The CIO Series

Robeco global chief investment officer Anton Eser believes AI is the most significant transformation in asset management since passive investing took hold – and that the winners and losers will be determined within the next six to twelve months.  Speaking on the Investment Magazine CIO Series, Eser argued that what separates the winners won't be productivity gains from automating research reports,...

AMP chief investment officer Anna Shelley thinks that the “pervasive” macroeconomic and geopolitical changes of the last few years will effect markets for years to come and fundamentally alter the investment landscape for asset owners.  Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of the...

In the latest episode of the Investment Magazine CIO Series, Michalakis sits down with APAC correspondent Darcy Song to unpack his investment philosophy, his return to Adelaide, and what he wishes he'd known when he first became a CIO.

Speaking with Investment Magazine 's Lachlan Maddock, Miller discussed whether the total portfolio approach is genuinely novel or simply good investing by another name, why the performance test works against the members it is designed to protect, and the investment belief that has stayed constant across his career.

UniSuper chief investment officer John Pearce believes the traditional business cycle might be dead – and that investors need to reckon with what comes next. Speaking on the first episode of the Investment Magazine CIO Series, Pearce argued that policymakers have created a regime of permanent stimulus, where any economic slowdown is met with rate cuts and liquidity injections before a true recessi...