moeller

On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was "Future Directions for Fund Selection."

In this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates a panel of fund selectors who outline their views on the changing nature and increasing prominence of fund research in light of the recent high-profile travails faced by Woodford Investment Management, increasing regulation and higher levels of scrutiny in the market.

Panelists discussed their selection process, what makes a good fund investment, and how they are going to evolve to remain relevant in a changing product market.

The panelists were:

• Victoria Hasler - Head of Research, Square Mile Investment Consulting
• Richard Philbin - Chief Investment Officer, Wellian Investment Solutions
• Bish Limbu - Senior Fund Manager, Octopus Investments

Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of its Executive Management Team which provides input into the strategic direction of the business.

Victoria heads up the research team, in addition to focusing on fixed income fund research. Before joining Square Mile Victoria worked for Brewin Dolphin as a fund analyst specialising in fixed income investments.

Prior to this Victoria was a Fixed Income Investment Manager at Rothschild Private Bank and a Fixed Income Analyst at Merrill Lynch. Victoria holds a BA (Hons) in Economics with French from the University of Durham, the Investment Management Certificate and in addition is a CFA and CAIA charterholder.

 About Richard Philbin

With over a 20 year career including CIO of Architas and Head of Multi Manager at F&C, Richard is now Chief Investment Officer of Wellian Investment Solutions and Harwood Wealth Group plc which successfully listed on AIM in 2016.

The company manages advisory and discretionary models as well as unitised fund of fund portfolios under the Discovery brand. He has developed many unique screening tools to assist with fund selection, asset allocation and portfolio construction and the adopted approach to portfolio construction is both innovative and successful.

Richard has a degree in Financial Services.

About Bish Limbu

Bish Limbu is a founding member of the multi-asset, multi-structure, multi-manager team at Octopus Investments, which manages around £1.25bn for private clients and charities.

Bish began his investment career in 1994 and was previously with Bestinvest Brokers and Barclays Wealth.

He graduated from Trinity College, Oxford (Engineering & Computing Science) and is a CFA charterholder.

In this #FundManagerChat podcast, James Johnstone, of RWC Partners and lead fund manager of the newly founded RWC Next Generation Emerging Markets Equity Fund explains the key investment theses underpinning frontier markets in 2019.

James considers how frontier markets should be differentiated against broader emerging market equities and the unique characteristics and opportunities they offer an investor. He outlines how RWC's thematic overlay contributes to the portfolio composition of his fund and where this is leading him for his stock selection ideas.

James also outlines his current regional preferences in the portfolio, areas of the market he is avoiding and assesses key factors investors should keep in mind when seeking to invest in frontier market equities.

Running Order

James is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, in London on April 23, 2019.

About James Johnstone

James joined RWC in March 2015 from Everest Capital to co-manage the Emerging and Frontier Markets team with John. He has 19 years of investment management experience. Before joining RWC, James was most recently responsible for frontier markets analysis and portfolio management at Everest Capital.

He was also formerly co-founder and CIO of a multi-strategy Asian hedge fund and analyst at Gartmore and Schroders before that, where he focussed on emerging market equities.

James holds an MA (Hons) in Classics and Modern Languages, Christ Church, Oxford University and speaks Russian.

At the recent Lipper Fund Selector Forum 2018, Jake Moeller, Head of Lipper UK & Ireland Research, chaired the keynote panel with Lucy Walker, Head of Third Party Funds at Sarasin & Partners, Victoria Hasler, Head of Fund Research at Square Mile Consulting and Tony Yousefian, fund analyst at FundCalibre.

This panel covers the key due-diligence considerations that fund selectors address in their assessment of mutual funds. It is essential viewing for anybody who needs to understand how fund selectors operate and the current issues facing the fund industry today. 

Lipper is grateful to the Chartered Institute of Securities and Investment for sharing this footage.

