Archive

Paul Berry

George Ladds

Investment Committee Papers – Q2July 2012
Investment Committee Papers – Q1April 2012
Investment Committee Papers – Q4January 2012
Investment Committee Papers – Q4 2012January 2013
Investment Committee Papers – Q3 2012October 2012

Industry views

Reports of the Death of Equities Have Been Greatly Exaggerated: Explaining Equity ReturnsBen Inker – August 2012
The Pain in Spain – Is There Time for Hope and Change?Richard P. Mattione – July 2012
The What-Why-When-How Guide To Owning Emerging Country Debt Tina Vandersteel – June 2012
Profits for the Long Run: Affirming the Case for Quality Chuck Joyce and Kimball Mayer – June 2012
Scottish Mortgage Investment Trust Portfolio ReviewMay 2012
The Flaws of Finance James Montier – May 2012
The future of UK banking – challenges ahead for promoting a stable sector Andrew Bailey – May 2012
Monetary policy and the damaged economy David Miles – May 2012
Caveat Emptor: Capital Rules and Deleveraging

Can Make “Bargain” Banks Expensive
Richard P. Mattione – GMO White Paper May 2012
Crisis and crash: lessons for regulationMichael Cohr, a Member of the Bank’s Financial Policy Committee (FPC) and a Non‑Executive Director of Court, the Bank’s governing body – March 2012
Why is their recovery better than ours?Adam Posen, External Member of the Monetary Policy Committee, Bank of England – March 2012
What goes up must come downJames Montier- GMO White Paper – March 2012
Global OutlookStandard Life Investments – First Quarter 2012
Global Economic ProspectsThe World Bank – January 2012
What the return of 19th century economics means for 21st century geopoliticsAdam Posen, External Member of the Monetary Policy Committee, Bank of England – January 2012

Jeremy Grantham

Welcome to Dystopia! Entering a long-term and politically dangerous food crisisGMO Quarterly Letter – July 2012
My Sister’s Pension Assets and Agency ProblemsGMO Quarterly Letter – April 2012
The Longest Quarterly Letter EverGMO Quarterly Letter – February 2012

