Shows
The Wealth ShowIWD 2025: A systemic issue that still needs addressingWomen are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active portfolio managers are female.
For International Women’s Day last week, Citywire hosted a roundtable featuring four Top 100 Women. The industry’s poor female retention rate was a hot topic of discussion, along with the need for senior management to become proactive mentors.2025-03-1315 min
This Week in WealthHappy New Year!Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.2025-01-1018 minThis Week in WealthHappy New Year!Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.2025-01-1018 min
Money, Markets and MastermindsDecoding the Top 50 Advisers list and how advisers made the cutIn this episode of Money, Markets, and Masterminds we unpack the thinking behind Citywire South Africa’s inaugural Top 50 Adviser list that was released this week.
Joining me in studio is Tracy Benjamin, Citywire South Africa’s audience development relationship manager, who shared her insights into the selection process of advisers included in the report. She also discussed how this recognition can enhance the careers of advisers across the country.
We also touched on what was included in the questionnaire and some of the overarching themes that emerged from advisers’ submissions.2024-10-3109 minMoney, Markets and MastermindsAlpha Female Report: Gender parity in portfolio management remains elusiveCitywire’s 2024 Alpha Female Report was launched on Monday and revealed a somewhat encouraging stride in gender diversity within the asset management industry, with women now occupying 12.5% of portfolio management roles globally, up from 12.1% last year. The survey also showed, only about 12%, or 22 out of the 190 rated managers with funds domiciled in South Africa, are female.
One positive to draw from the report is that the overall numbers are going in the right direction, but a lot more needs to be done. Now in its ninth year, the report draws on Citywire’s database of just over 18,100 individual mone...2024-09-2018 min
Citywire: The Selection Show‘We’ve had our GFC moment’: What lies next for REITsRogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back.Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, head of European real estate at Cohen & Steers. Quirijns, who has been consistently Citywire-rated since 2016, dropped into our studios to outline his views on the current state of...2024-07-2918 minCitywire: The Selection ShowJuan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisationJuan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions about targeting the wealth management market, balancing clients’ desire for liquidity with returns (and reality) and the firm’s foray into tokenisation. The alts chief also details the business’s development in Asia and how it has onboarded salespeople from asset managers to help it grow into the wealth segme2024-06-2740 minMoney, Markets and MastermindsNumsa boss slams neo-liberal policies and pension fund reformIn this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production.Numsa is the biggest trade union in South Africa with around 340,000 members. Mbuso is a key member of the executive committee and his responsibilities include directing the day-to-day operations and managing relationships with strategic stakeholders of Numsa members across a myriad of sectors including retirement funds in the manufacturing, mining and automotive sectors....2024-06-0531 minMoney, Markets and MastermindsNumsa boss slams neo-liberal policies and pension fund reformIn this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production.Numsa is the biggest trade union in South Africa with around 340,000 members. Mbuso is a key member of the executive committee and his responsibilities include directing the day-to-day operations and managing relationships with strategic stakeholders of Numsa members across a myriad of sectors including retirement funds in the manufacturing, mining and automotive sectors.He also wants wo...2024-06-0531 minMoney, Markets and MastermindsHow government policies will affect taxpayers and their advisers‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place, with me editor Ruan Jooste.Finance Minister Enoch Godongwana delivered his annual national budget speech in parliament on Wednesday. It is one of the key tools, together with the State of the Nation Address, that transpired earlier in February, that the members of parliament can use to hold the government acc...2024-02-2220 minMoney, Markets and MastermindsHow government policies will affect taxpayers and their advisers‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place, with me editor Ruan Jooste.Finance Minister Enoch Godongwana delivered his annual national budget speech in parliament on Wednesday. It is one of the key tools, together with the State of the Nation Address, that transpired earlier in February, that the members of parliament can use to hol...2024-02-2220 min
