Market Narratives

In Episode 35, Alex Proimos speaks with Deanne Stewart, chief executive officer at First State Super. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 34, Alex Proimos speaks with Sam Reynolds, managing director of Octopus Investments Australia. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally....

In Episode 32, Alex Proimos speaks with Dania Zinurova, director of manager research, Australia at Willis Towers Watson. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 31, Alex Proimos speaks with Sam​ Sicilia, chief investment officer at Hostplus. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 30, Alex Proimos speaks with Kyle Lidbury, head of investment research at Perpetual Private. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 29, Alex Proimos speaks with Craig Roodt, director, investment & wealth advisory at Deloitte Consulting. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 28, Alex Proimos speaks with Andrew Boal, chief executive at Rice Warner. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 27, Alex Proimos speaks with David Knox, senior partner at Mercer. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Rob Prugue was the chief executive, Asia Pacific of Lazard Asset Management, head of research at van Eyk Research, and the head of international equities, and NSW State Super. He is currently the chairperson of PROP, People Reaching Out to People, that works to fight the stigma associated with mental health.  

Alex prior roles include the head of portfolio integration at Cbus, economist and portfolio manager at QSuper, and a senior economist at the Queensland Treasury. For more insights from Drummond Capital Partners please see: https://www.drummondcp.com/blog

In Episode 24, Alex Proimos speaks with Nicolette Rubinsztein, director at SuperEd, UniSuper and Zurich Australia. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed by Graeme Russell are his own and do not necessarily represent those of Media Super.  Graeme stepped down as CEO on April 9th 2020, and will leave the fund on July 1st 2020.  

In Episode 22, Alex Proimos speaks with Michael Kollo, general manager at Faethm AI and the host of the Curious Quant podcast series. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersect...

Another Look at Private Real Estate Returns by Strategy Mitchell A. Bollinger and Joseph L. Pagliari The Journal of Portfolio Management Real Estate Special Issue 2019, jpm.2019.1.098; DOI: https://doi.org/10.3905/jpm.2019.1.098 https://blogs.cfainstitute.org/investor/2019/12/12/private-real-estate-fund-categories-a-risk-return-assessment/ Mitch can be contacted at mitch_bollinger@hotmail.com

In Episode 19, Alex Proimos speaks with Lurion De Mello, senior lecturer in applied finance and energy markets research at Macquarie University. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

The Cranlana Centre for Ethical Leadership is a Monash University, The Myer Foundation and Vincent Fairfax Ethics in Leadership Foundation partnership.

In Episode 17, Alex Proimos speaks with Michael Swinsburg, managing partner, Asia Pac at Alexander Hughes. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 16, Alex Proimos speaks with Andrew Quin an independent securities and investment consultant for high net worth individuals and families. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 15, Alex Proimos speaks with Henrik Andersson, chief investment officer at Apollo Capital. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 14, Alex Proimos speaks with Lukasz de Pourbaix, executive director and CIO at Lonsec Investment Solutions. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 13, Alex Proimos speaks with Jeffrey Chee, global head of portfolio strategy at Willis Towers Watson. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 12, Alex Proimos speaks with Brian Singer, head of the dynamic allocation strategies team at William Blair. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In Episode 11, Alex Proimos speaks with Urs Ramseier, chief executive and chief investment officer at Twelve Capital. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.