Fund Manager Meetings

Fund Manager Meetings 2016

DateFund Manager / Fund Specialist
Fund
January 2016James GovenBaring Global Agriculture Fund
January 2016Paul SpencerFranklin UK Mid Cap Fund
January 2016Kevin MurphySchroder Recovery Fund
January 2016Jacob de Tusch-LecArtemis Global Equity Income Fund
January 2016Michael ArendsBoston Company US Opportunities Fund
January 2016Tom PrewStewart Investors GEM Leaders Fund
January 2016Henry LowsonAXA UK Smaller Companies Fund
January 2016Mark WharrierBlackRock UK Income Fund
January 2016Richard WoolnoughM&G Optimal Income Fund
February 2016Stephanie ButcherIP European Equity Income Fund
February 2016Stuart RhodesM&G Global Dividend Fund
March 2016James FosterArtemis Strategic Bond Fund
March 2016Stephen MooreArtemis US Absolute Return Fund
March 2016Nigel Thomas & Chris St JohnAXA Framlington UK Equities Fund
March 2016Gary GreenbergHermes Global Emerging Markets Fund
March 2016James ClunieJupiter Absolute Return Fund
March 2016Mark WilliamsLiontrust Asia Income Fund
March 2016Tom WalkerSchroder Global Real Estate Securities Fund
March 2016Multi Asset TeamSLI Global Focused Strategies Fund
April 2016Mike SellAlquity Asia Fund
April 2016Multi Asset TeamSLI Global Absolute Return Strategies Fund
April 2016Multi Asset TeamIP Global Targeted Returns Fund
April 2016Wes McCoySLI UK Equity Unconstrained Fund
April 2016Kevin TroupSLI Global Equity Income Fund
April 2016Ben Conway & Richard ScottHawksmoor Multi-Asset Funds
April 2016Joe WilliamsBlackRock Greater Europe Investment Trust plc
April 2016David ReidBlackRock Emerging Europe plc
April 2016Mike HugmanInvestec Emerging Markets Blended Debt Fund
April 2016Nick KirrageSchroder Income Fund
April 2016Nicholas WeindlingJPMorgan Japanese Investment Trust
April 2016James ClunieJupiter Absolute Return Fund
April 2016Adrian BignellIP European Smaller Companies Fund
May 2016Ben WhitmoreJupiter UK Special Situations Fund
May 2016James TomlinsM&G Global High Yield Bonds
May 2016Mark WharrierBlackRock UK Income Fund
June 2016Mark WilliamsLiontrust Asia Income Fund
June 2016James ThomsonRathbone Global Opportunities Fund
June 2016Patrick EdwardsonBaillie Gifford Multi Asset Growth Fund
September 2016James Smith & Claire LongPremier Global Utilities Fund
October 2016Jamie Hooper & Nick HayesAXA Framlington Managed Balanced Fund
October 2016HyungJin LeeBaring Eastern Trust Fund
October 2016Dr Mark VincentSLI Global Emerging Markets Equity Income Fund
October 2016Alan RowsellSLI Global Smaller Companies Fund
October 2016Peter Fitzgerald & Ian PizerAviva Investors Multi-Strategy Target Return Fund
November 2016Toby NangleThreadneedle Dynamic Real Return Fund
November 2016Hugo RogersLiontrust GF Global Water & Agriculture Fund
November 2016Robin ParbrookSchroder ISF Asian Total Return Fund
November 2016Oliver RussLiontrust European Equity Income Fund
November 2016Stuart RhodesM&G Global Dividend Fund
November 2016Richard WoolnoughM&G Optimal Income Fund
November 2016Richard BattyIP Global Targeted Returns Fund
November 2016Wes McCoySLI UK Equity Unconstrained Fund
November 2016Mark WharrierBlackRock UK Income Fund
November 2016Nick KirrageSchroder Recovery Fund

