Shows
Money, Markets and MastermindsWhere FSCA and FCA part ways and where they don’tIn the second podcast from Citywire’s London studios, Money, Markets, and Masterminds tackles one of the hottest issues in advice today: regulation.
Citywire South Africa editor Ruan Jooste is joined by Jack Gilbert, editor of sister title Citywire New Model Adviser, to map how the global counterparts – South Africa’s Financial Sector Conduct Authority (FSCA) and the UK’s Financial Conduct Authority (FCA) – are reshaping the landscape.
The changes include South Africa’s sweeping Conduct of Financial Institutions bill and the UK’s new consumer duty regime, a new set of rules aimed at improving consumer prote...
2025-06-2334 min
This Week in WealthAn unobstructed viewAlex Steger, Ian Wenik and Andrew Foerch look at what Hightower's first acquisition of 2025 means in the context of the company's history, discuss Citywire's new data project examining how much RIA employees get paid and recap last week's Citywire CIO Summit in Nashville.
2025-05-1625 min
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 minThe 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 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 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 minMoney, 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 the market.
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 segment.
2024-06-2740 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.He also wants wo...
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....
2024-06-0531 minMoney, Markets and MastermindsASISA’s refreshed approach to the 2023 hedge funds statisticsOn Tuesday I was invited to attend a media conference at the Association for Savings and Investment South Africa (ASISA), where the organisation introduced its Transformation Report, amongst other things. It detailed the progress made by ASISA members between 2018 and 2022 and revealed that both life offices and asset managers had made encouraging strides towards achieving the relevant trans-formation targets set by the amended Financial Sector Code.In addition, the local collective investment schemes statistics for the fourth quarter and the year ending December 2023 were released. My colleague Stephen Cranston covered all the newsworthy trends in d...
2024-03-0613 minMoney, Markets and MastermindsUnderstanding the tax implications of the SA's two-pot retirement system"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 - here with me editor - Ruan Jooste. The National Treasury of South Africa has proposed significant amendments to the country's retirement system over the last few years, and the introduction of a two-pot pension system was only one of t...
2024-02-2609 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 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 MastermindsA PMs view of the mining industry's balance sheet and how gold has proved most resilientWelcome to 'Money, Markets, and Masterminds' - Citywire South Africa's inaugural podcast - that delves into the intricate world of finance, investment, and strategic decision-making.
2024-02-1222 min
Citywire FranceTech Ça ! Les perspectives cryptos pour 2024, avec Stanislas Barthélémi (KPMG France)Les cryptomonnaies ont commencé l’année 2023 à un point bas, avant de finir en beauté. L’actualité a été chargée, que ce soit sur le front des entreprises, des produits d’investissement ou encore de la règlementation. 2024 s’annonce de la même trempe, les innovations se multipliant et la frénésie se faisant ressentir.Pour analyser cela, Citywire France reçoit Stanislas Barthélémi, senior manager chez KPMG France. Rétrospectives, perspectives, intérêt des entreprises, adoption, risques émergents… Autant de points abordés dans ce nouvel épisode de Tech Ça.Bonne écoute !
2024-01-3130 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 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-stiftu...
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 in this episode a...
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 Land o...
2023-11-1321 minCitywire FranceL’institutionnalisation des cryptomonnaies, avec François Laviale (Alphacap DA)Longtemps décriées, les cryptomonnaies semblent commencer à trouver leurs lettres de noblesse. En particulier, le Bitcoin. Plusieurs gestionnaires d'actifs américains ont annoncé cet été vouloir lancer des ETF sur le sujet.Qui sont les acteurs qui s'intéressent au sujet ? Quel intérêt ces géants y trouvent-ils ? Quels peuvent être les accélérateurs et les freins de ce mouvement ? François Laviale, directeur général chez Alphacap Digital Assets, répond à ces questions au micro de Citywire France.
2023-09-2733 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 president and th...
