Épisodes

  • ‘We’re turning a tanker here’: Corporate bonds in capital markets
    Feb 7 2025

    Stacey Parsons, founder and chair of Investor Access to Regulated Markets (IARB), discusses the FCA’s recent plans to cut the red tape around corporate bonds.

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    22 min
  • UK equities outlook: ‘We are darkest before the dawn’
    Jan 15 2025

    Veteran fund manager, David Cumming, head of UK equities at BNY/Newton discusses his rather optimistic view on the ‘unloved’ UK market over the next year amidst Trump’s inauguration and how ‘the zeitgeist has moved past ESG’.

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    26 min
  • 2024: Brooks' sale to Canaccord; the impact of SDR; and the October Budget
    Dec 23 2024

    It’s been a very busy year for wealth management. Join our reporters in the studio as we discuss the highlights of the last year.

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    41 min
  • 'Almost never looked this different to the index': How Lansdowne Partners got to where it is today
    Dec 18 2024

    Jonathon Regis and Nigel Hikmet, who both work in Lansdowne Partners’ $5bn developed market team, discuss the hedge fund firm's evolution and why their strategy has never has 'almost never looked this different to the index'.

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    30 min
  • BlueBox's de Gale: I don't love tech, but I know how to invest in it!
    Dec 10 2024

    Think all tech investors are obsessed with the latest gadgets and trends? Think again.

    Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies.

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    38 min
  • SDR: ‘Light at the end of the tunnel’ for 100+ firms applying for labels
    Dec 6 2024

    What will be the endgame for SDR?

    The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.

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    20 min
  • ‘The embarrassment level was quite high’ – How green are sustainable portfolios?
    Nov 29 2024

    How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages with fund managers to curate more sustainable portfolios.

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    26 min
  • 'Probably the least fashionable stocks in the world': Where Prusik is finding value
    Nov 20 2024

    Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

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    35 min