Redwheel’s John Malloy and Citywire’s Krystle Higgins discuss how he managed 2022, and what lessons can be learned from what was an unprecedented year of volatility within the markets. ‘Our position on China lost us money this year, but we think Chinese equities are at an inflection point.’ In the latest episode of this series, outperforming EM equities portfolio manager, John Malloy, and Citywire Selector’s Krystle Higgins discuss how Malloy protected his portfolio throughout 2022. As well as his views on China’s role in EM equities. Along with what he views as some of the biggest risks and opportunities for the asset class next year, and why he does not believe China will invade Taiwan.

FOMO fears. ESG anguish. Turning musicology into automation-led investing. These are just three of the many topics our various podcasts touched upon this year. In this look back, you can hear how heavyweights such as Jeremy Grantham have shaped their strategies, as well as what the emerging world has done to combat inflation. This is The Selection Show: A Year in Review.

Ninety One’s Juliana Hansveden and Citywire’s Krystle Higgins discuss navigating negative externalities and ESG issues within sustainable EM investing. ‘Sustainability within EM means identifying growth opportunities and the risks attached.’ In the latest episode of this series, EM sustainable equities portfolio manager, Juliana Hansveden, and Citywire Selector’s Krystle Higgins discuss how Hansveden dealt with the volatility within EM markets in 2022. As well as her views on human rights issues and ESG within an EM context. Along with how to decide between engaging and divesting from a company with negative externalities such as forced labour or a poor environmental record.

Francisco Garcia Parames led Spanish family office Bestinver to be a power player in value investing. However, Parames also serves as a perfect example of how the title of ‘star manager’ can come with both pros and cons. In this podcast, we take a deep dive into the power of Parames – his performance and personality. How he evaded both the dotcom bubble and the Great Financial Crash, as well as hearing from former colleagues, commentators and experts about his acrimonious exit, his boutique venture and where his career might go next.

The 20th Chinese Communist Party Congress has not done much in the way of easing the nerves of investors or the global financial markets, with Xi Jinping packing his leadership team with loyalists, as well as not giving a clear sign as to when the country’s zero-covid policy might end. In this latest episode, Raphael Kassin shares his immediate takeaways from the congress, as well as his thoughts on the future of Chinese debt. As well as how the markets are reacting to the Brazilian elections, and why he believes the world needs to go back to logically living within its means.

Raphael Kassin and Citywire’s Krystle Higgins discuss what it would take for him to reinvest in Chinese debt, as well as why he will never back the Euro. ‘I would never put my money into Euros, because I struggle to understand how Europe functions’ In the latest episode of this series, Raphael Kassin and Citywire Selector’s Krystle Higgins discuss the latest moves by the Fed, along with what it would take for him to reinvest in China and why he will never invest in Euros.

Citywire's head of ESG and cross-border research Nisha Long and Mary Ann Sieghart, author of The Authority Gap: Why Women are Still Taken Less Seriously Than Men, and what We Can Do about it, take a closer look at the main findings. The number of women managing active mutual funds has all but ground to a halt in the past year. In this episode, Dr Nisha Long shares the report's main findings with Mary Ann Sieghart who described this year’s results ‘retrograde and depressing’. Also discussed in the episode are the myriad of small changes asset management firms can make to lessen the authority gap in the sector. The report shows the proportion of female managers has increased by just 1.7 percentage points since 2016. While men dominate launches, with just 10% of new funds being assigned to female managers.

In this episode of the Let’s Talk About ESG podcast, Ian Povey-Hall, global head of sustainable finance and impact investing at Acre, explains why investment firms are seeking a different kind of professional when hiring portfolio managers to run dark-green Article 9 funds. He suggests firms are distinguishing these recruits from those running similar but broader light-green Article 8 strategies.

‘I’ve changed my mind on China.’ Raphael Kassin explains why he feels cautious about a disruptive new global era, while maintaining it is time to pile into EM debt. In this episode, Kassin talks to Krystle Higgins about the latest diametrically opposing views of JP Morgan and Morgan Stanley as to whether now is the time to heavily invest in EM or take a more defensive approach. Kassin, also shares his views on how the markets would react to a Trump nomination, as well as China’s decision to restructure a portion of EM debt and what that could mean for the market at large.

Tensions between China and the US have escalated once more, as Beijing extends its military drills around Taiwan, adding more uncertainty to what has already been a rocky road for the EM markets this year. In the latest bonus EM Insider episode, EM veteran John Malloy from Redwheel talks through his position as a US based investor who is currently overweight in China, as well as his own predictions for when the fortunes of the embattled market might see better inflows. As well as where he has placed his bets, and which decisions he wished he had made faster.