Best Citywire The Wealth Show Podcasts (2024)

1
‘We’ve had our GFC moment’: What lies next for REITs 18:56

2h ago18:56

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, …

1
Stacy Havener, Havener Capital, Raising assets against the odds 22:28

1d ago22:28

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…

1
David Hunt, CEO, PGIM: Who will win in asset management 35:12

13h ago35:12

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 …

1
£10bn Royal London ESG manager Mike Fox: SDR implementation is ‘not clear’ 15:39

26d ago15:39

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

1
‘Europe is the Nexus’ David Zahn on the future of green bonds 13:18

13d ago13:18

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

1
Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation 40:48

17d ago40:48

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…

1
Winkelmann exclusive: Why his team really joined AllianceBernstein 15:34

28d ago15:34

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…

1
Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market 25:24

30d ago25:24

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

1
‘No longer unipolar’: Investing in emerging market debt in a fast changing world 17:40

2M ago17:40

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…

1
‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn 37:21

3M ago37:21

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

1
The Aussie value managers going big on Europe and China 29:54

4M ago29:54

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

1
Ex-New Statesman journalist: 'Chaos is necessary in politics’ 20:02

4M ago20:02

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

1
Polar Capital's £9.6bn tech unit doubles down on AI 33:04

4M ago33:04

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.…

1
M&G's Woolnough: Clients were 'clever' to exit...but so was our inflation bet 29:04

5M ago29:04

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

1
Liontrust Special Situations stomachs £2bn outflow as UK investors go global 34:43

5M ago34:43

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

1
‘Policy making is a bit like fashion’: Inside this year’s key political elections. 24:43

5M ago24:43

24:43

2024 has been dubbed the year of the polls, with 50 countries holding elections and more than 2 billion voters heading to the polls, including in the US, UK, India, Mexico and South Africa. Mike Coop, Morningstar’s chief investment officer for EMEA, discusses which are the most important election in his opinion and how investors can protect portfol…

1
SJP CIO Justin Onuekwusi: Fee unbundling will make our funds look better 21:08

5M ago21:08

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

Podcasts Worth a Listen

Citywire The Wealth Show Podcasts

Podcasts Worth a Listen

1
Citywire: The Selection Show

Citywire

1
The Wealth Show

Citywire

1
Citywire: The Funds Fanatic Show

Citywire

1
Citywire: The Fix the Future Show

Citywire

1
Citywire: The WealthTech Show

Citywire

1
‘We’ve had our GFC moment’: What lies next for REITs 18:56

1
Stacy Havener, Havener Capital, Raising assets against the odds 22:28

1
David Hunt, CEO, PGIM: Who will win in asset management 35:12

1
£10bn Royal London ESG manager Mike Fox: SDR implementation is ‘not clear’ 15:39

1
‘Europe is the Nexus’ David Zahn on the future of green bonds 13:18

1
Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation 40:48

1
Winkelmann exclusive: Why his team really joined AllianceBernstein 15:34

1
Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market 25:24

1
‘No longer unipolar’: Investing in emerging market debt in a fast changing world 17:40

1
‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn 37:21

1
The Aussie value managers going big on Europe and China 29:54

1
Ex-New Statesman journalist: 'Chaos is necessary in politics’ 20:02

1
Polar Capital's £9.6bn tech unit doubles down on AI 33:04

1
M&G's Woolnough: Clients were 'clever' to exit...but so was our inflation bet 29:04

1
Liontrust Special Situations stomachs £2bn outflow as UK investors go global 34:43

1
‘Policy making is a bit like fashion’: Inside this year’s key political elections. 24:43

1
SJP CIO Justin Onuekwusi: Fee unbundling will make our funds look better 21:08

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