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.

Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey.

 

In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contributions, prompting concern for many.

In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. 

 

This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.

Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now.

 

This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi sits down with Zachariah Sharif to give her take on the upcoming budget, and the economic mismanagement of recent years.

 

Warsi also says the Tories should ‘stop dreaming about government’, and focus on becoming a considered, thoughtful opposition party, criticising Tory leadership hopefuls Robert Jenrick and Kemi Badenoch.

Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service levels clients should expect.

Have we reached ‘peak MPS’?

That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management.

Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.

Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.

Senior Schroders investor Nick Kirrage discusses Kevin Murphy's exit and why he's excited to be back looking for cheap UK stocks from banks to property.

Austin Forey, the experienced manager heading JP Morgan’s $30bn-plus fundamental emerging markets team, discusses their recent underperformance and the key calls they are making in India and China.

Henry Dixon’s £1.9bn Man GLG Income fund has been somewhat of an anomaly in generating £340m of net sales in H1. In this interview, the Citywire AA-rated fund manager discusses how he has beaten peers, why the wider Man Group’s bearishness on the UK is not an issue; and why he’s sticking by his top holding GSK after a disappointing run of performance.