The Wealth Show

‘We both had one or two chips on our shoulders’: A Japanese comeback story

Long-time Polar Capital manager James Salter discusses teaming up with former growth star David Mitchinson, launching Zennor Asset Management and their Japan fund’s strong start.

31 Aug 2023 28 min

Gravis' Norris: The bricks and mortar behind AI

Matthew Norris, head of real estate securities at Gravis, dives into his own digital infrastructure fund and the real assets behind data and technology.

23 Aug 2023 15 min

How this US small cap manager beat the S&P without tech

Citywire A-rated Richard de Lisle‘s small cap strategy has outperformed the S&P 500 despite avoiding US tech which has driven the index’s most recent exuberant returns. 

4 Aug 2023 14 min

Orbis’ Cutler: Telling EMs to not use fossil fuels is ‘crazy and racist’

According to Alec Cutler, a long-time vocal critic of ESG, telling emerging markets to not use fossil fuels is hypocritical, and means that they ‘won’t develop’.

26 Jul 2023 10 min

Chrysalis: People just want to understand the valuations are 'real'

Jupiter's Richard Watts discusses the IPO opportunities for Chrysalis, after the investment trust has fallen to a near 50% discount to its net asset value (NAV). 

12 Jul 2023 15 min

Why do Brits hate ETFs?

Travis Spence, head of EMEA ETF distribution at J.P. Morgan Asset Management, explains the structural difficulties that have prevented UK investors from opting for exchange traded funds (ETFs). 

5 Jul 2023 14 min

Newton’s Louise Kernohan: No way for UK stocks to ‘magically rerate’

Louise Kernohan discusses leaving Abrdn in 2020 to join Newton and run the firm’s £590m BNY Mellon UK Equity fund and why ‘sustainable UK equities’ is not a contradiction in terms.

28 Jun 2023 29 min

FCA's impact label criteria is 'too stringent’

Caroline Hug catches up with Morningstar global director of sustainability Hortense Bioy to discuss the FCA’s Sustainable Disclosure Requirements (SDR).

21 Jun 2023 9 min

Face Off! Inflation bulls and bears: Ruffer's MacInnes vs Marlborough's Sweeney

Marlborough multi-asset CIO Nathan Sweeney and Ruffer investment director Duncan MacInnes fight it out over whether the market is entering a new inflationary era.

16 Jun 2023 10 min

Will Microsoft's multi-billion ChatGPT investment boost its shares?

Following Microsoft's rumoured $10bn investment into OpenAI in January, Morningstar analyst Dan Romanoff believes the tech giant's share price could see a $25 boost from its current level of $333.  However, ethical concerns over AI could act as a headwind over the long term. 

2 Jun 2023 17 min

Ex-Lloyds economist: Money to transition to a green economy is already there

Trevor Williams, former chief economist at Lloyds Bank, believes there needs to be more stringent regulation to encourage wealth to be allocated to green energy projects.  

10 May 2023 20 min

Man GLG's Golan: US bank debt is a value trap

Jonathan Golan, manager of the £423m Man GLG Sterling Corporate Bond fund is the most bullish he's been on the financials sector in a decade, but the bond manager doesn't hold a single US bank in his portfolio. 

26 Apr 2023 25 min

'We basically pay them to come and beat us up’: Brown Advisory’s investing coach

Mick Dillon, co-manager of the £5bn Brown Advisory Global Leaders strategy, discusses why investors need coaches just as much as athletes and the key lessons from theirs.

19 Apr 2023 28 min

Why Sanlam's Doherty bought more CoCos after Credit Suisse write off

Peter Doherty, manager of the Sanlam Hybrid Capital Bond fund speaks about why he upped his allocation to contingent convertible bonds (CoCos) after the write down of $17bn worth of Credit Suisse AT1 bonds. 

12 Apr 2023 22 min

The top emerging market fund with no Indian stocks

Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.

5 Apr 2023 26 min

Gresham House CEO: Private capital essential for net-zero transition

Tony Dalwood, CEO of Gresham House, discusses how the sustainability agenda has changed over the last couple of decades. He also explore natural capital and place-based investing as investment opportunities, as Gresham House is the largest UK investor in battery energy storage facilities.

29 Mar 2023 13 min

Mark Barnett: Raising £20m in one year is ‘perfectly respectable’

Mark Barnett’s return to fund management has passed its one year anniversary, however assets in the new strategy have struggled to gain much more than £20m. The TM Tellworth UK Income and Growth fund is no doubt chasing a difficult investment sector - £1bn was taken out of UK equity…

22 Mar 2023 23 min

Redwheel's James Johnstone: Commodities will drive next generation of EM

As investors brace for the global economy to enter a sustained slowdown, Redwheel’s James Johnstone is confident that the 10-year drought in emerging markets is over. 

15 Mar 2023 12 min

Nicky Morgan: Egregious firms should be hauled over the coals

The former chair of the Treasury Select Committee, Nicky Morgan, gave her views on the FCA’s consumer duty regulation, which is due to be rolled out in the Summer. This was after city minister Andrew Griffith attacked the rules, suggesting they could harm the competitiveness of UK financial services, and…

8 Mar 2023 14 min

AXA’s Linden Thomson: You need a scientific background to be a biotech investor

Linden Thomson, manager of the Axa Framlington Biotech fund, speaks about the 'heavily momentum driven' biotech sector, and why Biden’s inflation reduction act could tighten R&D investment. 

1 Mar 2023 31 min