discuss the fortunes of Vodafone and G4S – both of which have had significant press coverage in recent months. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_tweedy_browne_global_equity_fund_migrated.jpg?itok=O4dw3wmF sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Nigel Ridge of BlackRock, investment manager for the St. James’s Place UK Absolute Return fund. Nigel explains how long/short strategies provide him with the opportunity to profit from companies where he holds a negative view and how he uses this approach to reduce market risk in the portfolio. Nigel also explains how he uses combinations of long and short positions in a ‘pair trade’ and why the widening of the investment powers to increase the maximum gross exposure from 100% to 150% doesn’t increase the overall risk of the portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/10182-7609_mp3_ukabsolutereturnfund.mp3 Wed, 25 Sep 2013 17:25:11 +0100 SJP Insights In this episode Chris Ralph interviews Nigel Ridge of BlackRock, investment manager for the St. James’s Place UK Absolute Return fund. Nigel explains how long/short strategies provide him with the opportunity to profit from companies where he holds a negative view and how he uses this approach to reduce market risk in the portfolio. Nigel also explains how he uses combinations of long and short positions in a ‘pair trade’ and why the widening of the investment powers to increase the maximum gross exposure from 100% to 150% doesn’t increase the overall risk of the portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_nigel_ridge_uk_absolute_return_fund_migrated.jpg?itok=7KHqwlsm sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Luke Chappell of BlackRock, investment manager for the St. James’s Place UK & General Progressive fund. Luke discusses the fundamental characteristics he looks for in businesses when investing and explains why his approach of picking individual stocks means that he doesn’t see himself as either a typical value or growth investor. Luke also explains the investment thesis behind his holding in Next, the UK retailer, explaining his confidence in the management team, the strength on the high street and how the success of the Next Directory has fed the development of their online proposition. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/10147-7509_mp3_ukandgeneralprogressfund.mp3 Wed, 25 Sep 2013 17:23:09 +0100 SJP Insights In this episode Chris Ralph interviews Luke Chappell of BlackRock, investment manager for the St. James’s Place UK & General Progressive fund. Luke discusses the fundamental characteristics he looks for in businesses when investing and explains why his approach of picking individual stocks means that he doesn’t see himself as either a typical value or growth investor. Luke also explains the investment thesis behind his holding in Next, the UK retailer, explaining his confidence in the management team, the strength on the high street and how the success of the Next Directory has fed the development of their online proposition. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_luke_chappell_uk_and_general_progressive_fund_migrated.jpg?itok=W9u6GN5- sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Ugo Montrucchio of BlackRock, the investment manager for the SJP Alternative Assets fund. Ugo explains the investment approach of ‘factor investing’, and how this is applied to asset classes of the fund to create a diversified portfolio. He also outlines the rationale for the portfolio’s high exposure to commodities and shares his thoughts on the outlook for this asset class over the next 2–3 years. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7405_mp3_investmentupdate_ugomontrucchio.mp3 Fri, 30 Aug 2013 15:08:12 +0100 SJP Insights In this episode Chris Ralph interviews Ugo Montrucchio of BlackRock, the investment manager for the SJP Alternative Assets fund. Ugo explains the investment approach of ‘factor investing’, and how this is applied to asset classes of the fund to create a diversified portfolio. He also outlines the rationale for the portfolio’s high exposure to commodities and shares his thoughts on the outlook for this asset class over the next 2–3 years. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_ugo_montrucchio_alternative_assets_fund_migrated.jpg?itok=Np-m4My0 sjpinsights@gmail.com (SJP Insights) no In this episode we hear from Chris Bartram of Orchard Street Investment Management, investment manager of the St. James’s Place Property funds. Chris discusses the outlook for commercial property over the next 2-3 years and explains why Orchard Street believes that the current strong demand for London properties could start to spread to other regions. Chris also highlights the main differences between residential and commercial property and explains the key measures for gauging the quality of a property portfolio. sjpinsights@gmail.com (SJP Insights) Perspective https://files.asset.tv/live/s3fs-public/audio/7538_mp3_investingincommercialproperty.mp3 Fri, 09 Aug 2013 11:00:48 +0100 SJP Insights In this episode we hear from Chris Bartram of Orchard Street Investment Management, investment manager of the St. James’s Place Property funds. Chris