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/a2423312
2023-08-2124 minCitywire Deutschland: Der FinanzradarWie ist das, mit Ende zwanzig Milliarden zu verwalten?Wie ist das eigentlich mit Ende zwanzig Milliarden zu verwalten? Citywire Deutschland hat sich dafür den DWS-Fondsmanager Jarrid Klug eingeladen. Jarrid ist seit zehn Jahren bei der DWS und verantwortet seit 2021 als Lead Portfoliomanager den Milliardenfonds DWS Global Value. In dieser Ausgabe erklärt Jarrid, wie er zum Fondsmanagement gekommen ist und wie er mit dem Druck umgeht, den die Verwaltung eines Milliardenfonds mit sich bringt.
2023-07-1227 minCitywire Deutschland: Der FinanzradarHyperinflation 1923: Welche Lehren zieht ein Vermögensverwalter 100 Jahre späterSchubkarren-Ladungen voller Bargeld und meterhohe Türme aus Geldscheinen: Es sind diese Bilder aus Geschichtsbüchern, die einem durch den Kopf gehen, wenn man an die Hyperinflation im Jahr 1923 denkt. 100 Jahre ist es her, als die damals noch junge Weimarer Republik von einer bis dato nie gekannten Inflation getroffen wurde. Was die Ursachen für die Inflation waren und vor allem welche Ähnlichkeiten es zu heute gibt, hat Citywire Deutschland mit dem Vermögensverwalter Georg von Wallwitz in dieser Podcastausgabe diskutiert. Herr Wallwitz ist Geschäftsführer der Münchner Vermögensverwaltung Eyb & Wallwitz und Autor des Buches „Die große Infla...
2023-04-2436 minCitywire Deutschland: Der FinanzradarWie ein Fondsselektor auf Linkedin Kunden gewinntSocial Media ist unlängst ein fester Bestandteil unseres Alltags. Auch im Asset Management spielen Plattformen wie Twitter und vor allem Linkedin eine zunehmende Rolle. Doch wie können Vermögensverwalter Linkedin für sich nutzen – und auf welche Fallstricke gilt es zu achten? Stefan Schrader ist Fondsselektor bei der Titus Unternehmensgruppe und nutzt Linkedin aktiv, um neue Kunden zu gewinnen. Im Gespräch mit Citywire Deutschland erklärt er, wie Vermögensverwalter die Plattform für sich nutzen können und wie viel Zeit er dafür in der Woche investiert.
2023-02-2737 minCitywire FranceTech ça : la tokenisation appliquée aux fonds de private equity (avec Airfund)La technologie blockchain creuse son trou de plus en plus dans l’univers de la finance. Une de ses applications les plus prometteuses est la tokenisation : il s’agit de représenter numériquement des actifs financiers dans la chaîne de blocs. Les gains sont multiples : réduction des coûts, abaissement du ticket d’entrée, gain d’efficacité, sécurité renforcée…Citywire France a pris le temps d’échanger avec Yann Charraire, co-fondateur et président d’Airfund, une plateforme qui se charge de faciliter l’accès aux fonds de private equity. Et pour ce faire, l’intéressé...
2023-02-2219 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 risk...
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 env...
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 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 minCitywire FranceLa diversité et l’inclusion au cœur des social bondsJohann Plé est noté AAA par Citywire. Il gère le fonds AXA WF ACT Social bonds, qui s'articule autour de thématiques comme l’émancipation des individus ou encore l’accès aux besoins de base. Il nous donne quelques exemples de social bonds favorisant la diversité et l'inclusion.
2022-06-2004 min
Citywire: The Ratings Radar ShowThe Ratings Radar Show: so just what should go in an ESG fund?Should funds banking on clean energy be whiter than white? Or do they need to spread their net wider?The question of how Europe transitions to clean energy sources has never been more pressing. The Russian invasion of Ukraine has shone the spotlight on how and where we source the gas and oil to keep wheels turning and houses warm – not to mention reducing our dependency on the stuff over the longer term to keep the planet from overheating. Which is why Frank Talbot looks this week at fund manager Suzanne Sene...
2022-04-1920 minCitywire: 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 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: Noel O’Halloran wants to rebuild the world sustainablyInfrastructure is a good asset class to be in right now. It’s defensive and a decent hedge against inflation. And let’s face it, we’re going to need a lot more of it soon to replace our crumbling bridges, power plants and roads.Noel O’Halloran of KBI has a twist on infrastructure investment. As the name implies, the KBI Global Sustainable Infrastructure Fund directs its money in line with the quest for net zero carbon emissions. So he’s more likely to invest in water and green energy companies than oil pipelines. As Fran...
