Citywire: The Selection Show
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
EM Insider – Ep. 11: End-of-year overview… and what comes next
Restructuring, a pandemic and political headwinds have all weighed heavily on the emerging world in 2020, but where should debt investors be looking to uncover opportunities for the year ahead? In the final episode of EM Insider for this year, Raphael Kassin talks us through what challenges we have faced,…
Why Inclusion Ep.3: Going small and winning big, with boutique founder Jane Andrews
Many investment boutiques were launched over the past months, but seldom by women. Citywire A-rated Jane Andrews, who founded boutique BambuBlack in 2019 after twenty years at Smith & Williamson, is an exception to the rule. In this new episode of Why Inclusion?, Andrews outlines what drove her to launch…
Let’s Talk About ESG Ep. 9: ‘There’re pay packages that are just out of touch with reality’
Executive compensation is among the burning issues that ESG investors just can’t afford to ignore. That’s according to Neuberger Berman’s head of ESG, Jonathan Bailey, who said some pay packages are simply out of touch with reality, giving an example of a US rail company that the asset manager engaged…
Breaking & Entering Ep.4: from flying combat jets to running outperforming funds
In this new episode of Breaking & Entering, portfolio manager Jeff Mueller delves into the epiphany that made him turn to investments after spending a decade in the United States Marine Corps. Mueller shares the transferable skills he still benefits from in his current role at Polen Capital and he…
EM Insider – Ep. 10: How Venezuela (somehow) became even more complicated
The emerging markets have faced an unusually high number of restructuring efforts the governments are not helping themselves with their efforts to properly payback the debt. In the latest EM Insider podcast, portfolio manager and local market expert Raphael Kassin walks us through how Argentina managed to turn an agreement…
Let's Talk About ESG Ep.8: drawing the lines on engagement with palm oil and mining firms
While it can be tempting to exclude palm oil producers on deforestation concerns, investors should avoid treating the commodity in simple, binary terms. That’s is according to Masja Zandbergen, head of sustainability integration at Robeco, who said it can make sense to stick to the most efficient palm oil producers…
Breaking & Entering Ep.3: from opera singing to AA Euro manager
Sharon Bentley-Hamlyn's appeal for European equities stems from both a singular training in opera singing and multiple financial crises. In the third episode of Breaking & Entering, the AA-rated manager chats about her fascinating path, which led her to found Aubrey Capital. She also discusses contemporary opportunities that stands out…
Let’s Talk About ESG Ep.7: how investors should approach job cuts
Covid-19 has pushed up the social aspect of the ESG acronym, however with job cuts looming across different sectors, how are sustainable investors supposed to react? In this episode of our podcast we talk to Sacha Sadan, director of investment stewardship at LGIM, who explains why the focus should be…
EM Insider – Ep.9: Is this the end of ‘vulture culture’ in EMD?
The idea of ‘vultures’ piling into low-priced bonds after a default and then forcing through restructuring terms that favour them could become a thing of the past if ESG investing really takes hold. That is according to our EM Insider, Raphael Kassin, who made the comments in light of restructuring…
Why Inclusion? Ep.2: ‘We can’t afford to wait 200 years’
The headline from this year’s Citywire Alpha Female report is that it will take 200 years to reach gender parity for portfolio managers in the asset management industry. To dissect these findings and talk about what comes next, reporter Victoire Barbin Perron chats with guests Dr. Nisha Long, who led…
Why Inclusion? Ep.1: How to handle (and benefit from) diversity in the EM space
As an openly gay woman, Arisaig Partners’s chief executive, Rebecca Lewis, has made diversity a cornerstone of both her corporate culture and her investment processes. In the first episode of Why Inclusion?, Lewis says, despite structural challenges, implementing inclusivity in the emerging market space has positive ripple effects. The head…
Let's Talk About ESG Ep.6: Avoiding paw returns with pet insurance
In this episode head of sustainability at Liontrust Peter Michaelis zooms in on engagement with companies on climate and why his team invested in pet insurance company Trupanion despite it being overlooked by ESG rating agencies. Also in this podcast he talks about the fast fashion dilemma for sustainable portfolios…
Selector meets... Lyxor head of ETF and indexing Arnaud Llinas
Mega trends are in vogue in the fund industry these days, but Lyxor's Arnaud Llinas is aiming to revolutionise the space by offering low-cost solutions that tap into the expertise of non-financial professionals. He talks to Citywire Selector about picking advisers to define the universe of its new ETF range…
Breaking & Entering- Ep.2: How this practising physician built a multi-million biotech fund
At just 30 years old, Dr. Armando Cuesta Díaz took a leap of faith and stopped seeing patients to dedicate his time to asset management. In this second episode of Breaking & Entering, Cuesta Díaz tells Victoire Barbin Perron what scientific revolutions drove him to co-found Spanish boutique Ilana Capital…
Let's Talk About ESG: The case against building vegan-focused portfolios
While the meat industry is a major producer of emissions, the likelihood that it will go the way of coal or energy seems far-fetched, which means it might be a bit too early to build vegan-focused portfolios. That’s according to Henrik Pontzen, head of ESG at Union Investment. In a…
EM Insider – Ep.8: It’s time to cut Argentina off the map
Argentina has blown its final chance to prove its worth and it is high time the Latin American country was barred from international bond markets, according to our EM Insider, Raphael Kassin. In this first episode since Kassin returned from Brazil, the emerging markets specialists explains his strong feelings and…
Breaking & Entering – Ep.1: How Invesco’s Dishmon went from banjo playing to AAA ratings
Most people in finance have been in the industry their whole lives, but that’s not the case for Citywire AAA-rated Randall Dishmon. Randy, who is a senior global equity portfolio manager at Invesco, honed his skills in the diverse worlds of engineering and professional music before moving into fund management…
Let’s Talk About ESG Ep.4: An investor guide to dealing with controversies
In this episode, Citywire Selector speaks to Sudhir Roc-Sennett, head of ESG at Vontobel’s quality growth boutique. He reveals his course of action if controversy occurs in a stock his team is invested in. He also explains why it paid off to hire investigative journalists when it comes to engagement…
Selector Meets… Vontobel WM’s CIO Dan Scott
‘I cut my teeth as a hack at a newswire in the early 90s,’ admits Dan Scott, who despite holding one of the top jobs in wealth management doesn’t shy away from his career start in journalism. In this podcast, Scott also explains how it felt to take over from…
Let's Talk About ESG: Ep. 3 Wirecard woes and swimming with salmon growers
Hendrik-Jan Boer, head of sustainable investments equity at NNIP, explains what the Wirecard situation means for ESG investing, why it benefits salmon growers to have sustainability reports and how NNIP’s own sustainability investments have evolved over the last 20 years.