Citywire: The Selection Show
By Citywire
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Category: Business
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Subscribers: 2
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Episodes: 150
Description
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
| Episode | Date |
|---|---|
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'We're the inverse of ChatGPT': How and why BlackRock is using AI
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Nov 19, 2025 |
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‘We’ve had our GFC moment’: What lies next for REITs
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Jul 29, 2024 |
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Stacy Havener, Havener Capital, Raising assets against the odds
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Jul 17, 2024 |
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David Hunt, CEO, PGIM: Who will win in asset management
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Jul 16, 2024 |
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‘Europe is the Nexus’ David Zahn on the future of green bonds
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Jul 01, 2024 |
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Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation
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Jun 27, 2024 |
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Winkelmann exclusive: Why his team really joined AllianceBernstein
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Jun 20, 2024 |
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‘No longer unipolar’: Investing in emerging market debt in a fast changing world
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May 23, 2024 |
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‘Policy making is a bit like fashion’: Inside this year’s key political elections.
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Feb 28, 2024 |
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‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’
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Jan 29, 2024 |
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COP28: ‘It would be a tragedy for 1.5C to die in Dubai’
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Dec 05, 2023 |
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COP28: Morningstar’s ESG and Stewardship directors share their COP28 wish lists
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Dec 01, 2023 |
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‘It’s a mega-trend’: AAA-rated Ben Williams on Japan’s second coming
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Nov 13, 2023 |
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Israel-Gaza and global geopolitics: The risks investors need to know about
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Nov 07, 2023 |
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‘We all have our limits’: The art of delegation in boutique firms
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Nov 06, 2023 |
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EM Insider: China’s valuations are a bargain now, but the country is not going back to high growth anytime soon
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Nov 03, 2023 |
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Old dog, new tricks: How this boutique chief is tackling fund flow-driven markets
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Nov 01, 2023 |
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‘You’ll make an awful lot of mistakes’: This boutique boss’s key lessons
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Oct 30, 2023 |
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‘It was the reason to leave’: Why this boutique founder put culture first
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Oct 23, 2023 |
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‘Avoid the churn’: How this boutique boss competes on recruitment
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Oct 16, 2023 |
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‘I have no safety net’: Why this AAA-rated PM went it alone
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Oct 09, 2023 |
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‘Giants can’t jump’: What it takes to build a boutique asset manager
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Oct 02, 2023 |
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EM Insider: The dual role of responsible investing in emerging markets, and pinpointing greenwashing
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Sep 28, 2023 |
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'Argentina always surprises you': Milei, Lula and managing political risk in Latin America
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Sep 25, 2023 |
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'Clear signs of disinflation': Is it time to go riskier in emerging market debt?
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Sep 22, 2023 |
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EM Insider: What will shape the emerging agenda in Q4?
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Aug 28, 2023 |
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‘An intellectual mistake’: Mervyn King on what central banks should do
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Aug 18, 2023 |
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‘Excitement and danger’: How to play artificial intelligence investing
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Aug 18, 2023 |
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EM Insider: Indian equity’s inflection point, and BJP internet shutdowns
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Aug 16, 2023 |
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‘The attention economy’: Why Trump-style communication is causing pitfalls in AI investing
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Aug 04, 2023 |
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The Selection Show: ‘Fossil fuel to metal-oriented’: Commodities and the green energy transition
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Jul 28, 2023 |
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Getting inside China: ‘You have to forget what you read in the Western press’
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Jul 21, 2023 |
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‘We love it when someone says something is un-investible’: Finding value in emerging markets
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Jul 14, 2023 |
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EM Insider China’s disappointing rebound and navigating hawkish US policy
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Jun 30, 2023 |
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The Selection Show: Forecasting is difficult. That’s why you need options.
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May 22, 2023 |
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EM Insider: Impact of AT1 fallout on emerging markets, and leveraging tightening credit conditions
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Apr 03, 2023 |
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EM Insider: Nigeria is still a “no brainer” pick despite fiscal fault lines
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Mar 15, 2023 |
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EM Insider: Are Chinese equities a compelling investment again?
