Chat with Jeremy Beckwith - UK Investment Consultant

December 21, 2016

In this podcast, Head of Thomson Reuters Lipper UK & Ireland Research, Jake Moeller, speaks with Jeremy Beckwith.

Jeremy is a UK-based investment consultant and fund selector and is discussing, key structural macro drivers that may affect investor and fund selector decision making in 2017.

 

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Fund Manager Chat: Sustainable Investing with Kames Capital

December 6, 2016

Kames Capital is one of the UK's pioneers of ethical and Environmental, Social & Governance (ESG) investing. They have recently launched their Kames Global Sustainable Equity Fund as part of their wider ESG offering.

In this video, Jake Moeller, head of Lipper UK and Ireland Research at Thomson Reuters speaks with  fund manager Craig Bonthron and Head of ESG, Ryan Smith who outline where "sustainability" fits within the ESG framework and its importance to investors.

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Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—November 30, 2016

December 2, 2016

For the third week in a row fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), injecting $4.6 billion for the fund-flows week. However, given the news of the week, the headline numbers were misleading. Investors padded the coffers of money market funds (+$10.6 billion), but they were net redeemers of equity funds (-$1.0 billion), municipal bond funds (-$2.1 billion), and taxable bond funds (-$3.0 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

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Fund Manager Chat: Keith Wade - Schroders Chief Economist

November 23, 2016

Keith Wade, Chief Economist at Schroders speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.

He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they head towards 2017.

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Fund Manager Chat: Richard Dunbar - Aberdeen AM

November 18, 2016

Richard Dunbar, Investment Director at Aberdeen Asset Management speaks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.

He presents his summary of the macro events of 2016, reviews the potential market impacts of the US election results and outlines what investors should consider as they we head towards 2017.

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Fund Manager Chat: Dan Brocklebank - Orbis Investments UK

November 15, 2016

In this podcast, Dan Brocklebank, Director at Orbis Investments, UK talks with Jake Moeller, Head of Lipper UK & Ireland Research on November 4, 2016

The active and passive debate is an enduring one which also ties into the nature of fund management fees and charges. Dan Brocklebank outlines his views on key aspects of this debate and outlines the unique approach that Orbis investments adopts in order to align investor interests with those of the fund manager.

 

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Thomson Reuters Lipper Weekly U.S. Fund Flows Video Series—November 9, 2016

November 11, 2016

For the first week in three fund investors were net sellers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), redeeming, however, just $0.8 billion for the fund-flows week. Investors padded the coffers of equity funds (+$0.3 billion) and municipal bond funds (+$63 million) but were net redeemers of taxable bond funds (-$0.7 billion) and money market funds (-$0.4 billion). Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.

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