Investing for Tomorrow

This episode explores climate physical risk — the floods, heat and extreme weather events already affecting assets, operations and portfolios today. Moving beyond long-term transition narratives, we look at how these risks are showing up in real investment decisions right now, and what it takes to understand and act on them. Through a systems-level investing lens, the conversation unpacks how inve...

We turn our focus to the Middle East – a region rising up the ranks of global capital despite ongoing tensions. Drawing on our latest Asset Owner 100 research, we explore the Middle East as one of five global asset clusters, where leading sovereign wealth funds are moving beyond silos and thinking more holistically about capital, risk and opportunity. In this episode, Louisa Minter-Kemp chats to L...

Markets like certainty. Geopolitics offers anything but. This episode explores why investors might be getting geopolitical risk wrong, how a shifting world order is changing markets, and what a more adaptive approach to risk could look like.  Power shifts, strategic rivalry and the breakdown of the global rules‑based order are reshaping markets in ways that traditional risk frameworks struggle to...

Kick off the new season of our  Investing for Tomorrow  podcast with a sharp look at how wealth is transforming.  Louisa Minter-Kemp , Communications & Engagement Director at Thinking Ahead sits down with  Rio Stedford  of St. James's Place (SJP). SJP is the UK's largest wealth manager supported by almost 5,000 advisors across the country. With a front row view of how wealth clients needs are shif...

From geopolitical uncertainty to climate risk, technological disruption to shifting workplace expectations, today's leaders are operating in a world that looks nothing like the one they entered. The demands are higher, the context more complex, and the need for clarity, empathy and long-term thinking has never been greater. In this episode, we explore how leadership is being redefined, not in theo...

Defined contribution (DC) pensions have overtaken defined benefit schemes globally, marking a fundamental shift in how societies save for retirement. But while the model has grown in scale and sophistication, a central challenge remains: how can DC systems deliver reliable income for life?  In this episode, we explore the evolving world of DC pensions — from technology and private markets to susta...

In this episode we explore the future of wealth management at a time of profound demographic and cultural change.  Joined by Andrea Caloisi, Associate Director, Thinking Ahead Institute, and Ellie Lloyd Jones, Director, WTW Investments and Strategic Development Support, atomos wealth, we unpack the findings of Thinking Ahead's new Global Wealth Study and the implications for an industry in transit...

Risk 2.0 isn't just a theory—it's changing how risk is measured, analysed, and managed in real time. In part one of our Risk 2.0 series, we explored the concept as a more adaptive approach to risk—one that accounts for uncertainty, resilience, and long-term thinking.  In part two, we turn to practice. Investors are applying new tools, new data, and new thinking to navigate today's more complex lan...

In this episode of  Investing for Tomorrow , we unpack the digital transformation reshaping investment organisations and the evolving landscape of private markets. Joined by Martin Dietz, Head of Diversified Strategies at L&G Asset Management, and Christine Moy, Head of Digital Assets, Data & AI Strategy at Apollo Global Management, we explore how blockchain, tokenisation, and AI are driving innov...

In this episode of  Investing for Tomorrow , we explore the Total Portfolio Approach (TPA) — a model that prioritises long-term goals, cross-team collaboration, and dynamic decision-making over rigid asset class buckets.  Joined by Sue Brake, former CIO of the Future Fund and Board member at NZ Super Fund and Stephen Gilmore, Chief Investment Officer at CalPERS, we unpack the practical and cultura...

As market dynamics shift, alternative and private market investments are taking centre stage—reshaping portfolios and redefining investment strategies. In this episode of Investing for Tomorrow , we explore why asset owners are increasing their allocations to private markets, the rise of "Alternatives+++", and how gold continues to serve as a safe-haven asset in uncertain times.  Joined by Denise...

Risk has always been at the heart of investing—but today's systemic shocks, regime shifts, and the rise of private markets are pushing traditional risk models to their limits. Investors need a new approach.  In this episode we explore Risk 2.0 —a broader, more adaptive way of managing risk that accounts for uncertainty, resilience, and long-term thinking.  Joined by Jeff Chee , Global Head of Port...

