Citywire Wealth Manager

Citywire

Our weekly podcast offers rare access to the shar…

  • 25 minutes 45 seconds
    ‘Adapt or die’ - Can active managers survive in a ‘peak MPS’ market?

    Have we reached ‘peak MPS’?

    That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management.

    Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.

    4 October 2024, 9:38 am
  • 29 minutes 21 seconds
    ‘It’s not normal’: AA-rated Whiteley on bond volatility and rate cuts

    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.

    25 September 2024, 8:33 am
  • 38 minutes 36 seconds
    'Clearly a very big thing for us': What next for Schroders' global value team

    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.

    11 September 2024, 1:01 pm
  • 27 minutes 41 seconds
    ‘It’s not a job for pessimists’: JP Morgan’s Forey on a rough run in EM

    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.

    27 August 2024, 2:00 pm
  • 24 minutes 24 seconds
    Inside the most popular UK equity fund: Man Group’s Henry Dixon

    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 performance. 

    1 August 2024, 10:40 am
  • 15 minutes 39 seconds
    £10bn Royal London ESG manager Mike Fox: SDR implementation is ‘not clear’

    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.

    3 July 2024, 4:28 pm
  • 25 minutes 24 seconds
    Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market

    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.

    19 June 2024, 2:00 pm
  • 37 minutes 21 seconds
    ‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn

    Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.

    19 April 2024, 1:31 pm
  • 29 minutes 54 seconds
    The Aussie value managers going big on Europe and China

    Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.

    4 April 2024, 8:44 am
  • 20 minutes 2 seconds
    Ex-New Statesman journalist: 'Chaos is necessary in politics’

    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. 

    28 March 2024, 2:49 pm
  • 33 minutes 4 seconds
    Polar Capital's £9.6bn tech unit doubles down on AI

    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. 

    20 March 2024, 2:20 pm
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