Fund Manager Meetings 2015

DateFund Manager / Fund Specialist
Fund
January 2015Mark VincentSLI Emerging Market Funds
January 2015Richard MathiesonBSF Global Long Short Fund
January 2015Chris TaylorNeptune Japan Opportunities Fund
January 2015James ThomsonRathbone Global Opportunities Fund
January 2015Adam RuddSLI Global Absolute Return Strategy Fund
January 2015Alex SavvidesJOHCM UK Dynamic Fund
January 2015Stephen HarkerGLG Japan CoreAlpha Fund
February 2015Bill EigenJP Morgan Income Opportunity Fund
February 2015Alex BreeseSchroder UK equity Fund
February 2015Nicholas WeindlingJP Morgan Japanese Investment Trust
February 2015Soo Hai LimBaring ASEAN Frontiers Fund
February 2015Richard ColwellThreadneedle UK Equity Income Fund
February 2015Jim CielinskiThreadneedle Global Opportunities Bond Fund
February 2015Clare HartJPM US Equity Income Fund
February 2015Richard BuxtonOld Mutual UK Alpha Fund
February 2015Nick Kirrage and Kevin MurphySchroder UK Recovery Fund
February 2015Richard PennyL&G UK Alpha Trust
February 2015Carl StickRathbone Income Fund
March 2015Thomas MooreSLI UK Equity Unconstrained Income Fund
March 2015Mark MunroSLI Strategic Bond Fund
March 2015Stuart RhodesM&G Global Dividend Fund
March 2015Duncan GoodwinBaring Global Resources Fund
March 2015VariousL&G Passive Management
March 2015David MillarInvesco Global Targeted Returns Fund
March 2015Randeep SomelM&G Global Basics Fund
March 2015Paul SpencerFranklin UK Mid-Cap Fund
March 2015Linden ThomsonAXA Framlington Biotech Fund
April 2015Gary GreenbergHermes Global Emerging Markets Fund
April 2015Bryn JonesRathbone Ethical Bond Fund
April 2015Mark WilliamsLiontrust Asia Income Fund
May 2015Mark Page and Laurent MilletArtemis European Opportunities Fund
May 2015Ross HollymanSabre Global Value and Income Fund
May 2015Multi Asset TeamSLI Global Absolute Return Strategies Fund
May 2015Stephen Harker and Neil EdwardsGLG Japan CoreAlpha Fund
May 2015Chris St JohnAXA Framlington UK Mid Cap Fund
May 2015Alex RossPremier Asset Management Pan European Property Share Fund
June 2015Harry Nimmo & Alan RowsellSLI UK & Global Smaller Companies Funds
August 2015William EigenJP Morgan Income Opportunity Fund
August 2015Richard WoolnoughM&G Optimal Income Fund
August 2015Harry NimmoSLI Global Smaller Companies Funds
August 2015Multi Asset TeamInvesco Global Targeted Returns Fund
September 2015Multi Asset TeamSLI Global Absolute Return Strategies Fund
September 2015Simon LaingINVESCO US Equity Fund
September 2015Grant BowersFranklin US Opportunities Fund
September 2015Thomas MooreSLI UK Equity Income Unconstrained Fund
September 2015James Foster and Jacob de Tusch-LecArtemis Monthly Distribution Fund
September 2015Chris WhitePremier Income Fund
September 2015Richard BuxtonOld Mutual UK Alpha Fund
October 2015Christine Johnson and John PetaOld Mutual Global Strategic Bond Fund
October 2015Mike SellAlquity Asia Fund
October 2015Mike WharrierBlackRock UK Income Fund
October 2015Henry DixonMan GLG Undervalued Assets Fund
October 2015Bryn JonesRathbone Ethical Bond Fund
October 2015James ThomsonRathbone Global Opportunities Fund
October 2015Richard WoolnoughM&G Optimal Income Fund
October 2015Crispin OdeyOdey Swan Fund
October 2015Mark KieselPIMCO Global Investment Grade Credit Fund
October 2015Ariel BezalelJupiter Strategic Bond Fund
October 2015Fiona RowleyM&G Property Fund
November2015Alessandro Laurent7IM US Equity Value Fund
November 2015Stephen HarkerMAN GLG Japan CoreAlpha Fund
November 2015Georgina TaylorINVESCO Global Targeted Returns Fund
November 2015Alex WalkerKames Property Income Fund
November 2015Multi Asset TeamStandard Life Global Absolute Return Strategies Fund
November 2015Talib SheikhJPM Multi Asset Macro Fund
November 2015Wee-LiScottish Oriental Smaller Companies Trust
November 2015Stephanie ButcherIP European Equity Income Fund
November 2015Omar NegyalJPM Emerging Markets Income Fund
December 2015Henry LowsonAXA Framlington UK Smaller Companies Fund
December 2015Stephen MooreArtemis US Strategies Fund
December 2015Stephen Whittaker & James LynchQAM Downing Monthly Income Fund

