Citywire: The Selection Show
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
‘We’ve had our GFC moment’: What lies next for REITs
Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back. Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager…
Stacy Havener, Havener Capital, Raising assets against the odds
Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated…
David Hunt, CEO, PGIM: Who will win in asset management
At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the…
‘Europe is the Nexus’ David Zahn on the future of green bonds
Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.
Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation
Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions about targeting…
Winkelmann exclusive: Why his team really joined AllianceBernstein
Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova –…
‘No longer unipolar’: Investing in emerging market debt in a fast changing world
Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy…
‘Policy making is a bit like fashion’: Inside this year’s key political elections.
2024 has been dubbed the year of the polls, with 50 countries holding elections and more than 2 billion voters heading to the polls, including in the US, UK, India, Mexico and South Africa. Mike Coop, Morningstar’s chief investment officer for EMEA, discusses which are the most important election in…
‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’
Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy. With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grady has plenty to think about. He spoke to Citywire Selector news editor Ian Heath…
COP28: ‘It would be a tragedy for 1.5C to die in Dubai’
PODCAST: Morningstar’s sustainability director Hortense Bioy on the importance of not losing sight of the 1.5C target
COP28: Morningstar’s ESG and Stewardship directors share their COP28 wish lists
Morningstar’s Arthur Carabia and Lindsey Stewart speak to Citywire’s Krystle Higgins on what governments need to enforce to support the climate agenda at COP28. COP28 is a crucial landmark in the fight against climate change, and keeping the financial and corporate worlds on track to achieving net zero emissions. Morningstar’s…
‘It’s a mega-trend’: AAA-rated Ben Williams on Japan’s second coming
With investors at their most excited about the Japanese equity market in decades, Citywire Selector spoke to the co-manager one of the best funds in the sector. Citywire AAA-rated Ben Williams spoke to Selector news editor Ian Heath about why he thinks the turnaround in Japan’s fortunes is here to…
Israel-Gaza and global geopolitics: The risks investors need to know about
The recent flare-up in violence in Israel and Gaza has shocked the world and is among a number of geopolitical threats faced right now. Anna Rosenberg, who is the head of geopolitics at the Amundi Investment Institute, dropped in to speak to Selector news editor Ian Heath about these…
‘We all have our limits’: The art of delegation in boutique firms
The ability to know your limits and have the courage to hire people to take on aspects that might not be your strong point can make or break a start-up venture. That’s one of the key takeaways from Jacob Mitchell, co-founder and chief investment officer of Antipodes Partners, who shared…
EM Insider: China’s valuations are a bargain now, but the country is not going back to high growth anytime soon
Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world. Irwin…
Old dog, new tricks: How this boutique chief is tackling fund flow-driven markets
The saying goes that you cannot teach an old dog new tricks. But one person who might disagree is Chris Reid, chief investment officer and founder of Cambridge-based boutique Iguana Investments. Reid dropped into Citywire’s London studios to speak to Selector news editor Ian Heath about how after a two-year…
‘You’ll make an awful lot of mistakes’: This boutique boss’s key lessons
‘It’s really, really stressful’. Dan Brocklebank, UK director of Orbis Investments, has perhaps summarised the chief challenge facing all independent asset managers, but it is not all downside. Speaking as part of our Boutique Builders podcast series, Brocklebank outlined what drives business thinking at the UK-based group, how investment returns…
‘It was the reason to leave’: Why this boutique founder put culture first
Everyone wants some control over their own destiny, to an extent. However, this can get lost in large organisations and make it hard for fund managers to deliver on what they have promised. In this latest episode of Boutique Builders, Glen Finegan talks about the important role a collaborative…
‘Avoid the churn’: How this boutique boss competes on recruitment
‘The majority of the time when you’re a boutique, you’re not going to have the job security or immediate pay levels of the larger funds. So you need to create something that is compelling and avoids the churn.’ That is the underlying message Adam Davies bears in mind when…
‘I have no safety net’: Why this AAA-rated PM went it alone
In the first episode of Boutique Builders, we heard about what it means to be asked to take on a project and develop an idea, but what if you are the person driving that change. Where do you start? What do you do? And, perhaps crucially, what do you not…