Episodes
Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.
Published 04/19/24
Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.
Published 04/04/24
Published 04/04/24
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. 
Published 03/28/24
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 unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM. 
Published 03/20/24
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. 
Published 03/08/24
Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.
Published 03/01/24
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.
Published 02/23/24
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. 
Published 02/16/24
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.
Published 02/08/24
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 faith in Elon Musk. 
Published 02/02/24
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 in this space. 
Published 01/25/24
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.
Published 01/17/24
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.  
Published 01/12/24
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. 
Published 12/13/23
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 his experience breaking the story of Crispin Odey.
Published 12/06/23
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. 
Published 11/30/23
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’.
Published 11/22/23
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.
Published 11/16/23
Janus Henderson Investors’ Laura Foll and Atomos’s Haig Bathgate discuss whether the UK is a good place to invest.
Published 11/07/23
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.
Published 11/01/23
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. 
Published 10/25/23
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. 
Published 10/18/23
Erika Cheung, one of the whistleblowers who exposed Elizabeth Holmes’ blood testing company Theranos as a fraud, discusses their experience and why it’s so hard to expose corporate wrongdoing.
Published 10/11/23