Citywire
The Wealth Show
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.
N'hésitez pas à visiter le site du podcast et à soutenir son créateur : citywire.com
Où écouter ?
Les podcasts dans l'appli Replaio Radio Bientôt disponibleLes podcasts arrivent très bientôt dans l'appli. Installe-la dès maintenant et découvre en avant-première une toute nouvelle façon de vivre les podcasts
Épisodes
Premier Miton's Moreno: ‘Last year was a perfect storm for us’ 25.01.2023 15:24
Carlos Moreno, manager of the Premier Miton European Opportunities fund, speaks about why his strategy's growth focus and mid-cap bias 'didn't work' last year, and why over £600m in net outflows were not a cause for concern.
Ken Wotton: More wealth manager bids on the horizon 18.01.2023 29:53
Ken Wotton, the manager of portfolios including the £361m Gresham House Multi Cap Income funds, discusses lowly-rated British smaller companies, consolidation in investment management, and a potential takeover resurgence this year.
The stock leading Blue Whale’s foray into energy 11.01.2023 22:36
Stephen Yiu reveals which energy stock he’s bought into, and why he’s holding onto Intuit despite Terry Smith dumping the tech stock.
Ex-Odey manager Freddie Lait snubs short selling 14.12.2022 11:20
Absolute return manager Freddie Lait is bucking the sector trend by not taking any short positions in his Latitude Horizon fund. This is despite him working for Odey Asset Management as a hedge fund manager prior to founding Latitude.
Sustainable AIM gems the ratings agencies miss 07.12.2022 21:55
Wealth Manager's Ross Miller invites Matthew Strachan, chief investment officer at Thorntons Investments, to the Citywire Studios. The pair get under the bonnet of the firm's recently launched Sustainable AIM IHT portfolio, and also reflect on some of this year's developments in the wider push for a more sustainable financial system.
British economist Ann Pettifor: 'Another asset price collapse is utterly inevitable' 30.11.2022 17:19
After being one of the first to predict the devastating Credit Crunch that followed the 2008 financial crisis, Ann Pettifor chastises central banks for repeating the same mistakes that lead to global recessions.
Amati’s Jourdan: Only in ‘extreme world’ wealth and fund firms hit zero 23.11.2022 11:24
Assets in the small cap veteran Paul Jourdan's Amati UK Listed Smaller Companies fund have dipped from over £1bn to £619m over a year, but he remains bullish on tech and asset managers.
The Bristol Rovers star easing footballers' financial woes 16.11.2022 11:05
Alex Rodman, winger for Bristol Rovers and director of Sterling James Wealth Management, co-founded the firm four and a half years ago to provide footballers with the financial advice.
US small cap veteran Bill Hench: M&A is 'stealing' from us 10.11.2022 9:54
First Eagle’s Bill Hench said private equity buyouts can be a foe to the small-cap investor, even if a premium is paid for shares.
How Hawksmoor escaped the real assets squeeze 03.11.2022 15:58
Ben Mackie, fund manager at Hawksmoor Investment Management, discusses why the firm decided to sell out of real assets and which funds it sold. He also reveals what the firm held onto and why, including private equity trusts.
JM Finn CEO: Wealth consolidation is a ‘golden opportunity’ to pick up staff 02.11.2022 22:42
JM Finn chief executive Hugo Bedford says that growing consolidation in the UK wealth management space has sprung up opportunities to poach staff from competitors. He noted that JM Finn had received more enquiries recently from rivals than it had in the past decade.
Saxo UK CEO: The decade-long 'goldilocks' period has ended 28.10.2022 12:15
Citywire Wealth Manager's Ross Miller welcomes Charlie White-Thomson, CEO of Saxo UK to the Citywire studio. They discuss how the new generation of investors must adapt to a new paradigm, the race to the bottom in fees (is there such things as a free lunch?), and how a decade-long Goldilocks period has shaped investors' attitude to risk.
Troy's Lyon: Microsoft earnings downgrades are still to come 26.10.2022 26:20
Citywire AA-rated Troy Trojan manager Sebastian Lyon said that he reduced his stake in Microsoft and Alphabet over the summer, as he believes market optimism is too high. This was before the tech giants announced that sales had slowed in Q3. The fund manager also said he is ‘battening down the hatches’ and buying short-dated government bonds. Another defensive play in the fund has been to hold a l...
