Talking Research

Square Mile Research
  • 5.0 (1)
  • INVESTING
  • MONTHLY

Titan Square Mile's Research and Investment teams offer insight on key trends and sectors across the investment industry.

  1. 2 DAYS AGO

    Behind The Screens: Talking Global Equity with M&G Investments

    Tune in to our latest Behind The Screens podcast episode, hosted by Charlie McCann, Investment Research Analyst at Titan Square Mile. Charlie is joined by Stuart Rhodes, Head of Income Team at M&G Investments and Fund Manager of the M&G Global Dividend Fund, rated A in our Academy of Funds.  Together they delve into the M&G Global Dividend Fund investment process, Stuart’s journey into fund management and his experience launching the strategy during the global financial crisis. The conversation also explores what differentiates the fund from peers, the macro and geopolitical trends shaping the team’s thinking today, and the key risks and opportunities they see across global equity income markets.   This podcast was recorded in February 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.  👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    23 min

  2. 6 MAR

    Behind The Screens: Talking European Equity with Carmignac

    Listen in to most recent Behind The Screens episode where Amaya Assan, Head of Fund Origination at Titan Square Mile, is joined by Mark Denham, Senior Portfolio Manager and Head of Equities at Carmignac. Mark manages the FP Carmignac European Leaders Fund, rated ‘Responsible A’ in our Academy of Funds. In this episode, they explore Mark’s investment philosophy and the approach that underpins the strategy, including the key characteristics he and his team look for in European companies. They discuss the recent underperformance of quality stocks in Europe, where Mark is currently seeing the most compelling opportunities across IT, healthcare and financials, and how the portfolio is positioned against key regional risks. The conversation also touches on the outlook for the year ahead and concludes with a more personal insight into Mark’s interests outside of work. This podcast was recorded in February 2026. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance.  👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    26 min

  3. 13 JAN

    Behind The Screens: Talking Fixed Income with BNP Paribas Asset Management

    Tune into our most recent Behind The Screens episode where Henry Wix-Pollard, Investment Analyst at Titan Square Mile, sits down with Nicolas Trindade, Senior Portfolio Manager BNP Paribas Asset Management, to discuss the AXA Global Short Duration Bond Fund; rated ‘AA’ in our Academy of Funds.  Their conversation explores the thinking behind the AXA Global Short Duration Bond Fund, how it is managed and the rationale behind its return target. They also cover the fund’s role within a broader portfolio, recent positioning, and Nicolas’ outlook for UK interest rates. The episode wraps up with a more personal look at life beyond the desk.  AXA Investment Managers joined BNP Paribas Group in July 2025. Following the merger of AXA Investment Managers Paris and BNP PARIBAS ASSET MANAGEMENT Europe and their respective holding companies on December 31, 2025, the combined companies now operate under the BNP PARIBAS ASSET MANAGEMENT brand.  This podcast was recorded in December 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).  This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage 👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    26 min

  4. 8 JAN

    Behind The Screens: Talking Emerging Markets with Redwheel

    Listen in on this Behind The Screens podcast episode, where Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, is joined by John Malloy, Co-Head of the Redwheel Emerging and Frontier Markets Team, and the portfolio manager of the Redwheel Emerging Markets strategy. Together they discuss the Redwheel Global Emerging Markets Fund; rated ‘A’ on our Academy of Funds.   Their conversation explores John’s journey into investment management and emerging markets, what differentiates Redwheel’s investment approachand how dispersion within emerging markets creates opportunities often missed by top-down investing narratives. They also discuss the impact of geopolitics, supply-chain realignment and the global AI investment cycle.  This podcast was recorded in December 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future  👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    28 min

