Citywire The Wealth Show

The Wealth Show

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
Weekly English United Kingdom Business · Investing
237 Episodes
140 – 160

Bonds are not completely off limits for Sharia investors

Sharia investing, meaning investments that are governed by Sharia law and the principles of Islam, is a concept which goes back decades, but is seeing rising demand across the UK that, for now, is outstripping supply. Admittedly, this is an area which I personally know very little about. So I…
4 Aug 2021 18 min

'Any idiot can be ripped off': Oxford professor on the private equity frenzy

Professor Ludovic Phalippou of The University of Oxford Said Business School talks through the problems with performance reporting in private equity, why so-called ‘democratisation’ can lead to big problems for investors and why he’s surprised by the latest media coverage of private equity interest in UK listed companies.
7 Jul 2021 21 min

Why Wealthify's CEO isn't worried about the Nutmeg JPM deal

The UK robo advice market has been hitting the headlines again due to the recent JP Morgan Chase deal to buy Nutmeg. So what does this mean for Nutmeg’s rival Wealthify? Like other robos in the market, Wealthify has yet to turn a profit since launching in 2016. In its…
1 Jul 2021 17 min

Why this A-rated UK mid cap manager is betting on WH Smith and Moonpig

There’s certainly been some hype surrounding UK stocks in recent months, on the back of the rotation from growth to value. But are these opportunities a genuine long term play, or merely a dash for trash? Chris St John, manager of the Axa Framlington UK Mid Cap fund, speaks about…
18 Jun 2021 14 min

S Club: 'Bondholders have just as much power as shareholders'

Wealth Manager's Ross Miller is joined by Delyth Richards, head of the client solutions group at Kleinwort Hambros, to discuss the firm's approach to social impact investing, and delve into the distinction between social impact investing and 'social' as a constituent part of ESG considerations. They also reflect on the…
16 Jun 2021 10 min

Can hydrogen fill the electrification gap?

Battery technology has been a hot topic in recent years, in-part fuelled by the monumental rise of Tesla, and ever-growing concerns over carbon emissions. But lithium-ion batteries tend not to be a good solution for larger vehicles like lorries and aircraft. So can Hydrogen fill the electrification gap? Randeep Somel,…
9 Jun 2021 18 min

Digging into Woodford's return

Disgraced fund manager Neil Woodford has been hitting the headlines again with his attempts to enter back into the industry. Last week Citywire revealed that Woodford is setting up shop in Delaware, after opening another outfit in the Cayman Islands in April. Journalists Loukia Gyftopoulou and Selin Bucak discuss some…
2 Jun 2021 12 min

Why the school meals scandal didn’t dissuade this AA-rated ESG manager

With all the hype surrounding ESG (environmental, social, and governance) funds, what happens when a scandal arises with a portfolio company? I spoke with Matt Evans, manager of Ninety One’s UK Sustainable Equity fund, which invests in Compass Group. Earlier this year Compass was caught up in the school meals…
6 May 2021 16 min

S Club: You can have a lot of impact in the debt market

Episode three of S Club sees Wealth Manager's Ross Miller discuss social impact investing Nick Samuels, head of manager research at Redington. They explore recent trends, impact's data problem, and whether you can really create any impact in public markets.
28 Apr 2021 26 min

'America can reach Europe’s ESG lead in the next five years'

When it comes to ESG investing, the US is still far behind Europe, but things may be starting to change. Morningstar's head of sustainability research Jon Hale says younger investor sentiment and the Biden administration will be defining in how the next five years play out
21 Apr 2021 18 min

Managing £13bn in your early 30s - Jupiter's Harry Richards

In this episode we spoke with Harry Richards, who manages £13.3bn across four Jupiter fixed income funds. Richards is among the youngest managers in the UK fund industry at 32. We spoke about whether he had been met with any challenges due to his age, and the prospect of investing…
14 Apr 2021 20 min

What’s behind the wave of new consolidators?

Peter Mann, chair of new advice group Radiant Financial and former chief executive of Skandia Bank, tells us what’s driving the latest developments in the wealth consolidator space – such as an uptick in private equity-backed acquisitions – and why an eventual public listing is not off the table for…
7 Apr 2021 15 min

S Club: ‘There are too many impact stories with little data to back them up’

In episode two of our podcast series, Wealth Manager’s Ross Miller discusses social impact investing with Tim Martin, investment analyst at Cavendish Ware. Tim is the lead analyst on the firm’s impact portfolio, and discusses impact investing across asset classes, the balance between financial and social returns, and red flags…
22 Mar 2021 12 min

Was it all doom and gloom for real assets last year?

In this episode I spoke with Pietro Nicholls, manager of the RM Alternative Income fund. The strategy has a 42% allocation to infrastructure, and 38% in real estate. It’s made up of listed equities paired with Infrastructure Investment trusts and REITs. The fund has recovered from the market shock of…
17 Mar 2021 20 min

Does private debt offer a shelter in the bond storm?

In the low interest rate environment demand for private debt has soared. Alternatives data provider Preqin anticipates assets in this relatively niche fixed income market will rise by around 11.4% at a compound annual growth rate to $1.46tn (£1.05tn) over the next five years. We speak to Saranac head of…
10 Mar 2021 15 min

Will the Spacs craze end in tears?

Spacs, shell companies whose sole purpose is to buy another business and take it public, are wildly fashionable these days. Such is the excitement that the UK is eyeing a change of its listing rules to lure these vehicles to the London Stock Exchange. What could possibly go wrong? AJ…
9 Mar 2021 18 min
140 – 160