Fund Manager Meetings 2014

DateFund Manager / Fund Specialist
Fund
December 2014Thomas MooreSLI UK Equity Income Unconstrained Fund
December 2014Colin MortonFranklin UK Managers' Focus Fund
December 2014Neil GregsonJPM Natural Resources Fund
December 2014Gary GreenbergHermes Global Emerging Markets Fund
October 2014Chisako HardieAXA Framlington Japan Fund
October 2014Tom Walker and Hugo MachinSchroder Global Property Securities Fund
October 2014Chris TaylorNeptune Japan Opportunities
October 2014Stuart RhodesM&G Global Dividend Fund
October 2014Steven HayBaillie Gifford Emerging Market Debt Fund
October 2014Crispin OdeyOdey Swan Fund
October 2014Henry DixonGLG Undervalued Assets Fund
October 2014Tom Dobell M&G Recovery Fund
October 2014Mikhail ZverevSLI Global Equity Unconstrained Fund
October 2014Daniel McKernanSLI Strategic Bond Fund
September 2014James Smith & Claire LongPremier Global Power and Water Fund
September 2014Cormac WeldonArtemis US Funds
September 2014Jenny JonesSchroder US MidCap Fund
September 2014Alex SavvidesJOHCM UK Dynamic Fund
September 2014Richard WoolnoughM&G Optimal Income Fund
September 2014 Will JamesSLI European Equity Income Fund
September 2014 Richard ColwellThreadneedle UK Equity Income Fund
September 2014 Matthew LinseyGAM Star North of South EM Equity Fund
September 2014 James AndersonScottish Mortgage Investment Trust
September 2014 Robert SiddlesJupiter US Small and MidCap Fund
September 2014 James ClunieJupiter Absolute Return Fund
August 2014 James Hanbury and Jamie GrimstonOdey Allegra Developed Market Fund
August 2014 Stephen HarkerGLG Japan CoreAlpha Fund
August 2014Samir PatelJOHCM Asia Ex Japan Equity Fund
June 2014Paul SpencerFranklin UK Mid Cap Fund
June 2014Charles LukeMurray Income Trust
June 2014Nicolas TrindadeAXA Framlington Sterling Credit Short Duration Bond Fund
June 2014Scott MacLennanNeptune UK Opportunities Fund
May 2014Paul SmithPremier Defensive Growth Fund
May 2014Tineke FrikkeeSmith and Williamson UK Equity Income Fund
May 2014Alexander DarwallJupiter European Fund
May 2014Neil VeitchSVM World Equity Fund
May 2014First TrustFirst Trust US Large Cap Core AlphaDEX ETF
May 2014Philip EnrmannJupiter China Fund
May 2014Kunal GhoshAllianz BRIC Stars Fund
May 2014Stephen Harker and Robert BrookeGLG Japan CoreAlpha Fund
May 2014Multi Asset TeamStandard Life GARS Fund
May 2014Angus TullochFirst State Asia Pacific Leaders Fund
May 2014Bryn Jones Rathbone Ethical Bond Fund
May 2014Simon SomervilleJupiter Japan Income Fund
May 2014Soo HaiBaring ASEAN Fund
May 2014Harry Daws, Chloe Marlow, Tom Ward and Stephen EllisGCP Student Living REIT
April 2014Andreas Zoellinger BlackRock Continental European Income Fund
May 2014James ThomsonRathbone Global Opportunities Fund
May 2014Stephen ThornberThreadneedle Global Equity Income Fund
April 2014John MacDougallBaillie Gifford Shin Nippon Trust
April 2014Douglas BrodieBaillie Gifford Global Discovery Fund
March 2014James SymSchroders European Alpha Income Fund
March 2014Colin MortonFranklin UK Managers' Focus Fund
March 2014Nicolas TrindadeAXA Sterling Credit Short Duration Bond Fund
March 2014Carl StickRathbone Income Fund
March 2014Chris St JohnAXA Framlington UK Mid Cap Fund
March 2014Mark Williams & Carolyn ChanLiontrust Asia Income Fund
March 2014Gary GreenbergHermes Global Emerging Markets Fund
March 2014Jonathan PinesHermes Asia Ex Japan Equity Fund
March 2014Jenny JonesSchroder US Mid Cap Fund
March 2014Mick BrewisBaillie Gifford American Fund
February 2014Rollo WrightGCP Infrastructure Investment Trust
February 2014David ReidBlackRock Emerging Europe Trust
February 2014Blake CrawfordJPM Europe Dynamic Ex-UK Fund
February 2014Joe WilliamsBlackRock Greater Europe Investment Trust
February 2014Marc CoxBlackRock Frontiers Investment Trust
January 2014David HambridgePremier Conservative Growth Fund
January 2014Andy FordSLI Global Absolute Return Strategy Fund
January 2014James IndGLG Total Return Fund
January 2014Nick KirrageSchroder Global Recovery Fund
January 2014Sam VechtBlackRock Emerging Markets Absolute Return Fund
January 2014Stephen HarkerGLG Japan CoreAlpha Fund
January 2014Anthony EatonJM Finn Global Opps Fund

