New to the investment industry? Eight things you must follow 2022 edition

September 1, 2022

Reading Time: 5 minutes Tl;dr Can your podcast app be more valuable than an MBA? It might. I’ve done the hard work so you don’t have to. Follow these 8 things to cut through the noise and get incredible access to knowledge & thinking to supercharge your investment career. Recently joined the investment industry? Congrats and welcome, you’re going … More New to the investment industry? Eight things you must follow 2022 edition

The Portfolio of the Future

August 4, 2022

Reading Time: 4 minutes The Chartered Alternative Investment Association (CAIA) wrote an intriguing piece on the Portfolio for the Future, including 5 specific characteristics >> Diversification  Private capital  Fiduciary responsibility  Actively engaged / Universal Owner Operational alpha  We spoke to John Bowman about all this and more, here’s what he had to say ( web | apple podcasts ) … More The Portfolio of the Future

6 Investment Frameworks from Michael Maouboussin

July 22, 2022

Reading Time: 2 minutes When you get chance to chat to renowned author and researcher Michael Mauboussin you take notes! You can listen to our full conversation right here (or here in apple podcasts or spotify), and below are my 6 main takeaways Investment Uncut · S3 Ep. 41 Multiples are not valuation with Michael Mauboussin 1. Expectations investing … More 6 Investment Frameworks from Michael Maouboussin

Bonds are Back: Navigating the bond bear market & 5 questions you should be thinking about.

July 4, 2022

Reading Time: 9 minutes You don’t need me to tell you we’re in a bear market here. Those are fairly common. The slightly more unique feature of this one is that bonds are also in a bear market alongside equities. Is that a surprise? Not sure, it’s been predicted every year since about 2012 so in some ways it’s … More Bonds are Back: Navigating the bond bear market & 5 questions you should be thinking about.

A Question: What is The Most Underappreciated Thing in Investing?

June 9, 2022

Reading Time: 2 minutes We’ve asked this question to nearly 100 different guests on our pocast, Investment Uncut (subscribe here apple | spotify ) including investing legends like Rob Arnott of Resarch Affiliates, Charles Plowden of Baillie Gifford, fund researcher Deb Clarke, Professors like Allison Schrager, Ludovic Phallipou and Alex Edmans and authors Robin Wigglesworth, David Ricketts and Joe … More A Question: What is The Most Underappreciated Thing in Investing?

What Stuart Kirk could have said …

May 22, 2022

Reading Time: 7 minutes I’ve realised that, when working in Responsible Investing, you can burn up an awful lot of energy and time responding to the same old tired arguments again – time that’s usually better spent elsewhere. That’s why on Friday when the video emerged of HSBC AM’s head of responsible investing Stuart Kirk’s now infamous FT speech … More What Stuart Kirk could have said …

Greenwashing away trust

May 12, 2022

Reading Time: 11 minutes Just because there’s noise around responsible investing doesn’t mean there isn’t substance. But the biggest risk to the movement right now is greenwashing by asset managers and others that’s taking place out there, every month, every day. While the intent is not malicious, it undermines the foundations of a movement that is genuinely starting to … More Greenwashing away trust

Inbox, diary, to-do list: now choose just two

May 8, 2022

Reading Time: 5 minutes That choice between this “trinity” of masters seems to be the reality of modern knowledge work , and for those in senior roles (C-suite or equivalent) it’s often just one of those three that you get to stay on top of while the other spiral out of control. The modern media environment with its torrent … More Inbox, diary, to-do list: now choose just two