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.
Jul 03, 2024•16 min0
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.
Jun 19, 2024•25 min0
Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.
Apr 19, 2024•37 min0
Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.
Apr 04, 2024•30 min0
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.
Mar 28, 2024•20 min0
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.
Mar 20, 2024•33 min0
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.
Mar 08, 2024•29 min0
Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.
Mar 01, 2024•35 min0
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.
Feb 23, 2024•21 min0
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.
Feb 16, 2024•24 min0
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.
Feb 08, 2024•27 min0
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.
Feb 02, 2024•25 min0
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.
Jan 25, 2024•29 min0
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.
Jan 17, 2024•28 min0
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.
Jan 12, 2024•24 min0
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.
Dec 19, 2023•26 min0
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.
Dec 13, 2023•26 min0
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.
Dec 06, 2023•38 min0
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.
Nov 30, 2023•19 min0
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’.
Nov 22, 2023•28 min0
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.
Nov 16, 2023•28 min0
Janus Henderson Investors’ Laura Foll and Atomos’s Haig Bathgate discuss whether the UK is a good place to invest.
Nov 07, 2023•24 min0
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.
Nov 01, 2023•30 min0
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.
Oct 25, 2023•21 min0
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.
Oct 18, 2023•27 min0
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.
Oct 11, 2023•19 min0
Citywire Wealth Manager journalists John Schaffer, Caroline Hug, and Olivia Bybel breaksdown September’s biggest stories.
Oct 04, 2023•21 min0
River & Mercantile European manager James Sym argues 'green tech is to Europe, what big tech was to the US in the last cycle’.
Sep 27, 2023•20 min0
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’.
Sep 21, 2023•32 min0
Citywire Wealth Manager journalists discuss the top stories from the past month.
Sep 06, 2023•24 min0