Talking Research

Hosted by Titan Square Mile

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Episodes

112

Latest episode

Aug 2026

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EN-GB

About the show

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

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60 recent

August 26, 202632 min

Behind The Screens: Talking Infrastructure Equity with Franklin Templeton

In this episode of Behind the Screens, Alex Farlow, Associate Director of Multi-Asset Research at Titan Square Mile, is joined by Ajay Dayal, Senior Client Porfolio Manager at Franklin Templeton, to discuss the FTF ClearBridge Global Infrastructure Income Fund. The conversation explores the long-term investment case for listed infrastructure, how the team seeks to generate inflation-beating returns through a portfolio of high-quality global infrastructure businesses, and the powerful themes driving opportunities across the sector today; energy transition, grid modernisation and the growing electricity demands of AI. This podcast was recorded in July 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!

August 18, 202625 min

Behind The Screens: Talking Alternatives with Jupiter Asset Management

In this episode of Behind the Screens, Henry Wix-Pollard, Investment Analyst at Titan Square Mile, is joined by Mark Nash, Portfolio Manager at Jupiter Asset Management and lead manager of the Jupiter Strategic Absolute Return Bond Fund, to discuss navigating a rapidly changing macroeconomic environment. From shifting geopolitical dynamics and inflation pressures to currency markets, sovereign bonds and portfolio diversification, Mark shares how he is positioning the Jupiter Strategic Absolute Return Bond Fund and where he sees both risks and opportunities emerging across global markets. This podcast was recorded in July 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!

August 13, 202618 min

Behind The Screens: Talking US Equity with Artemis Fund Managers

Listen in to this episode of Behind the Screens, Charlie McCann, Investment Research Analyst, is joined by Olivia Micklem, Co-Portfolio Manager of the Artemis US Smaller Companies Fund. Olivia discusses the team's investment philosophy, how they identify opportunities across the US small-cap universe and the key economic, market and technological trends influencing portfolio decisions. The conversation provides insight into where the team is finding opportunities today and the factors shaping their outlook for the asset class. This podcast was recorded in July 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!

August 12, 202623 min

Talking Markets with Mark Harries, Hugh Gimber & James Ashley

Mark Harris, Chief Investment Officer at Titan Square Mile, was joined by Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management, and James Ashley, Head of International Market Strategy at Goldman Sachs Asset Management, to discuss the outlook for growth, inflation and where investors may find the most attractive opportunities. This podcast is marketing material and is issued and approved by Titan Investment Solutions Ltd (“TISL”) which is authorised and regulated by the Financial Conduct Authority. The company is registered in England and Wales with Company Number 10636265. The independent research is provided by Square Mile Investment Consulting and Research Limited ("SMICR") which is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. TISL and SMICR are wholly owned subsidiaries of Titan Wealth Holdings Limited. Titan Square Mile is a trading style of Titan Investment Solutions. Our thoughts expressed in this video relate only to the portfolios we manage or advise on, on behalf of our clients, and as such may not be relevant to portfolios managed by other parties. Unless otherwise agreed by TISL, this podcast is only for internal use by the permitted recipients and shall not be published or provided to any third parties. 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 not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of this podcast. It is published by, and remains the copyright of, TISL. TISL makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of TISL at the date of issue but may be subject to change without reference or notification to you. This podcast does not constitute investment advice, a recommendation regarding investments or financial advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and TISL shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. TISL does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not an indication of future performance. This podcast was recorded in July 2026. 👥 STAY IN TOUCH 👥 Follow us on LinkedIn . Subscribe to our monthly newsletter. Thank you for listening!

August 7, 202627 min

Behind The Screens: Talking Global Fixed Income with RBC BlueBay Asset Management

Tune into this Behind the Screens episode as Gui Pampolin, Research Analyst at Titan Square Mile, hosts Harrison Hill, Portfolio Manager, and My-Linh Ngo, Senior Director and Impact-Aligned Strategist, at RBC BlueBay Asset Management. Their discussion explores the BlueBay Impact-Aligned Bond Fund, exploring how impact investing can be implemented through public fixed income markets, the opportunities created by combining investment grade credit with selective allocations to high yield and emerging markets, and how active engagement, rigorous risk management and a focus on long-term sustainability themes seek to deliver both attractive financial returns and positive real-world outcomes. This podcast was recorded in July 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!

July 1, 202626 min

Behind The Screens: Talking Fixed Income with T. Rowe Price

Listen to this Behind the Screens episode featuring Martin Ward, Senior Investment Research Analyst at Titan Square Mile, hosting Matt Lawton, Head of Impact Fixed Income at T. Rowe Price and lead manager of the Global Impact Credit Fund. Their discussion explores how impact investing is evolving within fixed income markets, highlighting how bonds can deliver measurable environmental and social outcomes alongside financial returns, while outlining the fund’s dual objective of generating alpha and achieving intentional, additional and measurable impact through carefully selected issuers. This podcast was recorded in June 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!

May 1, 202616 min

Behind The Screens: Talking Japanese Equity with Comgest

Listen to this Behind the Screens episode featuring Ibrahim Ishmail, Investment Research Analyst at Titan Square Mile, hosting Richard Kaye, Portfolio Manager of the Comgest Growth Japan Fund. Their discussion covers what truly differentiates Comgest’s quality growth approach, why Japan represents a structurally different opportunity today and how domestic investor behaviour, currency dynamics and overlooked domestic growth companies may shape long-term returns. This podcast was recorded in April 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!

April 24, 202616 min

Behind The Screens: Talking Global Equity with Rathbones Asset Management

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he speaks with James Thomson, Lead Manager of the Rathbone Global Opportunities Fund, rated ‘A’ in the Academy of Funds. James shares insight into the fund’s long‑standing quality‑growth philosophy, the importance of balancing high‑conviction stock selection with portfolio resilience and how a dedicated “weather‑proof” allocation has helped navigate periods of market stress. The discussion covers navigating recent dislocations in technology and AI‑exposed stocks, managing concentration risk amid a dominant Magnificent Seven and identifying opportunities in hard‑asset, low‑obsolescence companies as global market regimes shift. This podcast was recorded in March 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!

April 22, 202624 min

Behind The Screens: Talking UK Equity with J.P. Morgan Asset Management

Join Martin Ward, Senior Investment Research Analyst at Titan Square Mile, as he sits down with Callum Abbott, Portfolio Manager on the A‑rated JPM UK Equity Plus Fund at J.P. Morgan Asset Management, to unpack how the strategy seeks to deliver consistent alpha in all market environments. Drawing on nearly a decade managing the fund, Callum discusses how he views the world from a UK equity point of view. He shares where he and the team see attractive UK opportunities and where caution remains. He also explains how their differentiated approach has driven the fund’s long‑term consistency, offering valuable insight for advisers and investment professionals navigating today’s uncertain UK equity market. This podcast was recorded in March 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!

April 15, 202627 min

Behind The Screens: Talking Global Equity with Baillie Gifford

Join Gui Pampolin, Investment Research Analyst at Titan Square Mile, as he hosts Catherine Flockhart, Partner at Baillie Gifford, to discuss the Baillie Gifford Positive Change Fund, rated Responsible A within the Academy of Funds. She outlines how the strategy aims to deliver long-term growth alongside measurable real-world impact, highlighting opportunities across healthcare innovation and financial inclusion, as well as the role of emerging markets. Catherine also shares insights on navigating a more volatile backdrop, ESG integration and how they maintain a disciplined sell approach - offering valuable perspective for advisers assessing the role of impact investing within client portfolios. This podcast was recorded in March 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!