Citywire: The Selection Show podcast

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The Agile Brand with Greg Kihlström®

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#669: It's already time to start planning for the holiday shopping season with Carey Cockrum, Cella by Randstad Digital 28:52

for 6 dager siden28:52

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Retailers are facing a rapidly evolving landscape where consumer expectations, AI advancements, and social media platforms like TikTok are redefining engagement. It feels like the holiday shopping season just ended, but when do retailers start planning for the next one, and some retailers already behind the curve for this season? Joining us today is Carey Cockrum, Director of Consulting at Cella by Randstad Digital, where she helps major brands and marketing teams optimize their strategies with data-driven insights, AI-powered content creation, and cutting-edge retail marketing trends. With the holidays just around the corner, she’s here to share what’s next for retail marketing, campaign optimization, and how brands can stay ahead in a hyper-competitive space. ABOUT CAREY COCKRUM Carey has been a part of the Creative Agency space for nearly 30 years. She has served as Designer, Creative Director, Creative Operations Lead and Agency Lead in both internal and external agencies (big and small). Carey has worked directly with C-suite stakeholders to understand organizational strategies that inform effective creative solutions. She is a bit of a data nerd and loves demonstrating results. Brands she’s supported include Fruit of the Loom, Wendy’s and Humana. In her free time, she enjoys going back to her creative roots through painting and drawing. She also spends her time improving upon the house she lives in today in Southern, MI - inside and out. RESOURCES Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

Citywire: The Selection Show

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We go on-the-ground to hear first-hand what top selectors and managers are focusing on.

184 episoder

#Business #Citywire The Selection

Citywire: The Selection Show

updated for ca. et år siden

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We go on-the-ground to hear first-hand what top selectors and managers are focusing on.

184 episoder

#Business #Citywire The Selection

Alle episoder

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‘We’ve had our GFC moment’: What lies next for REITs 18:56

for 40 weeks siden18:56

18:56

Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back. Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, head of European real estate at Cohen & Steers. Quirijns, who has been consistently Citywire-rated since 2016, dropped into our studios to outline his views on the current state of the market.…

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Stacy Havener, Havener Capital, Raising assets against the odds 22:28

for 42 weeks siden22:28

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Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Citywire Selector’s Sales Craft column on topics such as ‘Ditch the Pitch’ and ‘You’re not the hero of the story’. Now, in conversation with Selector editor, Will Robins, Havener turns fund sales traditions on their heads: Most salespeople’s KPIs are wrong; clients buy people not products and proving true differentiation cannot reply on numbers alone.…

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David Hunt, CEO, PGIM: Who will win in asset management 35:12

for 42 weeks siden35:12

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At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns for investors, getting rewarded for taking risks and generating active alpha. Hunt’s visit to the UK co-includes with Citywire’s 25th anniversary, so Selector editor Will Robins begins by asking for his reflections on that period and who the winners and losers in asset management might be in the future. The wide-ranging conversation also features his lessons on leadership and culture, letting fund managers get things wrong, adding more private markets, tackling energy transition and the global economic and geopolitical outlook and how groups like his will respond strategically.…

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‘Europe is the Nexus’ David Zahn on the future of green bonds 13:18

for 44 weeks siden13:18

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Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.

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Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation 40:48

for 44 weeks siden40:48

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Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions about targeting the wealth management market, balancing clients’ desire for liquidity with returns (and reality) and the firm’s foray into tokenisation. The alts chief also details the business’s development in Asia and how it has onboarded salespeople from asset managers to help it grow into the wealth segment.…

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Winkelmann exclusive: Why his team really joined AllianceBernstein 15:34

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Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 2024. But what spurred the move in the first place? Why did the five fund managers choose a Nashville-headquartered investment house as their new home and what will success at the new shop look like? Chris Sloley was joined by Marcus Morris-Eyton in London, while Thorsten Winkelmann connected remotely from Frankfurt to answer these questions and more.…

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‘No longer unipolar’: Investing in emerging market debt in a fast changing world 17:40

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Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local and hard currency EMD funds for PGIM Fixed Income, dropped in to speak to Citywire Selector news editor Ian Heath about the key trends to watch for at this time. Topics discussed included what role emerging markets will play in a world that is rewiring itself, whether disinflation is happening as quickly as expected and where investment opportunities lie in the year ahead.…