2022-03-0117 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: Mike Fox – king of ESG investingThe Royal London Asset Management has been walking the walk in ESG for longer than most others – and providing investors with great returns along the way Mike Fox’s credentials as an ESG manager are pretty compelling. Mike has been building ESG into his investment process long before most in the investment industry knew what the initials stood for. ‘Does this company have a benefit to society?’ is the key question he wants answered before he invests. And his Citywire Fund Manager Rating record is stupendous. Th...
2022-02-1521 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...
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.
Sa...
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: should you invest in China or India?China has done its best to put off investors this year while India has continued to open up rapidly. It sounds like an easy choice but – spoiler alert – it isn’t. In this week’s Citywire Ratings Radar show, Frank Talbot takes a close look at where the money is going. Surprisingly, flows into China continue to be strong with investors cannily buying the dips. The Indian market has had an amazingly strong year, so the question there is whether it will rise further or if it’s time to take some profits. On top of...
2021-11-2520 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 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: small companies, big potentialIt's not all about FAANGs. It's time to give small and mid-cap companies the respect they deserve.Nothing in asset management is easy, but running a global mandate for small and medium companies is tougher than most.You have a lot of companies to deal with across many jurisdictions and many have little or no analyst coverage.But it’s a sector of the market that has been pretty strong over the past year.In this week’s Citywire Ratings Radar show, Frank Talbot runs the rule over some of the best...
2021-10-2921 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 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 ShowHow to make money from clean energyForget Gamestop, think Clean Energy. Nisha Long tells us about the latest Citywire thematic sector where managers have racked up amazing gains (but still trail some passive options by a long way) while Frank Talbot looks at the US market as the country adapts to a new president and treasury secretary.
2021-02-0419 min
Citywire Ratings RadarHow to make money from clean energyForget Gamestop, think Clean Energy. Nisha Long tells us about the latest Citywire thematic sector where managers have racked up amazing gains (but still trail some passive options by a long way) while Frank Talbot looks at the US market as the country adapts to a new president and treasury secretary.
2021-02-0419 min
The Ratings Radar ShowHow to make money from clean energyForget Gamestop, think Clean Energy. Nisha Long tells us about the latest Citywire thematic sector where managers have racked up amazing gains (but still trail some passive options by a long way) while Frank Talbot looks at the US market as the country adapts to a new president and treasury secretary.
2021-02-0419 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 minCitywire 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 minThe 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 Wealth ManagerHow Premier Miton grilled BoohooWith Boohoo and Rio Tinto immersed in controversy, many shareholders have tried to engage with the firms to push for change.
Citywire AAA-rated Jon Hudson, manager of the Premier Miton UK Growth fund, talked to us about his conversations with both and why he still owns the shares.
He also told us about his best and worst crisis calls and how talking with colleagues stopped him from making 'stupid' decisions in the sell-off'.
2020-12-0117 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 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 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 minCitywire Ratings RadarWho’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 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 minThe 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 minThe 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 Ratings RadarSix 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 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 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 minCitywire Ratings RadarWhy 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 minThe 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 Wealth ManagerLiontrust's Stevens - 'Don’t label how men and women are supposed to think’According to Citywire’s latest Alpha Female research, only 9% of UK funds are run by mixed gender teams.
We caught up with Victoria Stevens and Matt Tongue from one of the UK’s top performing mixed teams - the Liontrust Economic advantage team.
We discussed the performance of their Smaller companies and Micro cap strategies, as well as Victoria’s experience of working in a male dominated industry.
2020-09-1625 min
Citywire Wealth ManagerAsset Allocation: 'We're backing firms that will survive'Five asset allocation heavyweights explain how portfolios have changed in the wake of the coronavirus crisis, and look into whether the ESG rise is a direct result of the pandemic.
