A 2-minute watch.

Dean Cheeseman is a fund manager within the multi-asset team at Janus Henderson Investors, and here offers some thoughts on his portfolio approach to alternatives over the next five years, growth vs. value equities, and the impact of ESG on the investment landscape.

Dean has also been interviewed as part of the new ‘Octo Selectors Series’, which takes a look at some of the UK’s top fund pickers. Gary Shepherd‘s written interview with Dean is here, with his video interview out tomorrow. The first of the video interviews in the series was Tilney’s Ben Seager-Scott here as he discusses ‘greenwashing’ in ESG.