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‘Policy making is a bit like fashion’: Inside this year’s key political elections. 24:43

for 1 year siden24:43

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2024 has been dubbed the year of the polls, with 50 countries holding elections and more than 2 billion voters heading to the polls, including in the US, UK, India, Mexico and South Africa. Mike Coop, Morningstar’s chief investment officer for EMEA, discusses which are the most important election in his opinion and how investors can protect portfolios against political turbulence. Topics discussed included what impact the UK and US elections might have, the key differences between Trump and Biden and why diversification is so important right now.…

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‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’ 25:20

for 1 year siden25:20

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Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy. With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grady has plenty to think about. He spoke to Citywire Selector news editor Ian Heath about how 2023 panned out, what his expectations for the next 12 months are and his firm’s investment convictions. Topics discussed included last year’s economic surprises, why Grady remains ‘very cautious’ on Chinese assets and a record number of the world’s population going to the polls in 2024.…

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COP28: ‘It would be a tragedy for 1.5C to die in Dubai’ 25:12

for 1 year siden25:12

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PODCAST: Morningstar’s sustainability director Hortense Bioy on the importance of not losing sight of the 1.5C target

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COP28: Morningstar’s ESG and Stewardship directors share their COP28 wish lists 27:29

for 1 year siden27:29

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Morningstar’s Arthur Carabia and Lindsey Stewart speak to Citywire’s Krystle Higgins on what governments need to enforce to support the climate agenda at COP28. COP28 is a crucial landmark in the fight against climate change, and keeping the financial and corporate worlds on track to achieving net zero emissions. Morningstar’s Arthur Carabia, director of ESG policy research and Lindsey Stewart, director of investment stewardship research join Citywire’s Krystle Higgins to speak about their COP28 regulatory wish lists, as well as why this COP is so important. Also discussed in this episode are what this season's ESG proxy voting trends tell us about the mood music leading up to COP28, as well as the vital role stewardship plays in the path to net zero.…

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‘It’s a mega-trend’: AAA-rated Ben Williams on Japan’s second coming 21:03

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With investors at their most excited about the Japanese equity market in decades, Citywire Selector spoke to the co-manager one of the best funds in the sector. Citywire AAA-rated Ben Williams spoke to Selector news editor Ian Heath about why he thinks the turnaround in Japan’s fortunes is here to stay and what is driving this trend. Topics included why Japan’s rally this year has differed from that of the US, the role Shinzo Abe played in reviving his country’s markets and how M&A reforms could drastically affect corporate culture in the Land of the Rising Sun.…

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Israel-Gaza and global geopolitics: The risks investors need to know about 19:36

for 1 year siden19:36

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The recent flare-up in violence in Israel and Gaza has shocked the world and is among a number of geopolitical threats faced right now. Anna Rosenberg, who is the head of geopolitics at the Amundi Investment Institute, dropped in to speak to Selector news editor Ian Heath about these key issues and the risks investors need to be aware of. They discussed themes such as the stability of the Middle East region, the US-China rivalry and the political uncertainty we face in 2024 as several important elections loom.…

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‘We all have our limits’: The art of delegation in boutique firms 18:41

for 1 year siden18:41

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The ability to know your limits and have the courage to hire people to take on aspects that might not be your strong point can make or break a start-up venture. That’s one of the key takeaways from Jacob Mitchell, co-founder and chief investment officer of Antipodes Partners, who shared the story of how he developed his global equity shop in this final episode of the first series of Boutique Builders. In this discussion, Mitchell continues the theme of the series by outlining what it was that drove him to create his own company, while also explaining what he would do differently if he could rewind the clock to 2015 when he first started.…

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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 25:34

for 2 years siden25:34

25:34

Allspring Global Investment’s EM equity veteran, Derrick Irwin joins Citywire’s Krystle Higgins to discuss how investable China is right now. Irwin has been in the industry for 30-years, and discussed how the current investor pessimism compares to other economic challenges faced by the second largest economy in the world. Irwin also makes a case that it is now easier to value Chinese stocks, as well as what his top picks are.…

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