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Dec 21, 2022 |
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The Selection Show: A Year in Review
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Dec 15, 2022 |
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EM Insider: Navigating volatility and negative externalities within the sustainable EM market
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Dec 05, 2022 |
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The Parames Paradigm: The rise, return and impact of a star manager
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Nov 29, 2022 |
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EM Insider: ‘Xi Jinping has chosen a dark path’
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Oct 28, 2022 |
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EM Insider: ‘If Xi Jinping told Putin to stand down, I would go all in on local Chinese debt.’
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Oct 03, 2022 |
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Alpha Female 2022: Gender parity growth in asset management sector grinds to a halt.
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Sep 16, 2022 |
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How regulation is changing ESG recruitment
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Sep 06, 2022 |
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EM Insider: China’s recent EM debt restructuring, and why it is time to be positive on EM
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Aug 26, 2022 |
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EM Insider: US China tensions, inflation fears and 2022 lessons
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Aug 11, 2022 |
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Conflicts, confidence and clients: Selectors’ long-term lessons from the GAM scandal
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Aug 02, 2022 |
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EM Insider: Lessons to be learned from the Sri Lankan economic crisis
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Jul 29, 2022 |
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Suspension of disbelief: Inside the scandal that shook GAM
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Jul 27, 2022 |
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‘Deep in the risk-avoidance dugout’: Jeremy Grantham interview in full
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Jul 13, 2022 |
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MedTech Under The Microscope: medtech versus the pharmaceutical industry
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Jul 08, 2022 |
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MedTech Under The Microscope: Healthcare in the digital era PODCAST: Bellavue’s Stefan Blum talks about his two healthcare strategies and the way digitalisation has been shaping the medtech sector over the last decade.
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Jul 04, 2022 |
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Are parts of the private markets really like Ponzi schemes?
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Jun 13, 2022 |
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MedTech Under The Microscope Ep3: the importance of sustainability within the sector
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Jun 06, 2022 |
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MedTech Under The Microscope Ep2 - Novel technologies can address large unmet medical needs
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May 30, 2022 |
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MedTech Under The Microscope Ep1 Unconstrained investing & the role of genomics in an ageing society
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May 23, 2022 |
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Let's Talk About ESG Ep.26: Going beyond the number of ESG experts and their CVs
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May 18, 2022 |
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Breaking and Entering S2 Ep.6: Why this ex-Pimco PM ditched the industry (twice)
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May 16, 2022 |
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Breaking & Entering S2 Ep.5: From sharing a tennis court with Anna Kournikova to value investing
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May 09, 2022 |
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Breaking & Entering S2 Ep.4: From executive director at Goldman Sachs to communications entrepreneur
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May 02, 2022 |
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Breaking & Entering S2 Ep.3: From alphabetising the symbol for Prince to overseeing an AI fund
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Apr 18, 2022 |
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Breaking & Entering S2 Ep.2: From 70s tech and old-school coding to 'accidental' AM
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Apr 11, 2022 |
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Why putting ‘ESG’ or ‘sustainability’ into fund names still matters
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Apr 06, 2022 |
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Breaking & Entering S2 Ep.1: From figure skating to asset management
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Apr 04, 2022 |
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EM Insider: Analysing the impact of the Ukraine war on EMD
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Mar 14, 2022 |
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IWD 2022: No longer a gentleman’s club, but identity challenges persist
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Mar 10, 2022 |
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How sustainability push helps gender representation in finance
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Mar 02, 2022 |
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Why asset managers are slow at initiating diversity resolutions
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Mar 01, 2022 |
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Why tying compensation to diversity is a double-edged sword
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Feb 23, 2022 |
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EM Insider – Ep.17 What could a Ukraine invasion mean for EM, and the wider markets
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Feb 11, 2022 |
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How asset managers can make female managers more visible
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Feb 09, 2022 |
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Why diversity of teams matters for fund selection
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Jan 26, 2022 |
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Future Thinking S3 Ep.9 - How the pandemic has shaped the future of thematic funds
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Jan 17, 2022 |
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Future Thinking S3 Ep8. - How the great data drive needs to improve to help ESG