About Lucy Walker

Lucy is Head of Third Party Funds at Sarasin & Partners. She joined the firm as a fund analyst in 2011, became a fund manager in 2012 and was promoted to head of the team in 2016. Lucy manages £300m in a range of multi-asset portfolios and advises on £1.8 billion of assets in third party funds. Prior to joining Sarasin, she worked in the multimanager team at HSBC Global Asset Management. Lucy has a BSc Economics and is a CFA Charterholder.

About Victoria Hasler

Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of the Executive Management Team, which provides input into the strategic direction of the business.

Victoria is responsible for managing and developing the research team, in addition to focusing on fixed income fund research and looking after clients. Before joining Square Mile Victoria worked for Brewin Dolphin as a fund analyst. Prior to this Victoria was a Fixed Income Investment Manager at Rothschild Private Bank and a Fixed Income Analyst at Merrill Lynch. Victoria holds a BA (Hons) in Economics with French from the University of Durham, the Investment Management Certificate and in addition is a CFA and CAIA charterholder.

About Tony Yousefian

Tony Yousefian began his career in financial services in 1982. He has been involved in discretionary investment management for both private client portfolios and funds, as an analyst and fund manager, since 1987.

In 2003, as the CIO of OPM Fund Management Ltd, Tony founded and managed the OPM range of multi-manager, multi-asset funds, before the company was acquired in April 2013.

Tony is a consultant at FundCalibre. He is also a discretionary investment manager at Avellemy Ltd. He holds the Investment Management Certificate of the Institute of Investment Management and Research and is an Associate member of the Chartered Institute for Securities and Investment.

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.

Thomson Reuters Lipper data reveals robust flows into Emerging Market (EM) debt funds. In 2017, the asset class saw some U$50 billion of net inflows with total AUM increasing in hard currency funds by 46% since 2013. 

In this podcast, Penelope Foley, fund manager of the TCW Emerging Markets Income Fund & the TCW Emerging Markets Local Currency Income Fund explains why she sees a reasonably sanguine outlook for the asset class in 2018.

She discusses what is attracting investors to EM debt, the durability of supportive structural changes in EM markets, yield expectations and the potential consequences to this asset class by central bank tightening. 

About Ms. Foley

Ms. Foley is a Portfolio Manager for the TCW Emerging Markets and Interna­tional Equities Groups. Prior to joining TCW in 1990, Ms. Foley was a Senior Vice President of Drexel Burnham Lambert where she was involved in the management of DBL Americas Development Association, L.P. and in the provision of investment and merchant banking services in Latin America.

Before Drexel, she was a Vice President in Citicorp’s Investment Bank and was responsible for Eurosecurities, project finance and private placements in Latin America and Canada. Previously, she was an Associate in the Corporate Finance Department at Lehman Brothers. Ms. Foley attended Northwestern University and holds a BA from Hollins College.

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. 

In this podcast, Matthew Beddall, CEO and co-founder of the recently formed boutique fund manager, Havelock London, outlines the objectives and processes that underpin his soon-to-be-launched fund.

The Havelock process promises to be a unique blend of intensive and highly focused data mining and analysis which will create an actively managed and concentrated portfolio of stocks with a value bias.

In a highly volatile and consolidating fund market, Mr Beddall outlines the challenges - and opportunities - of launching a boutique operation in 2018. He explains how he expects his small, but highly qualified team to punch above their weight in the competitive U.K fund market.

Matthew is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on February 6, 2018.

About Matthew Beddall 

Matthew is the CEO and co-found of Lovelock London. He worked at Winton for 17 years, eight of which he served as Chief Investment Officer. As CIO, he had responsibility for overseeing all of the firm's investment activities, including for the flagship Winton Futures Fund.

During his tenure, Winton grew to have $32 billion in assets making it one of the largest hedge funds in Europe. He also sat on the Board as a Director, and on the Executive Committee.

Matthew previously graduated with a degree in Mathematics and Computer Science, and went on to earn a Master’s degree in Applied Statistics.

He combines a long-standing personal interest in value investing with extensive professional experience in systematic funds, leaving him with a firm set of views as to how best to manage savings and investments – all of which he has applied to his own money.

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.