discusses the outlook for commercial property over the next 2-3 years and explains why Orchard Street believes that the current strong demand for London properties could start to spread to other regions. Chris also highlights the main differences between residential and commercial property and explains the key measures for gauging the quality of a property portfolio. Perspective https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/perspective_-_investing_in_commercial_property_migrated.jpg?itok=G_g-n80L sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews David Levanson, Sunil Thakor and Perry Williams of Sands Capital Management, one of the satellite managers for the St. James’s Place Global Equity fund. The team discusses why the portfolio holds no Japanese companies and explains the challenges they face identifying growth businesses within that region. They also outline the rationale for their investment in Visa and the reason why they prefer to hold this company rather than their main competitors, MasterCard and American Express. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7410_mp3_globalequityfunds.mp3 Mon, 05 Aug 2013 12:54:17 +0100 SJP Insights In this episode Chris Ralph interviews David Levanson, Sunil Thakor and Perry Williams of Sands Capital Management, one of the satellite managers for the St. James’s Place Global Equity fund. The team discusses why the portfolio holds no Japanese companies and explains the challenges they face identifying growth businesses within that region. They also outline the rationale for their investment in Visa and the reason why they prefer to hold this company rather than their main competitors, MasterCard and American Express. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_sands_capital_management_global_equity_funds_migrated.jpg?itok=MJRqPaxw sjpinsights@gmail.com (SJP Insights) no In this episode we hear from Richard Oldfield of Oldfield Partners, investment manager of the St. James’s Place High Octane funds. Richard discusses the outlook for equity markets and explains why he believes the asset class still offers the potential for growth. Richard also highlights new opportunities in Europe and why he feels that the recent market correction shouldn't signal the end of a long-term rally in Japan. sjpinsights@gmail.com (SJP Insights) Perspective https://files.asset.tv/live/s3fs-public/audio/7465_mp3_perspective_wherenextforequitymarkets.mp3 Mon, 24 Jun 2013 09:45:52 +0100 SJP Insights In this episode we hear from Richard Oldfield of Oldfield Partners, investment manager of the St. James’s Place High Octane funds. Richard discusses the outlook for equity markets and explains why he believes the asset class still offers the potential for growth. Richard also highlights new opportunities in Europe and why he feels that the recent market correction shouldn't signal the end of a long-term rally in Japan. Perspective https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/perspective_-_where_next_for_equity_markets_migrated.jpg?itok=MNyd8Ocw sjpinsights@gmail.com (SJP Insights) no In this episode we hear from Ken Broekaert of Burgundy Asset Management, joint-manager of the St. James’s Greater European funds. Ken explains the reasons for the strong performance of his portfolio in recent years despite ongoing issues in the eurozone and explains that, whilst he remains aware of the macroeconomic environment, it doesn’t dictate his stock-picking decisions. Ken also highlights the importance of having a watch-list of potential investments – the dream team – and explains how he manages cash within the portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7409_mp3_investmentupdatekennethabroekaertgreatereuropeanfunds.mp3 Fri, 21 Jun 2013 12:48:14 +0100 SJP Insights In this episode we hear from Ken Broekaert of Burgundy Asset Management, joint-manager of the St. James’s Greater European funds. Ken explains the reasons for the strong performance of his portfolio in recent years despite ongoing issues in the eurozone and explains that, whilst he remains aware of the macroeconomic environment, it doesn’t dictate his stock-picking decisions. Ken also highlights the importance of having a watch-list of potential investments – the dream team – and explains how he manages cash within the portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/swmitchellcapitalburgundy_kenbroekaert_greatereuropean.jpg?itok=4hWQx-gO sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Jim Henderson of Aristotle Capital Management, portfolio manager for the St. James’s North American funds. Jim discusses what differentiates Aristotle’s approach from other value managers and explains how they identify potential investment opportunities by understanding what they call the ‘value chain’ within individual sectors and industries. Jim also talks about the investment story behind the US-house builder, Lennar, the largest holding in the portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7334sjp.audio_.mp3 Fri, 24 May 2013 19:45:13 +0100 SJP Insights In this episode Chris Ralph interviews Jim Henderson of Aristotle Capital Management, portfolio manager for the St. James’s North American funds. Jim discusses what