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.
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We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
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‘It’s not normal’: AA-rated Whiteley on bond volatility and rate cuts
29:21
29:21
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29:21
Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.By Citywire
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'Clearly a very big thing for us': What next for Schroders' global value team
38:35
38:35
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38:35
Senior Schroders investor Nick Kirrage discusses Kevin Murphy's exit and why he's excited to be back looking for cheap UK stocks from banks to property.By Citywire
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‘It’s not a job for pessimists’: JP Morgan’s Forey on a rough run in EM
27:41
27:41
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27:41
Austin Forey, the experienced manager heading JP Morgan’s $30bn-plus fundamental emerging markets team, discusses their recent underperformance and the key calls they are making in India and China.By Citywire
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Inside the most popular UK equity fund: Man Group’s Henry Dixon
24:24
24:24
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24:24
Henry Dixon’s £1.9bn Man GLG Income fund has been somewhat of an anomaly in generating £340m of net sales in H1. In this interview, the Citywire AA-rated fund manager discusses how he has beaten peers, why the wider Man Group’s bearishness on the UK is not an issue; and why he’s sticking by his top holding GSK after a disappointing run of performan…
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‘We’ve had our GFC moment’: What lies next for REITs
18:56
18:56
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18:56
Rogier 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, …
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Stacy Havener, Havener Capital, Raising assets against the odds
22:28
22:28
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22:28
Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Ci…
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David Hunt, CEO, PGIM: Who will win in asset management
35:12
35:12
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35:12
At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns …
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£10bn Royal London ESG manager Mike Fox: SDR implementation is ‘not clear’
15:39
15:39
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15:39
Royal London Asset Management manager Mike Fox said the FCA’s Sustainability Disclosure Requirements are ‘well intended’, but that it wasn’t clear what asset managers needed to do to be granted one of the new labels.By Citywire
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‘Europe is the Nexus’ David Zahn on the future of green bonds
13:18
13:18
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13:18
Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.By Citywire
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Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation
40:48
40:48
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40:48
Juan 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 abou…
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1
Winkelmann exclusive: Why his team really joined AllianceBernstein
15:34
15:34
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15:34
Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 202…
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Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market
25:24
25:24
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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
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‘No longer unipolar’: Investing in emerging market debt in a fast changing world
17:40
17:40
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17:40
Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local…
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‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn
37:21
37:21
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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
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The Aussie value managers going big on Europe and China
29:54
29:54
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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
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Ex-New Statesman journalist: 'Chaos is necessary in politics’
20:02
20:02
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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
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Polar Capital's £9.6bn tech unit doubles down on AI
33:04
33:04
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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.…
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