Citywire: The Selection Show
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
EM Insider - Ep. 3: why 30% cash isn’t such a bad idea today
The third episode of our EM Insider series takes place in strange circumstances, with Raphael Kassin speaking down the phone late on Friday (27 March). In this episode, we discuss how the Covid-19 outbreak is weighing on local and hard currency calls. Also in this episode, Kassin explains how he…
EM Insider - Ep. 2: catching a falling knife in a coronavirus market
In the second episode of our EM Insider series, Raphael Kassin looks at what the knock-on effects of coronavirus are for developing world debt investors and why ‘catching the falling knife’ could prove painful for all involved. Also in this episode, Kassin tells Citywire Selector’s editor Chris Sloley what opportunities…
BMO AM's Potter: 'If the investment culture is not right - just don’t invest'
BMO AM’s co-head of multi-management, Gary Potter, has seen a lot during his 39-year long career, from the Asian debt crisis to the global financial meltdown and extraordinary levels of stimulus. In this episode of the Citywire Selector podcast, the veteran selector explains why corporate mergers are a red flag…
EM Insider - Ep 1 : dive into our new developing world podcast
Our brand new EM Insider Podcast lifts the lid on what is really going on in the developing world with our resident EMD expert and columnist Raphael Kassin. In the first episode of this series, Raphael Kassin and Citywire Selector’s editor Chris Sloley discuss the current debt dynamics, the case…
Barclays’ Hobbs: markets can start a fight in an empty room
Will Hobbs, the CIO of Barclays Investment Solutions, features in the latest episode of Citywire Selector podcast. He talks about investors overpaying for safety, his take on recessions and why outright exclusions are not his cup of tea.
Multi-management pioneer: CIOs stop you speaking your mind
In this episode of the Citywire Selector podcast, multi-management pioneer Alessandro Costa discusses why risk-takers are no longer a welcome breed in asset management. The market veteran also gives an insight into the mistakes that helped shape his career progression.
How client trust can be won with help of emotional AI
In this episode of the Citywire Selector podcast, Thimon de Jong, futurist and lecturer, gives examples of companies that use emotional AI to improve business relationships and how new technology can aid diversity efforts of financial firms.
How client trust can be won with help of emotional AI
In this episode of the Citywire Selector podcast, Thimon de Jong, futurist and lecturer, gives examples of companies that use emotional AI to improve business relationships and how new technology can aid diversity efforts of financial firms.
The ‘perfectly logical’ reason selectors are becoming salesmen
In the latest episode of the Citywire Selector podcast, our guest Jean-François Hautemulle¸ former head of fund selection at UniCredit and now running his own consultancy Terres Neuves, discusses why more and more selectors are leaving the role. In an open discussion, the former EMEA product development head for JPM…
Smash mouth finance: a hard-hitting look at investing
In a special edition of the Citywire Selector podcast, Chris Sloley sat down with Cameron Brate of the Tampa Bay Buccaneers to talk about football and finance. The economics major talks about his unique career path from Harvard to the NFL and what he learned during his brief tenure in…
Schroders' McDonald explains how to select truly uncorrelated L/S managers
In this episode of the Citywire Selector podcast Robin McDonald, head of multi-manager investments at Schroders, explains which areas of alternative investments he likes, how to select truly uncorrelated long-short funds and why he thinks it important for companies not to put fund managers under undue pressure.
What’s it really like to be an ESG analyst: an insider’s guide
ESG is everywhere. That’s a fact. The launch of Citywire Selector’s inaugural ESG Yearbook provoked healthy debate among the investment community about what is and what should be happening. One person to join the fray was the guest on this month’s podcast, Architas ESG analyst Tom Woodfield, who both commented…
FundQuest’s Clare: strategies for seeing through ‘storyteller’ PMs
Fund selectors are often warned about ‘storyteller’ portfolio managers, but what can they actually do to avoid being swept away? Citywire Selector's editor Chris Sloley speaks to Neil Clare, fund selector focused on US equities at FundQuest Advisor, about the importance of reading ‘soft signals’, the strength of face-to-face meetings…
LGT’s Hergert: ‘Why a manager who has been consistently successful is dangerous’
Citywire Selector's international reporter Jessica Beard speaks to Volker Hergert, portfolio manager for multi asset at LGT Group about how to distinguish fund manager talent from luck and why a manager that has been successful all the time is dangerous. He also talks about why he's cynical when it comes…
‘We’re on the verge of a revolution’: Lux selectors’ industry outlooks
The regulation burden is getting heavier, so how can fund buyers still carve out time to find a competitive edge? In a panel session at Citywire Luxembourg 2018, AZ Fund Management’s Marco Vironda and Fuchs Group’s Ivan Nicolas tell Chris Sloley how they are staying ahead of the game, why…
Deputy CIO: How fee pressures are changing our selection process
Citywire Selector's international reporter Jessica Beard speaks to Alex Brandreth, the deputy CIO and head of third party fund selection at Brown Shipley about the ongoing debate surrounding asset management fees. With a rush among fund houses to slash fees, Brandreth tells us how he is handling the increased pressure…
Why your three-year performance figures focus is flawed
In the latest episode of the Citywire Selector podcast, our guest David Coombs, who is head of multi asset investments at Rathbones, tells us why he believes the focus on three year performance is flawed. He also reveals how the core skill of a selector is uncovering new names early…
Fidelity's Nick Peters talks tactics and uncovering hidden talent
Fidelity's Nick Peters tells Citywire Selector’s Jessica Beard where his fund selection focus currently lies. Speaking about his renewed interest in alternatives and thematic investing, he discloses his fund pairing successes and mistakes.
Stick or twist? When to ditch an underperforming manager
Citywire Selector’s international reporter Jessica Beard speaks to the head of multi-management at Schroders, Marcus Brookes. The fund selection chief gives his top tips for knowing when to call time on an underperforming manager and when it’s worth sticking with them through the tough times.
How to avoid behavioural selection bias
Citywire Selector’s international reporter Jessica Beard speaks to behavioural finance expert and fund selector Joe Wiggins from Aberdeen Standard. Wiggins gives his top tips for avoiding the natural biases all selectors are vulnerable to and explains why it is crucial to admit that emotion is driving your investment decision making.