We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
…
continue reading
Citywire Selector Podcasts
Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $120tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia.
…
continue reading
1
'We're the inverse of ChatGPT': How and why BlackRock is using AI
20:32
20:32
Play later
Play later
Lists
Like
Liked
20:32It would be an understatement to say AI is a hot topic right now. And with the advent of hugely popular large language models in recent years, such as ChatGPT, the big question is just how AI is influencing the behaviour of asset managers. In an exclusive video interview, Adam Riley, head of international wealth at BlackRock Systematic, discusses h…
…
continue reading
1
Le capital naturel est-il déjà devenu une classe d’actif à part entière? (BNP PAM & IWC)
18:15
18:15
Play later
Play later
Lists
Like
Liked
18:15Que signifie concevoir une forêt comme capital naturel ? Est-il vraiment rassurant de se dire que la nature devient une classe d’actifs ? Maxence Foucault, spécialiste ESG responsable des actifs privés BNP PAM et Céline Claudon, directrice commerciale de International Woodland Company (IWC) répondent à nos questions.…
…
continue reading
1
Un diálogo, dos fundadores (II) – Entrevista completa
50:31
50:31
Play later
Play later
Lists
Like
Liked
50:31Álvaro Martínez, cofundador de Cartesio, y Pablo González, cofundador de Ábaco Capital comparten el proceso de creación de una gestora y su visión sobre el futuro de la gestión de activos.By Citywire
…
continue reading
1
Un diálogo, dos fundadores – Entrevista completa
44:59
44:59
Play later
Play later
Lists
Like
Liked
44:59Yves Kreis, fundador de Arfina Capital, y David Gassó, fundador de Anchor Capital Advisors, narran el proceso de creación de sus empresas, explican las dificultades a las que se enfrentaron y pronostican cómo será el futuro del asesoramiento financiero en nuestro país.By Citywire
…
continue reading
1
Prudential Intergenerational Wealth Podcast Episode 2
32:00
32:00
Play later
Play later
Lists
Like
Liked
32:00Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $120tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia.By Citywire
…
continue reading
1
Prudential Intergenerational Wealth Podcast Episode 1
24:20
24:20
Play later
Play later
Lists
Like
Liked
24:20Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $120tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia.By Citywire
…
continue reading
Gonzalo Eguiagaray, Managing Director de Arcano Partners, se defiende de las críticas al private equity, expone su opinión sobre la búsqueda de liquidez y el auge de los vehículos de secundarios, analiza los diversos tipos de clientes de los mercados privados y pone el foco en el aumento de la competencia en esta entrevista realizada en los estudio…
…
continue reading
1
‘We’ve had our GFC moment’: What lies next for REITs
18:55
18:55
Play later
Play later
Lists
Like
Liked
18:55Rogier 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, …
…
continue reading
1
Stacy Havener, Havener Capital, Raising assets against the odds
22:27
22:27
Play later
Play later
Lists
Like
Liked
22:27Stacy 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…
…
continue reading
1
David Hunt, CEO, PGIM: Who will win in asset management
35:11
35:11
Play later
Play later
Lists
Like
Liked
35:11At 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 …
…
continue reading
1
‘Europe is the Nexus’ David Zahn on the future of green bonds
13:17
13:17
Play later
Play later
Lists
Like
Liked
13:17Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.By Citywire
…
continue reading
1
Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation
40:47
40:47
Play later
Play later
Lists
Like
Liked
40:47Juan 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…
…
continue reading
1
Winkelmann exclusive: Why his team really joined AllianceBernstein
15:33
15:33
Play later
Play later
Lists
Like
Liked
15:33Few 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…
…
continue reading
1
Private Markets, lo stato dell’arte in Italia e in Europa
11:39
11:39
Play later
Play later
Lists
Like
Liked
11:39Description: Dopo il record del 2022, il 2023 è stato un anno di rallentamento. In questo podcast approfondiamo come sia iniziato il 2024 per il private equity, il private debt e il venture capital.By Citywire
…
continue reading
1
‘No longer unipolar’: Investing in emerging market debt in a fast changing world
17:39
17:39
Play later
Play later
Lists
Like
Liked
17:39Cathy 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…
…
continue reading
1
Uno scenario “riccioli d’oro” per l’obbligazionario europeo
9:43
9:43
Play later
Play later
Lists
Like
Liked
9:43Dopo un 2023 di ripresa, il 2024 mostra gli elementi giusti per un periodo positivo per le asset class obbligazionarie.By Citywire
…
continue reading
1
‘Policy making is a bit like fashion’: Inside this year’s key political elections.
