Episodes
Friday Jul 12, 2019
Spur to Action - Episode 6
Friday Jul 12, 2019
Friday Jul 12, 2019
John Husselbee offers a view from the boundary as he delivers six similarities between investing and cricket.
Tuesday Jun 25, 2019
Spur to Action - Episode 5
Tuesday Jun 25, 2019
Tuesday Jun 25, 2019
In the second of a two-part episode, John Husselbee reveals more of the major talking points from his recent visit to the Morningstar Investment Conference in Chicago.
Monday Jun 17, 2019
Spur to Action - Episode 4
Monday Jun 17, 2019
Monday Jun 17, 2019
Fresh from visiting Chicago for the Morningstar Investment Conference, John Husselbee reveals some of his key takeaways from this flagship annual event.
Friday Jun 14, 2019
Shaken and Stirred - Episode 7
Friday Jun 14, 2019
Friday Jun 14, 2019
How liquid are corporate bond markets, what makes liquidity an issue and how can investors manage illiquidity? Phil Milburn discusses all things liquidity.
Monday Jun 03, 2019
Shaken and Stirred - Episode 6
Monday Jun 03, 2019
Monday Jun 03, 2019
A year after the launch of the first fund by the Liontrust Global Fixed Income team, Phil Milburn reflects on markets over the past 12 months and where value is today.
Friday May 31, 2019
Shaken and Stirred - Episode 5
Friday May 31, 2019
Friday May 31, 2019
Phil Milburn examines the new issue market for bonds, and what opportunities there may be for investors.
Friday May 03, 2019
Spur to Action - Episode 3
Friday May 03, 2019
Friday May 03, 2019
Blending managers is vital for a successful multi-asset portfolio. John Husselbee explains how he mixes different styles, including value and growth, to get the right balance and looks at the prospects for both styles of investments.
Monday Apr 15, 2019
Spur to Action - Episode 2
Monday Apr 15, 2019
Monday Apr 15, 2019
Ole Gunnar Solskjaer is the latest example of a new football manager sparking improved results. Can the same be said of fund managers? John Husselbee discusses how he looks at fund manager changes across his multi-asset portfolios and when he looks to use his subs bench.
Wednesday Apr 03, 2019
Shaken and Stirred - Episode 4
Wednesday Apr 03, 2019
Wednesday Apr 03, 2019
What is going on in bond markets and what are they telling investors? Phil Milburn explains falling bond yields, the inverted US yield curve and what do they tell us about the economic outlook.
Wednesday Mar 20, 2019
Spur to Action - Episode 1
Wednesday Mar 20, 2019
Wednesday Mar 20, 2019
John Husselbee discusses what fund management can learn from football and some of the recent tactical substitutions across his multi-asset portfolios.