Havelock London are currently pre-authorisation with the FCA and their inaugural fund is expected to be launched later in 2018.

In this podcast, Keith Wade summarises a "remarkable" year from a macro-economic perspective and outlines how we might make sense of these events.

He also reviews the potential market impacts of the US election results and outlines what investors should consider heading into 2017.

Following his panel appearance at the recent Lipper Alpha Expert Forum in London, Keith Wade, Chief Economist at Schroders, sits down with Jake Moeller, Head of Lipper UK & Ireland Research Thomson Reuters on November 16, 2016.

About Keith Wade

Keith Wade is Schroders’ Chief Economist based in London. He leads the economics team at Schroders and is responsible for formulating asset allocation strategies for the multi-asset group. Keith has been with Schroders since 1988 when he joined as a UK economist. Prior to joining, Keith was a researcher at the London Business School's Centre for Economic Forecasting.

Keith regularly features in press and on TV and has co-authored a book on macroeconomics for MBA students. He is a member of the UK Society of Investment Professionals (UKSIP) and the Society of Business Economists.

He also holds a position on the investment committee of the Addenbrookes hospital charity fund in Cambridge.

He has an MSc and a BSc in economics from the London School of Economics.

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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.

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.

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.

2016 has presented huge macro-related challenges for investors. Richard Dunbar, Investment Director at Aberdeen Asset Management, presents his summary of how we should interpret these events. He also reviews the potential market impacts of the US election results and outlines what investors should consider as they we head towards 2017.

Richard is speaking with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on November 16, 2016.

About Richard Dunbar

Richard is a member of Aberdeen’s Economic and Thematic Research group.  He joined Aberdeen in 2014 as part of SWIP heritage where he had been part of the Investment Solutions team since 2013. Prior to this he had had held various roles in the UK and global equity teams since joining SWIP in 2000.

He is a regular commentator on a broad range of investment matters. Before joining SWIP, Richard worked for seven years with Blairlogie Capital Management as a portfolio manager for the UK and Europe.

He started his career in 1989 as a UK portfolio manager with Murray Johnstone. Richard is a CFA charterholder, holds a BAdmin (Hons) in Business Administration from the University of Dundee and is an associate of the UK Society of Investment Professionals.

Richard is also a Director and past Chairman of the CFA Society of the UK.

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Ken Nicholson, Mirabaud's portfolio manager for its European Small and Mid-Cap suite, talks with Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper on Thursday August 11, 2016 in London.

The "Brexit" outcome in the recent EU membership referendum isn't keeping Ken Nicholson awake. In this Vlog, he briefly puts forward the case for European small and mid-sized companies irrespective of prevailing macro and geopolitical breezes.

The full Fund Manager Briefing on Ken's fund can be found here.

Simon Derrick, Head of Market Strategy at BNY Mellon, talks with Jake Moeller, Head of Lipper UK & Ireland Research - Thomson Reuters in London on November 3, 2016.

• Key events of 2016 and macro impacts
• "Brexit" and the re-appointment of Mark Carney
• Central bank policy and "helicopter money"
• The US Presidential election
• Emerging Markets and China
• The investment outlook into 2017

About Simon Derrick

Simon Derrick is a managing director of The Bank of New York Mellon and is head of the bank’s Global Markets Strategy team. Simon established the team seventeen years ago and has been responsible for its development into one of the pre-eminent voices in the FX markets. His views on “currency wars” and on developments within the Euro-zone are frequently quoted in the financial media.

Prior to heading up BNYM’s currency strategy team, Simon ran The Bank of New York’s European FX sales team for four years. Previously, he worked in sales and proprietary trading roles at Midland Bank (now part of HSBC), Banque Indosuez (now part of Crédit Agricole Corporate and Investment Bank) and Citibank. He is an honours graduate in geography from University College London.

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.

Robin Stoakley, U.K Head of Intermediary at Schroders talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on Friday September 23, 2016 in London.

