Citywire Citywire Forecast

Citywire Forecast

The latest podcasts from Citywire Forecast.
Occasionally English South Africa Investing · Business
12 Episodes

Regulatorik: Markus Lange im Interview

Dr. Markus Lange ist Rechtsanwalt und Partner bei BakerTilly in Frankfurt. Schwerpunkte seiner Tätigkeit sind kunden- undproduktbezogene Aspekte sowie Compliance und Governance im Bank- undFinanzdienstleistungsgeschäft. Lange hat sich intensiv mit der Analyse derMiFID-II-Regeln und deren Umsetzung in der Praxis beschäftigt. Als Mitgliedeiner beratenden Arbeitsgruppe der ESMA zu Anlegerschutz- und Vertriebsfragen(IPISC…
22 Nov 2022 23 min

ESG oder Impact? Stephanie Maier von GAM im Interview

Seit 2021 fungiert Stephanie Maier als Global Head of Sustainable and Impact Investment beim Schweizer Asset Manager GAM. Sie kam von HSBC Global Asset Management, wo sie als Direktorin für Responsible Investment arbeitete. Davor war sie bei Aviva Investors und bei der ESG-Research-Gesellschaft Eiris in Leitungspositionen tätig.
22 Nov 2022 22 min

It’s all about intention

Citywire caught up with Craig Leslie, investment director at Rathbone Greenbank, to reflect on his four key factors for impact investing, where to find the most additionality, and which industry initiatives the company is supporting.
11 Nov 2022 23 min

Future of impact investing in healthcare

Healthcare, like some other sectors, offers opportunity to invest for social impact and financial return. Global demand for healthcare solutions is rising because of economic development and an aging population, and innovative new treatments are revolutionising medical care. It is time to tap into that change.
5 Jul 2022 12 min

‘The genie’s out of the bottle’: why invest in private assets now?

Multi-asset funds and managed portfolio services are increasingly embracing private equity as part of their asset allocation, investing in the likes of Oakley Capital Investments or HarbourVest. What is driving this rise in exposure to private equity, and is this trend here to stay? With Citywire’s private equity correspondent Selin…
23 Jun 2022 14 min

‘There are many companies with no coverage at all’: Japan’s small-sized gems

Japan presents certain obstacles and frustrations for investors, making it a hard market for some to navigate. In this special podcast, Krystle Higgins spoke to Nicholas Weindling, a Japan country specialist at JPM Asset Management. Having lived and worked in the region for 18 years, Weindling has a unique insight…
21 Jun 2022 29 min

Overlooked and underrated

Despite the continuing impact of Covid-19, inflation woes and a rather pronounced rotation from growth to value stocks, emerging market investors have reasons to be optimistic. That’s according to Fiona Manning and Samuel Bevan, abrdn’s senior investment director and investment director for emerging market equities and debt, respectively. Over the…
15 Mar 2022 17 min

What people often forget about China (but can’t afford to overlook)

China remains a hard market for generalists to call. On one hand it is a fast-growing epicentre of emerging market expansion, but for others it poses cultural and regulatory challenges that make it hard to fathom. In this special podcast, Krystle Higgins spoke to Naomi Waistell, who runs the Polar…
9 Mar 2022 11 min

Dividends are back- but what does this mean?

2021 will be seen as the year UK equity income investors emerged from the darkness of 2020. After brutal, regulatory imposed dividend cuts, as we enter the fourth quarter across the board payments are being reinstated and there are signs of continued growth. With dividends making up about half the…
23 Sep 2021 20 min

Upping your tech game with John Woods

The digital economy is at the start of development, and it could take years before the global economy gets to pre-pandemic GDP levels. Given this backdrop, which economies are well positioned to up their tech game, and which sectors will benefit the most?  John Woods, managing director and Asia Pacific…
14 May 2021 9 min