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.
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Ex-New Statesman journalist: 'Chaos is necessary in politics’ 28.03.2024 20:01
The former deputy editor of the New Stateman discusses what the ‘chaos voter’ looks like in 2024, why voters are moving towards populism, and whether a Labour government victory could signal a ‘post-chaos’ era for the UK.
Polar Capital's £9.6bn tech unit doubles down on AI 20.03.2024 33:03
Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM.
M&G's Woolnough: Clients were 'clever' to exit...but so was our inflation bet 08.03.2024 29:03
M&G's Richard Woolnough discusses his two decades at the firm, how his softer inflation bet led to double-digit returns last year, and why clients were 'clever' to withdraw several billion from his Optimal Income fund over the past five years.
Liontrust Special Situations stomachs £2bn outflow as UK investors go global 01.03.2024 34:42
Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.
SJP CIO Justin Onuekwusi: Fee unbundling will make our funds look better 23.02.2024 21:07
The new investment boss says performance of St. James's Place strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.
Findlay Park 3.0: The giant fund hunting 'forgotten $50bn companies' 16.02.2024 23:58
Anthony Kingsley, leader of the investment team running the £8.4bn Findlay Park American fund, discusses how both the portfolio and firm are evolving in the era of the Magnificent Seven.
Evenlode: Why we’re happy for stocks to sacrifice profits today 08.02.2024 26:52
Chris Elliott, co-manager of Evenlode’s £1.9bn Global Income fund, discusses sacrificing profitability for company growth and what the boutique has bought for its newer Global Equity fund.
The rise, fall...and rise again of Baillie Gifford American 02.02.2024 24:55
Despite returning a stonking 39% last year, Gary Robinson’s £3bn fund has been unable to beat the S&P 500 over three and five years. In this podcast, he discusses opportunities both in and out of the Magnificent Seven, and why he still has faith in Elon Musk.
Augmentum CEO Tim Levene: 'A lot of Fintech AI is a bubble' 25.01.2024 29:09
Tim Levene, CEO of fintech-focused investment trust, says that there will be a huge adoption of AI in the wealth and asset management industries over the next five years. However, he is very sceptical of a slew of businesses that have sprung up in this space.
Liontrust's John Husselbee talks up 60:40 - 'If I was banging the table then...' 17.01.2024 27:33
John Husselbee and James Klempster, who together run Liontrust's £4.5bn multi-asset range, discuss 60:40's renaissance, finding value outside the US and 'calling in a heavyweight' on asset allocation.
Hamilton Lane: We use private credit to generate liquidity 12.01.2024 24:29
Hamilton Lane’s Hamza Azeem discusses the private equity giant’s product aimed at wealth management clients, and how it manages liquidity when redemption requests are knocking at the door.
Wealth Talk 2023 in Review: Rathbones & Investec's mega deal; private markets buzz; and weight of consumer duty 19.12.2023 26:00
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.
Jupiter's Beesley on cracking the institutional market and Chrysalis divorce 13.12.2023 26:15
Jupiter CEO Matthew Beesley reflects on a tough first year in the top job, and how the asset manager is going to entice sovereign wealth, endowment and pension fund clients.
A game of hot potato: How the City handles sexual harassment 06.12.2023 37:40
How is sexual harassment handled in the city? Listen to HR heads discuss their dual interest of protecting both the claimant and the organisation, the FCA defend itself against allegations of inaction, and journalist Paul Caruana Galizia share his experience breaking the story of Crispin Odey.
How RC Brown is providing infrastructure for boutiques to survive 30.11.2023 18:45
Robert Clark, sales & marketing director at RC Brown, speaks about the firm's incubator service and why most wealth managers don't have the competence to run their own firm.
Newton's David Cumming on 40 years as a UK investor: 'It’s probably less fun now' 22.11.2023 27:43
Citywire AA-rated David Cumming, who runs the £1.5bn BNY Mellon UK Income fund, discusses how things have changed during four decades in the City, re-engaging investors with British businesses, and why oil stocks ‘just look too cheap’.
Vanguard: How wealth managers’ thinking on bonds is evolving 16.11.2023 27:43
Kunal Mehta, head of the fixed income specialist team at Vanguard, discusses why DFMs are still reluctant to buy into the ‘bonds are back’ narrative, Vanguard’s view on peak rates, and growing interest in emerging market debt.
Face Off! UK Equities: Janus Henderson’s Foll vs Atomos’ Bathgate 07.11.2023 24:20
Janus Henderson Investors’ Laura Foll and Atomos’s Haig Bathgate discuss whether the UK is a good place to invest.
Newton's Euan Munro: 'GARS possibly closed down at just the wrong time' 01.11.2023 30:14
The investment veteran discusses Newton IM’s restructure, why thematic investing is here to stay, active management opportunities, and the closure of his brainchild GARS fund.
BlackRock UK sales boss: Cash threat to fund firms, and is private assets 'buzz' real? 25.10.2023 21:09
Nick Hutton, BlackRock's head of UK distribution, discusses why cash is a 'huge competitor' to asset managers in the current environment, and whether there truly is a demand for private markets from wealth managers.
Coolabah's Joye: Banks only hiding place as 'biggest credit default cycle since 08' looms 18.10.2023 27:08
Coolabah Capital's Chris Joye believes there are misplacing opportunities to be had within senior bank debt. However, elsewhere he is incredibly bearish - as he predicts mass defaults within corporate bonds, high yield, and private credit.
‘It’s so bittersweet for someone like me’: Theranos whistleblower tells their story 11.10.2023 18:34
Erika Cheung, one of the whistleblowers who exposed Elizabeth Holmes’ blood testing company Theranos as a fraud, discusses their experience and why it’s so hard to expose corporate wrongdoing.
Wealth Talk: Evelyn’s culture clash, Raymond James' ongoing restriction, and what we think of HL’s wealth list 04.10.2023 21:24
Citywire Wealth Manager journalists John Schaffer, Caroline Hug, and Olivia Bybel breaksdown September’s biggest stories.
River & Mercantile's Sym: Green tech is Europe's big tech moment 27.09.2023 20:03
River & Mercantile European manager James Sym argues 'green tech is to Europe, what big tech was to the US in the last cycle’.
The Silicon Valley bus tour that made Mark Baribeau bet big on AI 21.09.2023 32:27
The manager of PGIM Global Equity Opportunities, which has bounced 24% year to date and remains one of the top performing global growth funds over a decade, discusses Nvidia, Tesla and ‘AI to the rescue’.
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