Citywire: The Selection Show
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
‘Giants can’t jump’: What it takes to build a boutique asset manager
The future of asset management is one paved with consolidation. That’s if the PwC report is to be believed which forecasts one in six companies won’t exist by 2027. So, what chance to smaller players have in this increasingly competitive landscape and what lessons could they learn from those…
EM Insider: The dual role of responsible investing in emerging markets, and pinpointing greenwashing
Columbia Threadneedle's head of responsible EM equities, Gokce Bulut joins Citywire’s Krystle Higgins to discuss the evolution of responsible investing over the past decade. As well as how he builds a balanced portfolio of performing companies, while considering the environmental and societal issues which could impact them. Bulut also shared…
'Argentina always surprises you': Milei, Lula and managing political risk in Latin America
Keeping on top of the turbulent and complex political environment in LatAm and broader emerging markets is no mean feat. One person with a continual eye on this part of the world is Thierry Larose, a Citywire AAA-rated emerging markets debt PM at Vontobel. In the second…
'Clear signs of disinflation': Is it time to go riskier in emerging market debt?
Managing a host of local and hard currency emerging market debt funds for PGIM means Citywire A-rated Cathy Hepworth has plenty to think about. In the first of a two-part EMD in Focus series, she dialled in from New Jersey to speak to Citywire Selector news editor Ian Heath…
EM Insider: What will shape the emerging agenda in Q4?
The hunt for investment grade emerging market debt will tie investors’ fortunes in very closely with the Federal Reserve and mean this miss out on meaningful returns in the final months of the year. That is the view of Raphael Kassin, who returned to the EM Insider hotseat to…
‘An intellectual mistake’: Mervyn King on what central banks should do
The former governor of the Bank of England shares his views on inflation, independent economic thought, and the case for a genuine salary cap in soccer. ‘A big reform is easier to implement than a sequence of small steps’. Mervyn King sat down with Citywire Selector to talk about…
‘Excitement and danger’: How to play artificial intelligence investing
Artificial intelligence is undoubtedly one of the hottest topics for investors in 2023. But is this type of excitement over a revolutionary technology anything new? Mike Coop, Morningstar’s CIO for Europe, Middle East and Africa, dropped into our studios to discuss this with Citywire Selector news editor Ian Heath…
EM Insider: Indian equity’s inflection point, and BJP internet shutdowns
GIB Asset Management’s Kunal Desai joins Citywire Selector’s Krystle Higgins to discuss how after years of disappointing returns, and ‘balance sheet heartbreak’, India's moment has finally arrived, as well as his thoughts on the BJP’s internet shutdowns at a time when the country is experiencing a digital revolution.
‘The attention economy’: Why Trump-style communication is causing pitfalls in AI investing
Jacques-Aurélien Marcireau discusses how ‘super-aggressive’ marketing tactics, aped from the former US president, are permeating the corporate world and why this is muddying the waters for investors, including in the artificial intelligence space. Marcireau, who is co-head of equities at Edmond de Rothschild Asset Management and manages its Big…
The Selection Show: ‘Fossil fuel to metal-oriented’: Commodities and the green energy transition
Hakan Kaya, who runs the Neuberger Berman Commodities Fund, said earlier this year the demand on resources created by the green energy transition could drive a boom in commodity costs that could see prices of key minerals like copper increase eightfold. He sat down with Selector news editor Ian…
Getting inside China: ‘You have to forget what you read in the Western press’
Guiness Global Investors’ Sharukh Malik spoke to Selector news editor Ian Heath about how he gets the inside story on the world’s second largest economy, including by learning Mandarin and following Chinese social media, which the Asia-focussed PM said is not as restricted as you might think. Other topics…
‘We love it when someone says something is un-investible’: Finding value in emerging markets
Citywire AAA-rated Kamil Dimmich explained to Selector’s news editor Ian Heath how he operates as a value investor in growth-dominated emerging markets and why his fund is 45% invested in Greater China. The Pacific North of South portfolio manager, who oversees investments in more than 30 emerging markets, also discussed…
EM Insider China’s disappointing rebound and navigating hawkish US policy
Ninety One’s Werner Guy van Pittius joins Citywire Selector’s Krystle Higgins to discuss his top plays, China’s slow rebound, and the impact increasingly hawkish US policy has on emerging market flows.
The Selection Show: Forecasting is difficult. That’s why you need options.
LGIM’s Andrzej Pioch, John Roe and Francis Chua dropped into Citywire’s Vauxhall studios to talk about how their multi-index fund range can offer easy access to the diversification investors need at a time of heightened volatility. The trio also discussed which assets they think are most appealing at this…
EM Insider: Impact of AT1 fallout on emerging markets, and leveraging tightening credit conditions
PODCAST: GMO’s Tina Vandersteel and Carl Ross join Citywire Selector’s Krystle Higgins to discuss how emerging markets can leverage a banking crisis, and recession. As well as their outlook for local currencies, and the possibility of China’s struggling Belt and Road project driving countries into distressed debt.
EM Insider: Nigeria is still a “no brainer” pick despite fiscal fault lines
LONDON: In the latest episode of EM Insider, Raphael Kassin explains why he feels optimistic about Nigeria as an investment opportunity despite concerns around how the presidential elections could impact its credit conditions.
EM Insider: Are Chinese equities a compelling investment again?
Redwheel’s John Malloy and Citywire’s Krystle Higgins discuss how he managed 2022, and what lessons can be learned from what was an unprecedented year of volatility within the markets. ‘Our position on China lost us money this year, but we think Chinese equities are at an inflection point.’ In the…
The Selection Show: A Year in Review
FOMO fears. ESG anguish. Turning musicology into automation-led investing. These are just three of the many topics our various podcasts touched upon this year. In this look back, you can hear how heavyweights such as Jeremy Grantham have shaped their strategies, as well as what the emerging world has done…
EM Insider: Navigating volatility and negative externalities within the sustainable EM market
Ninety One’s Juliana Hansveden and Citywire’s Krystle Higgins discuss navigating negative externalities and ESG issues within sustainable EM investing. ‘Sustainability within EM means identifying growth opportunities and the risks attached.’ In the latest episode of this series, EM sustainable equities portfolio manager, Juliana Hansveden, and Citywire Selector’s Krystle Higgins discuss…
The Parames Paradigm: The rise, return and impact of a star manager
Francisco Garcia Parames led Spanish family office Bestinver to be a power player in value investing. However, Parames also serves as a perfect example of how the title of ‘star manager’ can come with both pros and cons. In this podcast, we take a deep dive into the power of…