Can fixed income be both sustainable and high performing? Or is it just another corner of the market vulnerable to greenwashing?

In this eye-opening episode of the Money Wise UK podcast, host George is joined by Samantha Lamb, Head of Fixed Income at GIB Asset Management, to break down what sustainability really means in the world of bonds — and why it’s time to challenge some long-held assumptions.

Drawing on decades of experience in ESG and credit markets, Samantha reveals:

• Why GIB doesn’t rely on bond labels like “green” or“sustainable” — and why these can mislead investors
• The difference between ESG risk management and truly sustainable investing
• How fixed income can deliver strong risk-adjusted returns without compromising values
• The power of a multi-thematic framework in building resilient portfolios for real-world problems
• Why certain sectors, like fossil fuels and tobacco, are ruled out — regardless of their ESG scores
• How to balance performance with purpose in a volatile and fast-evolving landscape

Whether you're a fund selector, financial planner, or simply curious about the future of sustainable investing, this episode offers clarity, insight, and real-world thinking that cuts through the jargon.

"There’s no performance penalty for investing responsibly — not if you do it right." — Samantha Lamb

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Learn more at www.gibam.com

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.

#SustainableInvesting #FixedIncome #GreenBonds #ESG #ImpactInvesting#InvestmentPodcast #MoneyWiseUK

In this insightful episode from Money Wise UK, host George is joined by Lawrence Cook, CEO of Mabel Insights, to unpack how retirement planning is evolving — and why it’s more important (and complex) than ever before.

What to Expect:

• Why the traditional view of retirement is outdated

• The emotional and financial challenges of today’s retirement landscape

• The importance of cashflow modelling (and why many advisers still aren’t using it)

• How to manage conflicts around drawdown vs. annuities

• The value of a Withdrawal Policy Statement in giving clients clarity and control

• FCA's Thematic Review and why it’s an opportunity, not a threat

• Lawrence’s take on the natural income debate — and why "bonkers" might sum it up! That's natural income, not his take!

• How better technology and planning tools (like Mabel) are reshaping adviser-client conversations

🎧 Whether you're a financial planner or someone thinking about retirement, this episode is packed with real-world stories, practical insights, and future-focused thinking.

Listen now to discover how to turn uncertainty into confidence — and why having a plan is the real power move.

🔗 Learn more: mabelinsights.com

Money Wise UK Centralised Retirement Proposition templates for financial planning firms.

Resources: Abraham Okusanya, Beyond The 4% Rule: The science of retirement portfolios that last a lifetime

Behavior Gap

Retirement Researcher Basecamp

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Please note that this podcast does not provide financial advice. If you have any questions, we recommend consulting a financial advisor. Past performance does not guarantee future returns; investments can fluctuate in value. Any mention of a company is not a recommendation.

In this episode of the MoneyWise UK & QuantQual Podcast, George sits down with Keith Balmer from Columbia Threadneedle to explore why the debate between active and passive investing might be missing the point.

Keith shares his career journey — from hedge funds at Man Group to launching a low-cost multi-asset franchise at Columbia Threadneedle — and explains why it’s not about choosing sides but blending investment styles for better client outcomes.

They cover:

• Why passive isn’t always the winner — and how 94% of top managers beat the MSCI World Index over rolling five years

• The three sources of added value in Columbia Threadneedle’s Universal Range: strategic asset allocation, stock selection, and tactical moves

• How the franchise keeps fees at 0.29% while delivering institutional-grade returns

• The real-world case for sustainable investing and why a long-term view matters

• Why consumer duty supports blending investment styles — not chasing the "best fund"

If you’re looking to rethink how you deliver returns, manage risk, and build long-term value, this one’s for you.

Enjoyed this episode?

Follow the podcast to stay updated on new episodes
Rate & review to help others discover insightful content.
Leave a comment—we’d love to hear your thoughts!
Share with friends, colleagues, and fellow investors who care about sustainable finance.

Listen now on Spotify and be part of the conversation on thoughtful investing!

Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.