Square Mile Investment Consulting & Research Limited

How are asset managers ACT-ing on culture? That was the topic explored in last Thursday afternoon's panel at the Owen James Gaterkeeper's event chaired by City Hive co-CEO Bhavini ‘Bev’ Shah Shah. With panellists: ACT Signatory Firm representative: Alex Matcham, head of UK wholesale distribution at M&G Investments. ACT Stewardship Council members: Simon Evan-Cook, fund manager at Downing and Jake Moeller, associate director - responsible investment at Square Mile Investment Consulting & Research Limited. The conversation explored observations of corporate culture from the perspective of an asset manager and fund selectors, and how the ACT Framework is put into practice from both sides of the coin. Thank you to Owen James for hosting our panel and to all the panellists for your insights and time. For more on the ACT Framework and our recent open letter to data providers and platforms visit: https://lnkd.in/eN6wxpSY #InvestorsACT

What an incredible day at the 2024 Square Mile Investment Conference last week! A huge thank you to all our clients and sponsors for making it such a success. 🤝 Missed it or want to relive the moments? Check out our highlights reel capturing the best of the day. 🎥 #SquareMileInvestmentConference2024 #LongTermInvesting #SquareMile #InvestmentConference #Macro #SustainableInvesting #FixedIncome #Equities #AlternativeInvesting #ThematicInvesting Lazard Asset Management Ruffer Evenlode Investment J.P. Morgan Asset Management Artemis Investment Management Tellworth Investments Franklin Templeton Schroders AXA Investment Managers PIMCO Principal Asset Management BNY Investments Carmignac Liontrust Asset Management PLC Aegon Asset Management RBC BlueBay Asset Management Waverton Investment Management Columbia Threadneedle Investments EMEA APAC Wellington Management Stewart Investors Premier Miton Investors.

We are pleased to welcome the Brookfield Global Renewables & Sustainable Infrastructure Fund to the 3D family, awarded a Silver Square Mile 3D Focus rating. 🥈 With this achievement, Brookfield Oaktree Wealth Solutions becomes the 33rd fund manager to secure a 3D rating, underscoring their dedication to sustainable investment and responsible growth. 🌱 👉 To explore the full 3D report, click here: https://loom.ly/Ut0jI_0  

The road to monetary policy easing looks to be a slow and steady one. Progress towards a neutral stance probably needs inflation to decline a bit more and the labour market to ease a little more but things look pretty much on track. Beneath the hood, it looks potentially good for markets. More in this weeks CIO Viewpoint, as I share my view on what this scenario look like. Available to read here, part of AXA Investment Managers’s #AXAIMInvesmentinstitute. #financialmarkets 

A fantastic experience last night at the 2024 Square Mile Investment Conference, where I featured in the panel discussion: "Are we entering the renaissance period for fixed income?" During the discussion, I emphasized three key messages: 🗝 The labour market has now overtaken inflation as the key market catalyst for the next 12 months. 🏛 Gilt yields are highly attractive in nominal and real terms, but also relative to US Treasuries and corporate bonds. ☂ With inflation under control, we can expect negative correlations between equities and bonds to re-emerge. Thank you, Eduardo, for hosting, and to My-Linh and Colin for the engaging debate! #FixedIncome #Investing #bonds #Gilts Square Mile Investment Consulting & Research Limited

🌟 Today is the Square Mile Investment Conference 2024! 🌟 Our Head of Investments, Mike Lea, is this morning attending the Square Mile Investment Consulting & Research Limited Conference 2024 at Claridge's, London. Attending this conference is vital as it offers invaluable insights into pressing financial trends and strategies. Key topics include: 📈 Global Inflation - Understanding its impact and how to mitigate risks. 🌍 Geopolitical Tensions - Strategies to manage investment portfolios amid global uncertainties. 🤖 Generative AI - Exploring its potential and influence on the financial sector. We’re all looking forward to the updates and fresh insights he will bring back for our team and clients. #SquareMileInvestmentConference #FinancialPlanning #Networking #InvestmentInsights #fpc

We're in full swing here at #Claridge's for the 2024 Square Mile Investment Conference. Great sessions so far with lots of discussion and debate and more to come this afternoon! A huge thanks to all of our clients who have joined us today - it's great to see many familiar faces and some new ones too. Special thanks too to all of our sponsors for the support and in making this year's conference such a success! Lazard Asset Management Ruffer Evenlode Investment J.P. Morgan Asset Management Artemis Investment Management Tellworth Investments Franklin Templeton Schroders AXA Investment Managers PIMCO Principal Asset Management BNY Investments Carmignac Liontrust Asset Management PLC Aegon Asset Management RBC BlueBay Asset Management Waverton Investment Management Columbia Threadneedle Investments EMEA APAC Wellington Management Stewart Investors Premier Miton Investors. Here's some highlights of the day so far... 📸 #SquareMileInvestmentConference2024 #LongTermInvesting #SquareMile #InvestmentConference #Macro #SustainableInvesting #FixedIncome #Equities #AlternativeInvesting #ThematicInvesting 

Are you prepared for the shifting tide of interest rates and their impact on bond investments? Join Eduardo Sánchez Alonso, CFA, CAIA, Associate Research Director - Fixed Income, Alternatives & Multi-Asset at Square Mile, in our latest episode of #BehindTheScreens as he sits down with with Lesley Dunn, Head of Credit and Co-Manager of the Baillie Gifford Strategic Bond Fund. 🎙️ In this episode, they discuss: 👉 Lesley's expert views on the changing landscape for bond investors. 👉 The reality of navigating unpredictable markets. 👉 A staggering statistic about the current level of UK government debt. Listen to the full episode here: https://loom.ly/29RPsZQ #InvestmentInsights #FixedIncome #BondMarket #UKDebt #Podcast #BaillieGifford #SquareMileResearch

This month, our 'Spotlight On' webinar focused on the growing momentum behind sustainable investing and its impact on the future of finance. Jake Moeller, Associate Director, Responsible Investing, was joined by three leading experts: Rob Harley from Stewart Investors, Paul Skinner from Wellington Management and My-Linh Ngo from RBC Global Asset Management RBC. Key takeaways: ✅ A long-term perspective is crucial for sustainable investing success. ✅ Well-managed companies with solid structures can drive strong financial performance. ✅ Acting as a force for good by engaging with companies is essential to advancing sustainability. Watch the full discussion here: https://loom.ly/wEZGSbc #SquareMile #SpotlightOn #SustainableInvesting #ResponsibleInvesting #LongTermInvesting #ImpactInvesting #Sustainability #InvestmentOpportunities #RiskManagement

China's economy is in transition - we think there is much more to come. Join CIO Edmund Harriss alongside portfolio manager Sharukh Malik for a closer look at the announcements in China and what investors should look out for. Don't miss it and register now: https://lnkd.in/eW-yj9k7 #marketingcommunication #China #investing #OnTheMove