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Jan 10, 2022 |
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Future Thinking S3 Ep7. - What it takes to make serious money from other people’s songs
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Jan 05, 2022 |
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Future Thinking S3 Ep.6 – What the future really holds for boutique asset managers
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Dec 20, 2021 |
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Let's Talk About ESG Ep.24: Why greenwashing talk is not always helpful
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Dec 15, 2021 |
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Future Thinking S3 Ep5. – What you really need to know about demographics
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Dec 13, 2021 |
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Let's Talk About ESG Ep.23: Taxonomania might lead to greenwashing
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Dec 10, 2021 |
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Future Thinking S3 Ep4. - How the internet is democratising small-cap expansion
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Dec 06, 2021 |
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Let's Talk About ESG Ep.22: Grilling auditors on climate
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Dec 01, 2021 |
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Future Thinking S3 Ep3. – How contrarian thinking can give Europe an ESG edge
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Nov 29, 2021 |
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Let’s Talk About ESG: The great SFDR migration
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Nov 24, 2021 |
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Future Thinking S3 Ep2. – On the frontlines of the fight against food waste
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Nov 22, 2021 |
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EM Insider – Ep.16 Why the appetite for EM corporates is cooling
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Nov 19, 2021 |
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Let's Talk About ESG Ep.20: Why Greenpeace lawsuit doesn’t change Volkswagen case
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Nov 17, 2021 |
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Future Thinking S3 Ep.1: The trendspotter’s survival guide
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Nov 15, 2021 |
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Let’s Talk About COP: This is not just about renewables
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Oct 20, 2021 |
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Let's Talk About COP: separating winners from losers
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Oct 15, 2021 |
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Let's Talk About COP: climate summit and EU taxonomy face similar challenges
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Oct 06, 2021 |
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EM Insider – Ep. 15 End-of-summer bumper episode
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Sep 21, 2021 |
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Alpha Female Report 2021: firms need to stay flexible to improve results
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Sep 13, 2021 |
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Let's Talk About ESG Ep.16: What higher carbon prices mean for equity valuations
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Aug 18, 2021 |
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Succession, market steroids and socialists: Citywire Selector Meets… Edouard Carmignac
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Jul 30, 2021 |
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Let's Talk About ESG Ep.15: why it's time to focus on a just transition
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Jul 14, 2021 |
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Future Thinking S2 Ep.10: Do fund managers really fear performance coaching?
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Jul 06, 2021 |
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Future Thinking S2 Ep.9: ‘ETFs are the perfect asset class for women’
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Jun 22, 2021 |
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Future Thinking S2 Ep.8: Time to really take CEOs to task over ethics
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Jun 08, 2021 |
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Why Inclusion? Ep.6: integrating diverse communities with smart-city infrastructure investments
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Jun 01, 2021 |
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EM Insider – Ep.14 Why Lula’s revival could represent a second ‘trade of a lifetime’
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May 27, 2021 |
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Future Thinking S2 Ep.7 – What it really takes to get ahead of the curve in crypto
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May 25, 2021 |
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Future Thinking – S2. Ep.6 – What 2020 really meant for AI expansion
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May 14, 2021 |
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Why Inclusion? Ep. 5: Resolving a man-made issue with gender-lens investing
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May 12, 2021 |
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Let’s Talk About ESG Ep.15: Pitfalls and peaks of the net-zero targets
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May 06, 2021 |
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Future Thinking - S2 Ep.5 – ‘Anything you put in space, space will try to kill it’
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Apr 27, 2021 |
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EM Insider – Ep.13 Huarong scandal gives China chance to show certainty
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Apr 23, 2021 |
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Future Thinking - S2 Ep.4 – Future talent wars will focus on culture
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Apr 13, 2021 |
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Let’s Talk About ESG Ep.14: How investors can fight violent content on social media
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Apr 07, 2021 |
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Future Thinking – S2 Ep.3 Click and collect: eSports eyes $1.5bn industry valuation
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Mar 30, 2021 |
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Future Thinking – S2 Ep.2 The end of ‘sit down, shut up’ culture
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Mar 16, 2021 |
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How female networks across Europe power gender diversity efforts in asset management
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Mar 08, 2021 |