The podcast was hosted by Citywire Wealth Manager news editor Loukia Gyftopoulou. Guests included: Chris Godding - CIO at Tilney, Shakhista Mukhamedova - Divisional director at Brewin Dolphin, Haig Bathgate - Head of portfolio management at 7IM, Nic Spicer - UK head of investment at PortfolioMetrics, Justine Colley - Portfolio manager at Sanlam.
2020-07-2221 min
Citywire Wealth ManagerArtemis’ Weldon - I don’t disagree with US market wisdomCitywire AA-rated Cormac Weldon, head of US equities at Artemis, spoke about what it’s like managing a US fund from across the pond during the pandemic with such a volatile president at the helm.
2020-07-0333 minCitywire Ratings RadarThe 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 minThe 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 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 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 Ratings RadarWhere’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 minThe 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 min
Citywire Wealth ManagerJP Morgan's Kwok - The Huge Asian Asset Management OpportunityCitywire AAA-rated Joanna Kwok, manager of JP Morgan Asset Management's Asia Growth fund, spoke about the growing middle class in the region and some of the industries that will benefit, including asset management.
2020-06-2429 min
Citywire Wealth ManagerFootball’s coming home – why it mattersDoes the return of top flight English football today matter? Of course it does.
But events of the fast few months have shown there are bigger things that matter more – something illustrated by Marcus Rashford’s dramatic intervention on the need for hungry schoolchildren to be fed over the summer holidays
Less than an hour after the government’s U-turn on school meals, Citywire’s Richard Lander (Manchester United) Angus Foote (West Ham) and Charles Walmsley (Liverpool) discussed events off and on the pitch with Telegraph football columnist Jim White.
Take a break from all things advice and investment, sit back and
2020-06-1720 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 Ratings RadarThe 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 minThe 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 Ratings RadarEuphoric 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 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 minThe 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 min
Citywire Wealth ManagerHopeless disaster recovery modelsTraditional business disaster recovery models, ‘predicated on a big shed somewhere’, have proved ineffective in the era of social distancing. In this debate co-chaired by Citywire founder Lawrence Lever and Wealth Manager editor Dylan Lobo, find out how five wealth bosses have innovated.
The participants were - Paul Feeney: Quilter, David Ferguson: Nucleus, Andy Bell: AJ Bell, Richard Charnock: Aberdeen Standard Capital, David Durlacher: Julius Baer International.
2020-04-2816 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 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 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 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 minThe 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 Ratings RadarActive 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 min
Citywire Wealth ManagerBaillie Gifford's Mike Gush - Are Chinese stocks on the road to recovery?Baillie Gifford's Mike Gush - Are Chinese stocks on the road to recovery? by Citywire
2020-03-1815 min
Citywire Wealth ManagerEpisode 4: First 100 Days as CEO: Sarah Soar says white men must buy into dviersityEpisode 4: First 100 Days as CEO: Sarah Soar says white men must buy into dviersity by Citywire
2020-03-0512 min
Citywire Wealth ManagerWhy Games Workshop's stock price has surged 650%Why Games Workshop's stock price has surged 650% by Citywire
2020-03-0414 min
Citywire Wealth ManagerCIO Tapes: tech companies to be broken up like railwaysCIO Tapes: tech companies to be broken up like railways by Citywire
2020-01-2322 min
Citywire Wealth ManagerEpisode 3: First 100 days as CEO: Merian's Mark Gregory talks to Wealth ManagerEpisode 3: First 100 days as CEO: Merian's Mark Gregory talks to Wealth Manager by Citywire
2019-12-0912 min
Citywire Wealth ManagerWealth CEO Podcast: Is vertical integration really best for clients?In this podcast special of our recent CEO Wealth Tapes series five wealth bosses discuss the pros and cons of vertical integration.
Lawrence Lever, Citywire chair – 00:05
Dylan Lobo, Online editor Wealth Manager, 00:22
Paul Feeney, Quilter CEO, 01:00
David Ferguson, Nucleus Financial Group CEO, 01:50
Andy Bell, AJ Bell CEO, 07:00
Christian Berchem, CEO Credit Suisse (UK), 12.30
Richard Charnock, CEO Aberdeen Standard Capital, 17.30
2019-12-0324 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