24:42
24:42
Play later
Play later
Lists
Like
Liked
24:422024 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…
…
continue reading
1
‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’
25:19
25:19
Play later
Play later
Lists
Like
Liked
25:19Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy. With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grady has plenty to think about. He spoke to Citywire Selector news editor Ian Heath about how 2023 panned ou…
…
continue reading
1
COP28: ‘It would be a tragedy for 1.5C to die in Dubai’
25:11
25:11
Play later
Play later
Lists
Like
Liked
25:11PODCAST: Morningstar’s sustainability director Hortense Bioy on the importance of not losing sight of the 1.5C targetBy Citywire
…
continue reading
1
COP28: Morningstar’s ESG and Stewardship directors share their COP28 wish lists
27:28
27:28
Play later
Play later
Lists
Like
Liked
27:28Morningstar’s Arthur Carabia and Lindsey Stewart speak to Citywire’s Krystle Higgins on what governments need to enforce to support the climate agenda at COP28. COP28 is a crucial landmark in the fight against climate change, and keeping the financial and corporate worlds on track to achieving net zero emissions. Morningstar’s Arthur Carabia, direc…
…
continue reading
1
‘It’s a mega-trend’: AAA-rated Ben Williams on Japan’s second coming
21:02
21:02
Play later
Play later
Lists
Like
Liked
21:02With investors at their most excited about the Japanese equity market in decades, Citywire Selector spoke to the co-manager one of the best funds in the sector. Citywire AAA-rated Ben Williams spoke to Selector news editor Ian Heath about why he thinks the turnaround in Japan’s fortunes is here to stay and what is driving this trend. Topics include…
…
continue reading
1
Israel-Gaza and global geopolitics: The risks investors need to know about
19:35
19:35
Play later
Play later
Lists
Like
Liked
19:35The recent flare-up in violence in Israel and Gaza has shocked the world and is among a number of geopolitical threats faced right now. Anna Rosenberg, who is the head of geopolitics at the Amundi Investment Institute, dropped in to speak to Selector news editor Ian Heath about these key issues and the risks investors need to be aware of. They disc…
…
continue reading
1
‘We all have our limits’: The art of delegation in boutique firms
18:40
18:40
Play later
Play later
Lists
Like
Liked
18:40The ability to know your limits and have the courage to hire people to take on aspects that might not be your strong point can make or break a start-up venture. That’s one of the key takeaways from Jacob Mitchell, co-founder and chief investment officer of Antipodes Partners, who shared the story of how he developed his global equity shop in this f…
…
continue reading
1
EM Insider: China’s valuations are a bargain now, but the country is not going back to high growth anytime soon
25:33
25:33
Play later
Play later
Lists
Like
Liked
25:33Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world. Irwin also makes a case th…
…
continue reading
1
Old dog, new tricks: How this boutique chief is tackling fund flow-driven markets
26:07
26:07
Play later
Play later
Lists
Like
Liked
26:07The saying goes that you cannot teach an old dog new tricks. But one person who might disagree is Chris Reid, chief investment officer and founder of Cambridge-based boutique Iguana Investments. Reid dropped into Citywire’s London studios to speak to Selector news editor Ian Heath about how after a two-year hiatus from investment management he has …
…
continue reading
La mayoría de los índices bursátiles comenzaron el año de forma positiva, pero han ido cayendo progresivamente. Repasamos su evolución y analizamos los sectores que han tenido mejor rendimiento.By Citywire
…
continue reading
1
‘You’ll make an awful lot of mistakes’: This boutique boss’s key lessons
21:27
21:27
Play later
Play later
Lists
Like
Liked
21:27‘It’s really, really stressful’. Dan Brocklebank, UK director of Orbis Investments, has perhaps summarised the chief challenge facing all independent asset managers, but it is not all downside. Speaking as part of our Boutique Builders podcast series, Brocklebank outlined what drives business thinking at the UK-based group, how investment returns r…
…
continue reading
1
‘It was the reason to leave’: Why this boutique founder put culture first
18:47
18:47
Play later
Play later
Lists
Like
Liked
18:47Everyone wants some control over their own destiny, to an extent. However, this can get lost in large organisations and make it hard for fund managers to deliver on what they have promised. In this latest episode of Boutique Builders, Glen Finegan talks about the important role a collaborative culture and collective mindset played when Skerryvore A…
…
continue reading
1
‘Avoid the churn’: How this boutique boss competes on recruitment
14:51
14:51
Play later
Play later
Lists
Like
Liked
14:51‘The majority of the time when you’re a boutique, you’re not going to have the job security or immediate pay levels of the larger funds. So you need to create something that is compelling and avoids the churn.’ That is the underlying message Adam Davies bears in mind when bringing new people and fresh thinking to his group Velox Capital, a UK-based…
…
continue reading
1
‘I have no safety net’: Why this AAA-rated PM went it alone
24:40
24:40
Play later
Play later
Lists
Like
Liked
24:40In the first episode of Boutique Builders, we heard about what it means to be asked to take on a project and develop an idea, but what if you are the person driving that change. Where do you start? What do you do? And, perhaps crucially, what do you not do? This week, Krystle Higgins speaks to Cesar Fernandez, who has swapped life as a Citywire AAA…
…
continue reading