Citywire: The Ratings Radar Show
The Ratings Radar Show takes a look at Citywire’s Fund Manager Ratings to focus on the managers doing great things for their investors.
The Ratings Radar Show: so just what should go in an ESG fund?
Should funds banking on clean energy be whiter than white? Or do they need to spread their net wider? The question of how Europe transitions to clean energy sources has never been more pressing. The Russian invasion of Ukraine has shone the spotlight on how and where we source the…
The Ratings Radar Show: what’s happening in tech?
Tech stock prices have collapsed in both public and private markets. What happens next? This latest edition of the Citywire Ratings Radar show has a different flavour. We’ve taken a break from the usual format of four talking heads around a virtual table. Instead, I sat down in the Citywire…
The Ratings Radar Show: China manager Rebecca Jiang; a top female manager for IWD
There are so many good female fund managers that finding one to focus on for International Women’s Day wasn’t a problem. Amid all the turmoil in Ukraine, It was also International Women’s Day last week when we all sat down for the latest edition of the Citywire Ratings Radar Show. …
The Ratings Radar Show: Noel O’Halloran wants to rebuild the world sustainably
Infrastructure is a good asset class to be in right now. It’s defensive and a decent hedge against inflation. And let’s face it, we’re going to need a lot more of it soon to replace our crumbling bridges, power plants and roads. Noel O’Halloran of KBI has a twist on…
The Ratings Radar Show: Mike Fox – king of ESG investing
The Royal London Asset Management has been walking the walk in ESG for longer than most others – and providing investors with great returns along the way Mike Fox’s credentials as an ESG manager are pretty compelling. Mike has been building ESG into his investment process long before most in…
The Ratings Radar Show: Is this the best investor in Chinese equities?
Martin Lau of FSSA Investment Managers is a remarkable fund manager with consistently high risk-related returns in several sectors It’s hard to pick holes in Martin Lau’s track record as a fund manager. Holding a Citywire Fund Manager Rating almost without a break for the last 15 years is one…
The Ratings Radar Show: so where should we invest in 2022?
Yes, 2021 was the year that had the lot. Reddit, meme stocks, crypto, and electric car companies with multi-billion dollar valuations and no revenue. So welcome to the final 2021 episode of the Citywire Ratings Radar show. Nisha Long shakes her head a d takes us through what happened while…
The Ratings Radar Show: should you invest in China or India?
China has done its best to put off investors this year while India has continued to open up rapidly. It sounds like an easy choice but – spoiler alert – it isn’t. In this week’s Citywire Ratings Radar show, Frank Talbot takes a close look at where the money is…
The Ratings Radar Show: are we overhyping ESG as a fund selection tool?
You might get the impression that every fund selector now chooses all their investments on an ESG basis. You might have to think again. Citywire’s flagship Berlin event returned in real life and how good was it to be back? It was a great opportunity to hear directly from Europe’s…
The Ratings Radar Show: small companies, big potential
It's not all about FAANGs. It's time to give small and mid-cap companies the respect they deserve. Nothing in asset management is easy, but running a global mandate for small and medium companies is tougher than most. You have a lot of companies to deal with across many jurisdictions and…
The Ratings Radar Show: finding the right blend in global equities
If you’ve been investing in equities, you’ll have noted that the past year has seen ever changing leadership between growth and value. So it’s little surprise that blended funds, which combine both worldviews, have seen enormous amounts of inflows in recent months. Frank Talbot runs the rule over the sector…
The Ratings Radar Show: we need to talk about China
We’re all experts about Evergrande now - obviously - as the giant Chinese property company that stands on the brink of collapse. But what does it mean for investing in China? Or indeed for the rest of the emerging markets and the global economy? Angus Foote, Richard Lander,…
The Ratings Radar Show: the alpha female edition
The team is back together with the perennial question: why are there so few female fund managers?
The Ratings Radar Show: the one where we wrap up the first half of the year
We look back on a tumultuous six months and look forward to the second half
Finding income all over the world
Dividends went out with the pandemic. Here's the lowdown on finding income as the world returns to normal
How to go big on biotech
It's been a great year for biotech funds for reasons that are obvious. And it's one sector where inside knowledge is really important
Finding the best global emerging markets managers
GEM countries may be slowing but there are some amazing companies there
Are UK equities the trade of the decade?
Battered by Brexit, this could be time to look at the London market again.
Desperately seeking yield: How to invest in emerging market debt
How much does a Serbian government bond yield? Our Ratings Radar Podcast has the answer
Is it time to go back into property?
It’s been a tough year for property investing. But with normality returning, this could be the time to jump back in.