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The Wealth Show
15 minutes | Feb 2, 2023
The stocks the top UK equity manager ditched in 2022
Martin Walker, Invesco's head of UK equities, was the top performer in the Citywire Equity - UK (All Companies) category last year. Performance was driven by Walker's top holding's in Shell and BP within his UK Opportunities fund, but his sell discipline also drove performance.
15 minutes | Jan 25, 2023
Premier Miton's Moreno: ‘Last year was a perfect storm for us’
Carlos Moreno, manager of the Premier Miton European Opportunities fund, speaks about why his strategy's growth focus and mid-cap bias 'didn't work' last year, and why over £600m in net outflows were not a cause for concern.
30 minutes | Jan 18, 2023
Ken Wotton: More wealth manager bids on the horizon
Ken Wotton, the manager of portfolios including the £361m Gresham House Multi Cap Income funds, discusses lowly-rated British smaller companies, consolidation in investment management, and a potential takeover resurgence this year.
23 minutes | Jan 11, 2023
The stock leading Blue Whale’s foray into energy
Stephen Yiu reveals which energy stock he’s bought into, and why he’s holding onto Intuit despite Terry Smith dumping the tech stock.
11 minutes | Dec 14, 2022
Ex-Odey manager Freddie Lait snubs short selling
Absolute return manager Freddie Lait is bucking the sector trend by not taking any short positions in his Latitude Horizon fund. This is despite him working for Odey Asset Management as a hedge fund manager prior to founding Latitude.
22 minutes | Dec 7, 2022
Sustainable AIM gems the ratings agencies miss
Wealth Manager's Ross Miller invites Matthew Strachan, chief investment officer at Thorntons Investments, to the Citywire Studios. The pair get under the bonnet of the firm's recently launched Sustainable AIM IHT portfolio, and also reflect on some of this year's developments in the wider push for a more sustainable financial system.
17 minutes | Nov 30, 2022
British economist Ann Pettifor: 'Another asset price collapse is utterly inevitable'
After being one of the first to predict the devastating Credit Crunch that followed the 2008 financial crisis, Ann Pettifor chastises central banks for repeating the same mistakes that lead to global recessions.
11 minutes | Nov 23, 2022
Amati’s Jourdan: Only in ‘extreme world’ wealth and fund firms hit zero
Assets in the small cap veteran Paul Jourdan's Amati UK Listed Smaller Companies fund have dipped from over £1bn to £619m over a year, but he remains bullish on tech and asset managers.
11 minutes | Nov 16, 2022
The Bristol Rovers star easing footballers' financial woes
Alex Rodman, winger for Bristol Rovers and director of Sterling James Wealth Management, co-founded the firm four and a half years ago to provide footballers with the financial advice.
10 minutes | Nov 10, 2022
US small cap veteran Bill Hench: M&A is 'stealing' from us
First Eagle’s Bill Hench said private equity buyouts can be a foe to the small-cap investor, even if a premium is paid for shares.
16 minutes | Nov 3, 2022
How Hawksmoor escaped the real assets squeeze
Ben Mackie, fund manager at Hawksmoor Investment Management, discusses why the firm decided to sell out of real assets and which funds it sold. He also reveals what the firm held onto and why, including private equity trusts.
23 minutes | Nov 2, 2022
JM Finn CEO: Wealth consolidation is a ‘golden opportunity’ to pick up staff
JM Finn chief executive Hugo Bedford says that growing consolidation in the UK wealth management space has sprung up opportunities to poach staff from competitors. He noted that JM Finn had received more enquiries recently from rivals than it had in the past decade.
12 minutes | Oct 28, 2022
Saxo UK CEO: The decade-long 'goldilocks' period has ended
Citywire Wealth Manager's Ross Miller welcomes Charlie White-Thomson, CEO of Saxo UK to the Citywire studio. They discuss how the new generation of investors must adapt to a new paradigm, the race to the bottom in fees (is there such things as a free lunch?), and how a decade-long Goldilocks period has shaped investors' attitude to risk.
26 minutes | Oct 26, 2022
Troy's Lyon: Microsoft earnings downgrades are still to come
Citywire AA-rated Troy Trojan manager Sebastian Lyon said that he reduced his stake in Microsoft and Alphabet over the summer, as he believes market optimism is too high. This was before the tech giants announced that sales had slowed in Q3. The fund manager also said he is ‘battening down the hatches’ and buying short-dated government bonds. Another defensive play in the fund has been to hold a large position in gold.
13 minutes | Oct 19, 2022
Harry Nimmo: Short-selling vultures make bear markets worse
Abrdn’s Harry Nimmo, who is retiring at the end of the year, has seen a lot in a fund management career spanning nearly 40 years. Something he finds particularly disturbing is the emergence of short-sellers, which he says robs companies of the ability to turn things around.
31 minutes | Oct 12, 2022
Property funds under £1bn will question sustainability
Oli Creasey, head of property research at Quilter Cheviot, speaks about contagion in open-ended UK property funds, after three major strategies gated last week on the back of pension outflows. Creasey speaks about where there are some opportunities in the sector, and why some REIts are down 40% this year.
21 minutes | Oct 5, 2022
Rathbones co-CIO: 60/40 has had worst 9 months since 1937
Rathbone Investment Management co-CIO Ed Smith talks about asset allocation under fiercely volatile conditions, why short-dated US T-Bills are a 'free lunch' for cash-heavy investors, and why mortgage pain could cause a 20% fall in UK property prices.
14 minutes | Sep 28, 2022
From attack dog root canal to wealth management
Araminta Emery explains why she joined Cazenove as an associate wealth planner after a career as a dentist for the RAF.
7 minutes | Sep 21, 2022
Top performing female bond manager: ‘We’re officially seeing the worst returns ever’
Caroline Hug sat down with Alpha Female’s top-performing UK female fund manager, Citywire AAA-rated Grace Le, to discuss why bonds have faced what many believe to be the asset class’s worst year in history. The Artemis Corporate Bond manager explains why performance has been challenging, and how the fund has adapted to volatile market conditions.
13 minutes | Sep 14, 2022
Why I set up a wealth firm for the black community
Jerran Whyte, founder of Belvedere Wealth Management and former SJP partner, spoke about the importance of representation in the UK financial services industry and what drove him to set up a black-owned wealth management firm targeted at members of the black community.
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