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
245 Episodes
160 – 180

'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

'Scottish Mortgage discount could be an opportunity'

Tech stocks have taken a bashing this week, but is this correction likely to be sustained? Scottish Mortgage trust has been one of the most severe casualties on the FTSE, after an exceptional run over the past year. The largest UK investment trust has significant allocations to the likes of…
24 Feb 2021 16 min

Asset Allocation: ‘ESG is in the eye of the beholder’

In this extract from our asset allocation debate, we discussed ESG products, and how Covid-19 has increased their popularity. But has this trend fundamentally changed asset allocation for the year ahead, and are ESG ratings really giving portfolio managers enough information? Speakers in this podcast include : Justin Onuekwusi -…
17 Feb 2021 10 min

S Club: 'Retail investors can't access the most impactful funds'

In this brand new monthly podcast series, Wealth Manager’s Ross Miller catches up with a different fund selector in the social impact investing space. First up is Louisiana Salge, senior sustainability specialist at EQ Investors. She discusses the goals of impact investing, how they approach the issue of impact measurement,…
10 Feb 2021 21 min

WisdomTree's Guthrie: 'Bitcoin is tame compared with Tesla'

Bitcoin has been making the headlines yet again this year, with its price skyrocketing over the past few months. In January the FCA issued a warning about investing in cryptocurrencies, and there are clearly fundamental concerns over volatility. However, institutional investors have started to take interest in Bitcoin, but is…
4 Feb 2021 20 min

Why Man GLG's Powe is hanging onto Ryanair

In this episode we speak with veteran European Investor Rory Powe, who manages Man GLG's £2.1bn Continental European Growth fund. The strategy has been pretty resilient, despite European equities being largely unloved. It has returned 42% over three years compared with a sector average of 16%.
27 Jan 2021 24 min

EU won't embrace the city with open arms

Will Britain manage to get full access to EU financial markets? Unlikely, say experts. James Smethurst, regulatory partner at law firm Freshfields, explains the issues at stake but has faith the City won't lose its clout.
20 Jan 2021 21 min

Inside the fund targeting 7% return from the homeless

Earlier this week I spoke with Simon Chisholm, CIO of Resonance. The firm has launched a fund investing in properties to lease to women’s organisations and homelessness charities. The strategy is targeting an annual return of between 5-7%, and Resonance is launching the fund as a joint venture with private…
16 Dec 2020 17 min

What the FAANG? - Will Amazon continue to dominate In 2021?

With Amazon’s share price up 70% year-to date, can the tech juggernaut continue to rise next year? Neil Campling, co-head of global thematic group at Mirabaud Securities, believes Jeff Bezos’ firm still has more room to grow. He argues that the stock has done ‘very little’ in comparison with other…
9 Dec 2020 18 min

How Premier Miton grilled Boohoo

With Boohoo and Rio Tinto immersed in controversy, many shareholders have tried to engage with the firms to push for change. Citywire AAA-rated Jon Hudson, manager of the Premier Miton UK Growth fund, talked to us about his conversations with both and why he still owns the shares. He also…
1 Dec 2020 17 min

Can value’s decade of underperformance be reversed?

With three separate Covid-19 vaccines announced in November, value stocks have experienced somewhat of a recovery after a particularly trying year. But what are the long term prospects for value investing? Is a rotation away from growth, which has dominated the past decade, on the horizon? We spoke with Tom…
25 Nov 2020 16 min
160 – 180