Following a difficult start to stock markets in 2016, the year has continued to present a number of challenges to U.K. asset management houses. In this podcast, Robin Stoakley outlines, how Schroders view current market dynamics and is responding to challenges such as the "Brexit" vote, fee compression, robo-advice and more.

About Robin Stoakley

Robin joined Schroders in 1989. He transferred in 1996 to Schroders Asia in Hong Kong to take responsibility for developing Schroders’ mutual fund business in Hong Kong and Taiwan.

He was appointed a Director of Schroders Asia in 1997 and in 1998 returned to London as Schroder Unit Trust's Director of Client Services.

Robin has been the Head of the U.K. Intermediary team at Schroders since 2002 and is based in London.

Prior to Schroders Robin worked for County NatWest Investment Management.

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In this podcast, Martin Gilbert, the CEO of Aberdeen Asset Management PLC , talks with Jake Moeller, Head of Lipper UK & Ireland Research at Thomson Reuters on Thursday September 8, 2016 in London.

In February 2016, we published a Fund Manager Briefing with Martin Gilbert. At that point, Aberdeen had suffered an annual drop in its share price of 46% on the back of ongoing travails with emerging markets. Today, its share price is back up to around 330p (see Exhibit 1. below) and Martin Gilbert shares some thoughts on the changing fortunes of Aberdeen and discusses the potential outlook for ongoing growth.

Exhibit 1. Aberdeen Asset Management PLC year to date share price (to intraday September 8, 2016)

Source: Thomson Reuters Eikon

About Martin Gilbert

Martin Gilbert is a co-founder and Chief Executive of Aberdeen Asset Management PLC, the holding company of the fund management group that was established in 1983.

Under Martin’s leadership, Aberdeen has become one of the world’s leading independent asset managers through a combination of organic growth and acquisition.  The Group’s core expertise is in equities, fixed income, alternatives, multi-asset and property and it manages assets for national and corporate pension funds, central banks, financial institutions, charities, foundations and private individuals around the world.

Martin was appointed Chairman of the Prudential Regulation Authority's Practitioner Panel in December 2013. He sits on the Board of Directors of the Institute of International Finance, is a member of the International Advisory Panel of the Monetary Authority of Singapore and the International Advisory Board of British American Business. Martin is also a non-executive director of Sky PLC.

In 2008, Martin was named European Personality of the Year at the Funds Europe Awards. In 2009, he was awarded the honorary degree of Doctor of Laws by the University of Aberdeen for services to business and entrepreneurship. In 2011, he was named Scotland PLC CEO of the Year at the Business Insider/PwC Scotland PLC Awards. Martin is Adjunct Professor of Finance at Imperial College Business School.

Martin, who was born in Malaysia, was educated in Aberdeen and has an MA in Accountancy and an LLB. He divides his time between Aberdeen, where the business has always been headquartered, and London, as well as overseeing the international operations of the Group.

Patrick Armstrong, CIO of Plurimi Investment Managers, discusses the rise of global popularism, Brexit ramifications, and Trump vs Yellen on interest rates.

He also discusses the strategy of central bankers, potential trade wars, and how he is positioning his Plurimi Diversified Dynamic Solution Fund in a complex macro environment.

Patrick is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 9, 2017. 

About Patrick Armstrong

Patrick is CIO and co-heads Plurimi Investment Managers. Previously Patrick spent 5 years as CIO at Armstrong Investment Managers, focusing on risk-controlled global macro multi-asset solutions and 6 years as co-head of Insight Investment’s $2 billion Multi-Asset Group. Prior to joining Insight Patrick worked at UBS as Head of Manager Selection for the $6 billion Managed Accounts Program.

Patrick also worked at Deutsche Bank as an equity analyst, TD Securities as a derivatives analyst and began his career at Templeton management in Toronto. Patrick has an MBA from the Rotman School of Management – University of Toronto, and is a CFA Charterholder. He is the manager of two funds:  Diversified Dynamic Solution and Prosper Global Macro.

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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.

Bev Shah is the founder and managing director of City Hive - a networking group for women in the investment and funds management industry.

