The Wealth Show

Caroline Hug catches up with Morningstar global director of sustainability Hortense Bioy to discuss the FCA’s Sustainable Disclosure Requirements (SDR).

Marlborough multi-asset CIO Nathan Sweeney and Ruffer investment director Duncan MacInnes fight it out over whether the market is entering a new inflationary era.

Following Microsoft's rumoured $10bn investment into OpenAI in January, Morningstar analyst Dan Romanoff believes the tech giant's share price could see a $25 boost from its current level of $333.  However, ethical concerns over AI could act as a headwind over the long term. 

Trevor Williams, former chief economist at Lloyds Bank, believes there needs to be more stringent regulation to encourage wealth to be allocated to green energy projects.  

Jonathan Golan, manager of the £423m Man GLG Sterling Corporate Bond fund is the most bullish he's been on the financials sector in a decade, but the bond manager doesn't hold a single US bank in his portfolio. 

Mick Dillon, co-manager of the £5bn Brown Advisory Global Leaders strategy, discusses why investors need coaches just as much as athletes and the key lessons from theirs.

Peter Doherty, manager of the Sanlam Hybrid Capital Bond fund speaks about why he upped his allocation to contingent convertible bonds (CoCos) after the write down of $17bn worth of Credit Suisse AT1 bonds. 

Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.

Tony Dalwood, CEO of Gresham House, discusses how the sustainability agenda has changed over the last couple of decades. He also explore natural capital and place-based investing as investment opportunities, as Gresham House is the largest UK investor in battery energy storage facilities.

Mark Barnett’s return to fund management has passed its one year anniversary, however assets in the new strategy have struggled to gain much more than £20m. The TM Tellworth UK Income and Growth fund is no doubt chasing a difficult investment sector - £1bn was taken out of UK equity funds in February alone, according to Calastone data.  However, Barnett’s association with embattled fund manager Ne...

As investors brace for the global economy to enter a sustained slowdown, Redwheel’s James Johnstone is confident that the 10-year drought in emerging markets is over. 

The former chair of the Treasury Select Committee, Nicky Morgan, gave her views on the FCA’s consumer duty regulation, which is due to be rolled out in the Summer. This was after city minister Andrew Griffith attacked the rules, suggesting they could harm the competitiveness of UK financial services, and lead to an uptick in lawsuits.

Linden Thomson, manager of the Axa Framlington Biotech fund, speaks about the 'heavily momentum driven' biotech sector, and why Biden’s inflation reduction act could tighten R&D investment. 

Wesley McCoy, manager of the £375m Abrdn UK Value Equity fund, discusses why banks like Barclays are now a more contrarian bet than traditional energy stocks but defends making money from coal companies. 

Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.

New co-manager of Quilter Investors Cirilium range, Ian Jensen-Humphreys, is making significant changes to the £6.8bn active range. Jensen-Humphreys took over the portfolios in December alongside Sacha Chorley. In this podcast he discusses why the funds he inherited don't follow his asset allocation approach.

Martin Walker, Invesco's head of UK equities, was the top performer in the Citywire Equity - UK (All Companies) category last year. Performance was driven by Walker's top holding's in Shell and BP within his UK Opportunities fund, but his sell discipline also drove performance.

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, 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.

Stephen Yiu reveals which energy stock he’s bought into, and why he’s holding onto Intuit despite Terry Smith dumping the tech stock.

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.

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.

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.

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.

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.