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EM Insider – Ep.12: Bolsonaro’s power plays and a Martian’s market view
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Mar 05, 2021 |
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Future Thinking – S2 Ep. 1 Why hedge funds are facing a ‘golden age’
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Mar 02, 2021 |
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Let's Talk About ESG Ep. 13: why it is time to focus on natural capital preservation
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Feb 23, 2021 |
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‘I made $10m off of GameStop’: Citywire Selector Meets… Bill Gross
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Feb 18, 2021 |
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Let’s Talk About ESG Ep.12: ‘We worked with Vatican to sign a climate pledge’
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Feb 09, 2021 |
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Why Inclusion? Ep.4: How to invest in disability and actually make returns
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Jan 28, 2021 |
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Let’s talk about ESG Ep. 11: why understanding social aspects is key for resilience
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Jan 12, 2021 |
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Breaking & Entering Ep.5: The ‘reluctant’ gluten-free food entrepreneur
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Dec 17, 2020 |
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Let's Talk About ESG Ep. 10: how UN PRI plans to expand requirements
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Dec 08, 2020 |
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EM Insider – Ep. 11: End-of-year overview… and what comes next
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Dec 03, 2020 |
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Why Inclusion Ep.3: Going small and winning big, with boutique founder Jane Andrews
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Dec 01, 2020 |
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Let’s Talk About ESG Ep. 9: ‘There’re pay packages that are just out of touch with reality’
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Nov 24, 2020 |
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Breaking & Entering Ep.4: from flying combat jets to running outperforming funds
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Nov 04, 2020 |
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EM Insider – Ep. 10: How Venezuela (somehow) became even more complicated
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Oct 30, 2020 |
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Let's Talk About ESG Ep.8: drawing the lines on engagement with palm oil and mining firms
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Oct 27, 2020 |
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Breaking & Entering Ep.3: from opera singing to AA Euro manager
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Oct 20, 2020 |
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Let’s Talk About ESG Ep.7: how investors should approach job cuts
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Sep 29, 2020 |
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EM Insider – Ep.9: Is this the end of ‘vulture culture’ in EMD?
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Sep 21, 2020 |
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Why Inclusion? Ep.2: ‘We can’t afford to wait 200 years’
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Sep 16, 2020 |
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Why Inclusion? Ep.1: How to handle (and benefit from) diversity in the EM space
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Sep 10, 2020 |
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Let's Talk About ESG Ep.6: Avoiding paw returns with pet insurance
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Aug 28, 2020 |
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Selector meets... Lyxor head of ETF and indexing Arnaud Llinas
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Aug 13, 2020 |
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Breaking & Entering- Ep.2: How this practising physician built a multi-million biotech fund
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Aug 11, 2020 |
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Let's Talk About ESG: The case against building vegan-focused portfolios
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Aug 04, 2020 |
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EM Insider – Ep.8: It’s time to cut Argentina off the map
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Jul 31, 2020 |
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Breaking & Entering – Ep.1: How Invesco’s Dishmon went from banjo playing to AAA ratings
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Jul 28, 2020 |
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Let’s Talk About ESG Ep.4: An investor guide to dealing with controversies
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Jul 21, 2020 |
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Selector Meets… Vontobel WM’s CIO Dan Scott
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Jul 16, 2020 |
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Let's Talk About ESG: Ep. 3 Wirecard woes and swimming with salmon growers
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Jul 07, 2020 |
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EM Insider – EP.7: Live from Rio! Defaults, disaster and Chinese debt
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Jun 30, 2020 |
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Let’s Talk About ESG: Ep.2 killing ESG darlings
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Jun 23, 2020 |
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Future Thinking – Ep. 13 Artisan Partners’ CEO on ‘misbehaving’ for future growth
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Jun 22, 2020 |
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Future Thinking - Ep. 12 Gresham House CEO’s roadmap for real assets
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Jun 17, 2020 |
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Future Thinking – Ep. 11 GAM’s Amanda Lyons on why data is the ultimate driving force
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Jun 10, 2020 |
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Let’s Talk About ESG - Ep. 1: getting ready for the EU taxonomy
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Jun 09, 2020 |
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Future Thinking - Ep.10: Neuberger Berman’s YT Boon on the 5G future
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Jun 03, 2020 |
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Future Thinking - Ep.9: Sarasin & Partners’ Ben McEwen: the life of a climate investment analyst
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May 27, 2020 |
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EM Insider – Ep. 6: Ridiculous restructuring and a Brazilian breakdown
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May 22, 2020 |