Citywire: The Selection Show
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
EM Insider – EP.7: Live from Rio! Defaults, disaster and Chinese debt
In a special episode of EM Insider, Raphael Kassin is on the ground in Rio de Janeiro as it becomes a global focal point for the Covid-19 outbreak and President Bolsonaro fights for power. In this episode, Raphael tells Chris Sloley why Brazil is becoming increasingly uninvestable. Also in this…
Let’s Talk About ESG: Ep.2 killing ESG darlings
In this episode of our ESG-focused podcast, we talk to Lisa Beauvilain from Impax AM about the threat that corporate lobbying poses to green investors, why you might need to consider ‘killing’ your ESG darlings and how asset managers can aid the fight against racism.
Future Thinking – Ep. 13 Artisan Partners’ CEO on ‘misbehaving’ for future growth
The Covid-19 crisis has caused many headaches for asset management chiefs, but you need to focus on plans being delayed rather than destroyed, according to Artisan Partners’ chief executive officer, Eric Colson. In this latest episode of Future Thinking, Colson reveals how his multi-disciplined firm has responded to the market…
Future Thinking - Ep. 12 Gresham House CEO’s roadmap for real assets
The road ahead for real assets can be hugely positive but more work needs to be done to better educate investors from the outset, according to Gresham House’s chief executive officer, Tony Dalwood. In this latest episode of Future Thinking, Dalwood talks about how he reshaped Gresham House’s real assets…
Future Thinking – Ep. 11 GAM’s Amanda Lyons on why data is the ultimate driving force
Digital strategies have raced to the top of investment firms’ agendas, while companies and countries have both begun to realise that whoever has access to the greatest amount of data will ultimately win the growing cold war around tech. The latest Future Thinking podcast welcomes GAM’s Amanda Lyons, who works…
Let’s Talk About ESG - Ep. 1: getting ready for the EU taxonomy
Nordea Asset Management’s Eric Pedersen only started his role as head of responsible investments at the end of last year, but he already has his hands full. He spoke to us about the EU’s forthcoming ESG taxonomy and how his team is getting ready for its implementation. We also discussed…
Future Thinking - Ep.10: Neuberger Berman’s YT Boon on the 5G future
5G is the future – but what is it really? There are few issues that feature more prominently in discussions around technology and communication than this next level of telecommunications. So, who better to speak to than YT Boon, a chipmaker-turned-fund-manager running a 5G-focused fund at Neuberger Berman? This conversation…
Future Thinking - Ep.9: Sarasin & Partners’ Ben McEwen: the life of a climate investment analyst
Pictures of clear skies and clean air are great for short-term indications of how we can improve the environment but the reality is that Covid-19 has not meaningfully staved off the negative impacts of climate change in any meaningful way. In the latest episode of Future Thinking, Ben McEwen, climate…
EM Insider – Ep. 6: Ridiculous restructuring and a Brazilian breakdown
There is one emerging market which is proposing such strange measures that it might as well put a dome around itself and cut itself off from the rest of the world. That’s according to our EM Insider, Raphael Kassin. In the latest episode of our deep dive into developing world…
Future Thinking - Ep.8: GSAM’s Luke Barrs said millennial working is now the new normal
Millennial investment and working trends brought to the fore by Covid-19 will now never go away and the pace of adoption is a crucial topic for investors to get their heads around. That is according to Luke Barrs, head of the fundamental equity client portfolio management at Goldman Sachs Asset…
Future Thinking – Ep 7: Aviva Investors’ Josh Biele on the need for new blood in fund selection
Having been highlighted in Citywire Selector’s 40 Under 40 – and even within its ‘Three Under 30’ sub-section – Aviva Investors’ Josh Biele knows first-hand how millennial thinking is reshaping the investment universe. In this interview, Josh Biele talks about building up his own knowledge, the need for new blood…
Future Thinking – Ep.6: Mikkel Storup on why now’s the time to rethink your key message
In the latest episode of Future Thinking, Mikkel Storup, regional director for Sparinvest, reflects on how Covid-19 has changed the way we communicate and what that means for people who are looking to get a clear message out in an era of increased noise. Also in this discussion, the Luxembourg-based…
EM Insider - Ep. 5: Brazil is ‘exponentially worse’ from an ESG perspective
A week is a long time in politics and even longer in the emerging world. In this episode of our EM Insider series, Raphael Kassin turns his attention to Brazil and how the country could be heading to a political impasse in the wake of impeachment talk swirling around President…
Future Thinking – Ep.5: PGIM’s Taimur Hyat on what shape AMs will take to survive
In the latest episode of Future Thinking, Taimur Hyat, chief operating officer of PGIM, builds on his work on the future of asset managers to look at how companies will have to reshape and reinvent themselves to survive and thrive. In this discussion, Hyat discusses how everything from the shape…
Future Thinking - Ep 4: People should act more like governments
It is time to shed the start-up mentality and instead focus on operating like a government. That is according to futurist and academic Thimon de Jong, who discussed how remote working has reshaped relationships and even people’s approaches towards each other. In this latest episode of Future Thinking, de Jong…
Future Thinking – Ep 3: Why thematics will become the last battleground for ETFs
In the latest episode of Future Thinking, we’re talking ETFs. With the active world under pressure, what is the outlook for their passive counterparts? Rahul Bhusan established Rize ETF with Anthony Martin, Jason Kennard and Stuart Forbes after having worked together for many years at Canvas and, more recently, Legal…
EM Insider – Ep. 4: what Latin America got wrong on Covid-19
Latin America has shown how not to handle a crisis with its response to the Covid-19 outbreak and savvy investors should be looking at the opportunities in Asia and Africa, according to our Emerging Markets Insider. In the fourth episode of this series, Raphael Kassin talks policy response, when it…
Future Thinking – Ep 2: Remy Briand on when ESG went from part-time to full-time
ESG has become a call-to-arms for active investors but the passive world is set to change shape at the same speed as it adjusts to an increased push for sustainable investing from all corners of the market. That is according to Remy Briand, head of ESG at indexing giant MSCI,…
View From Asia: a unique perspective on the Covid-19 story
The Covid-19 outbreak stemmed from Asia but what has the experience been on the ground and how are investment companies operating in the region responding and recovering? In a special podcast to coincide with Citywire’s forthcoming View From Asia publication, Citywire Selector editor Chris Sloley, who is based in London,…
Future Thinking - Ep 1: Dr. Jack Lewis on irrational ideas and what you can do.
You are more likely to make a poor decision last thing in the day, so you should move important meetings to periods of calm and quiet and away from pressing deadlines. That is among the many insights offered by neuroscientist and author Dr. Jack Lewis, who is the first guest…