The Wealth Show

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

Weekly English United Kingdom Business · Investing Citywire

232 Episodes

60 – 80

FCA's impact label criteria is 'too stringent’

Caroline Hug catches up with Morningstar global director of sustainability Hortense Bioy to discuss the FCA’s Sustainable Disclosure Requirements (SDR).

21 Jun 2023 9 min

Face Off! Inflation bulls and bears: Ruffer's MacInnes vs Marlborough's Sweeney

Marlborough multi-asset CIO Nathan Sweeney and Ruffer investment director Duncan MacInnes fight it out over whether the market is entering a new inflationary era.

16 Jun 2023 10 min

Will Microsoft's multi-billion ChatGPT investment boost its shares?

Following Microsoft's rumoured $10bn investment into OpenAI in January, Morningstar analyst Dan Romanoff believes the tech giant's share price could see a $25 boost from its current level of $333. However, ethical concerns over AI could act as a headwind over the long term.

2 Jun 2023 17 min

Ex-Lloyds economist: Money to transition to a green economy is already there

Trevor Williams, former chief economist at Lloyds Bank, believes there needs to be more stringent regulation to encourage wealth to be allocated to green energy projects.

10 May 2023 20 min

Man GLG's Golan: US bank debt is a value trap

Jonathan Golan, manager of the £423m Man GLG Sterling Corporate Bond fund is the most bullish he's been on the financials sector in a decade, but the bond manager doesn't hold a single US bank in his portfolio.

26 Apr 2023 25 min

'We basically pay them to come and beat us up’: Brown Advisory’s investing coach

Mick Dillon, co-manager of the £5bn Brown Advisory Global Leaders strategy, discusses why investors need coaches just as much as athletes and the key lessons from theirs.

19 Apr 2023 28 min

Why Sanlam's Doherty bought more CoCos after Credit Suisse write off

Peter Doherty, manager of the Sanlam Hybrid Capital Bond fund speaks about why he upped his allocation to contingent convertible bonds (CoCos) after the write down of $17bn worth of Credit Suisse AT1 bonds.

12 Apr 2023 22 min

The top emerging market fund with no Indian stocks

Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets.

5 Apr 2023 26 min

Gresham House CEO: Private capital essential for net-zero transition

Tony Dalwood, CEO of Gresham House, discusses how the sustainability agenda has changed over the last couple of decades. He also explore natural capital and place-based investing as investment opportunities, as Gresham House is the largest UK investor in battery energy storage facilities.

29 Mar 2023 13 min

Mark Barnett: Raising £20m in one year is ‘perfectly respectable’

Mark Barnett’s return to fund management has passed its one year anniversary, however assets in the new strategy have struggled to gain much more than £20m. The TM Tellworth UK Income and Growth fund is no doubt chasing a difficult investment sector - £1bn was taken out of UK equity…

22 Mar 2023 23 min

Redwheel's James Johnstone: Commodities will drive next generation of EM

As investors brace for the global economy to enter a sustained slowdown, Redwheel’s James Johnstone is confident that the 10-year drought in emerging markets is over.

15 Mar 2023 12 min

Nicky Morgan: Egregious firms should be hauled over the coals

The former chair of the Treasury Select Committee, Nicky Morgan, gave her views on the FCA’s consumer duty regulation, which is due to be rolled out in the Summer. This was after city minister Andrew Griffith attacked the rules, suggesting they could harm the competitiveness of UK financial services, and…

8 Mar 2023 14 min

AXA’s Linden Thomson: You need a scientific background to be a biotech investor

Linden Thomson, manager of the Axa Framlington Biotech fund, speaks about the 'heavily momentum driven' biotech sector, and why Biden’s inflation reduction act could tighten R&D investment.

1 Mar 2023 31 min

Abrdn UK Value's McCoy: How contrarian is oil and gas now?

Wesley McCoy, manager of the £375m Abrdn UK Value Equity fund, discusses why banks like Barclays are now a more contrarian bet than traditional energy stocks but defends making money from coal companies.

22 Feb 2023 27 min

Vietnam’s oldest trust on its most turbulent year yet

Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited.

15 Feb 2023 33 min

New Quilter multi-asset bosses put funds under review

New co-manager of Quilter Investors Cirilium range, Ian Jensen-Humphreys, is making significant changes to the £6.8bn active range. Jensen-Humphreys took over the portfolios in December alongside Sacha Chorley. In this podcast he discusses why the funds he inherited don't follow his asset allocation approach.

8 Feb 2023 26 min

The stocks the top UK equity manager ditched in 2022

Martin Walker, Invesco's head of UK equities, was the top performer in the Citywire Equity - UK (All Companies) category last year. Performance was driven by Walker's top holding's in Shell and BP within his UK Opportunities fund, but his sell discipline also drove performance.

2 Feb 2023 25 min