Citywire Deutschland: Der FinanzradarVon Essen nach Lemberg - Wie ein Essener Vermögensverwalter die Krisenregion unterstützt612 Tage nachdem der Essener Vermögensverwalter zum ersten Mal mit Hilfsgütern in die Ukraine gefahren ist, spricht Vorstandsmitglied Dr. Andreas Schyra mit Citywire Deutschland über die zurückliegende Zeit. Die Stiftung des Vermögensverwalters wurde für gemeinnützige Projekte in der Essener Region gegründet, wie kam es also dazu sich in der Krisenregion Ukraine mit Hilfsprojekten und spenden zu engagieren? Was hat er auf seiner Reise erlebt? Wie konnte geholfen werden? Wie wird aktuell noch geholfen? Welche Herausforderungen haben hiesige Stiftungen? Was hat alles mit dem Motto, „etwas zurückgeben“, zu tun?https://www.pvv-ag.de/pvv...2023-12-0642 minCitywire: The Selection ShowCOP28: Morningstar’s ESG and Stewardship directors share their COP28 wish listsMorningstar’s Arthur Carabia and Lindsey Stewart speak to Citywire’s Krystle Higgins on what governments need to enforce to support the climate agenda at COP28. COP28 is a crucial landmark in the fight against climate change, and keeping the financial and corporate worlds on track to achieving net zero emissions.Morningstar’s Arthur Carabia, director of ESG policy research and Lindsey Stewart, director of investment stewardship research join Citywire’s Krystle Higgins to speak about their COP28 regulatory wish lists, as well as why this COP is so important.Also discussed...2023-12-0127 minCitywire: The Selection Show‘It’s a mega-trend’: AAA-rated Ben Williams on Japan’s second comingWith investors at their most excited about the Japanese equity market in decades, Citywire Selector spoke to the co-manager one of the best funds in the sector.Citywire AAA-rated Ben Williams spoke to Selector news editor Ian Heath about why he thinks the turnaround in Japan’s fortunes is here to stay and what is driving this trend.Topics included why Japan’s rally this year has differed from that of the US, the role Shinzo Abe played in reviving his country’s markets and how M&A reforms could drastically affect corporate culture in the La...2023-11-1321 minCitywire: The Selection Show'Argentina always surprises you': Milei, Lula and managing political risk in Latin AmericaKeeping on top of the turbulent and complex political environment in LatAm and broader emerging markets is no mean feat. One person with a continual eye on this part of the world is Thierry Larose, a Citywire AAA-rated emerging markets debt PM at Vontobel. In the second of a two-part EMD in Focus series, he dropped in to speak to Citywire Selector news editor Ian Heath about managing political risk in South America, including the impact of the election of left-wing Luiz Inácio Lula da Silva (Lula) as Brazil’s presid...2023-09-2534 minCitywire: The Selection Show'Clear signs of disinflation': Is it time to go riskier in emerging market debt?Managing a host of local and hard currency emerging market debt funds for PGIM means Citywire A-rated Cathy Hepworth has plenty to think about. In the first of a two-part EMD in Focus series, she dialled in from New Jersey to speak to Citywire Selector news editor Ian Heath about a range of topics in her specialist space, including why PGIM has recently moved into riskier EMD assets and which troubled countries/sectors she thinks are attractive or best avoided.2023-09-2229 min
The Advice Show‘A massive lack of due diligence!’: Experts criticise DB pension administratorsAn investigation by Citywire New Model Adviser found that former pension scheme members were threatened with legal action earlier this month. Pension scheme administrators including Capita and Mercer demanded the return of tens of thousands of pounds, after errors were discovered in transfer value calculations. Carla Langley, founder of The Langley Consultancy, dives into the issue with David Brooks, head of policy at pensions administrator Broadstone Corporate Benefits.The investigation can be found here: https://citywire.com/new-model-adviser/news/revealed-capita-demands-1m-db-transfer-money-back-from-members/a24233122023-08-2124 minCitywire: The Selection ShowEM Insider: Are Chinese equities a compelling investment again?Redwheel’s John Malloy and Citywire’s Krystle Higgins discuss how he managed 2022, and what lessons can be learned from what was an unprecedented year of volatility within the markets.
‘Our position on China lost us money this year, but we think Chinese equities are at an inflection point.’
In the latest episode of this series, outperforming EM equities portfolio manager, John Malloy, and Citywire Selector’s Krystle Higgins discuss how Malloy protected his portfolio throughout 2022.
As well as his views on China’s role in EM equities. Along with what he views as some of the biggest risks and opportunitie...2022-12-2124 minCitywire: The Selection ShowEM Insider: Navigating volatility and negative externalities within the sustainable EM marketNinety One’s Juliana Hansveden and Citywire’s Krystle Higgins discuss navigating negative externalities and ESG issues within sustainable EM investing.
‘Sustainability within EM means identifying growth opportunities and the risks attached.’
In the latest episode of this series, EM sustainable equities portfolio manager, Juliana Hansveden, and Citywire Selector’s Krystle Higgins discuss how Hansveden dealt with the volatility within EM markets in 2022. As well as her views on human rights issues and ESG within an EM context. Along with how to decide between engaging and divesting from a company with negative externalities such as forced labour or a poor environmen...2022-12-0547 minThe Wealth ShowSaxo UK CEO: The decade-long 'goldilocks' period has endedCitywire 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.2022-10-2812 minCitywire: The Selection ShowEM Insider: ‘If Xi Jinping told Putin to stand down, I would go all in on local Chinese debt.’Raphael Kassin and Citywire’s Krystle Higgins discuss what it would take for him to reinvest in Chinese debt, as well as why he will never back the Euro.