Fund Manager Meetings 2012 – 2013

DateFund Manager / Fund Specialist
Fund
November 2013VariousStandard Life Fund Manager Meetings
November 2013VariousBaillie Gifford Fund Manager Meetings
November 2013VariousJOHCM Investment Forum
November 2013Richard Colwell Threadneedle UK Income
November 2013Dr Mark Vincent & Thomas MooreStandard Life Investments Income Options
November 2013James Ind (GLG) & Alasdair Ross (Threadneedle)Fixed Interest Options
October 2013James ThomsonRathbone Global Opportunities Fund
October 2013Richard HouseSLI Emerging Market Debt Strategies
October 2013John BarryBaillie Gifford Emerging Market Debt Fund
October 2013Matthias BornAllianz European Strategies
October 2013Chris TaylorNeptune Japan Opportunities Fund
October 2013Felix WintleNeptune US Opportunities Fund
October 2013James IndGLG Total Return Fund
September 2013Samir MehtaJOHCM Asia ex Japan Fund
September 2013Thomas MooreSLI UK Equity Income Unconstrained Fund
September 2013Gareth IssacSchroder Strategic Bond Fund
September 2013Cormac WeldonThreadneedle US Equities Update
September 2013VariousLiontrust Investment Conference 2013
September 2013Amy DempseySchroder QEP Emerging Market Fund
September 2013Andy FordStandard Life Global Absolute Return Strategy Fund (GARS)
June 2013Asian Equities TeamAberdeen Asian Strategies
June 2013Asean & Frontier Equities TeamBarings Asean & Frontier Strategies
June 2013Michael HasenstabTempleton Global Bond Strategies
June 2013Anthony EatonJM Finn & Co Global Opportunities Fund
June 2013Matthew BrettBaillie Gifford Japanese Fund
June 2013Richard WoolnoughM&G Optimal Income Fund
May 2013Irina HunterLloyd George Emerging Market Growth and Income Fund
May 2013Samir Mehta & Cho-Yu Kooi JOHCM Asian Strategies
May 2013Edward RobertsonSomerset Global Emerging Markets Fund
April 2013Robert SiddlesF&C US Smaller Companies Fund
April 2013Dan HarlowAXA Framlington American Growth Fund
April 2013Gemma GameAXA Framlington Biotech Fund
April 2013Samantha CleaveLiontrust European Fund
April 2013Anthony Cross and Julian FoshLiontrust Special Situations Fund
April 2013Ed Legget SLI UK Equity Unconstrained Fund
April 2013Jonathan Asante and Angus TullochFirst State Asia Pacific Leaders Fund and the First State Emerging Markets Leaders Fund
April 2013Scott McLennanNeptune UK Special Situations Fund
April 2013 Boudewijn Van Loen and Daniela Lungu First State Global Property Securities Fund
April 2013James GovanBaring Global Agriculture Fund
April 2013Gordon GrenderGAM North American Fund
April 2013Niall GallagherGAM Star Continental European Equity Fund
April 2013Mark PageArtemis European Opportunities Fund
April 2013Phil PearsonGLG Technology Fund
April 2013Robert BrookeGLG Japan CoreAlpha Fund
March 2013Dr Mark MobiusTempleton Emerging Markets
March 2013Thomas Moore, Will JamesIncome Solutions (SLI UK Equity Income Unconstrained Fund and SLI European Equity Income Fund)
March 2013Graham FrenchM&G Global Basics Fund
March 2013Andrew Milligan and Guy Stern, Thomas Moore, Harry NimmoGlobal Outlook & SLI GARS, SLI UK Equity Income Unconstrained, SLI Smaller Companies
February 2013Tom Slater, Patrick Edwardson and Dominic Neary, Thomas CouttsScottish Mortgage Investment Trust, SAINTS and Baillie Gifford Income Fund, Baillie Gifford European Fund
February 2013Stéphane JeanninThreadneedle American Smaller Fund
February 2013Kevin MurphySchroder Income Fund
February 2013Dan HarlowAXA Framlington American Growth Fund
February 2013Dr Henry Stipp, David Dudding, Simon Brazier, Stephen MooreThreadneedle Emerging Market Debt, Threadneedle European, Threadneedle UK, Threadneedle US
February 2013Harry NimmoStandard Life Smaller Companies
February 2013Chris TaylorNeptune Japan Opportunities
January 2013Alpha Generators (various managers)Alpha Generators (various funds)
January 2013Stephen HarkerGLG Japan CoreAlpha Fund
January 2013Mike JenningsPremier Global Funds
December 2012David Dudding*Threadneedle European Smaller Companies Fund
November 2012Fiona HarrisJPM US Equity Income Fund
November 2012Mark Page Artemis European Opportunities Fund
November 2012Michael StiasnyM&G Recovery Fund
October 2012David DuddingThreadneedle European Funds
September 2012Luke Stellini Invesco Perpetual Global Equity Income Fund
September 2012Jeremy GleesonAXA Framlington Global Technology Fund
September 2012Anthony Frost Liontrust Special Situations Fund
September 2012Harry NimmoStandard Life Global Funds
September 2012John McLaughlin

