Investment Magazine
Market Narratives
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.
N'hésitez pas à visiter le site du podcast et à soutenir son créateur : www.investmentmagazine.com.au
Auteur
Investment Magazine
Catégorie
Site du podcast
Dernier épisode
2 nov. 2023
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Épisodes
The efficacy of private credit, partner mentality and the myth of too much capital | Rob Petrini 17.02.2021 30:51
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.
Drone superhighways, AI powered data and the unspoken link between man and machine | Chris Clark 06.02.2021 30:57
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.
Cryptocurrencies, the fiat game and a lottery ticket out of dystopia | Andrew Noble 27.01.2021 31:36
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.
Defining risk, bold decisions and capturing the right tail | Chris West 26.01.2021 32:53
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.
Multipolarity, clashes of geopolitics and avoiding the blind spots | Alexandre Kateb 25.01.2021 35:28
Alexandre has 20 years of professional experience at the crossroads of financial and strategic advisory, macroeconomic analysis and public policy. He is the author of acclaimed economic books including “The New World Powers. Why the BRICs are changing the world” (Ellipses, 2011) and “Arab economies on the move. A new development model for the MENA region“. All views expressed on this podcast are...
Superpowers, emerging digital wars and the hunt for unicorns | Winston Ma 20.01.2021 31:20
Winston Ma was Managing Director and Head of North America Office for China Investment Corporation (CIC), China's sovereign wealth fund. Prior to that, Mr Ma served as the deputy head of equity capital markets at Barclays Capital, a vice president at J.P. Morgan investment banking, and a corporate lawyer at Davis Polk & Wardwell LLP. He is the author of the best-selling books including Investi...
Grit, creating a global unfair advantage and seeking moonshots in venture capital | Magnus Grimeland 19.01.2021 35:22
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.
Shades of a macroeconomic recovery, kabuki theatre and may we live in interesting times | Nathan Sheets 14.01.2021 33:31
This podcast was recorded on January 12 2021. It is intended solely for Professional Investor use. Past performance is not a guarantee of future results. All investments involve risk, including the loss of capital. This material is not for distribution to any recipient located in any jurisdiction where such distribution is unlawful. This podcast includes the views and opinions of the authors an...
The Return of SPACs, war chests and the IPO alternative | Lincoln Smith 12.01.2021 26:56
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.
Opportunistic credit, a glass half empty and the other side of the virus | Steven Gendal 18.12.2020 30:36
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.
Democratised portfolio management, record labels and industrialising the process of excess returns | Scott Treloar 16.12.2020 37:10
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 confluence of ethos and dialogue, stewardship and risk mitigation | Helena Fung 16.12.2020 38:18
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. FTSE Russell is not an investment firm and this podcast conversation is not advice about any investment activity. None of the information in this podcast or reference to a FTSE Russ...
US real estate, accelerated migration trends and the hockey stick | Hans Nordby 15.12.2020 31:53
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.
Responsible investment, market efficiency and ESG alpha | Martyn Myer and Alexis Cheang 14.12.2020 35:33
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.
Defining sustainability, mobilising capital and the value of collaboration in a low carbon world | Christopher Greenwald 14.12.2020 33:05
UBS launched a white paper on Monday 20 January for the WEF Annual meeting 2020 in Davos. https://www.ubs.com/global/en/asset-management/insights/sustainable-and-impact-investing/wef-2020.html 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 investm...
Strategic tilts, implementation vehicles and fixed income portfolio management | Darren Wills 07.12.2020 35:46
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.
Redefining capitalism, reverting to stakeholder primacy and the willingness to be wrong | Barnaby Wiener 30.11.2020 39:22
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.
ESG alpha, novel metrics and integration in the investment process | Mozaffar Khan 27.11.2020 34:55
This market commentary expresses the views of Mozaffar Khan, a quantitative senior quantitative analyst at Causeway Capital Management LLC, as of November 2020 and should not be relied on as research or investment advice regarding any stock. These views and any portfolio holdings and characteristics are subject to change. There is no guarantee that any forecasts made will come to pass. Forecasts...
Risk Premia, liquidity shocks, and the value of tail hedging in equity heavy portfolios | Paul Fraynt 24.11.2020 38:14
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.
Quantitative strategies, transparency of the black box and underpinnings of team culture | Edward Tricker 05.11.2020 35:54
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.
Improving adequacy, sustainability and the integrity of the retirement system and the Mercer CFA Institute Global Pension Index | Maria Wilton and David Knox 27.10.2020 32:40
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.
Style and exposure, factor investing and determining the role of fixed income | Darren Wills 23.10.2020 32:27
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.
Addressing investment challenges, risk frameworks and governance of other people’s money | Michael Drew 15.10.2020 35:16
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.
Financial crises, demystifying central banks and the fastest gun in town | Michael Cross 12.10.2020 51:58
Michael Cross is the Global Head of Official Sector Institutions. Prior to that, Michael had spent his career in the official sector, having joined the Bank of England in 1990. Between 1997 and 2000 he was Private Secretary to the Managing Director of the International Monetary Fund, Michel Camdessus. He re-joined the Bank of England in 2000, running the team responsible for international econom...
The invincible core, correlations and the discipline of a multi-asset portfolio | Daniel Seiler 11.09.2020 34:10
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.
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