Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world

Winkelmann exclusive: Why his team really joined AllianceBernstein

24 days ago 15m 34s

Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Ey

‘No longer unipolar’: Investing in emerging market debt in a fast changing world

May 23rd, 2024 17m 40s

Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments

‘Policy making is a bit like fashion’: Inside this year’s key political elections.

Feb 28th, 2024 24m 43s

2024 has been dubbed the year of the polls, with 50 countries holding elections and more than 2 billion voters heading to the polls, including in the US, UK, India, Mexico and South Africa.Mike Coop, Morningstar’s chief investment officer for E

‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’

Jan 29th, 2024 25m 20s

Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy.With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grad

COP28: ‘It would be a tragedy for 1.5C to die in Dubai’

Dec 5th, 2023 25m 12s

PODCAST: Morningstar’s sustainability director Hortense Bioy on the importance of not losing sight of the 1.5C target

COP28: Morningstar’s ESG and Stewardship directors share their COP28 wish lists

Dec 1st, 2023 27m 29s

Morningstar’s Arthur Carabia and Lindsey Stewart speak to Citywire’s Krystle Higgins on what governments need to enforce to support the climate agenda at COP28. COP28 is a crucial landmark in the fight against climate change, and keeping the fi

‘It’s a mega-trend’: AAA-rated Ben Williams on Japan’s second coming

Nov 13th, 2023 21m 3s

With investors at their most excited about the Japanese equity market in decades, Citywire Selector spoke to the co-manager one of the best funds in the sector.Citywire AAA-rated Ben Williams spoke to Selector news editor Ian Heath about why he

Israel-Gaza and global geopolitics: The risks investors need to know about

Nov 7th, 2023 19m 36s

The recent flare-up in violence in Israel and Gaza has shocked the world and is among a number of geopolitical threats faced right now. Anna Rosenberg, who is the head of geopolitics at the Amundi Investment Institute, dropped in to speak to Se

‘We all have our limits’: The art of delegation in boutique firms

Nov 6th, 2023 18m 41s

The ability to know your limits and have the courage to hire people to take on aspects that might not be your strong point can make or break a start-up venture.That’s one of the key takeaways from Jacob Mitchell, co-founder and chief investment

EM Insider: China’s valuations are a bargain now, but the country is not going back to high growth anytime soon

Nov 3rd, 2023 25m 34s

Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares

Old dog, new tricks: How this boutique chief is tackling fund flow-driven markets

Nov 1st, 2023 26m 8s

The saying goes that you cannot teach an old dog new tricks.But one person who might disagree is Chris Reid, chief investment officer and founder of Cambridge-based boutique Iguana Investments.Reid dropped into Citywire’s London studios to spea

‘You’ll make an awful lot of mistakes’: This boutique boss’s key lessons

Oct 30th, 2023 21m 28s

‘It’s really, really stressful’. Dan Brocklebank, UK director of Orbis Investments, has perhaps summarised the chief challenge facing all independent asset managers, but it is not all downside.Speaking as part of our Boutique Builders podcast s

‘It was the reason to leave’: Why this boutique founder put culture first

Oct 23rd, 2023 18m 48s

Everyone wants some control over their own destiny, to an extent. However, this can get lost in large organisations and make it hard for fund managers to deliver on what they have promised. In this latest episode of Boutique Builders, Glen Fine

‘Avoid the churn’: How this boutique boss competes on recruitment

Oct 16th, 2023 14m 52s

‘The majority of the time when you’re a boutique, you’re not going to have the job security or immediate pay levels of the larger funds. So you need to create something that is compelling and avoids the churn.’ That is the underlying message Ad

‘I have no safety net’: Why this AAA-rated PM went it alone

Oct 9th, 2023 24m 41s

In the first episode of Boutique Builders, we heard about what it means to be asked to take on a project and develop an idea, but what if you are the person driving that change. Where do you start? What do you do? And, perhaps crucially, what d

‘Giants can’t jump’: What it takes to build a boutique asset manager

Oct 2nd, 2023 17m 54s

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 landsc

EM Insider: The dual role of responsible investing in emerging markets, and pinpointing greenwashing

Sep 28th, 2023 27m 2s

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,

'Argentina always surprises you': Milei, Lula and managing political risk in Latin America

Sep 25th, 2023 34m 1s

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

'Clear signs of disinflation': Is it time to go riskier in emerging market debt?

Sep 22nd, 2023 29m 19s

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

EM Insider: What will shape the emerging agenda in Q4?

Aug 28th, 2023 18m 20s

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 retur

‘An intellectual mistake’: Mervyn King on what central banks should do

Aug 18th, 2023 35m 28s

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

‘Excitement and danger’: How to play artificial intelligence investing

Aug 18th, 2023 24m 3s

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 o

EM Insider: Indian equity’s inflection point, and BJP internet shutdowns

Aug 16th, 2023 20m 11s

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