Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Neil Birrell, CIO and lead manager of Premier Miton’s diversified fund range.

Neil discusses the complexities of managing multi-asset portfolios including how to invest in alternatives. During the discussion, he goes on to detail the investment strategies and risk management techniques that shape Premier Miton’s approach, before explaining his shock at the recent market price of gold and why he’s never been an investor in gold…

Don't have time to listen to the full episode, jump to your favourite part:

• 01:09: What does one of your normal days look like, and who does what within your team regarding research, meeting managers, etc?
• 04:20: How do you invest in property and alternatives, given that they can be illiquid?
• 06:54: If someone looks at your portfolio today, what industries, sectors, or themes would they see?
• 09:55: When it comes to UK equities, do you have a bias toward small caps?
• 11:30: As CIO and lead manager on this strategy, what is it that keeps you awake at night? 
• 13:50:With the number of IPOs decreasing globally, is that reducing your opportunity set in finding companies that deliver the higher-quality growth you’re looking for?
• 18:25: What’s an interesting statistic that you’ve seen recently?

This podcast was recorded in October 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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