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 Citywire

239 Episodes

20 – 40

'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 Nov 2024 35 min

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…

11 Nov 2024 20 min

‘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 Oct 2024 24 min

‘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…

22 Oct 2024 23 min

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…

14 Oct 2024 21 min

‘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 Oct 2024 25 min

‘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 Sep 2024 29 min

'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 Sep 2024 38 min

‘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 Aug 2024 27 min

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…

1 Aug 2024 24 min

£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 Jul 2024 15 min

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 Jun 2024 25 min

‘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 Apr 2024 37 min

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 Apr 2024 29 min

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 Mar 2024 20 min

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…

20 Mar 2024 33 min