Citywire: The Selection Show
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
Future Thinking S2 Ep.7 – What it really takes to get ahead of the curve in crypto
‘We were very disappointed’. Peter Habermacher was left scratching his head when it came to finding a properly clued-in fund manager to help him unlock the true potential of cryptocurrency. So, he decided to do it himself. In this latest episode of Citywire Selector’s ‘Future Thinking’, Habermacher, who co-founded Aaro…
Future Thinking – S2. Ep.6 – What 2020 really meant for AI expansion
‘2020 was the year that AI came of age in the wider world’. That is according to Nick Williams, analyst on the Polar Capital Automation and Artificial Intelligence fund. Speaking on the latest episode of Citywire Selector’s Future Thinking podcast, Williams discussed how the sector advanced over the past year…
Why Inclusion? Ep. 5: Resolving a man-made issue with gender-lens investing
Citywire Selector’s Why Inclusion? series returns with a new episode tackling two inclusive topics at once: climate change and gender-lens investing. In this episode, investor and consultant Suzanne Biegel expounds on the reasons why climate change, which is a man-made problem, can be solved with gender-lens investing. According to Biegel,…
Let’s Talk About ESG Ep.15: Pitfalls and peaks of the net-zero targets
As asset managers are signing up to achieve net zero carbon emissions, they have to face up to the challenge of adequately measuring physical climate risks. Speaking hot-on-the-heels of the US climate summit, Wendy Cromwell, director of sustainable investments at Wellington Management, explained what she learned from the panel with…
Future Thinking - S2 Ep.5 – ‘Anything you put in space, space will try to kill it’
The media focus on Elon Musk has made space an attractive topic once again. Almost exactly 50 years after man first stepped on the Moon, there is no palpable interest in what riches could lie in Earth’s near orbit and, crucially, how we access them. In this episode of Future…
EM Insider – Ep.13 Huarong scandal gives China chance to show certainty
The challenges faced by scandal-hit China Huarong Asset Management – Huarong – show that China is willing to let state-backed darlings fade in order to reflect a healthier view of their markets to the wider world. That is according to our EM Insider, Raphael Kassin. In this latest podcast, Kassin…
Future Thinking - S2 Ep.4 – Future talent wars will focus on culture
The Covid-19 pandemic was a mental health crisis of never-before-seen proportions and the implications for how companies both attract and nurture talent now hinge on how their cultural priorities. Marisa Hall, co-head of the Thinking Ahead Institute at Willis Towers Watson, joined the latest episode of Future Thinking to look…
Let’s Talk About ESG Ep.14: How investors can fight violent content on social media
Facebook, Google and Twitter have to put their violent and offensive content under control, otherwise they risk losing their users and advertisers. Speaking to Citywire Selector, Marte Borhaug, head of sustainable outcomes at Aviva Investors, explained why investor should pressure social media platforms on these sensitive issues. Also in this…
Future Thinking – S2 Ep.3 Click and collect: eSports eyes $1.5bn industry valuation
eSports has risen from nowhere to be a genuine counterpoint to the world of physical sports. Fuelled by hundreds of millions of participants matched with hundreds of millions prize money, as well as a whole host of adjacent industries, how long can this boom period last? In the latest edition…
Future Thinking – S2 Ep.2 The end of ‘sit down, shut up’ culture
Millennials – or Generation Y, if you prefer – have never had so many bosses, more flexible hours or more of a focus on what a company can do for them, as much as what they think they can do for it. The rise of a more me-first mentality is…
How female networks across Europe power gender diversity efforts in asset management
External networks for female financial professionals have a crucial role to play in the industry’s diversity push, especially for smaller asset managers that can’t afford a dedicated diversity unit. Mentorship and connection to industry peers with similar experiences are only two among many aspects highlighted by our podcast guests, Deborah…
EM Insider – Ep.12: Bolsonaro’s power plays and a Martian’s market view
Now is not the time to have full exposure to the emerging world, but there are opportunities for those willing to buy at the bottom. That’s according to our EM Insider, Raphael Kassin. In the first podcast for 2021, the developing world debt specialists looks into the recent upheaval in…
Future Thinking – S2 Ep. 1 Why hedge funds are facing a ‘golden age’
Hedge funds offer a roadmap on how traditional asset management can move its star manager culture, while also highlighting how tools such as shorting can be increasingly useful when returns are harder to generate. That is according to Jack Inglis, chief executive officer of industry trade body and advocacy group…
Let's Talk About ESG Ep. 13: why it is time to focus on natural capital preservation
Natural capital preservation is a new investment theme that institutional investors should invest more time and resources in today. That is according to Mirova’s chief executive officer, Philippe Zaouati, who joined the Natural Capital Investment Alliance during the One Planet Summit in January of this year. Also in this podcast,…
‘I made $10m off of GameStop’: Citywire Selector Meets… Bill Gross
The bond market veteran talks openly about how he played the ‘short squeeze’, why he made a mistake by joining Janus Henderson from Pimco and also dismisses the notion that anybody will assume his crown as a ‘bond king’. In this exclusive interview with Citywire Selector, the former Pimco fund…
Let’s Talk About ESG Ep.12: ‘We worked with Vatican to sign a climate pledge’
While energy companies are the main targets for those focused on climate stewardship, the lines of engagement are gradually shifting. Speaking to Citywire Selector, Robert Walker, global co-head of asset stewardship at State Street Global Advisors, said the firm’s climate change interactions are now focusing more on financial institutions funding…
Why Inclusion? Ep.4: How to invest in disability and actually make returns
Chief economist Alberto Matellán, who serves at Spanish-based Mapfre Inversion, discusses the benefits of empowering disabled workforces. He delves into the investment philosophy of equity fund Inclusión Responsable, which he helped conceptualise in 2018 to invest in companies that create enabling environments for their disabled workforce. The candid conversation also…
Let’s talk about ESG Ep. 11: why understanding social aspects is key for resilience
Covid-19 has exposed a lot of societal issues, be it job security or workplace safety, however the social aspect of ESG remains one of the least explored by investors today. Speaking to Citywire Selector, BNP Paribas Asset Management’s Jane Ambachtsheer, global head of sustainability, and Adam Kanzer, head of stewardship…
Breaking & Entering Ep.5: The ‘reluctant’ gluten-free food entrepreneur
‘They said we were absolutely crazy’. Fund selector Daniel Zachmann was not shocked by the response from his friends and family when he said he was going to co-found a company focused on gluten-free snacks. The former Citywire Selector cover star, who is now an investment director at digital loans…
Let's Talk About ESG Ep. 10: how UN PRI plans to expand requirements
UN PRI has now been around for 14 years, but the organisation needs to move with the times as the demands of investors in the ESG space are increasing. In this episode of Let’s Talk About ESG, Tycho Sneyers, managing partner at LGT Capital Partners and a UN PRI board…