Episode 20:
Global Wealth Strategy with Chris Ralph of SJP
Our viewpoint
8 July 2020
You can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple Podcasts, Spotify, Pocket Casts or SoundCloud.
On this episode, show hosts Dan Mikulskis and Mary Spencer catch up with with SJP's, Chief Global Strategist, Chris Ralph.
They discuss -
- Chris’ new role and the conversations he’s been able to have with investors this year
- The role of psychology in investing and the difference between theory and practice
- Humility vs confidence in asset management
- A learning approach, how do managers self-evaluate
- Consistency of process
- Getting through the glossy pitch
- Is value dead or alive?
- SJP emissions report
- The rise of ESG in private client conversations
- Star managers – Chris reflects on trying to create “mini Anthony Boltons” at Fidelity
- Individuals vs teams in equities and fixed income
- What’s different in the market these days – the impact of low rates for a long time, and the speed of market moves.
- Simple But Not Easy by Richard Oldfield
Useful links referred to in our podcast this week
- Chris’ Linkedin profile
- Chris’ podcast 'Investment Thinking' on Podbean and Apple
- Investment Thinking with Chris Ralph - Episode 4 including interview with Howard Marks
- Investment Thinking Episode 9 - interview with Jeremy Grantham
Chris’ recommendations podcasts
How to access our podcasts
You can access all our podcasts across all major audio platforms via computer or devices.
 |
|
 |
|
 |
|
 |
Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.