Citywire The Wealth Show

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
233 Episodes
120 – 140

Nick Clay: Why 'boring' Samsung and Cisco excite me

Our first episode back for 2022 is with Nick Clay, manager of the RWC Global Equity Income fund. Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks. He also commented on Samsung’s poor performance, why 5G firm Qualcomm…
19 Jan 2022 30 min

How Royal Mail and Reach drove Courtiers to the top of UK equity income

Courtiers’ £25m UK Equity Income fund is currently the peer group top performer over the past year. The fund has returned just shy of 70% compared with a sector average of 36%. I spoke with Gary Reynolds, who runs the strategy with his son Jake. He noted that bets on…
24 Nov 2021 24 min

A - Rated Malloy: Raw materials stocks will be the biggest EM driver

John Malloy, manager of the RWC Global Emerging Markets fund, believes that raw materials stocks will be a huge driver for emerging markets, due to their crucial role in the transition to green energy. The fund manager is particularly bullish towards Zambia’s largest mining company, First Quantum Minerals, due to…
10 Nov 2021 18 min

AA-rated Brown: 'People only remember UK IPO flops'

Today we’re looking at the UK IPO market, which has come under scrutiny of late - largely due to Deliveroo’s car crash of a listing earlier this year. Clearly there are major risks with new flotations. There’s no track record under more onerous reporting standards, and there can be liquidity…
4 Nov 2021 18 min

How to be a net zero investor

Ahead of next month’s COP26 event, Jefferies’ global head of ESG research, Aniket Shah, gave his views on how asset managers can become net zero investors. He about how investors should tackle challenging areas such as oil majors and miners, and we dig into Shah’s latest report.
13 Oct 2021 26 min

Is a bubble emerging in retail logistics?

In extract from our latest property roundtable we look at whether there is a bubble emerging in the retail logistics sector, as investors move away from offices and the high street. Full coverage of the debate is available in our latest magazine. Speakers in this section include: Alex Moore from…
5 Oct 2021 6 min

Private assets: How the rich get richer

‘There is no reason wealth should be concentrated in the hands of a few,’ says Jatin Ondhia, CEO and co-founder of investment platform Shojin Property Partners. That’s why he set up the business, which provides access to UK real estate development through fractional investing. The democratisation of private markets has…
29 Sep 2021 18 min

Octopus' McVey - small and mid caps offer much better dividend cover

Small and mid cap companies tend to be more vulnerable to economic disruption than their larger counterparts on the FTSE 100. So why invest in these companies for income, and should small caps be paying out regular dividends anyway? Chris McVey, manager of the Octopus UK Multi-Cap Income, argued that…
22 Sep 2021 18 min

LGIM CIO: No more ‘stigma’ for female fund managers seeking flexible working

Citywire’s latest Female Alpha report highlights a ‘pandemic effect’ when it comes to flexible working practices. This has been especially beneficial for female fund managers returning to work after maternity leave. Sonja Laud, chief investment officer at Legal & General Investment Management, gave her views on how work culture is…
15 Sep 2021 8 min

Yale ESG Professor- 'Divestment is an enormous waste of time and energy'

Asset managers are increasingly trying to introduce investment practices they say will help avert climate change, but is the industry doing enough to save the planet? Yale and Brown professor Cary Krosinsky says popular methods, like divestment, are a waste of time and that fund managers should instead focus on…
1 Sep 2021 17 min

S Club: 'It's extremely difficult to have impact in listed markets'

If impact investing requires additionality, creating positive real-world outcomes that wouldn’t have occurred had that capital not been allocated in that way, can that really be found in listed markets where capital is just going to the previous holder of the securities? To explore this further, I enlisted the help…
25 Aug 2021 15 min

Bonds are not completely off limits for Sharia investors

Sharia investing, meaning investments that are governed by Sharia law and the principles of Islam, is a concept which goes back decades, but is seeing rising demand across the UK that, for now, is outstripping supply. Admittedly, this is an area which I personally know very little about. So I…
4 Aug 2021 18 min

'Any idiot can be ripped off': Oxford professor on the private equity frenzy

Professor Ludovic Phalippou of The University of Oxford Said Business School talks through the problems with performance reporting in private equity, why so-called ‘democratisation’ can lead to big problems for investors and why he’s surprised by the latest media coverage of private equity interest in UK listed companies.
7 Jul 2021 21 min

Why Wealthify's CEO isn't worried about the Nutmeg JPM deal

The UK robo advice market has been hitting the headlines again due to the recent JP Morgan Chase deal to buy Nutmeg. So what does this mean for Nutmeg’s rival Wealthify? Like other robos in the market, Wealthify has yet to turn a profit since launching in 2016. In its…
1 Jul 2021 17 min
120 – 140