Episodios

  • £10bn Royal London ESG manager Mike Fox: SDR implementation is ‘not clear’
    Jul 3 2024

    Royal London Asset Management manager Mike Fox said the FCA’s Sustainability Disclosure Requirements are ‘well intended’, but that it wasn’t clear what asset managers needed to do to be granted one of the new labels.

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    16 m
  • Aegon's AA-rated Hanson: Borrowers are playing 'fast and loose' in the high yield market
    Jun 19 2024

    Thomas Hanson, the manager of more than £1.5bn of global high yield bond funds at Aegon Asset Management, explains why they're running their 'most boring strategy' in five years as pressures grow following a strong run in the sector.

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    25 m
  • ‘I don’t see euphoria’: Carl Vine on M&G Japan’s meteoric rise to $5bn
    Apr 19 2024

    Carl Vine’s flagship fund has attracted more than £2bn of inflows in the past year alone, far ahead of its Japanese equity rivals.

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    37 m
  • The Aussie value managers going big on Europe and China
    Apr 4 2024

    Alison Savas discusses Antipodes Partners' move to open a UK office and why the firm's 'pragmatic value' approach can deliver from here.

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    30 m
  • Ex-New Statesman journalist: 'Chaos is necessary in politics’
    Mar 28 2024

    The former deputy editor of the New Stateman discusses what the ‘chaos voter’ looks like in 2024, why voters are moving towards populism, and whether a Labour government victory could signal a ‘post-chaos’ era for the UK.

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    20 m
  • Polar Capital's £9.6bn tech unit doubles down on AI
    Mar 20 2024

    Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM.

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    33 m
  • M&G's Woolnough: Clients were 'clever' to exit...but so was our inflation bet
    Mar 8 2024

    M&G's Richard Woolnough discusses his two decades at the firm, how his softer inflation bet led to double-digit returns last year, and why clients were 'clever' to withdraw several billion from his Optimal Income fund over the past five years.

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    29 m
  • Liontrust Special Situations stomachs £2bn outflow as UK investors go global
    Mar 1 2024

    Anthony Cross, Victoria Stevens and Matthew Tonge discuss the pressure caused by mounting outflows from their £4bn fund over the past three years.

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    35 m