The latest podcasts from Citywire Forecast.
…
continue reading
Dr. Markus Lange ist Rechtsanwalt und Partner bei BakerTilly in Frankfurt. Schwerpunkte seiner Tätigkeit sind kunden- undproduktbezogene Aspekte sowie Compliance und Governance im Bank- undFinanzdienstleistungsgeschäft. Lange hat sich intensiv mit der Analyse derMiFID-II-Regeln und deren Umsetzung in der Praxis beschäftigt. Als Mitgliedeiner berate…
…
continue reading
1
ESG oder Impact? Stephanie Maier von GAM im Interview
22:41
22:41
Play later
Play later
Lists
Like
Liked
22:41
Seit 2021 fungiert Stephanie Maier als Global Head of Sustainable and Impact Investment beim Schweizer Asset Manager GAM. Sie kam von HSBC Global Asset Management, wo sie als Direktorin für Responsible Investment arbeitete. Davor war sie bei Aviva Investors und bei der ESG-Research-Gesellschaft Eiris in Leitungspositionen tätig.…
…
continue reading
1
Citywire Asia in conversation with Janet Shum
21:18
21:18
Play later
Play later
Lists
Like
Liked
21:18
The opportunities and vehicles for impact investment in Asia Pacific are growing rapidly in a region that has needs across a range of social and environmental issues.By Citywire
…
continue reading
1
Indicatori di sostenibilità: luci e ombre degli investimenti da cui dipende la transizione verde
17:15
17:15
Play later
Play later
Lists
Like
Liked
17:15
Indirizzare gli investimenti privati è indispensabile per correggere l’economia mondiale verso una via più vicina all’ambiente e all’uomo, ma nella classificazione Esg ci sono ancora vuoti pericolosiBy Citywire
…
continue reading
Citywire caught up with Craig Leslie, investment director at Rathbone Greenbank, to reflect on his four key factors for impact investing, where to find the most additionality, and which industry initiatives the company is supporting.By Citywire
…
continue reading
Healthcare, like some other sectors, offers opportunity to invest for social impact and financial return. Global demand for healthcare solutions is rising because of economic development and an aging population, and innovative new treatments are revolutionising medical care. It is time to tap into that change.…
…
continue reading
1
‘The genie’s out of the bottle’: why invest in private assets now?
14:43
14:43
Play later
Play later
Lists
Like
Liked
14:43
Multi-asset funds and managed portfolio services are increasingly embracing private equity as part of their asset allocation, investing in the likes of Oakley Capital Investments or HarbourVest. What is driving this rise in exposure to private equity, and is this trend here to stay? With Citywire’s private equity correspondent Selin Bucak, we discu…
…
continue reading
1
‘There are many companies with no coverage at all’: Japan’s small-sized gems
29:14
29:14
Play later
Play later
Lists
Like
Liked
29:14
Japan presents certain obstacles and frustrations for investors, making it a hard market for some to navigate. In this special podcast, Krystle Higgins spoke to Nicholas Weindling, a Japan country specialist at JPM Asset Management. Having lived and worked in the region for 18 years, Weindling has a unique insight into the issues the country faces …
…
continue reading
Despite the continuing impact of Covid-19, inflation woes and a rather pronounced rotation from growth to value stocks, emerging market investors have reasons to be optimistic. That’s according to Fiona Manning and Samuel Bevan, abrdn’s senior investment director and investment director for emerging market equities and debt, respectively. Over the …
…
continue reading
1
What people often forget about China (but can’t afford to overlook)
11:25
11:25
Play later
Play later
Lists
Like
Liked
11:25
China remains a hard market for generalists to call. On one hand it is a fast-growing epicentre of emerging market expansion, but for others it poses cultural and regulatory challenges that make it hard to fathom. In this special podcast, Krystle Higgins spoke to Naomi Waistell, who runs the Polar Capital Emerging Markets Stars fund, to find out wh…
…
continue reading
Going into 2022, which thematic trends will be the winners and losers? How can we ride on changing consumption trends globally and in China? And should we be betting on India right now? Prashant Bhayani from BNP Paribas Wealth Management gives his take. The chief investment officer for Asia is recommending investors to watch out for traditional and…
…
continue reading
1
Feri-Chefvolkswirt: „Ein kalter Krieg ist ein denkbares Szenario mit einer signifikanten Wahrscheinlichkeit“
38:39
38:39
Play later
Play later
Lists
Like
Liked
38:39
Im Podcast-Interview verrät Axel D. Angermann außerdem, wie sich Chinas Wirtschaft im kommenden Jahr entwickeln könnte. Kommende Weltmacht, größte Bevölkerung weltweit, zweitgrößte Volkswirtschaft der Welt: Wer über China redet, kriegt es schnell mit Superlativen zu tun. Welche Folgen hat das für die Weltwirtschaft, wenn in so einem Land der Wirtsc…
…
continue reading
1
Dividends are back- but what does this mean?
20:57
20:57
Play later
Play later
Lists
Like
Liked
20:57
2021 will be seen as the year UK equity income investors emerged from the darkness of 2020. After brutal, regulatory imposed dividend cuts, as we enter the fourth quarter across the board payments are being reinstated and there are signs of continued growth. With dividends making up about half the return profile of the UK equity market, this is und…
…
continue reading
The digital economy is at the start of development, and it could take years before the global economy gets to pre-pandemic GDP levels. Given this backdrop, which economies are well positioned to up their tech game, and which sectors will benefit the most? John Woods, managing director and Asia Pacific chief investment officer at Credit Suisse, sets…
…
continue reading