Citywire: The Selection Show

Jul 28 2024 184 ep. 24 mins 29

Citywire: The Selection Show Podcast artwork

We go on-the-ground to hear first-hand what top selectors and managers are focusing on.

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‘We’ve had our GFC moment’: What lies next for REITs

Jul 28 2024 18 mins

Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back.Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, head of European real estate at

Stacy Havener, Havener Capital, Raising assets against the odds

Jul 17 2024 22 mins

Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Citywire Selector’s Sale

David Hunt, CEO, PGIM: Who will win in asset management

Jul 16 2024 35 mins

At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns for investors, getting rewarded fo

‘Europe is the Nexus’ David Zahn on the future of green bonds

Jul 01 2024 13 mins

Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.

Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation

Jun 27 2024 40 mins

Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions about targeting the wealth manag

Winkelmann exclusive: Why his team really joined AllianceBernstein

Jun 20 2024 15 mins

Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 2024. But what spurred the move

‘No longer unipolar’: Investing in emerging market debt in a fast changing world

May 23 2024 17 mins

Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local and hard currency EMD funds f

‘Policy making is a bit like fashion’: Inside this year’s key political elections.

Feb 27 2024 24 mins

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 portfolios against political turbulence.

‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’

Jan 28 2024 25 mins

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 out, what his expectations for the n

COP28: ‘It would be a tragedy for 1.5C to die in Dubai’

Dec 05 2023 25 mins

PODCAST: Morningstar’s sustainability director Hortense Bioy on the importance of not losing sight of the 1.5C target