Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
…
continue reading
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
…
continue reading
1
‘Starmer’s poll ratings have collapsed’ - Baroness Sayeeda Warsi on Labour’s first 100 days, the economy, and the Tory leadership election
23:52
23:52
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
23:52
Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now. This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi sits down with Zachariah Sharif to give her take on the…
…
continue reading
1
Will clients ‘shop around’ more for wealth managers in the future?
21:43
21:43
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
21:43
Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service …
…
continue reading
1
‘Adapt or die’ - Can active managers survive in a ‘peak MPS’ market?
25:45
25:45
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
25:45
Have we reached ‘peak MPS’? That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management. Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.De către Citywire
…
continue reading
1
‘It’s not normal’: AA-rated Whiteley on bond volatility and rate cuts
29:21
29:21
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
29:21
Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.De către Citywire
…
continue reading
1
'Clearly a very big thing for us': What next for Schroders' global value team
38:36
38:36
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
38:36
Senior Schroders investor Nick Kirrage discusses Kevin Murphy's exit and why he's excited to be back looking for cheap UK stocks from banks to property.De către Citywire
…
continue reading
1
‘It’s not a job for pessimists’: JP Morgan’s Forey on a rough run in EM
27:41
27:41
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
27:41
Austin Forey, the experienced manager heading JP Morgan’s $30bn-plus fundamental emerging markets team, discusses their recent underperformance and the key calls they are making in India and China.De către Citywire
…
continue reading
1
Inside the most popular UK equity fund: Man Group’s Henry Dixon
24:24
24:24
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
24:24
Henry Dixon’s £1.9bn Man GLG Income fund has been somewhat of an anomaly in generating £340m of net sales in H1. In this interview, the Citywire AA-rated fund manager discusses how he has beaten peers, why the wider Man Group’s bearishness on the UK is not an issue; and why he’s sticking by his top holding GSK after a disappointing run of performan…
…
continue reading
1
‘We’ve had our GFC moment’: What lies next for REITs
18:56
18:56
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
18:56
Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back. Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, …
…
continue reading
1
Stacy Havener, Havener Capital, Raising assets against the odds
22:28
22:28
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
22:28
Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Ci…
…
continue reading
1
David Hunt, CEO, PGIM: Who will win in asset management
35:12
35:12
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
35:12
At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns …
…
continue reading
1
£10bn Royal London ESG manager Mike Fox: SDR implementation is ‘not clear’
15:39
15:39
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
15:39
Royal London Asset Management manager Mike Fox said the FCA’s Sustainability Disclosure Requirements are ‘well intended’, but that it wasn’t clear what asset managers needed to do to be granted one of the new labels.De către Citywire
…
continue reading
1
‘Europe is the Nexus’ David Zahn on the future of green bonds
13:18
13:18
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
13:18
Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.De către Citywire
…
continue reading
1
Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation
40:48
40:48
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
40:48
Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions abou…
…
continue reading
1
Winkelmann exclusive: Why his team really joined AllianceBernstein
15:34
15:34
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
15:34
Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 202…
…
continue reading
1
Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market
25:24
25:24
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
25:24
Thomas Hanson, the manager of more than £1.5bn of global high yield bond funds at Aegon Asset Management, explains why they're running their 'most boring strategy' in five years as pressures grow following a strong run in the sector.De către Citywire
…
continue reading
1
‘No longer unipolar’: Investing in emerging market debt in a fast changing world
17:40
17:40
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
17:40
Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local…
…
continue reading
1
‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn
37:21
37:21
Redă mai târziu
Redă mai târziu
Liste
Like
Plăcut
37:21
Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.De către Citywire
…
continue reading