Podcasts about invesco perpetual

Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued.   It could be said that Neil Woodford, CBE, has had a career of two halves, the first of which encompassed extraordinary investment success at Invesco Perpetual and then at Woodford Investment Management (2014-2019).   At its peak, Woodford's business managed £15bn and was backed by Hargreaves Lansdowne and St. James's Place. Its clients included Kent County Council's pension fund, a range of wealth management firms and 300,000+ retail investors.   Yet in 2019 the fund was suspended and then liquidated, following a shift in asset allocation from blue-chip public equities to illiquid, unlisted companies (he denies this was the cause of the collapse in this discussion). In the run up to the collapse, he experienced approximately £7bn of outflows.   Using an investment lens, here we try to examine and understand what went right, what went wrong and now what may lie ahead.   Neil remains under investigation by the UK Financial Conduct Authority at the time of this interview (March 2025).  ​​The Money Maze Podcast is kindly sponsored by Schroders, World Gold Council, LSEG and IFM Investors.  Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube  

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services.Neil's career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother's floor to managing billions of pounds at Invesco Perpetual, Neil's story takes us through his rise to the top of fund management, his role in creating some of the UK's most successful funds, and the collapse of his own fund—a moment that left many investors facing significant losses.This episode doesn't shy away from the pain and fallout of those events. But it also raises bigger questions:❓ What is truth, and what is lies?❓ How far can media scrutiny go before it crosses a line?❓ When does accountability turn into cruelty?Neil reflects on the immense pressures he faced, the toll it took on his mental health and personal life, and the role the media played in shaping public perception. But this is more than a look back—it's also about the future. Neil shares what he's doing now, the lessons he's learned, and his plans to rebuild and contribute to the financial services industry.This episode offers a balanced, in-depth look at Neil's extraordinary career, without overlooking the pain experienced by investors, or the challenges of being in the public eye.One thing for sure is, Neil has had an interesting career story.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week’s podcast discusses the return of Neil Woodford, the man who made a fortune for himself and investors at Invesco Perpetual before things turned sour at his solo venture Woodford Investment Management. We also talk about a big piece of work the FCA has carried out assessing people’s financial circumstances since lockdown measures were introduced, and the latest ‘retirement corner’ looks at the impact of the Government’s decision to increase the normal minimum pension age. This week’s special guest is Andy Rothman, investment strategist at asset manager Matthews Asia. Andy talks to Dan about a range of topical issues involving China including what’s happening in the country economically post-Covid, ESG considerations with Chinese companies, and whether Joe Biden can quickly repair relationships between the US and China. Presented by Tom Selby and Laith Khalaf

Ben Constable-Maxwell is Head of Sustainable and Impact Investing at M&G Investments, leading the strategy on impact investing as well as covering sustainability issues such as climate change and the circular economy.  He has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes.  Ben plays an active industry role as a member of various sustainable and impact investment initiatives, interacting with companies, policymakers, NGOs and other investors. He is a Trustee at Firefly International youth organisation, which provides educational and mental health support for young people in conflict-affected areas in the Balkans and Middle East.  Previous to joining M&G in 2003, Ben spent four years with the Equities team at Invesco Perpetual.  He has an honours degree in Classics from the University of Newcastle-upon-Tyne. Highlights:  “We have a responsibility to integrate ESG across our suite of investments and asset classes” If you think about the the issues that drive performance, the issues that really can cause major blow ups, often they're ESG related. Data breach, oil spills, falling faul to a major diversity and inclusion related scandal are all things that can hit the reputation and bottom line of consumers. We just think you have to take into account all these risk whether ESG funds or not, right across all $350B assets. “We have a suite of ESG funds that covers different asset classes. Over the last 10 years, in particular the past 4-5 years, the ESG integration programs across M&G started in equities and fixed income, but is now broadening out to all asset classes on behalf of clients. All of them now say they embrace and integrate and ESG approach.” We have to and our clients wants specifically designed funds with clearly articulated ESG integration programmes  Impact financing fund - Private debt investments in liquid debts investments that have a net positive impact such as social housing, energy efficiency and green buildings, renewable energy infrastructures ESG needs to be managed and communicated just as how the risk function has evolved over the past 10-15 years. There is expectation from clients that ESG is an important part of the process. It’s not just the ESG team, it has to come from the leadership. Companies are not just seeing this as a leadership issue, they are seeing this as a survival issue. Shifting from competitive, moated competitive advantage thinking to a open-minded, supportive, collaborative approach. Mindset shift in healthcare sector with Covid - the role is not just to protect your IP and generate super normal returns but to provide healthcare and save lives. M&G Triple “I” framework: Investment, Intentionality, Impact. Investment: sustainable business models, good company, long-term. Intention comes from purpose, clarity of purpose and authenticity. Examples of KPIs - Millions of tons of greenhouse gas saved, avoidance of virgin material and use of virgin forest. Millions of trees saved, millions of people accessing financial services in underserved communities. Move from a shareholder primacy perspective to a stakeholder responsibility perspective. A company should genuinely be thinking about its responsibilities to all stakeholders and future generations. Impact adjusted accounting approach - we need a new accounting system for the 21st century. Collaboration is at an all time high, to navigate the complexity of changes and behaviours we need.  Time Stamp: [03:00] What is sustainable and impact investing? [05:00] What does M&G do? [10:00] ESG issues and integration programs [12:00] Positive impact fund [15:00] ESG as an ongoing process [20:00] Evolution of risk functions and ESG [22:00] Internal asset owner and leadership expectation  [26:00] Oil and gas, BP, Climate Action 100 [28:00] Measuring impact and “Triple I” framework [35:00] Competitive markets, collaborations and partnerships [38:10] Redesign capitalism [41:00] Stakeholder capitalism, behavioural change and leaders [42:00] The purpose of a company [46:23] Are we at an inflection point? Authentic and ethical? [48:00] Call-to-action Useful link: Ben Constable Maxwell - https://uk.linkedin.com/in/ben-constable-maxwell-593b9b12b M&G Global Positive Impact Fund https://www.mandg.co.uk/adviser/funds/positive-impact-fund/gb00bg884724/ John William Olsen - https://www.linkedin.com/in/johnwilliam Thembeka Stemela Dagbo - https://www.linkedin.com/in/thembeka-stemela-dagbo-78aa3a2a Veronique Chapplow - https://www.linkedin.com/in/veronique-chapplow-1b544a12 Richard Sherry https://uk.linkedin.com/in/richard-sherry-94b58668 Climate Action 100 Plus - http://www.climateaction100.org/ The Impact Management Project - website (https://impactmanagementproject.com/) GIIN https://thegiin.org/ GIIN IRIS+ framework - video (https://youtu.be/80-_j2s8Tbg)   The Investment Association - website (https://www.theia.org/) The Global Reporting Initiative + The Global Reporting Standards - website (https://www.globalreporting.org/) SASB (https://www.sasb.org/) George Sarafeim, Harvard Business School, Impact Weighted Accounts (https://www.hbs.edu/impact-weighted-accounts/Pages/default.aspx) UN Principle for Responsible Investment - PRI (https://www.unpri.org/) Big Four ESG reporting framework standards (https://www.linkedin.com/posts/ila-and-partners_big-four-accounting-firms-unveil-esg-reporting-activity-6714852025818984449-Xt0k) . Deloitte + Ernst & Young  + KPMG + PwC -------- Connect with JP Dallmann on Linkedin (https://www.linkedin.com/in/jp-dallmann/) , Twitter (https://twitter.com/JPDallmann) , or Instagram (https://www.instagram.com/inspiredbyjp/) . Contact us to help you transition into Sustainable & Impact Investing - ILA & Partners (https://www.linkedin.com/company/impact-leaders-advisors) How to incorporate SDGs into your business model - Fast Forward 2030 (http://fastforward2030.com/) Impact Leaders is produced by Podcast Publishing (http://podcastpublishing.help/) -------- Important: The content shared on this podcast does not constitute a request, offer, recommendation or solicitation of any kind to buy, subscribe, sell or redeem any investment instruments or to perform other such transactions of any kind.

