The Wealth Show

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

Abrdn UK Value's McCoy: How contrarian is oil and gas now?

Wesley McCoy, manager of the £375m Abrdn UK Value Equity fund, discusses why banks like Barclays are now a more contrarian bet than traditional energy stocks but defends making money from coal companies. 

22 Feb 2023 27 min

Vietnam’s oldest trust on its most turbulent year yet

Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.

15 Feb 2023 33 min

New Quilter multi-asset bosses put funds under review

New co-manager of Quilter Investors Cirilium range, Ian Jensen-Humphreys, is making significant changes to the £6.8bn active range. Jensen-Humphreys took over the portfolios in December alongside Sacha Chorley. In this podcast he discusses why the funds he inherited don't follow his asset allocation approach.

8 Feb 2023 26 min

The stocks the top UK equity manager ditched in 2022

Martin Walker, Invesco's head of UK equities, was the top performer in the Citywire Equity - UK (All Companies) category last year. Performance was driven by Walker's top holding's in Shell and BP within his UK Opportunities fund, but his sell discipline also drove performance.

2 Feb 2023 25 min

Premier Miton's Moreno: ‘Last year was a perfect storm for us’

Carlos Moreno, manager of the Premier Miton European Opportunities fund, speaks about why his strategy's growth focus and mid-cap bias 'didn't work' last year, and why over £600m in net outflows were not a cause for concern.

25 Jan 2023 15 min

Ken Wotton: More wealth manager bids on the horizon

Ken Wotton, the manager of portfolios including the £361m Gresham House Multi Cap Income funds, discusses lowly-rated British smaller companies, consolidation in investment management, and a potential takeover resurgence this year.

18 Jan 2023 29 min

The stock leading Blue Whale’s foray into energy

Stephen Yiu reveals which energy stock he’s bought into, and why he’s holding onto Intuit despite Terry Smith dumping the tech stock.

11 Jan 2023 22 min

Ex-Odey manager Freddie Lait snubs short selling

Absolute return manager Freddie Lait is bucking the sector trend by not taking any short positions in his Latitude Horizon fund. This is despite him working for Odey Asset Management as a hedge fund manager prior to founding Latitude.

14 Dec 2022 11 min

Sustainable AIM gems the ratings agencies miss

Wealth Manager's Ross Miller invites Matthew Strachan, chief investment officer at Thorntons Investments, to the Citywire Studios. The pair get under the bonnet of the firm's recently launched Sustainable AIM IHT portfolio, and also reflect on some of this year's developments in the wider push for a more sustainable financial…

7 Dec 2022 21 min

British economist Ann Pettifor: 'Another asset price collapse is utterly inevitable'

After being one of the first to predict the devastating Credit Crunch that followed the 2008 financial crisis, Ann Pettifor chastises central banks for repeating the same mistakes that lead to global recessions.

30 Nov 2022 17 min

Amati’s Jourdan: Only in ‘extreme world’ wealth and fund firms hit zero

Assets in the small cap veteran Paul Jourdan's Amati UK Listed Smaller Companies fund have dipped from over £1bn to £619m over a year, but he remains bullish on tech and asset managers.

23 Nov 2022 11 min

The Bristol Rovers star easing footballers' financial woes

Alex Rodman, winger for Bristol Rovers and director of Sterling James Wealth Management, co-founded the firm four and a half years ago to provide footballers with the financial advice.

16 Nov 2022 11 min

US small cap veteran Bill Hench: M&A is 'stealing' from us

First Eagle’s Bill Hench said private equity buyouts can be a foe to the small-cap investor, even if a premium is paid for shares.

10 Nov 2022 9 min

How Hawksmoor escaped the real assets squeeze

Ben Mackie, fund manager at Hawksmoor Investment Management, discusses why the firm decided to sell out of real assets and which funds it sold. He also reveals what the firm held onto and why, including private equity trusts.

3 Nov 2022 15 min