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Kana chi kames te reses varekas, sar keres atonchik.

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Adjes vorbis pa kas kamas anda kändisvärlden.

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Bajora so kames te keres feri chi keres

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Bajora so kames te keres feri chi keres

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Kaj si tuke maj michto anda foro, vaj anda natura.

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Jekh baro pushipe so e chavora pushen pe? Mimmi thaj lake amala vorbina pa penge sune so von kamen te aven kana avna bare.

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Kado si dujto kotor anda pansh kotora so si pa Mimmi thaj lake amala.

In this in-depth podcast, Steve Kenny, Director of Wholesale Business at Kames Capital, examines some of the complex and difficult business challenges currently facing the U.K. and European mutual fund industry.

2017 was a year where many fund groups were dealing with Mifid 2 implementation, but there is also a raft of other regulatory considerations facing fund groups. The uncertainty posed by Brexit makes the issue of pan-European fund distribution yet more complex.

Mr. Kenny considers these issues within the framework of ongoing fund house and distributor consolidation, fee compression, costs and customer transparency. He also outlines how fund groups will evolve to become more competitive against passive investing and the evolution of fund groups as "capability" providers.

Steve is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on February 16, 2018.

About Steve Kenny

Steve Kenny joined Kames Capital in 2001 and became Director of Wholesale Business in 2002.

Prior to joining Kames Capital, Steve worked at a national employee benefit consultancy and a life company in the national accounts team, before moving into mutual fund sales in 1996.

He has 30 years' experience in the financial services industry.

Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. 

According to Thomson Reuters Lipper data, the U.K.'s real estate sector suffered nearly £3 billion of outflows in May 2016 (See Figure 1. below). A number of high profile commercial property funds have undergone revaluations and suspensions as the uncertainty following the British EU referendum "Brexit" result on June 24, 2016 continues.

In this podcast, Phil Clark discusses some of the key issues driving concerns about the sector but is keen to put things into perspective.He paints a reasonably sanguine medium term outlook for property and believes that much recent investor reaction is not justified.

He is talking with Jake Moeller, Head of UK and Ireland Research at Thomson Reuters Lipper on July 14, 2016.

Kames Capital is one of the UK's pioneers of ethical and Environmental, Social & Governance (ESG) investing having had a franchise in this space for 27 years. 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.

About Craig Bonthron and Ryan Smith

Craig Bonthron is an investment manager in the Kames equities team, responsible for co-managing global equities portfolios. He joined Kames in 2014 from SWIP, where he was investment director in global equities and was the joint fund manager of the SWIP Global Sustainable Equity fund and the SWIP Global Islamic Equity Fund. In addition Craig also had analysis responsibilities for the tech, energy and utility sectors.

Prior to SWIP, he was a portfolio manager at Kleinwort Benson Investors, a member of the global environmental equity team, and co-manager of the KBI Global Water Fund. Craig has a 1st Class honours degree in Building Surveying, an MSc with Distinction in Business Information Technology Systems from Strathclyde Business School, and has completed level one of the CFA programme. He has 15 years’ industry experience.

Ryan Smith is Head of ESG Research. He joined Kames Capital in October 2000 as an SRI analyst and was appointed to his current position in September 2002. He has 16 years’ industry experience. His role involves managing the team that conducts the ESG screening process for Kames' Responsible Investing funds.

Ryan’s team also provides corporate governance screening and research for all equity investments, and conducts research into environmental and social issues.

Before joining Kames, he worked as an environmental chemist for Severn Trent Water. Ryan has an MSc in Environmental Chemistry from Nottingham Trent University, and is a CFA charter holder.

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Stephen Snowden, Head of Credit at Kames Capital talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on October 3, 2016 in Edinburgh.

In this interview, Mr Snowden discusses:

• Why he disagrees with recent commentator views on a corporate debt "bubble"
• Reaction of the market post "Brexit" vote
• Duration positioning within a "lower for longer" rate environment
• Concentration risk and central bank activity
• Outlook for credit heading into 2017

He also discusses his current portfolio positioning within the Kames Investment Grade Bond Fund.

About Stephen Snowden

Stephen Snowden is Head of Credit in the Kames  fixed income team. He specialises in investment grade credit and co-manages two investment grade bond funds and an absolute return bond fund. He rejoined Kames Capital in July 2011 from Old Mutual Asset Management where he managed the Corporate Bond Fund. Stephen started his career with Kames in 1994, initially focusing on equities before moving to the fixed income team to manage corporate bond funds. He has a first class honours degree BSc Finance and an MSc Finance from Queens University Belfast, and is also an associate member of the CFA Society of the UK. He has 22 years industry experience as at 31 July 2016.

 
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Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.

Phil Milburn, Head of Investment Strategy - Fixed Interest and David Ennett, Head of High Yield at Kames Capital talk with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on October 3, 2016 in Edinburgh.

In this interview, Phil Milburn discusses his return to Kames Capital after an extended illness and introduces David Ennett, a new hire to the Kames fixed income team from Standard Life Investments.

The duo also outline the challenges and opportunities for the high yield bond market moving into 2017 and discuss positioning and performance of the Kames High Yield Bond Fund and Kames High Yield Global Bond Fund.

Subscribe to the Lipper Alpha Insight Newsletters:

• Investment Weekly

• Funds Weekly

Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.

The departure of long-term senior bond stalwarts David Roberts and Phil Milburn from Kames Capital in mid-August 2017, has necessitated material changes at the firm.

Subsequently, Adrian Hull and Stephen Snowden have been appointed as the new Co-Heads of Fixed Income at Kames. 

In this wide-ranging interview, Mr. Hull and Mr. Snowden examine the impact of these staff departures to Kames Capital's business and product range. They outline the new changes initiated by their firm in response to the departures and how the wider team will endeavour to manage funds with minimal disruption.

Adrian Hull and Stephen Snowden are talking to Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters in London on August 23, 2017.