Inside The Markets: Ep6 | Whole of Market Investing: What Investors Need to Know 

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UK takeover activity has surged, with private equity firms, In this episode of Inside the Markets, Katie Sykes, Investment Marketing Specialist, and Rob Harrison, Head of Systematic, unpack the differences between whole of market, restricted and single-provider investment approaches.

They explore why some firms favour a smaller group of investment providers, how investment teams identify and select funds, and whether access to a broader range of investment opportunities automatically results in a better portfolio.

Along the way, they discuss diversification, governance, manager research and portfolio construction, before sharing practical questions investors can ask to better understand how their portfolios are being managed and whether the approach is right for them.

Listen now on demand

Please note

This podcast is intended for UK audiences and is subject to the UK regulatory regime.

The content is provided for information and educational purposes only and does not constitute financial advice, a personal recommendation, or an offer to buy or sell any investment. You should not rely on it when making financial or investment decisions. Before acting, consider seeking advice from a qualified financial planner who can assess your individual circumstances.

The views expressed are those of the speakers at the time of recording and may not necessarily reflect those of Progeny. Information is obtained from sources believed to be reliable but cannot be guaranteed.

The value of investments, and any income from them, can fall as well as rise, and you may get back less than you invest. Your capital is at risk. Investment in stock markets should be regarded as a long-term commitment.

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