‘I would never put my money into Euros, because I struggle to understand how Europe functions’
In the latest episode of this series, Raphael Kassin and Citywire Selector’s Krystle Higgins discuss the latest moves by the Fed, along with what it would take for him to reinvest in China and why he will never invest in Euros.2022-10-0335 min
Citywire: The Ratings Radar ShowThe Ratings Radar Show: what’s happening in tech?Tech stock prices have collapsed in both public and private markets. What happens next?This latest edition of the Citywire Ratings Radar show has a different flavour.We’ve taken a break from the usual format of four talking heads around a virtual table.Instead, I sat down in the Citywire Studio to talk with Katelyn Donnelly, managing partner at New York VC firm Avalanche on everything from tech stock prices to private market funding and DAOs.2022-03-2815 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: China manager Rebecca Jiang; a top female manager for IWDThere are so many good female fund managers that finding one to focus on for International Women’s Day wasn’t a problem. Amid all the turmoil in Ukraine, It was also International Women’s Day last week when we all sat down for the latest edition of the Citywire Ratings Radar Show. So it was only natural that Nisha Long – one of the industry’s biggest champions of female fund managers - should pick China specialist Rebecca Jiang of JP Morgan to focus on. And her track record is amazing – AAA rated by Ci...2022-03-1416 min
Citywire: The Selection ShowHow asset managers can make female managers more visibleThere are a number of experienced female professionals in the fund industry, but many lack the confidence to speak up, which diminishes their chances of being seen.
Speaking to Citywire Selector, Manuela Froehlich, co-founder of the Fondsfrauen network, said media training is key in promoting talented female voices in the industry and can help them deal with imposter syndrome.
‘If more female fund managers are visible, this means other female fund managers are watching and thinking: “She is out there, I can do this”.’
Also in this video Froehlich talks about her experience of judging Citywire Gender Diversity awards and what ass...2022-02-0928 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: Is this the best investor in Chinese equities?Martin Lau of FSSA Investment Managers is a remarkable fund manager with consistently high risk-related returns in several sectorsIt’s hard to pick holes in Martin Lau’s track record as a fund manager.Holding a Citywire Fund Manager Rating almost without a break for the last 15 years is one thing; to do so across 16 funds in several sectors such as China, Japan and Asia is extraordinary. Which is why Frank Talbot wanted to highlight him in this latest edition of the Citywire Ratings Radar Show, focusing particularly on his st...2022-02-0318 min
Citywire: The Selection ShowWhy diversity of teams matters for fund selectionWhen analysing strategies, fund selectors often consider financial metrics and whether a fund lives up to its stated return profile or investment strategy.
However, softer aspects, such as the diversity of the portfolio management team, are often overlooked even though they can lead to better decision making.
In this episode of Citywire Selector’s podcast we talk to Nick Samuels, head of manager research at Redington, and Nisha Long, our head of ESG and cross-border research, about their experience of judging the Citywire Gender Diversity awards and how they think fund groups could improve.
Samuels also talks about Redington’s inte...2022-01-2634 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: so where should we invest in 2022?Yes, 2021 was the year that had the lot. Reddit, meme stocks, crypto, and electric car companies with multi-billion dollar valuations and no revenue. So welcome to the final 2021 episode of the Citywire Ratings Radar show. Nisha Long shakes her head a d takes us through what happened while Angus Foote looks forward to 2022 and believes fundamentals will reassert themselves, as they always do. Frank Talbot thinks not much has changed with worries about inflation, China and Covid variants still top of mind.His other suggestion is to listen to the latest episode of the...2021-12-1522 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: are we overhyping ESG as a fund selection tool?You might get the impression that every fund selector now chooses all their investments on an ESG basis. You might have to think again.Citywire’s flagship Berlin event returned in real life and how good was it to be back?It was a great opportunity to hear directly from Europe’s fund selectors for the first time in two years.One surprising aspect was that for all the growing hype about ESG – and the strong fund flows for such vehicles - it doesn’t seem to be the primary tool for fund...2021-11-1824 min
Citywire: The Selection ShowSuccession, market steroids and socialists: Citywire Selector Meets… Edouard CarmignacFew fund managers have built billion-dollar empires and shared a stage with likes of The Rolling Stones, but Edouard Carmignac isn’t like most managers.
In this extended interview with Citywire Selector, Edouard talks through the intricacies of setting up as a ‘one-man-show’ in the 1980s and how he would struggle to repeat that success today.
It also covers his current role in the company, having dropped day-to-day fund management, a throw forward to when he might not be involved at all and his current thinking about ‘steroid’ induced financial markets floating on a ‘delusion of liquidity’2021-07-3024 minThe Wealth ShowDigging into Woodford's returnDisgraced fund manager Neil Woodford has been hitting the headlines again with his attempts to enter back into the industry.
Last week Citywire revealed that Woodford is setting up shop in Delaware, after opening another outfit in the Cayman Islands in April.
Journalists Loukia Gyftopoulou and Selin Bucak discuss some of the latest stories they have been breaking on Woodford.
You can read more about the unfolding Woodford saga at citywire.co.uk/wealthmanager.2021-06-0212 min
Citywire: The Selection Show‘I made $10m off of GameStop’: Citywire Selector Meets… Bill GrossThe bond market veteran talks openly about how he played the ‘short squeeze’, why he made a mistake by joining Janus Henderson from Pimco and also dismisses the notion that anybody will assume his crown as a ‘bond king’.
