The Wealth Show

Think all tech investors are obsessed with the latest gadgets and trends? Think again. Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies. 

What will be the endgame for SDR?   The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.

How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages with fund managers to curate more sustainable portfolios. 

Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey.   In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contributions, prompting concern for many.

In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward.    This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.

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 upcoming budget, and the economic mismanagement...

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 levels clients should expect.

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.

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.

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.

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.

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 performance. 

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.

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.

Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.

Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.

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. 

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 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. 

Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.

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.

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. 

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.

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.