The CIO Agenda – Episode 1: The Role of Gold in Portfolios

As we enter the final few months of an incomparable year, it is difficult to tell what trends in asset management will return to their previous track and what has been irrevocably changed by the coronavirus pandemic. In the third episode of our webinar series, Sandy Rattray and Luke Ellis discuss the future of fund management.

Even a long history of gains is hard to reconcile with a decade of pain for Value investors. In the second webinar of our CIO Agenda series, Sandy Rattray and Daniel Taylor discuss whether the march towards zero or negative nominal interest rates and their consequences can help provide some clues as to Value’s fate.