In this exclusive interview with Citywire Selector, the former Pimco fund manager also talks about his charity work, his views on the ‘little devil’ Elon Musk and why he is buying back into US Treasurys for the first time in years.2021-02-1841 minCitywire: The Ratings Radar ShowThe risks in China and the promise of eco-investingThe Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors.Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reassesses China equities at a time of great uncertainty.If you want to go straight to China, fast forward straight to 11:30.2021-01-1919 min
Citywire Ratings RadarThe risks in China and the promise of eco-investingThe Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors. Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reassesses China equities at a time of great uncertainty.Richard Lander and Angus Foote (just back from the dentist) pose the questions while producer Alan Walsh makes us all sound like professionals.2021-01-1919 min
The Ratings Radar ShowThe risks in China and the promise of eco-investingThe Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors.Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reassesses China equities at a time of great uncertainty.If you want to go straight to China, fast forward straight to 11:30.2021-01-1919 min
Citywire: The Funds Fanatic ShowThe global collaboration that will help us defeat Covid-19Citywire talks to BB Healthcare fund manager Paul Major and professors Justin Stebbing and Tony Young about the remarkable co-operation between scientists, medical practitioners, and academics the battle against coronavirus has inspired (Sponsored). 2020-11-2042 minCitywire Ratings RadarThe Citywire Berlin edition – it’s all about ESG nowIn the latest Citywire Ratings Radar episode we discuss just how quickly ESG has become the new investing norm.2020-11-1019 minCitywire: The Ratings Radar ShowThe Citywire Berlin edition – it’s all about ESG nowIn the latest Citywire Ratings Radar episode we discuss just how quickly ESG has become the new investing norm.2020-11-1019 minThe Ratings Radar ShowThe Citywire Berlin edition – it’s all about ESG nowIn the latest Citywire Ratings Radar episode we discuss just how quickly ESG has become the new investing norm.2020-11-1019 min
Citywire: The Funds Fanatic ShowJames de Uphaugh: the Guardianista going for a ‘V’-shape recovery at EdinburghCitywire's Gavin Lumsden speaks to Majedie's James de Uphaugh about picking up the pieces at Edinburgh investment trust about after Invesco's Mark Barnett and why he is optimistic about the UK stock market. 2020-10-2348 minCitywire: The Ratings Radar ShowWho’s winning in China and making money in new energyIn the latest Citywire Ratings Radar episode we find the managers who are leading the pack in the booming Chinese equities sector. 2020-10-1618 minCitywire: The Ratings Radar ShowSix months on - what do the numbers tell us about the pandemic’s winners and losers?In the latest Citywire Ratings Radar episode we check the numbers to see how much the investment world has changed since the great March meltdown.2020-10-0222 minCitywire: The Funds Fanatic ShowInternational Biotechnology: ‘We are on a recovery now’Carl Harald Jansen, co-manager of International Biotechnology Trust, talks to Citywire’s Gavin Lumsden about why biotech stocks are making a comeback after a comparatively quiet five years. He explains the revival is not all about finding a cure for Covid-19.2020-09-2230 minCitywire: The Ratings Radar ShowWhy does the funds industry have such a big problem with women?In the latest Citywire Ratings Radar episode we look at our annual Alpha Female report and ask whey things are getting better so slowly.2020-09-1721 min
Citywire: The Selection ShowWhy Inclusion? Ep.2: ‘We can’t afford to wait 200 years’The headline from this year’s Citywire Alpha Female report is that it will take 200 years to reach gender parity for portfolio managers in the asset management industry.
To dissect these findings and talk about what comes next, reporter Victoire Barbin Perron chats with guests Dr. Nisha Long, who led the research effort, and independent adviser Deborah Gilshan, who is the founder of female empowerment network, the 100% Club.
This second episode of Why Inclusion? also looks at the bright side, and unpicks the means by which the industry could accelerate the shift towards gender equality with tools such as representation an...2020-09-1627 minCitywire: The Funds Fanatic ShowThe surprising strength of emerging markets in Covid-19Chetan Sehgal, manager of the £1.9bn Templeton Emerging Markets investment trust, tells Citywire’s Gavin Lumsden that the good performance of countries such as Korea, Taiwan and even China this year demonstrates how emerging markets have changed for the better since the last financial crisis. Accounting for over a third of the global economy, he says they represent a vital source of high quality companies for global investors.2020-09-0941 min
Citywire: The Selection ShowSelector meets... Lyxor head of ETF and indexing Arnaud LlinasMega trends are in vogue in the fund industry these days, but Lyxor's Arnaud Llinas is aiming to revolutionise the space by offering low-cost solutions that tap into the expertise of non-financial professionals.
