Episodes
150
Latest episode
Jun 2026
Language
EN
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.
Mike Biggs, head of macro strategy at Ruffer, explains his credit impulse thesis and why he believes that more private borrowing and bank deregulation can be key to kickstarting economic growth.
Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe.
Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium.
Will Hobbs, CIO of Brooks Macdonald, joined the UK wealth firm last month, having worked at Barclays for more than two decades. He shares why he moved, his first impressions of his team and why he holds a contrarian view on emerging markets.
Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.
A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.
As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm needs to see before rebalancing portfolios
Peter Clark, CEO of Bentley Reid, led the firm’s expansion into the Middle East and believes it will remain a hub for high net-worth individuals, despite the threat of escalating conflict in the region amid US and Israeli attacks on Iran.
One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived AI losers to cheap American stocks, he's finding today.
Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.
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