Citywire Wealth Manager

Citywire

Our weekly podcast offers rare access to the shar…

  • 35 minutes 1 second
    'Probably the least fashionable stocks in the world': Where Prusik is finding value

    Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

    20 November 2024, 6:00 am
  • 20 minutes 26 seconds
    Employers to ‘come under financial strain’ after Budget, warns AJ Bell’s public policy head

    Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey.

     

    In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contributions, prompting concern for many.

    11 November 2024, 4:14 pm
  • 24 minutes 20 seconds
    ‘The economic system is on autopilot’ - Brett Scott on the perils of a cashless society

    In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. 

     

    This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.

    29 October 2024, 1:15 pm
  • 23 minutes 52 seconds
    ‘Starmer’s poll ratings have collapsed’ - Baroness Sayeeda Warsi on Labour’s first 100 days, the economy, and the Tory leadership election

    Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now.

     

    This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi sits down with Zachariah Sharif to give her take on the upcoming budget, and the economic mismanagement of recent years.

     

    Warsi also says the Tories should ‘stop dreaming about government’, and focus on becoming a considered, thoughtful opposition party, criticising Tory leadership hopefuls Robert Jenrick and Kemi Badenoch.

    22 October 2024, 1:26 pm
  • 21 minutes 43 seconds
    Will clients ‘shop around’ more for wealth managers in the future?

    Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service levels clients should expect.


    14 October 2024, 10:12 am
  • 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
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