He talks to Citywire Selector about picking advisers to define the universe of its new ETF range and names his favourite themes.2020-08-1314 minCitywire: The Funds Fanatic ShowTRIG: Renewable energy was easy, now comes the hard partRichard Crawford, fund manager of the £2.4bn Renewables Infrastructure Group (TRIG), tells Citywire’s Gavin Lumsden the UK has no clear path to achieving carbon neutrality by 2050. After the green revolution in energy, other sectors of the economy require transformation.2020-08-0438 min
Citywire: The Selection ShowBreaking & Entering – Ep.1: How Invesco’s Dishmon went from banjo playing to AAA ratingsMost people in finance have been in the industry their whole lives, but that’s not the case for Citywire AAA-rated Randall Dishmon. Randy, who is a senior global equity portfolio manager at Invesco, honed his skills in the diverse worlds of engineering and professional music before moving into fund management.
In this new series called Breaking & Entering, Randy tells Victoire Barbin Perron how his multi-faceted experiences have forged his investment golden rules. The outperforming investor also elucidates why transformation is a requisite to great management.2020-07-2835 minCitywire: The Funds Fanatic ShowCovid-19’s ‘creative destruction’ of investment trustsNick Greenwood of Miton Global Opportunities talks to Citywire’s Gavin Lumsden about the new cycle of investor unrest unleashed by coronavirus in the investment trust sector.2020-07-2339 min
Citywire: The Selection ShowLet’s Talk About ESG Ep.4: An investor guide to dealing with controversiesIn this episode, Citywire Selector speaks to Sudhir Roc-Sennett, head of ESG at Vontobel’s quality growth boutique. He reveals his course of action if controversy occurs in a stock his team is invested in. He also explains why it paid off to hire investigative journalists when it comes to engagement and why it is important to talk to beer companies.2020-07-2134 minCitywire: The Funds Fanatic ShowUS-China tensions will last for decadesBut so will the growth story as China becomes a consumer society, says Dale Nicholls, manager of Fidelity China Special Situations investment trust, in conversation with Citywire’s Gavin Lumsden.2020-07-1731 minCitywire: The Funds Fanatic ShowHarry Nimmo: the banking crisis was worse than CovidAberdeen Standard Investments’ UK smaller company veteran Harry Nimmo tells Citywire’s Gavin Lumsden the 2008 credit crunch was a bigger threat to investors than the 2020 coronavirus crash and that the UK stock market has passed the worst.2020-07-1538 minCitywire: The Funds Fanatic ShowHow private equity is responding to Covid-19With growing numbers of funds investing in companies before they go public on the London Stock Exchange, Citywire’s Gavin Lumsden speaks to Helen Steers of Pantheon International (PIN) to find out what the private equity fund managers she invests with are saying about the coronavirus crisis.2020-07-1428 minCitywire: The Funds Fanatic Show'Bonkers' tech stocksCitywire columnist David Stevenson joins editors Gavin Lumsden and Daniel Grote to discuss stock markets and his portfolio.2020-07-1038 minCitywire: The Ratings Radar ShowThe managers making the grade in global and European equitiesIn the latest Citywire Ratings Radar episode we track down the managers beating their peers in the global and European equities sectors.2020-07-0120 minCitywire: The Funds Fanatic ShowFaith in Darwall shatteredCitywire editors Gavin Lumsden and Daniel Grote discuss their painful experiences as shareholders in the European Opportunities trust.2020-06-2625 minCitywire: The Ratings Radar ShowWhere’s the income in equity income?In the latest Citywire Ratings Radar episode we ask some big questions: How do you run an equity income fund when dividends are vanishing? And should China really be an emerging market?2020-06-2523 minCitywire: The Ratings Radar ShowThe sparkle of China and a flight to quality in bondsIn the latest Citywire Ratings Radar episode we find that a strong weighting to China is the key to success in Asia, while demand for sovereign bonds keeps on rising.2020-06-1618 minCitywire: The Funds Fanatic ShowHere we go againCitywire editors Gavin Lumsden and Daniel Grote discuss a rollercoaster week in markets, Unilever's U-turn, dividend decisions and a tentative value recovery.2020-06-1228 minCitywire: The Ratings Radar ShowEuphoric about euro bonds and big in JapanThis week’s Citywire Ratings Radar episode looks at the opportunities in eurozone bonds now that the ECB has opened up the buying taps again and uncovers the hidden attractions of Japanese equities.2020-06-0821 minCitywire: The Funds Fanatic ShowBritish Dividends: ‘paradise postponed, not lost’?William Meadon of JPMorgan Claverhouse investment trust tries to convince Citywire’s Gavin Lumsden that all is not lost for UK income investors.2020-06-0420 minCitywire: The Funds Fanatic ShowWhat happens to property after Covid-19?Citywire's Gavin Lumsden speaks to Marcus Phayre-Mudge, manager of TR Property investment trust.2020-05-2934 minCitywire: The Funds Fanatic ShowDo ‘value’ funds need a bailout from high inflation?Following Mark Barnett’s departure from Invesco last week Citywire editors Gavin Lumsden and Daniel Grote assess prospects for his successors and whether poorly performing ‘value’-style fund managers need a surge in inflation to displace the dominance of ‘growth’ investing.2020-05-2230 min
Citywire: The Selection ShowEM Insider – Ep. 6: Ridiculous restructuring and a Brazilian breakdownThere is one emerging market which is proposing such strange measures that it might as well put a dome around itself and cut itself off from the rest of the world. That’s according to our EM Insider, Raphael Kassin. In the latest episode of our deep dive into developing world debt, Raphael talks Citywire Selector’s editor Chris Sloley through a wide array of market challenges and problems coming to the fore in the emerging markets over the past fortnight.2020-05-2221 min
Citywire: The Selection ShowFuture Thinking – Ep 7: Aviva Investors’ Josh Biele on the need for new blood in fund selectionHaving been highlighted in Citywire Selector’s 40 Under 40 – and even within its ‘Three Under 30’ sub-section – Aviva Investors’ Josh Biele knows first-hand how millennial thinking is reshaping the investment universe.