Harry Nimmo: Short-selling vultures make bear markets worse 19.10.2022 12:32
Abrdn’s Harry Nimmo, who is retiring at the end of the year, has seen a lot in a fund management career spanning nearly 40 years. Something he finds particularly disturbing is the emergence of short-sellers, which he says robs companies of the ability to turn things around.
Property funds under £1bn will question sustainability 12.10.2022 30:43
Oli Creasey, head of property research at Quilter Cheviot, speaks about contagion in open-ended UK property funds, after three major strategies gated last week on the back of pension outflows. Creasey speaks about where there are some opportunities in the sector, and why some REIts are down 40% this year.
Rathbones co-CIO: 60/40 has had worst 9 months since 1937 05.10.2022 20:57
Rathbone Investment Management co-CIO Ed Smith talks about asset allocation under fiercely volatile conditions, why short-dated US T-Bills are a 'free lunch' for cash-heavy investors, and why mortgage pain could cause a 20% fall in UK property prices.
From attack dog root canal to wealth management 28.09.2022 14:03
Araminta Emery explains why she joined Cazenove as an associate wealth planner after a career as a dentist for the RAF.
Top performing female bond manager: ‘We’re officially seeing the worst returns ever’ 21.09.2022 7:00
Caroline Hug sat down with Alpha Female’s top-performing UK female fund manager, Citywire AAA-rated Grace Le, to discuss why bonds have faced what many believe to be the asset class’s worst year in history. The Artemis Corporate Bond manager explains why performance has been challenging, and how the fund has adapted to volatile market conditions.
Why I set up a wealth firm for the black community 14.09.2022 13:23
Jerran Whyte, founder of Belvedere Wealth Management and former SJP partner, spoke about the importance of representation in the UK financial services industry and what drove him to set up a black-owned wealth management firm targeted at members of the black community.
How to tap Africa’s elusive potential 07.09.2022 9:42
Africa, the world's second largest continent, attracted $83bn of foreign direct investment in 2021. Peter Townshend, Africa equity fund manager at Sanlam Investments, believes that the time is now to invest in Africa and despite its risks the continent is endowed with untapped potential that investors can exploit.
Investec analyst: 'Healthcare is a political hot potato' 05.08.2022 30:05
In economic conditions unseen for decades, many investors are looking for a hiding place. Wealth Manager's Ross Miller catches up with Dr Jimmy Muchechetere, healthcare equity analyst at Investec, to explore the current outlook for the pharma/healthcare sector, the role of healthcare in a broader portfolio, and the relationship between healthcare and private investment. They also reflect on the pa...
Why Sanlam’s Rodgers is bullish on FAANGs, Unilever and housebuilders 29.06.2022 18:43
Chris Rodgers, head of investments at Sanlam speaks about investing through tougher market conditions. He believes there’s too much gloom around Faang stocks, and that there are certain opportunities to be had in consumer staples and housebuilders.
Schroders' Noffke - FTSE is a poor proxy for UK economy 15.06.2022 19:48
Earlier this week Sue Noffke, head of UK equities at Schroders, spoke about investing in the UK market, despite recessionary fears. She looked at why FTSE large laps aren’t necessarily tied to the health of the UK economy, but also why some mid-caps shouldn’t be disregarded.
Private equity offers double the returns, if you can stomach the illiquidity 01.06.2022 17:00
Daniel Pinto, founder, chairman & CEO of Stanhope Capital Group spoke to Citywire’s Christopher Johnson about why he is bullish on private equity. Pinto also discussed the impact of inflation on the global economy and why he does not think high levels of inflation will be a permanent feature going forward. He talked about the effect of the Russia-Ukraine crisis on the world and shared his view...
Investors need to double down on community infrastructure 25.05.2022 18:24
The World Economic Forum’s Alice Charles speaks to Caroline Hug about the biggest challenges facing urban development, and why investors need to allocate capital to social community.
Podcasts similaires
Replaio n'est pas éditeur de podcasts ; les noms des émissions, les visuels et l'audio appartiennent à leurs auteurs et sont diffusés via des flux RSS publics