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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 EMEA, discusses which are the most important election in his opinion and how investors can protect portfol…
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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 Grady has plenty to think about. He spoke to Citywire Selector news editor Ian Heath about how 2023 panned ou…
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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 financial and corporate worlds on track to achieving net zero emissions. Morningstar’s Arthur Carabia, direc…
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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 thinks the turnaround in Japan’s fortunes is here to stay and what is driving this trend. Topics include…
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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 Selector news editor Ian Heath about these key issues and the risks investors need to be aware of. They disc…
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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 officer of Antipodes Partners, who shared the story of how he developed his global equity shop in this f…
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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 to other economic challenges faced by the second largest economy in the world. Irwin also makes a case th…
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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 speak to Selector news editor Ian Heath about how after a two-year hiatus from investment management he has …
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‘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 series, Brocklebank outlined what drives business thinking at the UK-based group, how investment returns r…
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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 Finegan talks about the important role a collaborative culture and collective mindset played when Skerryvore A…
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‘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 Adam Davies bears in mind when bringing new people and fresh thinking to his group Velox Capital, a UK-based…
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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 do you not do? This week, Krystle Higgins speaks to Cesar Fernandez, who has swapped life as a Citywire AAA…
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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 landscape and what lessons could they learn from those that opted to go it alone? In this new series, Boutique B…
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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, while considering the environmental and societal issues which could impact them. Bulut also shared his vi…
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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 at Vontobel. In the second of a two-part EMD in Focus series, he dropped in to speak to Citywire Selector …
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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 Selector news editor Ian Heath about a range of topics in her specialist space, including why PGIM has rec…
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