Investment Magazine

Market Narratives

Business EN ↓ 135 episodes

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.

Be sure to visit the podcast's website and support the creator: www.investmentmagazine.com.au

Author

Investment Magazine

Episodes

Liquidity-driven dislocations, convexity and credit | Stuart Fiertz 17.05.2020 31:49

In Episode 10, Alex Proimos speaks with Stuart Fiertz, president and director of research at Cheyne 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.

Portfolio rebalancing, illiquidity and implementation | Ronan McCabe 17.05.2020 34:56

In Episode 9, Alex Proimos speaks with Ronan McCabe, head of portfolio management at Mercer Investment Management. 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.

Systemic financial crises, green swans and resilience | Frederic Samama 17.05.2020 37:06

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.

Special situations, recovery rates and Chinese distressed debt | Ben Fanger 17.05.2020 36:13

In Episode 7, Alex Proimos speaks with Ben Fanger, managing partner and founder at Shorevest Partners. 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.

Retirement system failures, product design and cohort risk | Wade Matterson 17.05.2020 33:20

In Episode 6, Alex Proimos speaks with Wade Matterson, practice leader at Milliman 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.

Market dislocation, debt triggers and high yield | David Newman 17.05.2020 37:54

In Episode 5, Alex Proimos speaks with David Newman, chief investment officer, head of global high yield at Allianz Global Investors. 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.

Death of the bond markets, negative rates and Bitcoin | Vimal Gor 17.05.2020 31:18

In Episode 4, Alex Proimos speaks with Vimal Gor, head of bond, income and defensive strategies at Pendal Group. 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.

State of the markets, MMT and the role of super | Con Michalakis 17.05.2020 55:42

In Episode 3, Alex Proimos speaks with Con Michalakis, head of investments at Statewide 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.

The role of narratives, uncertainty and member engagement | Simon Russell 16.05.2020 34:16

In Episode 2, Alex Proimos speaks with Simon Russell, director and founder of Behavioural Finance 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.

Vagabonding, pressures in super and interpreting risk | Sean Henaghan 16.05.2020 40:50

In Episode 1, Alex Proimos speaks with Sean Henaghan, former CIO of the multi-asset group at AMP Capital. Sean is currently on sabbatical. 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.