The saga engulfing the Invesco Perpetual Enhanced Income (IPE) investment trust came to an end last month following on from a dispute between the investment manager, Invesco Perpetual, and the board. Peter Hewitt, shareholder and manager of the F&C Managed Portfolio Trust range, and Emma Agyemang, personal finance writer at Investors Chronicle, talk through the episode, the final resolution, and what investors should do when corporate spats affect an investment trust's share price. Peter also discusses how he goes about building his portfolio of investment trusts, what he looks for in a fund, how he reacts to share price premiums and discounts, and why he chooses to solely use investment trusts over other collective investment funds. See acast.com/privacy for privacy and opt-out information.

On this week's show the team look at why Invesco Perpetual has resigned as manager of Invesco Perpetual Enhanced Income. They also look at how Scottish Oriental Smaller Companies Trust is doing, after years of manager changes seem to have come to an end. And Adrian Ash, director of research at BullionVault, explains how to use and access gold. See acast.com/privacy for privacy and opt-out information.

Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we’re looking at how investors can get the maximum income from their portfolio. This time last year the Federal Reserve was promising several interest rate hikes through 2016, and the Bank of England looked set to follow. But then the unexpected happened and Britain voted to leave the European Union, sending the pound plunging and the Bank into damage limitation mode. As a result, the Bank of England base rate was cut to and even lower record level of 0.25%. All hope is not lost however. The FTSE 100 yields an average of around 3.7%, despite rallying 15% in the last year, and the US, Europe and even emerging markets have well-covered dividends and investment grade bonds for the discerning income investor. Let’s kick things off with Emma Wall, Senior Editor for Morningstar .co.uk and Ariel Bezalel, Manager of the Jupiter Strategic Bond Fund as they discuss inflation and what this means for interest rates. If you’re new to investing then we’re here to help. Listen to our next piece where we find out exactly what a stock is and the risks and benefits to investing in them Up next, Fidelity Special Situations fund manager Alex Wright picks three undervalued stocks at an attractive price - which also pay out more than the rate of inflation Going back to basics, we now know what a stock is, but what exactly is a bond? If you’re new to bond investing or have held fixed income funds for some time and just need a refresher course then listen up for all the information you need. What Does Rising Inflation Mean for Bond Investors? Next up is Bronze Rated M&G bond fund manager Richard Woolnough explains how macro factors such as rising inflation influence his investment process Want to beat Inflation? Then maybe it’s time to consider equities says Invesco Perpetual's chief investment officer Nick Mustoe who urges income investors keen to beat the erosive effects of inflation to look for stocks with growing dividends Could You Live on £25 a Week? The average pension pot is just £25,000 - buying you a weekly income in retirement of just £25. David Aird, Managing Director at Investec is up next speaking to Emma Wall to discuss how to maximise your lifetime savings and make them go further Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk

Earlier this week the fund industry was stunned to hear that Invesco Perpetual's Neil Woodford is to leave after a 25 year glittering career. Jonathan Eley talks to Mark Barnett, who is taking over Mr Woodford's high income funds. See acast.com/privacy for privacy and opt-out information.