differentiates Aristotle’s approach from other value managers and explains how they identify potential investment opportunities by understanding what they call the ‘value chain’ within individual sectors and industries. Jim also talks about the investment story behind the US-house builder, Lennar, the largest holding in the portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_jim_henderson_north_american_funds_migrated.jpg?itok=pHGFIsnL sjpinsights@gmail.com (SJP Insights) no In this episode we hear from Nick Purves of RMC Partners, investment manager of the St. James’s Place Equity Income funds. Nick discusses the environment for equity income investors and the prospects for dividend growth on the back of a very strong year for dividends in 2012. Nick also outlines the challenges of finding sustainable yields outside of the mega-cap companies at the top of the FTSE 100 and explains why he believes equities offer an attractive alternative income solution to deposit-based investments, as part of a balanced portfolio. sjpinsights@gmail.com (SJP Insights) Perspective https://files.asset.tv/live/s3fs-public/audio/sjp_audio.mp3 Fri, 10 May 2013 11:43:10 +0100 SJP Insights In this episode we hear from Nick Purves of RMC Partners, investment manager of the St. James’s Place Equity Income funds. Nick discusses the environment for equity income investors and the prospects for dividend growth on the back of a very strong year for dividends in 2012. Nick also outlines the challenges of finding sustainable yields outside of the mega-cap companies at the top of the FTSE 100 and explains why he believes equities offer an attractive alternative income solution to deposit-based investments, as part of a balanced portfolio. Perspective https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/perspective_-_the_outlook_for_uk_dividends_migrated.jpg?itok=0zP3ud9s sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Nick Kirrage of Schroder, co-investment manager of the St. James’s Place Schroder Managed funds and Managed Growth Unit Trust. Nick discusses the challenges facing value investors in the current environment and explains that he continues to uncover new investment opportunities despite a disciplined approach to stock selection. Nick also shares his thoughts on banks and pharmaceutical stocks and highlights why he believes these sectors have significant growth potential over the medium term. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7288sjpaudio.mp3 Fri, 26 Apr 2013 12:42:17 +0100 SJP Insights In this episode Chris Ralph interviews Nick Kirrage of Schroder, co-investment manager of the St. James’s Place Schroder Managed funds and Managed Growth Unit Trust. Nick discusses the challenges facing value investors in the current environment and explains that he continues to uncover new investment opportunities despite a disciplined approach to stock selection. Nick also shares his thoughts on banks and pharmaceutical stocks and highlights why he believes these sectors have significant growth potential over the medium term. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_nick_kirrage_schroder_managed_funds_migrated.jpg?itok=pCxpLHf1 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Stuart Mitchell of S.W. Mitchell Capital, investment manager of the St. James’s Place Continental European and Greater European funds. Stuart discusses the evolution of the portfolio over the past year and highlights three key areas where he has made changes to the fund. Stuart also explains why he now sees selected opportunities in the airline sector. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track4_stuartmitchell.mp3 Thu, 18 Apr 2013 14:56:41 +0100 SJP Insights In this episode Chris Ralph interviews Stuart Mitchell of S.W. Mitchell Capital, investment manager of the St. James’s Place Continental European and Greater European funds. Stuart discusses the evolution of the portfolio over the past year and highlights three key areas where he has made changes to the fund. Stuart also explains why he now sees selected opportunities in the airline sector. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_stuart_mitchell_continental_european_funds_migrated.jpg?itok=XcQyva7Q sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Saumil Parikh of PIMCO, co-investment manager of the St. James’s Place Multi Asset funds. Saumil provides an overview of the PIMCO multi asset strategy and explains the investment strategy and types of assets they are able to access. Saumil also highlights some of their current investment themes, including emerging market equities and the recovery of the US housing market. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track8_saumilparikh.mp3 Thu, 18 Apr 2013 14:55:22 +0100 SJP Insights In this episode Chris Ralph interviews Saumil Parikh of PIMCO, co-investment manager of the St. James’s Place Multi Asset funds. Saumil provides an overview of the PIMCO multi asset strategy and explains the investment strategy and types of assets they are able to access. Saumil also highlights some of their current investment themes, including emerging market equities and the recovery of the US housing market. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_saumil_parikh_multi_asset_funds_migrated.jpg?itok=-h3UF5yt sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Paul Read of Invesco Perpetual, co-investment manager of the St. James’s Place Corporate Bond funds. Paul offers his views on bond market conditions and explains why, despite there being less value in the market today, he does not believe the current environment supports the view that we’re facing a bond bubble. Paul also highlights why he remains comfortable with the portfolio’s exposure to the financial sector. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track5_paulread.mp3 Thu, 18 Apr 2013 14:53:54 +0100 SJP Insights In this episode Chris Ralph interviews Paul Read of Invesco Perpetual, co-investment manager of the St. James’s Place Corporate Bond funds. Paul offers his views on bond market conditions and explains why, despite there being less value in the market today, he does not believe the current environment supports the view that we’re facing a bond bubble. Paul also highlights why he remains comfortable with the portfolio’s exposure to the financial sector. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_paul_read_corporate_bond_funds_migrated.jpg?itok=BKWnpvh- sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Nick Purves of RWC Partners, investment manager of the St. James’s Place Equity Income funds. Nick explains the key drivers behind the strong performance of the fund over 2012 and the importance of central banks in supporting equity markets. Nick also discusses why he is comfortable holding companies that have a lower yield, providing the overall portfolio achieves a strong dividend return. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track2_nickpurves.mp3 Thu, 18 Apr 2013 14:52:34 +0100 SJP Insights In this episode Chris Ralph interviews Nick Purves of RWC Partners, investment manager of the St. James’s Place Equity Income funds. Nick explains the key drivers behind the strong performance of the fund over 2012 and the importance of central banks in supporting equity markets. Nick also discusses why he is comfortable holding companies that have a lower yield, providing the overall portfolio achieves a strong dividend return. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_nick_purves_equity_income_funds_migrated.jpg?itok=NvqMaQwZ sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Jonathan Asante of First State Investments, investment manager of the St. James’s Place Global Emerging Markets funds. Jonathan explains his approach to investing in emerging markets, why the portfolio ignores the benchmark allocation and how a focus on capital preservation is key is to long-term out performance. Jonathan also discusses he challenges he faces identifying companies that satisfy his strict qualitative criteria in China and India. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track3_jonathanassante.mp3 Thu, 18 Apr 2013 14:51:07 +0100 SJP Insights In this episode Chris Ralph interviews Jonathan Asante of First State Investments, investment manager of the St. James’s Place Global Emerging Markets funds. Jonathan explains his approach to investing in emerging markets, why the portfolio ignores the benchmark allocation and how a focus on capital preservation is key is to long-term out performance. Jonathan also discusses he challenges he faces identifying companies that satisfy his strict qualitative criteria in China and India. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_jonathan_asante_global_emerging_market_funds_migrated.jpg?itok=_td3yLp9 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Chris Bartram of Orchard Street Investment Management, lead investment manager of the St. James’s Place Property funds. Chris explains how they’ve rebalanced the asset allocation of the portfolio since taking over management responsibilities in September 2011. Chris also highlights the prospects for both income and capital growth from the property sector over the next 2-3 years. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track6_chrisbartram.mp3 Thu, 18 Apr 2013 14:49:37 +0100 SJP Insights In this episode Chris Ralph interviews Chris Bartram of Orchard Street Investment Management, lead investment manager of the St. James’s Place Property funds. Chris explains how they’ve rebalanced the asset allocation of the portfolio since taking over management responsibilities in September 2011. Chris also highlights the prospects for both income and capital growth from the property sector over the next 2-3 years. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_chris_bartram_property_funds_migrated.jpg?itok=MXTHN9UL sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Will Browne and Bob Wyckoff of Tweedy, Browne Company, one of the ‘satellite’ investment managers of the St. James’s Place Global Equity funds. Will and Bob explain the investment philosophy of Tweedy, Browne and how their approach is based on the principles of Benjamin Graham, the father of value investing. They also highlight which businesses they tend to favour or avoid, due to the mechanics of the sectors within which they operate. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/track7_willbrowne.mp3 Thu, 18 Apr 2013 14:46:02 +0100 SJP Insights In this episode Chris Ralph interviews Will Browne and Bob Wyckoff of Tweedy, Browne Company, one of the ‘satellite’ investment managers of the St. James’s Place Global Equity funds. Will and Bob explain the investment philosophy of Tweedy, Browne and how their approach is based on the principles of Benjamin Graham, the father of value investing. They also highlight which businesses they tend to favour or avoid, due to the mechanics of the sectors within which they operate. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_will_browne_global_equity_funds_migrated.jpg?itok=iJTMvsro sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Peirson of AXA Framlington, investment manager of the St. James’s Place Balanced Managed funds and Balanced Managed Unit Trust. Richard discusses the current asset allocation of the portfolio and explains why he prefers gilts over corporate bonds in the current environment. Richard also outlines his view on the housing market and the reasons for his holdings in several UK house builders. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7190sjpaudio.mp3 Wed, 13 Mar 2013 14:28:51 +0000 SJP Insights In this episode Chris Ralph interviews Richard Peirson of AXA Framlington, investment manager of the St. James’s Place Balanced Managed funds and Balanced Managed Unit Trust. Richard discusses the current asset allocation of the portfolio and explains why he prefers gilts over corporate bonds in the current environment. Richard also outlines his view on the housing market and the reasons for his holdings in several UK house builders. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_richard_peirson_balanced_managed_funds_migrated.jpg?itok=5CuXohp6 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Tye Bousada and Geoff MacDonald of EdgePoint Investment Group, one of the satellite investment managers of the St. James’s Place Global Equity fund. Tye talks about the history of EdgePoint, the investment team and the principles of their investment approach. Geoff adds his thoughts on portfolio construction and explains how their style avoids stock selection bias towards certain sectors and regions. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7000toronto.audio_.mp3 Fri, 01 Feb 2013 17:26:08 +0000 SJP Insights In this episode Chris Ralph interviews Tye Bousada and Geoff MacDonald of EdgePoint Investment Group, one of the satellite investment managers of the St. James’s Place Global Equity fund. Tye talks about the history of EdgePoint, the investment team and the principles of their investment approach. Geoff adds his thoughts on portfolio construction and explains how their style avoids stock selection bias towards certain sectors and regions. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_tye_bousada_global_equity_funds_migrated.jpg?itok=qi3avAeS sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Tye Bousada and Geoff MacDonald of EdgePoint Investment Group, one of the satellite investment managers of the St. James’s Place Global Equity fund. Tye talks about the history of EdgePoint, the investment team and the principles of their investment approach. Geoff adds his thoughts on portfolio construction and explains how their style avoids stock selection bias towards certain sectors and regions. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/7000toronto.audio__0.mp3 Fri, 01 Feb 2013 17:26:08 +0000 SJP Insights In this episode Chris Ralph interviews Tye Bousada and Geoff MacDonald of EdgePoint Investment Group, one of the satellite investment managers of the St. James’s Place Global Equity fund. Tye talks about the history of EdgePoint, the investment team and the principles of their investment approach. Geoff adds his thoughts on portfolio construction and explains how their style avoids stock selection bias towards certain sectors and regions. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_tye_bousada_global_equity_funds_migrated.jpg?itok=qi3avAeS sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Hamish Douglass of Magellan Asset Management, investment manager of the St. James’s Place International Equity fund. Hamish talks about the history of Magellan, his investment team and the principles of his investment approach. Hamish also outlines how his view on US interest rates has led to a recent decision to invest in two large, global trust banks: State Street and Bank of New York Mellon. sjpinsights@gmail.com (SJP Insights) New Fund Launch https://files.asset.tv/live/s3fs-public/audio/7000sydney_updated.mp3 Fri, 01 Feb 2013 17:24:38 +0000 SJP Insights In this episode Chris Ralph interviews Hamish Douglass of Magellan Asset Management, investment manager of the St. James’s Place International Equity fund. Hamish talks about the history of Magellan, his investment team and the principles of his investment approach. Hamish also outlines how his view on US interest rates has led to a recent decision to invest in two large, global trust banks: State Street and Bank of New York Mellon. New Fund Launch https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/fund_launch_-_hamish_douglass_international_equity_funds_migrated.jpg?itok=ZfstFn-u sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Oldfield of Oldfield Partners, investment manager of the St. James’s Place High Octane fund. Richard discusses the challenges and opportunities he faces running a concentrated portfolio of just 20 holdings. He also explains why Nokia and Hewlett Packard have had a difficult year but why he is optimistic about the future for both companies and why he believes that Japan could finally be ready to make a recovery. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6989sjp.mp3 Fri, 14 Dec 2012 09:59:34 +0000 SJP Insights In this episode Chris Ralph interviews Richard Oldfield of Oldfield Partners, investment manager of the St. James’s Place High Octane fund. Richard discusses the challenges and opportunities he faces running a concentrated portfolio of just 20 holdings. He also explains why Nokia and Hewlett Packard have had a difficult year but why he is optimistic about the future for both companies and why he believes that Japan could finally be ready to make a recovery. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_richard_oldfield_high_octane_funds_migrated.jpg?itok=A9KXCW1B sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Adrian Frost of Artemis Investment Management, co-investment manager of the St. James’s Place UK & International Income fund. Adrian explains why professional investors need the willpower to stick to their core principles despite all the noise in the market and, where possible, to ignore the influence of wider macroeconomic influences. Adrian also outlines the investment case for the recent purchase of Balfour Beatty, the UK-listed construction and infrastructure business. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6877sjpaudiodis.mp3 Thu, 08 Nov 2012 11:41:45 +0000 SJP Insights In this episode Chris Ralph interviews Adrian Frost of Artemis Investment Management, co-investment manager of the St. James’s Place UK & International Income fund. Adrian explains why professional investors need the willpower to stick to their core principles despite all the noise in the market and, where possible, to ignore the influence of wider macroeconomic influences. Adrian also outlines the investment case for the recent purchase of Balfour Beatty, the UK-listed construction and infrastructure business. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_uk_international_income_funds_migrated.jpg?itok=cvo4TsQg sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Adrian Frost of Artemis Investment Management, co-investment manager of the St. James’s Place UK & International Income fund. Adrian explains why professional investors need the willpower to stick to their core principles despite all the noise in the market and, where possible, to ignore the influence of wider macroeconomic influences. Adrian also outlines the investment case for the recent purchase of Balfour Beatty, the UK-listed construction and infrastructure business. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6877sjpaudiodis_0.mp3 Thu, 08 Nov 2012 11:41:45 +0000 SJP Insights In this episode Chris Ralph interviews Adrian Frost of Artemis Investment Management, co-investment manager of the St. James’s Place UK & International Income fund. Adrian explains why professional investors need the willpower to stick to their core principles despite all the noise in the market and, where possible, to ignore the influence of wider macroeconomic influences. Adrian also outlines the investment case for the recent purchase of Balfour Beatty, the UK-listed construction and infrastructure business. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_uk_international_income_funds_migrated.jpg?itok=cvo4TsQg sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Howard Gleicher of Aristotle Capital Management, investment manager of the St. James’s Place North American funds. Howard gives an overview of his 27 year career investing in US equities and outlines the main changes made to the portfolio since he took responsibility for the fund in July 2011. Howard also explains the investment case for the recent purchase of Home Depot, the home improvements and construction retailer. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_north_america_funds.mp3 Tue, 16 Oct 2012 15:38:47 +0100 SJP Insights In this episode Chris Ralph interviews Howard Gleicher of Aristotle Capital Management, investment manager of the St. James’s Place North American funds. Howard gives an overview of his 27 year career investing in US equities and outlines the main changes made to the portfolio since he took responsibility for the fund in July 2011. Howard also explains the investment case for the recent purchase of Home Depot, the home improvements and construction retailer. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_howard_gleicher_north_american_funds_migrated.jpg?itok=m1t_kZXW sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Hugh Young of Aberdeen Asset Management Asia, investment manager for the St. James’s Place Far East funds. Hugh discusses his stock selection process and the reasons why the Asia Pacific region continues to offer a number of interesting opportunities for investors. Hugh also explains why for some of the faster growing nations, such as China and India, there is an important distinction between the prospects for the country and its economy. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_far_east_funds.mp3 Tue, 16 Oct 2012 15:37:25 +0100 SJP Insights In this episode Chris Ralph interviews Hugh Young of Aberdeen Asset Management Asia, investment manager for the St. James’s Place Far East funds. Hugh discusses his stock selection process and the reasons why the Asia Pacific region continues to offer a number of interesting opportunities for investors. Hugh also explains why for some of the faster growing nations, such as China and India, there is an important distinction between the prospects for the country and its economy. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_hugh_young_far_east_funds_migrated.jpg?itok=eplK0Ne9 sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Ken Broekaert of Burgundy Asset Management, joint-investment manager of the St. James’s Place Greater European Progressive funds. Ken shares his thoughts on the likely impact that the action of central banks will have on resolving the global sovereign debt crisis and explains the importance of his bottom-up stock picking approach. Ken also outlines the investment case for his holding in IMI, the UK specialist engineering company. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_greater_european_progressive_funds.mp3 Tue, 16 Oct 2012 15:36:01 +0100 SJP Insights In this episode Chris Ralph interviews Ken Broekaert of Burgundy Asset Management, joint-investment manager of the St. James’s Place Greater European Progressive funds. Ken shares his thoughts on the likely impact that the action of central banks will have on resolving the global sovereign debt crisis and explains the importance of his bottom-up stock picking approach. Ken also outlines the investment case for his holding in IMI, the UK specialist engineering company. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_ken_broekaert_greater_european_progressive_funds_migrated.jpg?itok=al7wsuxJ sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Nick Kirrage of Schroder Investment Management, co-investment manager of the St. James’s Place Managed Growth fund. Nick provides an overview of his investment approach and explains the key factors he considers when identifying investment opportunities for the portfolio. Nick also discusses the current environment for recovery investors and outlines some of the holdings that he’s added over the past 6 months. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_managed_growth_funds.mp3 Tue, 16 Oct 2012 15:34:30 +0100 SJP Insights In this episode Chris Ralph interviews Nick Kirrage of Schroder Investment Management, co-investment manager of the St. James’s Place Managed Growth fund. Nick provides an overview of his investment approach and explains the key factors he considers when identifying investment opportunities for the portfolio. Nick also discusses the current environment for recovery investors and outlines some of the holdings that he’s added over the past 6 months. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_nick_kirrage_managed_growth_funds_migrated.jpg?itok=nDess8XN sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Richard Oldfield of Oldfield Partners, investment manager of the St. James’s Place High Octane funds. Richard outlines the core principles of his investment philosophy and explains what it would take for him to increase his exposure to the US market. Richard also discusses the holding in Nokia and gives the investment rationale for continuing to hold this position in the portfolio in the face of some difficult challenges for the Finnish telecoms company. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_high_octane_funds.mp3 Tue, 16 Oct 2012 15:30:37 +0100 SJP Insights In this episode Chris Ralph interviews Richard Oldfield of Oldfield Partners, investment manager of the St. James’s Place High Octane funds. Richard outlines the core principles of his investment philosophy and explains what it would take for him to increase his exposure to the US market. Richard also discusses the holding in Nokia and gives the investment rationale for continuing to hold this position in the portfolio in the face of some difficult challenges for the Finnish telecoms company. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_richard_oldfield_high_octane_funds_migrated.jpg?itok=A9KXCW1B sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews James De Uphaugh of Majedie Asset Management, lead investment manager of the St. James’s Place UK Growth funds. James explains the changes that they’ve made to the portfolio since taking over management of the fund in April 2012 and why he thinks Barclays is well positioned for recovery despite the difficulties faced by the banking sector over the past few years. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-uk_growth_funds.mp3 Tue, 16 Oct 2012 15:28:49 +0100 SJP Insights In this episode Chris Ralph interviews James De Uphaugh of Majedie Asset Management, lead investment manager of the St. James’s Place UK Growth funds. James explains the changes that they’ve made to the portfolio since taking over management of the fund in April 2012 and why he thinks Barclays is well positioned for recovery despite the difficulties faced by the banking sector over the past few years. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_james_de_uphaugh_uk_growth_funds_migrated.jpg?itok=OHbjaHP_ sjpinsights@gmail.com (SJP Insights) no In this episode Chris Ralph interviews Ken Buntrock of Loomis, Sayles and Company, lead investment manager of the St. James’s Place Investment Grade Corporate Bond funds. Ken explains the main catalysts for the strong performance of fixed interest markets over the summer and the potential impact of quantitative easing on bonds. Ken also discusses opportunities in the banking sector and the different ways in which the investment team control risk in the portfolio. sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/investment_update_-_managed_growth_funds_0.mp3 Tue, 16 Oct 2012 15:24:53 +0100 SJP Insights In this episode Chris Ralph interviews Ken Buntrock of Loomis, Sayles and Company, lead investment manager of the St. James’s Place Investment Grade Corporate Bond funds. Ken explains the main catalysts for the strong performance of fixed interest markets over the summer and the potential impact of quantitative easing on bonds. Ken also discusses opportunities in the banking sector and the different ways in which the investment team control risk in the portfolio. Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_ken_buntrock_investment_grade_corporate_bond_funds_migrated.jpg?itok=E7_0BK6h sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph discusses the need for investors to concentrate on their long-term investment objectives and the importance of – as much as possible – avoiding the short-term noise in the market place. Chris also outlines a number of changes to the St. James’s Place range of funds and the investment Portfolios that have taken place so far in 2012, including the launch of the new Defensive Portfolio. - 00:09:54 sjpinsights@gmail.com (SJP Insights) CIO Update https://files.asset.tv/live/s3fs-public/audio/8264_cioupdate_chrisralph.mp3 Thu, 20 Sep 2012 14:03:48 +0100 SJP Insights In this episode, Chris Ralph discusses the need for investors to concentrate on their long-term investment objectives and the importance of – as much as possible – avoiding the short-term noise in the market place. Chris also outlines a number of changes to the St. James’s Place range of funds and the investment Portfolios that have taken place so far in 2012, including the launch of the new Defensive Portfolio. - 00:09:54 CIO Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/cio_update_-_chris_ralph_new_developments_2012_migrated.jpg?itok=70uUid4q sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Stuart Mitchell of S.W. Mitchell Capital, investment manager for the St. James’s Place Continental European funds, to discuss the risks for European equity investors given the challenges facing the Eurozone. Stuart also explains the importance he places on meeting the management teams for the companies in his portfolio and why luxury consumer goods companies offer a great opportunity for the long-term investor. - 00:11:59 sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6764sjpcontinentaleuropean.mp3 Thu, 15 Mar 2012 09:29:11 +0000 SJP Insights In this episode, Chris Ralph interviews Stuart Mitchell of S.W. Mitchell Capital, investment manager for the St. James’s Place Continental European funds, to discuss the risks for European equity investors given the challenges facing the Eurozone. Stuart also explains the importance he places on meeting the management teams for the companies in his portfolio and why luxury consumer goods companies offer a great opportunity for the long-term investor. - 00:11:59 Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_stuart_mitchell_continental_european_funds_migrated.jpg?itok=XcQyva7Q sjpinsights@gmail.com (SJP Insights) no In this episode, Chris Ralph interviews Mohamed El-Erian of PIMCO, co-investment manager for the St. James’s Place Multi Asset funds, to understand the reason for the launch of this strategy and to explain how it combines 3 separate elements within the investment process. Mohamed also explains how their view on the prevailing economic environment will determine, to a large extent, the exposure to different asset classes in the portfolio. - 00:10:37 sjpinsights@gmail.com (SJP Insights) Investment Update https://files.asset.tv/live/s3fs-public/audio/6764multiassetfund6282.mp3 Fri, 09 Mar 2012 09:27:57 +0000 SJP Insights In this episode, Chris Ralph interviews Mohamed El-Erian of PIMCO, co-investment manager for the St. James’s Place Multi Asset funds, to understand the reason for the launch of this strategy and to explain how it combines 3 separate elements within the investment process. Mohamed also explains how their view on the prevailing economic environment will determine, to a large extent, the exposure to different asset classes in the portfolio. - 00:10:37 Investment Update https://files.asset.tv/live/styles/image_lg/s3/s3fs-public/video/images/investment_update_-_mohamed_el-erian_multi_asset_funds_migrated.jpg?itok=mMfcR82A sjpinsights@gmail.com (SJP Insights) no