Episode 20:
Global Wealth Strategy with Chris Ralph of SJP
Our viewpoint
8 July 2020
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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
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