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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

270 Episodes

80 – 100

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

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’.

22 Nov 2023 27 min

Vanguard: How wealth managers’ thinking on bonds is evolving

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.

16 Nov 2023 27 min

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

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

7 Nov 2023 24 min

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

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.

1 Nov 2023 30 min

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

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.

25 Oct 2023 21 min

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

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.

18 Oct 2023 27 min

‘It’s so bittersweet for someone like me’: Theranos whistleblower tells their story

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.

11 Oct 2023 18 min

Wealth Talk: Evelyn’s culture clash, Raymond James' ongoing restriction, and what we think of HL’s wealth list

Citywire Wealth Manager journalists John Schaffer, Caroline Hug, and Olivia Bybel breaksdown September’s biggest stories.

4 Oct 2023 21 min

River & Mercantile's Sym: Green tech is Europe's big tech moment

River & Mercantile European manager James Sym argues 'green tech is to Europe, what big tech was to the US in the last cycle’.

27 Sep 2023 20 min

The Silicon Valley bus tour that made Mark Baribeau bet big on AI

The manager of PGIM Global Equity Opportunities, which has bounced 24% year to date and remains one of the top performing global growth funds over a decade, discusses Nvidia, Tesla and ‘AI to the rescue’.

21 Sep 2023 32 min

Wealth Talk: Consolidation tech troubles, consumer duty casualties and Abrdn after Gars

Citywire Wealth Manager journalists discuss the top stories from the past month.

6 Sep 2023 23 min

‘We both had one or two chips on our shoulders’: A Japanese comeback story

Long-time Polar Capital manager James Salter discusses teaming up with former growth star David Mitchinson, launching Zennor Asset Management and their Japan fund’s strong start.

31 Aug 2023 28 min

Gravis' Norris: The bricks and mortar behind AI

Matthew Norris, head of real estate securities at Gravis, dives into his own digital infrastructure fund and the real assets behind data and technology.

23 Aug 2023 15 min

How this US small cap manager beat the S&P without tech

Citywire A-rated Richard de Lisle‘s small cap strategy has outperformed the S&P 500 despite avoiding US tech which has driven the index’s most recent exuberant returns.

4 Aug 2023 14 min

Orbis’ Cutler: Telling EMs to not use fossil fuels is ‘crazy and racist’

According to Alec Cutler, a long-time vocal critic of ESG, telling emerging markets to not use fossil fuels is hypocritical, and means that they ‘won’t develop’.

26 Jul 2023 10 min

Chrysalis: People just want to understand the valuations are 'real'

Jupiter's Richard Watts discusses the IPO opportunities for Chrysalis, after the investment trust has fallen to a near 50% discount to its net asset value (NAV).

12 Jul 2023 15 min

Why do Brits hate ETFs?

Travis Spence, head of EMEA ETF distribution at J.P. Morgan Asset Management, explains the structural difficulties that have prevented UK investors from opting for exchange traded funds (ETFs).

5 Jul 2023 14 min

Newton’s Louise Kernohan: No way for UK stocks to ‘magically rerate’

Louise Kernohan discusses leaving Abrdn in 2020 to join Newton and run the firm’s £590m BNY Mellon UK Equity fund and why ‘sustainable UK equities’ is not a contradiction in terms.

28 Jun 2023 29 min

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

80 – 100