In this interview, Josh Biele talks about building up his own knowledge, the need for new blood in the financial industry and how the climate questions needs to move beyond being viewed as simple a concern of younger generations.2020-05-1318 minCitywire: The Funds Fanatic ShowHargreaves' shrinking buy listCitywire editors Gavin Lumsden and Daniel Grote discuss Hargreaves Lansdown's revamp of its fund buy list and whether Fundsmith could finally make an entry.2020-05-0728 minCitywire: The Funds Fanatic ShowShell's seismic cutCitywire editors Gavin Lumsden and Daniel Grote discuss Shell's seismic dividend cut and the challenge now facing investors after the biggest blow yet to the UK stock market's income credentials.2020-05-0127 minCitywire: The Ratings Radar ShowThe oil crisis editionFor the third Citywire Ratings Radar podcast, we slake our thirst at the deep and bountiful well referred to down the centuries as the source of Citywire Fund Manager Ratings data.2020-04-2723 minCitywire Ratings RadarThe oil crisis editionFor the third Citywire Ratings Radar podcast, we slake our thirst at the deep and bountiful well referred to down the centuries as the source of Citywire Fund Manager Ratings data.2020-04-2723 minThe Ratings Radar ShowThe oil crisis editionFor the third Citywire Ratings Radar podcast, we slake our thirst at the deep and bountiful well referred to down the centuries as the source of Citywire Fund Manager Ratings data.2020-04-2723 minCitywire: The Funds Fanatic ShowOil in turmoilCitywire editors Gavin Lumsden and Daniel Grote examine oil's historic fall to negative prices, why ETFs tracking the sector haven't behaved as you might have thought, and which active funds have been hit.2020-04-2422 minCitywire: The Funds Fanatic ShowBarnett loses trustCitywire editors Gavin Lumsden and Daniel Grote pick apart Mark Barnett’s sacking as manager of the Perpetual Income and Growth investment trust and the prospects for the underperforming Invesco Income and High Income funds that are now his main focus.2020-04-1420 minCitywire: The Ratings Radar ShowActive managers in the hurricane of the pandemicAmid the fastest bear market on record, the Citywire team delves into the performance data to see which managers did best by their investors.2020-04-0926 minCitywire: The Funds Fanatic ShowThe Dividend DroughtCitywire editors Gavin Lumsden and Daniel Grote discuss the dividend drought and the impact on funds.2020-04-0920 min
Citywire: The Selection ShowFuture Thinking – Ep 2: Remy Briand on when ESG went from part-time to full-timeESG has become a call-to-arms for active investors but the passive world is set to change shape at the same speed as it adjusts to an increased push for sustainable investing from all corners of the market. That is according to Remy Briand, head of ESG at indexing giant MSCI, who is the second guest in the new Citywire Selector series ‘Future Thinking’.
In this dedicated series, we are speaking to thinkers, boutique builders, ESG experts and thematic investors to understand how thinking in its many forms is evolving and changing. From what topics will dominate the asset management industry thro...2020-04-0812 min
Citywire: The Selection ShowView From Asia: a unique perspective on the Covid-19 storyThe Covid-19 outbreak stemmed from Asia but what has the experience been on the ground and how are investment companies operating in the region responding and recovering? In a special podcast to coincide with Citywire’s forthcoming View From Asia publication, Citywire Selector editor Chris Sloley, who is based in London, spoke Citywire Asia editor Audrey Raj, who is based in Singapore. In this discussion, the pair talk about the reality of working in this changing climate, how private banks and asset management companies are responding and what is likely to come next.2020-04-0314 min
Citywire: The Selection ShowFuture Thinking - Ep 1: Dr. Jack Lewis on irrational ideas and what you can do.You are more likely to make a poor decision last thing in the day, so you should move important meetings to periods of calm and quiet and away from pressing deadlines.
That is among the many insights offered by neuroscientist and author Dr. Jack Lewis, who is the first guest in the new Citywire Selector series ‘Future Thinking’.