Beyond portfolios, what truly drives long-term success? In this episode of Investing for Tomorrow, we explore organisational alpha—the value firms create through people and process.   In an era of rapid change and uncertainty, resilience is key. Joined by Roger Urwin, Co-founder of the Thinking Ahead Institute, and Mitesh Sheth, Chief Investment Officer, Multi-Asset at Newton Investment Management...

Don't miss our final podcast episode of the year, where we spotlight the standout Thinking Ahead Institute research from 2024. While we can't cover it all, we'll explore key highlights, from the climate transition and systems thinking to investment beliefs, asset owner best practices, and our latest industry studies. Join us as we sit down with each member of the research team to dive into their i...

In our fast-evolving world, global events influence the financial landscape in unprecedented ways. Join us as we speak to Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors to unpack the influence of geopolitics on the world of investing.  This episode offers insights on navigating global trends, from shifting alliances to economic policies. Discover how these dynamics sh...

In this episode we explore how asset owners can drive climate impact through smarter capital allocation. With insights from New York Climate Week and COP29, we cover fiduciary duty, the urgency of systemic change, the risks of greenwashing, the need for leadership in climate investing and more. Join us as we speak to Colin le Duc, Founding Partner at Generation Investment Management, and Alison Lo...

In part 2 of this episode, we continue to explore the Global Asset Owner Peer Study on best practices conducted by the Thinking Ahead Institute, in partnership with the Future Fund. This study, drawing on insights from 26 leading funds managing over $6 trillion, highlights emerging trends, challenges, and best practices in asset ownership. Join us as we speak to Raphael Arndt, Chief Executive Offi...

In part 1 of this episode, we explore the Global Asset Owner Peer Study on best practices conducted by the Thinking Ahead Institute, in partnership with the Future Fund. With insights from 26 major funds managing over $6 trillion, the study explores emerging trends, challenges, and best practices in asset ownership. Join us for expert insights from Kristin Magnusson Bernard, Chief Executive Office...

In this episode, we address the critical issue of gender wealth equity globally. We explore how career choices, family support, life events, and financial literacy contribute to this disparity. Insights from the  Global Gender Wealth Equity Report by WTW and the World Economic Forum provide a foundation for our discussion. Join us for expert insights from Helen Howcroft, Private Client Director at...

In this episode, we explore the transformative power of stewardship in the investment world. Moving beyond short-term gains, we focus on long-term value creation and tackling pressing issues like climate change. We'll discuss the need for increased industry-wide stewardship resources and how investors can leverage active ownership to drive positive change. Join us as we hear from Emmet McNamee, He...

Welcome to Season 3 of Investing for Tomorrow! We're exploring a hot topic: Artificial Intelligence (AI) and technology. Computers and cloud technology are crucial in the investment world, and AI is generating a lot of buzz. How can AI enhance our strategies? How can human intelligence (HI) collaborate with AI to improve decision-making? Are we on the brink of a cyborg future? In this episode, we...

Join us for the finale of Sustainability shapers as we engage in a compelling conversation with Maya Beyhan, Global Head of Sustainability, Index Investment Strategy at S&P Dow Jones Indices. Maya takes us on a journey from her roots in portfolio strategy to her current expertise in sustainability indices. Highlighting how running has enhanced her resilience in this role. Discover the pivotal role...

In this episode, Jodie Tapscott, Vice President and Director of Responsible Investing Strategy at AllianceBernstein, shares her inspiring journey in finance and how a National Geographic article changed her career trajectory toward sustainability.  Delve into the systemic risk of widening social inequalities, explored through AllianceBernstein's strategy. Discover the three key areas guiding their...

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). At the end of 2023 these markets had estimated pension assets of USD 55,688 bn, marking an anticipated 11% growth compared to 2022. In our special bonus episode, we engage in conversation with Anastassia Johnson and Jessica Gao, researchers at the Thinking Ahead Institute. We discuss the...

Join us for this captivating conversation with Daniel Hochman, Head of Sustainability Research at Bridgewater Associates, on the latest episode of Sustainability shapers . Explore Daniel's background and the vital role of decarbonisation for a sustainable future. Uncover Bridgewater's research methodology as we dissect emissions distribution and pinpoint transformative sectors. We discuss the cruc...