Royal London Asset Management manager Mike Fox said the FCA’s Sustainability Disclosure Requirements are ‘well intended’, but that it wasn’t clear what asset managers needed to do to be granted one of the new labels.

Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market

17 days ago 25m 24s

Thomas Hanson, the manager of more than £1.5bn of global high yield bond funds at Aegon Asset Management, explains why they're running their 'most boring strategy' in five years as pressures grow following a strong run in the sector.

‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn

Apr 19th, 2024 37m 21s

Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.

The Aussie value managers going big on Europe and China

Apr 4th, 2024 29m 54s

Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.

Ex-New Statesman journalist: 'Chaos is necessary in politics’

Mar 28th, 2024 20m 2s

The former deputy editor of the New Stateman discusses what the ‘chaos voter’ looks like in 2024, why voters are moving towards populism, and whether a Labour government victory could signal a ‘post-chaos’ era for the UK.

Polar Capital's £9.6bn tech unit doubles down on AI

Mar 20th, 2024 33m 4s

Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech

M&G's Woolnough: Clients were 'clever' to exit...but so was our inflation bet

Mar 8th, 2024 29m 4s

M&G's Richard Woolnough discusses his two decades at the firm, how his softer inflation bet led to double-digit returns last year, and why clients were 'clever' to withdraw several billion from his Optimal Income fund over the past five years.

Liontrust Special Situations stomachs £2bn outflow as UK investors go global

Mar 1st, 2024 34m 43s

Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.

SJP CIO Justin Onuekwusi: Fee unbundling will make our funds look better

Feb 23rd, 2024 21m 8s

The new investment boss says performance of St. James's Place strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.

Findlay Park 3.0: The giant fund hunting 'forgotten $50bn companies'

Feb 16th, 2024 23m 59s

Anthony Kingsley, leader of the investment team running the £8.4bn Findlay Park American fund, discusses how both the portfolio and firm are evolving in the era of the Magnificent Seven.

Evenlode: Why we’re happy for stocks to sacrifice profits today

Feb 8th, 2024 26m 53s

Chris Elliott, co-manager of Evenlode’s £1.9bn Global Income fund, discusses sacrificing profitability for company growth and what the boutique has bought for its newer Global Equity fund.

The rise, fall...and rise again of Baillie Gifford American

Feb 2nd, 2024 24m 56s

Despite returning a stonking 39% last year, Gary Robinson’s £3bn fund has been unable to beat the S&P 500 over three and five years. In this podcast, he discusses opportunities both in and out of the Magnificent Seven, and why he still has fait

Augmentum CEO Tim Levene: 'A lot of Fintech AI is a bubble'

Jan 25th, 2024 29m 10s

Tim Levene, CEO of fintech-focused investment trust, says that there will be a huge adoption of AI in the wealth and asset management industries over the next five years. However, he is very sceptical of a slew of businesses that have sprung up

Liontrust's John Husselbee talks up 60:40 - 'If I was banging the table then...'

Jan 17th, 2024 27m 34s

John Husselbee and James Klempster, who together run Liontrust's £4.5bn multi-asset range, discuss 60:40's renaissance, finding value outside the US and 'calling in a heavyweight' on asset allocation.

Hamilton Lane: We use private credit to generate liquidity

Jan 12th, 2024 24m 30s

Hamilton Lane’s Hamza Azeem discusses the private equity giant’s product aimed at wealth management clients, and how it manages liquidity when redemption requests are knocking at the door.

Wealth Talk 2023 in Review: Rathbones & Investec's mega deal; private markets buzz; and weight of consumer duty

Dec 19th, 2023 26m 1s

Jupiter's Beesley on cracking the institutional market and Chrysalis divorce

Dec 13th, 2023 26m 16s

Jupiter CEO Matthew Beesley reflects on a tough first year in the top job, and how the asset manager is going to entice sovereign wealth, endowment and pension fund clients.

A game of hot potato: How the City handles sexual harassment

Dec 6th, 2023 37m 41s

How is sexual harassment handled in the city? Listen to HR heads discuss their dual interest of protecting both the claimant and the organisation, the FCA defend itself against allegations of inaction, and journalist Paul Caruana Galizia share

How RC Brown is providing infrastructure for boutiques to survive

Nov 30th, 2023 18m 46s

Robert Clark, sales & marketing director at RC Brown, speaks about the firm's incubator service and why most wealth managers don't have the competence to run their own firm.

Newton's David Cumming on 40 years as a UK investor: 'It’s probably less fun now'

Nov 22nd, 2023 27m 44s

Citywire AA-rated David Cumming, who runs the £1.5bn BNY Mellon UK Income fund, discusses how things have changed during four decades in the City, re-engaging investors with British businesses, and why oil stocks ‘just look too cheap’.

Vanguard: How wealth managers’ thinking on bonds is evolving

Nov 16th, 2023 27m 44s

Kunal Mehta, head of the fixed income specialist team at Vanguard, discusses why DFMs are still reluctant to buy into the ‘bonds are back’ narrative, Vanguard’s view on peak rates, and growing interest in emerging market debt.

Face Off! UK Equities: Janus Henderson’s Foll vs Atomos’ Bathgate

Nov 7th, 2023 24m 21s

Janus Henderson Investors’ Laura Foll and Atomos’s Haig Bathgate discuss whether the UK is a good place to invest.

Newton's Euan Munro: 'GARS possibly closed down at just the wrong time'

Nov 1st, 2023 30m 15s

The investment veteran discusses Newton IM’s restructure, why thematic investing is here to stay, active management opportunities, and the closure of his brainchild GARS fund.

BlackRock UK sales boss: Cash threat to fund firms, and is private assets 'buzz' real?

Oct 25th, 2023 21m 10s

Nick Hutton, BlackRock's head of UK distribution, discusses why cash is a 'huge competitor' to asset managers in the current environment, and whether there truly is a demand for private markets from wealth managers.

Coolabah's Joye: Banks only hiding place as 'biggest credit default cycle since 08' looms

Oct 18th, 2023 27m 9s

Coolabah Capital's Chris Joye believes there are misplacing opportunities to be had within senior bank debt. However, elsewhere he is incredibly bearish - as he predicts mass defaults within corporate bonds, high yield, and private credit.