Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market
25:24
25:24
Play later
Play later
Lists
Like
Liked
25:24
Thomas Hanson, the manager of more than £1.5bn of global high yield bond funds at Aegon Asset Management, explains why they're running their 'most boring strategy' in five years as pressures grow following a strong run in the sector.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn
37:21
37:21
Play later
Play later
Lists
Like
Liked
37:21
Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Aussie value managers going big on Europe and China
29:54
29:54
Play later
Play later
Lists
Like
Liked
29:54
Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ex-New Statesman journalist: 'Chaos is necessary in politics’
20:02
20:02
Play later
Play later
Lists
Like
Liked
20:02
The former deputy editor of the New Stateman discusses what the ‘chaos voter’ looks like in 2024, why voters are moving towards populism, and whether a Labour government victory could signal a ‘post-chaos’ era for the UK.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Polar Capital's £9.6bn tech unit doubles down on AI
33:04
33:04
Play later
Play later
Lists
Like
Liked
33:04
Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
M&G's Woolnough: Clients were 'clever' to exit...but so was our inflation bet
29:04
29:04
Play later
Play later
Lists
Like
Liked
29:04
M&G's Richard Woolnough discusses his two decades at the firm, how his softer inflation bet led to double-digit returns last year, and why clients were 'clever' to withdraw several billion from his Optimal Income fund over the past five years.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Liontrust Special Situations stomachs £2bn outflow as UK investors go global
34:43
34:43
Play later
Play later
Lists
Like
Liked
34:43
Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
SJP CIO Justin Onuekwusi: Fee unbundling will make our funds look better
21:08
21:08
Play later
Play later
Lists
Like
Liked
21:08
The new investment boss says performance of St. James's Place strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Findlay Park 3.0: The giant fund hunting 'forgotten $50bn companies'
23:59
23:59
Play later
Play later
Lists
Like
Liked
23:59
Anthony Kingsley, leader of the investment team running the £8.4bn Findlay Park American fund, discusses how both the portfolio and firm are evolving in the era of the Magnificent Seven.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Evenlode: Why we’re happy for stocks to sacrifice profits today
26:53
26:53
Play later
Play later
Lists
Like
Liked
26:53
Chris Elliott, co-manager of Evenlode’s £1.9bn Global Income fund, discusses sacrificing profitability for company growth and what the boutique has bought for its newer Global Equity fund.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The rise, fall...and rise again of Baillie Gifford American
24:56
24:56
Play later
Play later
Lists
Like
Liked
24:56
Despite returning a stonking 39% last year, Gary Robinson’s £3bn fund has been unable to beat the S&P 500 over three and five years. In this podcast, he discusses opportunities both in and out of the Magnificent Seven, and why he still has faith in Elon Musk.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Augmentum CEO Tim Levene: 'A lot of Fintech AI is a bubble'
29:10
29:10
Play later
Play later
Lists
Like
Liked
29:10
Tim Levene, CEO of fintech-focused investment trust, says that there will be a huge adoption of AI in the wealth and asset management industries over the next five years. However, he is very sceptical of a slew of businesses that have sprung up in this space.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Liontrust's John Husselbee talks up 60:40 - 'If I was banging the table then...'
27:34
27:34
Play later
Play later
Lists
Like
Liked
27:34
John Husselbee and James Klempster, who together run Liontrust's £4.5bn multi-asset range, discuss 60:40's renaissance, finding value outside the US and 'calling in a heavyweight' on asset allocation.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Hamilton Lane: We use private credit to generate liquidity
24:30
24:30
Play later
Play later
Lists
Like
Liked
24:30
Hamilton Lane’s Hamza Azeem discusses the private equity giant’s product aimed at wealth management clients, and how it manages liquidity when redemption requests are knocking at the door.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth Talk 2023 in Review: Rathbones & Investec's mega deal; private markets buzz; and weight of consumer duty
26:01
26:01
Play later
Play later
Lists
Like
Liked
26:01
By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Jupiter's Beesley on cracking the institutional market and Chrysalis divorce
26:16
26:16
Play later
Play later
Lists
Like
Liked
26:16
Jupiter CEO Matthew Beesley reflects on a tough first year in the top job, and how the asset manager is going to entice sovereign wealth, endowment and pension fund clients.By Citywire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
A game of hot potato: How the City handles sexual harassment
37:41
37:41
Play later
Play later
Lists
Like
Liked
37:41
How is sexual harassment handled in the city? Listen to HR heads discuss their dual interest of protecting both the claimant and the organisation, the FCA defend itself against allegations of inaction, and journalist Paul Caruana Galizia share his experience breaking the story of Crispin Odey.By Citywire
…
continue reading