Schroder Secure Distribution 2032 Fund


September 2012Euan Munro*Standard Life GARS Fund
August 2012Chris WhitePremier Income Funds
August 2012Clare Hart / Jonathan Simon*JPM US Equity Income Fund
July 2012Jake RobbinsPremier Asset Managers Global Equity
July 2012Stephen Kelly*AXA Framlington American Growth Fund
July 2012Ed LeggettStandard Life UK Equity Unconstrained Fund
July 2012Neil Gregson*JP Morgan Natural Resources
May 2012Simon Brazier and Richard ColwellUK Funds Update
May 2012Gordon HardingM&G Optimal Income Fund
May 2012Ben Constable-Maxwell and James MievilleM&G Global Basics Fund
May 2012Kotaro MiyatoM&G Global Dividend Fund
May 2012Brigid Jackson L&G Dynamic Bond Trust
May 2012Richard Penny L&G UK Alpha Trust
May 2012Chris Taylor Neptune Japan Opportunities Fund
May 2012 Alex Breese Neptune UK Special Situations Fund
May 2012Andrew RoseSchroder Tokyo Fund
May 2012Richard SennittSchroder Asian Income Fund
May 2012Nick KirrageSchroder Income Fund
May 2012Thomas SeeSchroder Maximiser Funds
May 2012William HealeyJPMorgan High Yield Bond Fund
May 2012
Emily WhitingJPMorgan Emerging Markets / Emerging Europe Fund
May 2012
James SuttonJPMorgan Global Consumer Trends Fund
April 2012Alex BreeseNeptune UK Special Situations Fund
April 2012Dr Henry Stipp *Threadneedle Emerging Market Debt Fund
April 2012Jacob de Tusch-LecArtemis Global Income Fund
March 2012Margaret LawsonSVM UK Growth Fund
March 2012Alan RowsellStandard Life Global Smaller Companies Fund
March 2012Thomas MooreStandard Life UK Equity Income Unconstrained Fund
March 2012David MillarStandard Life Global Absolute Return Strategies Fund
March 2012Sally GreigBaillie Gifford Emerging Markets Bond Fund
March 2012Tom SlaterScottish Mortgage
March 2012Tom CouttsBaillie Gifford European Fund
March 2012Ian TabbererBaillie Gifford American Fund
March 2012Donald RobertsonSVM Global Fund Plc
January 2012Francis EllisonThreadneedle European Smaller Companies Fund
January 2012Euan Munro*Standard Life GARS Fund
January 2012Richard Woolnough*M&G Optimal Income Fund

*Meeting with representative of fund management house, and not the fund manager