In this dedicated series, we are speaking to thinkers, boutique builders, ESG experts and thematic investors to understand how thinking in its many forms is evolving and changing.
From what topics will dominate the asset management industry through to how you can retr...2020-03-3113 min
Citywire: The Selection ShowEM Insider - Ep. 2: catching a falling knife in a coronavirus marketIn the second episode of our EM Insider series, Raphael Kassin looks at what the knock-on effects of coronavirus are for developing world debt investors and why ‘catching the falling knife’ could prove painful for all involved. Also in this episode, Kassin tells Citywire Selector’s editor Chris Sloley what opportunities there may be, why unhappy populations make for uncertain markets and why ESG won’t become a major factor until more people are ‘willing to live like the Flintstones’.2020-03-1221 min
Citywire: The Selection ShowBMO AM's Potter: 'If the investment culture is not right - just don’t invest'BMO AM’s co-head of multi-management, Gary Potter, has seen a lot during his 39-year long career, from the Asian debt crisis to the global financial meltdown and extraordinary levels of stimulus. In this episode of the Citywire Selector podcast, the veteran selector explains why corporate mergers are a red flag for him when picking strategies, why he is avoiding giant funds and why it might be worth meeting a fund manager in a pub rather than a boardroom.2020-03-0418 min
Citywire: The Selection ShowEM Insider - Ep 1 : dive into our new developing world podcastOur brand new EM Insider Podcast lifts the lid on what is really going on in the developing world with our resident EMD expert and columnist Raphael Kassin. In the first episode of this series, Raphael Kassin and Citywire Selector’s editor Chris Sloley discuss the current debt dynamics, the case for blend and why ‘everybody wants to go to heaven, but nobody wants to die’ when it comes to ethical investing in Brazil.2020-02-2722 min
Citywire: The Selection ShowBarclays’ Hobbs: markets can start a fight in an empty roomWill Hobbs, the CIO of Barclays Investment Solutions, features in the latest episode of Citywire Selector podcast. He talks about investors overpaying for safety, his take on recessions and why outright exclusions are not his cup of tea.2019-12-1914 min
Citywire: The Selection ShowMulti-management pioneer: CIOs stop you speaking your mindIn this episode of the Citywire Selector podcast, multi-management pioneer Alessandro Costa discusses why risk-takers are no longer a welcome breed in asset management. The market veteran also gives an insight into the mistakes that helped shape his career progression.2019-11-2018 min
Citywire: The Selection ShowHow client trust can be won with help of emotional AIIn this episode of the Citywire Selector podcast, Thimon de Jong, futurist and lecturer, gives examples of companies that use emotional AI to improve business relationships and how new technology can aid diversity efforts of financial firms.2019-10-2317 minCitywire: The Selection ShowHow client trust can be won with help of emotional AIIn this episode of the Citywire Selector podcast, Thimon de Jong, futurist and lecturer, gives examples of companies that use emotional AI to improve business relationships and how new technology can aid diversity efforts of financial firms.2019-10-2317 min
Citywire Wealth ManagerAAA-Paul Jourdan: how a fund epistemologist with a violin rises to the topA recent data crunch by Citywire revealed that Jourdan and co-manager David Stevenson, managers of the TB Amati UK Smaller Companies fund, has been AAA-rated by Citywire for 45 consecutive months, the longest streak out of the 15,000 or so manager Citywire tracks.
In this Podcast Jourdan discuss some of his best and worst investments over the last decade and offers some words of wisdom for budding young fund managers in what he describes to be a ‘hugely privileged’ job.2019-10-1531 min
Citywire: The Selection ShowThe ‘perfectly logical’ reason selectors are becoming salesmenIn the latest episode of the Citywire Selector podcast, our guest Jean-François Hautemulle¸ former head of fund selection at UniCredit and now running his own consultancy Terres Neuves, discusses why more and more selectors are leaving the role. In an open discussion, the former EMEA product development head for JPM AM also explains his work with asset managers to launch innovative new fund ranges and uses his frontline knowledge to explain what trends are on the horizon.2019-08-1219 min
Citywire: The Selection ShowSmash mouth finance: a hard-hitting look at investingIn a special edition of the Citywire Selector podcast, Chris Sloley sat down with Cameron Brate of the Tampa Bay Buccaneers to talk about football and finance. The economics major talks about his unique career path from Harvard to the NFL and what he learned during his brief tenure in the world of finance.2019-07-1911 min
Citywire: The Selection ShowSchroders' McDonald explains how to select truly uncorrelated L/S managersIn this episode of the Citywire Selector podcast Robin McDonald, head of multi-manager investments at Schroders, explains which areas of alternative investments he likes, how to select truly uncorrelated long-short funds and why he thinks it important for companies not to put fund managers under undue pressure.2019-07-1118 min