  5. 18/12/2025

    Behind The Screens: Talking Multi-Asset with W1M

    Tune in to this Behind The Screens podcast episode, where Alex Farlow, Associate Director of Multi Asset Research at Titan Square Mile, is joined by James Mee, Co-Head of Multi-Asset Strategies at W1M, to discuss the Waverton Multi-Asset Income Fund and the Multi-Asset Growth fund range; both rated on our Academy of Funds.  Their discussion explores James’ investment journey and career path, the philosophy and objectives behind W1M’s multi-asset portfolios, and the role alternative assets play in portfolio construction. The conversation also delves into the team’s current market outlook, how portfolios are positioned amid ongoing uncertainty, the key questions clients are asking today, and finishes with a more personal insight into James’s life beyond fund management.  This podcast was recorded in November 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    27 min

  6. 11/12/2025

    Behind The Screens: Talking Multi Asset with Aviva Investors

    Listen to our latest podcast episode where Alex Farlow, Associate Director of Multi Asset Research at Titan Square Mile, is joined by Tom Stokes, Head of Multi-Asset Investment Specialists at Aviva Investors, to discuss the Aviva Investors Multi-Asset Core Funds (MAF Core); rated ‘Recommended’ in our Academy of Funds. Together they delve into the origins and management of the MAF Core range as it approaches its fifth anniversary, the role investment specialists play in supporting advisers, and the latest trends shaping multi-asset investing. Tom shares the key themes clients are focused on today, how the Multi-Asset team is viewing markets and positioning portfolios, and also offers a glimpse into his life beyond finance, including the career he’d pursue in another world. This podcast was recorded in November 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. Square Mile Investment Consulting and Research Limited does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. 👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    23 min

  7. 25/11/2025

    Behind The Screens: Talking Fixed Income with EdenTree

    Delve into our latest podcast episode, where Gui Pampolin, Investment Research Analyst at Titan Square Mile, is joined by David Katimbo-Mugwanya, Head of Fixed Income at EdenTree to discuss the EdenTree Short Dated Bond Fund and the EdenTree Global Sustainable Government Bond Fund; both rated in our Academy of Funds. Together, they discuss David’s path into fixed income, the approach behind the EdenTree Short Dated Bond Fund and Global Sustainable Government Bond Fund, and how these strategies balance financial objectives with sustainability goals. David outlines current market risks and opportunities, portfolio positioning amid shifting rates. He also explains why today’s environment may favour active bond management. This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 ba 👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    25 min

  8. 19/11/2025

    Behind The Screens: Talking Multi Asset with Columbia Threadneedle Investments

    Listen to this latest podcast episode where Alex Farlow, Associate Director of Multi-Asset Research at Titan Square Mile, sits down with Paul Niven, Head of Multi-Asset Solutions, EMEA, and Fund Manager for the F&C Investment Trust at Columbia Threadneedle Investments, discussing the Columbia Threadneedle Universal MAP Range Funds. Together, they discuss Paul’s experience managing the historic F&C Investment Trust, and the thinking behind the Columbia Threadneedle Universal MAP Range. Paul shares insights on current portfolio positioning, key market risks and opportunities, and why now could be a strong moment for active management. This podcast was recorded in October 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited ("SMICR") which is registered in England and Wales (08791142). Square Mile Investment Consulting and Research Limited is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU). This podcast is aimed at professional advisers and regulated firms only and should not be passed on to or relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Limited. Square Mile Investment Consulting and Research Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of Square Mile Investment Consulting and Research Limited at the date of issue but may be subject to change without reference or notification to you. Square Mile Investment Consulting and Research Limited 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 Square Mile Investment Consulting and Research Limited shall have no liability whatsoever for any loss, damage, costs or expenses incurr 👥 STAY IN TOUCH 👥 Follow us on LinkedIn. Subscribe to our monthly newsletter. Thank you for listening!

    27 min
See All (101)

About

Titan Square Mile's Research and Investment teams offer insight on key trends and sectors across the investment industry.

Information

  • Creator
    Square Mile Research
  • Years Active
    2021 - 2026
  • Episodes
    101
  • Rating
    Clean
  • Copyright
    © 2026 Talking Research
  • Show Website
    Talking Research