In this podcast, Bev discusses some of the challenges she has faced as a mother of two children and a former high-profile fund selector in the U.K. She outlines the importance and benefits of companies pursuing work-place diversity and reveals her motivation in addressing the gender imbalance in financial services.

Bev is talking with Jake Moeller, Head of Lipper UK & Ireland Research for Thomson Reuters in London on January 27, 2017

About Bev Shah

Bhavini ‘Bev’ Shah, has over fifteen years experience in the City as an investor and fund selector for some of the world's largest financial institutions - Aviva Investors, Merchant Securities (now part of San Lam UK), HSBC, Bear Stearns & Lehman Brothers.

In this podcast, Andrew Parry, Head of Sustainable Investing at Hermes Investment Management, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on December 5, 2017.

Andrew discusses how ESG criteria can no longer be overlooked by companies and investors alike. He examines how sustainability has become a global imperative for maximising investment opportunities rather than merely an ancillary issue.

Andrew also considers the evolution of sustainable investing from its historical roots in ethical investing, how different asset classes benefit from stewardship and how passive investing can overlook these criteria.  

About Andrew Parry

Andrew Parry is Head of Sustainable Investing and a member of the Hermes Strategy Group. He joined the firm in 2009, initially as Chief Executive and Co-Head of Investment for Hermes Sourcecap, now Hermes European Equities, becoming Head of Equities in 2014 and taking on responsibility for developing Impact investing in August of 2016.

 In September of 2017 he became Head of Sustainable Investing to reflect the commitment of Hermes to building on their success in Responsible Investing. In 2006, Andrew jointly founded Sourcecap with the aim of building a best-in-class investment boutique focused on excellence in European equity management. Prior to this, Andrew established Pembroke Capital Management in 2003 and successfully launched the Magenta Fund, a global equity non-directional fund.

Before that, Andrew worked at Northern Trust Global Investments (Europe) Ltd as Chief Investment Officer of International Equities and was responsible for the management of global, international and regional portfolios. He has also held a variety of senior investment roles, including Head of International Equities at Julius Baer Investments, Chief Investment Officer at Lazard Brothers Asset Management, and Head of UK Equities at Baring Asset Management.

Andrew holds an MA in Mathematics from the University of St Andrews. 

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.

In this podcast, Peter Fitzgerald, Global Head of Multi-Assets at Aviva Investors, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on November 2, 2017.

Peter discusses the outlook investors face in the light of the current macro-economic environment examining yield expectations, growth opportunities and his portfolio positioning in the current market environment.

He also considers the understated inflation risk, what is driving interest in emerging markets and how increased passive investing is affecting the market.

About Peter Fitzgerald

Peter Fitzgerald is the Global Head of Multi-Assets, Portfolio Manager, AIMS Target Return and Target Income Funds and joined Aviva Investors in 2011.

Peter manages Aviva Investors’ suite of outcome-focused multi-strategy funds targeting specific client outcomes such as achieving reliable capital growth and securing a steady stream of income.  He also leads the global multi-asset investment team and is responsible for the strategic direction of Aviva Investors’ global multi-asset and multi-strategy offering.

Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe.  Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork.  He is a CFA® Charterholder. 

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.

In this podcast, Fiona Rowley, UK commercial property fund manager at M&G Investments chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on October 19, 2017.

Fiona discusses the outlook for UK commercial property outlining yield expectations, rental growth and her portfolio positioning in the current market environment.

She discusses some of the potential headwinds from rising interest rates and Brexit and examines the lessons property fund managers have learnt since the UK property fund suspensions of 2008 and 2016.

About Fiona Rowley

Fiona Rowley joined M&G Real Estate as an investment surveyor in 1994 and was appointed deputy fund manager of the M&G Property Portfolio on its launch in 2005. She was appointed fund manager in 2007.

Before joining the group, Fiona worked for property service company Knight Frank.

She has a first class honours degree in estate management from South Bank University and is a member of the Royal Institution of Chartered Surveyors (RICS) and the Investment Property Forum.

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.