Citywire: The Selection ShowWhat’s it really like to be an ESG analyst: an insider’s guideESG is everywhere. That’s a fact. The launch of Citywire Selector’s inaugural ESG Yearbook provoked healthy debate among the investment community about what is and what should be happening. One person to join the fray was the guest on this month’s podcast, Architas ESG analyst Tom Woodfield, who both commented on and questioned elements of the publication. So, here Tom and Chris Sloley, editor of Citywire Selector, discuss what clarity is needed around ESG, why the fight for hearts and minds is not yet complete and how the role of ESG analysts will evolve.2019-05-2116 min
Citywire: The Selection ShowFundQuest’s Clare: strategies for seeing through ‘storyteller’ PMsFund selectors are often warned about ‘storyteller’ portfolio managers, but what can they actually do to avoid being swept away? Citywire Selector's editor Chris Sloley speaks to Neil Clare, fund selector focused on US equities at FundQuest Advisor, about the importance of reading ‘soft signals’, the strength of face-to-face meetings and why the data deluge isn’t necessarily a good thing.2019-03-2025 min
Citywire: The Selection ShowLGT’s Hergert: ‘Why a manager who has been consistently successful is dangerous’Citywire Selector's international reporter Jessica Beard speaks to Volker Hergert, portfolio manager for multi asset at LGT Group about how to distinguish fund manager talent from luck and why a manager that has been successful all the time is dangerous. He also talks about why he's cynical when it comes to investment according to regional lines.2018-11-2831 min
Citywire: The Selection Show‘We’re on the verge of a revolution’: Lux selectors’ industry outlooksThe regulation burden is getting heavier, so how can fund buyers still carve out time to find a competitive edge? In a panel session at Citywire Luxembourg 2018, AZ Fund Management’s Marco Vironda and Fuchs Group’s Ivan Nicolas tell Chris Sloley how they are staying ahead of the game, why ESG is a European obsession, what AI really means for their roles and how the human touch will never go out of fashion.2018-10-2530 min
Citywire: The Selection ShowDeputy CIO: How fee pressures are changing our selection processCitywire Selector's international reporter Jessica Beard speaks to Alex Brandreth, the deputy CIO and head of third party fund selection at Brown Shipley about the ongoing debate surrounding asset management fees. With a rush among fund houses to slash fees, Brandreth tells us how he is handling the increased pressure to provide value for money.2018-09-2720 min
Citywire: The Selection ShowWhy your three-year performance figures focus is flawedIn the latest episode of the Citywire Selector podcast, our guest David Coombs, who is head of multi asset investments at Rathbones, tells us why he believes the focus on three year performance is flawed. He also reveals how the core skill of a selector is uncovering new names early and this can mean breaking traditional track record thinking.2018-09-0530 min
Citywire: The Selection ShowFidelity's Nick Peters talks tactics and uncovering hidden talentFidelity's Nick Peters tells Citywire Selector’s Jessica Beard where his fund selection focus currently lies. Speaking about his renewed interest in alternatives and thematic investing, he discloses his fund pairing successes and mistakes.2018-08-1623 min
Citywire: The Selection ShowStick or twist? When to ditch an underperforming managerCitywire Selector’s international reporter Jessica Beard speaks to the head of multi-management at Schroders, Marcus Brookes. The fund selection chief gives his top tips for knowing when to call time on an underperforming manager and when it’s worth sticking with them through the tough times.2018-07-3129 min
Citywire: The Selection ShowHow to avoid behavioural selection biasCitywire Selector’s international reporter Jessica Beard speaks to behavioural finance expert and fund selector Joe Wiggins from Aberdeen Standard. Wiggins gives his top tips for avoiding the natural biases all selectors are vulnerable to and explains why it is crucial to admit that emotion is driving your investment decision making.2018-06-2927 min
Citywire: The Selection ShowWhat selectors dislike about UcitsJust because a hedge fund strategy has emerged in a Ucits structure doesn't make it immediately safe. Chris Sloley, Citywire Selector’s editor, this month finds out the main drawbacks to looking at alternative ideas. He catches up with Ian Crispo, head of liquid funds research at Deutsche Bank, to discuss the gap between what investors want and investors need, as well as his latest innovative investments.2018-05-1022 min
Citywire: The Selection ShowInnovation insights: under the skin of new strategiesIs total return a trap and is disruptive a driver of returns or a dynamic marketing tool? This month Citywire Selector’s editor Chris Sloley get to grips with innovation and what fund selectors really think. He sits down with John Mallon of Italian group Classis Capital to hear how fixed income is being rethought and why strategy is more important than size.2018-03-0711 min
Citywire: The Selection ShowFresh thinking at Citywire Fixed Income Retreat 2018Citywire Selector’s editor Chris Sloley is on the floor at Citywire Fixed Income Retreat 2018. He sits down with Investec W&I’s head of fixed interest, Darren Ruane, to hear how cash levels are creeping up in portfolios and shares a coffee with Citi’s EMEA strategist, Jeffrey Sacks, to discuss and debate Fed expectations for the year ahead.2018-02-0817 min