# Frank Talbot

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The Ratings Radar Show: are we overhyping ESG as a fund selection tool?

You might get the impression that every fund selector now chooses all their investments on an ESG basis. You might have to think again. Citywire’s flagship Berlin event returned in real life and how good was it to be back? It was a great opportunity to hear directly from Europe’s fund selectors f…

The Ratings Radar Show: small companies, big potential

It's not all about FAANGs. It's time to give small and mid-cap companies the respect they deserve. Nothing in asset management is easy, but running a global mandate for small and medium companies is tougher than most. You have a lot of companies to deal with across many jurisdictions and many hav…

The Ratings Radar Show: finding the right blend in global equities

If you’ve been investing in equities, you’ll have noted that the past year has seen ever changing leadership between growth and value. So it’s little surprise that blended funds, which combine both worldviews, have seen enormous amounts of inflows in recent months.  Frank Talbot runs the rule over…

The Ratings Radar Show: we need to talk about China

We’re all experts about Evergrande now - obviously - as the giant Chinese property company that stands on the brink of collapse.    But what does it mean for investing in China? Or indeed for the rest of the emerging markets and the global economy?   Angus Foote, Richard Lander, Nisha Long and …

How to make money from clean energy

Forget Gamestop, think Clean Energy. Nisha Long tells us about the latest Citywire thematic sector where managers have racked up amazing gains (but still trail some passive options by a long way) while Frank Talbot looks at the US market as the country adapts to a new president and treasury secreta…

The risks in China and the promise of eco-investing

The Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors. Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reas…

Mayday! Mayday! Help our distressed markets!

This week our two investment research experts Frank Talbot and Nisha Long tackle the smaller caps and the balance mixed asset classes respectively, picking out the managers who shone above their rivals.

Episode 322: Silent Night, Zombie Night

We have had zombie outbreaks whilst on international flights, we have had zombie outbreaks at a wedding, at a school trip to a petting zoo, and here, we have a bad daytime TV soap opera affair story, set in LA, at Christmas during the zombie apocalypse. The menage-a-trois, complete with daytime TV …

Episode 19 - A New Era of Disruption: Geopolitics, AI and Market Risks with James Crabtree

In this special edition episode of Top of the Swaps, recorded live from the Atlantic House Annual Investment Conference, our keynote speaker, James Crabtree, explores the shifting geopolitical landscape with Albemarle Street Partner's Head of Investment Research, Frank Talbot, covering US-China rel…

United States v. Victor McMillar — 11th Cir. (Oct 1, 2026)

The Eleventh Circuit hears United States versus Victor McMillar. The case grew out of two shootings in Savannah in November 2018: one killed a man and wounded his wife, and the other killed another man. Prosecutors accused McMillar of both killings, but a Georgia jury acquitted him in 2023. Federal…