The WellSaid Podcast

As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue. 2:06 Professional background 4:05 Primary risks and resources for AI companies 8:00 Will AI regulation stifle innovation? 9:45 Intersection of AI and...

Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI. 2:00 Career arc 4:25 State of the venture capital market 8:30 Macro indicators that could affect private equity  10:00 Increasing importance of distributions-to-paid-in 12:30 How valuations affect investment approach  15:15 Opportuni...

Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024.  1:50 Professional background 2:50 Research and investment approach 4:15 Genesis of credit-sector rotation 7:45 Collaborating with other fixed income investors 11:25 Historical analogues to today's markets 14:30 Current credit market opportunities and risks 18:20 Effects...

Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to share their latest views and projections for Asian equity and fixed income markets. 1:50 Career paths and personal experiences 4:50 Geopolitical tensions impact on Asian equities 7:20 Globalization impact on Asian fixed income markets 8:55 China’s economic challenges and positive path forward 11:20 Asian market sectors with hi...

Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more. Key topics: 2:35 – The evolution of climate venture capital 6:45 – Private climate’s growing opportunity set 9:07 – What technol...

Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation. 2:00 - Path to multi-asset investing: South Africa and economics 4:15 – Allocators’ shifting challenges 7:00 – New income-generation research 9:45 – The incom...

Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies. 2:00 – Fred’s path to early-stage investing 2:40 – Consc...

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.   Key topics: 1:40 – Career as a global industry analyst 3:00 – Differentiated investment research 5:15 – How research is evolving 6:50 – Industry-specific investment processes 8:30 – Investment o...

Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board.    2:10 What the new sustainability standards call for 5:15 Reforms and other changes in Japan 8:05 Impact of new di...

Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe. Key topics 1:50 – Structurally tight labor markets 4:35 – How labor scarcity impacts policy 7:25 – Automation across sectors 8:55 – Worker retraining and polic...

Impact investor Jason Goins joins host Thomas Mucha to discuss social and geopolitical crosscurrents and the expanding opportunity set for impact investors. Key topics: 2:00 – Education as an impact theme 4:40 – Systems effect, food security, and health care 7:25 – Geopolitical risk and the evolving impact universe 10:50 – Why impact investing is no longer a niche 12:00 – Risk management and a bro...

Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center return to WellSaid to share their latest insights on the biodiversity research and investing landscape.  1: 50  Economic reliance on ecosystem biodiversity 3:35  Connections between climate change and biodiversity 6:55  Working with Woodwell Climate Research Center 8:27  Defining biodiversity in fi...

Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving AI landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications. Key topics: 2:45 – What is generative AI? 5:00 – Artificial intelligence investment opportunities 7:05 – Potential long-term winners 10:00 – Surprising pace of A...

Director of Climate Research Chris Goolgasian and Dr. Zach Zobel of Woodwell Climate Research Center join host Thomas Mucha to share their perspectives on the adaptation research and investing landscape.  Key topics: 2:20 – Climate adaptation 4:15 – Rising heat risk 6:40 – Innovative adaptation technologies 8:45 – Water scarcity and a price on water 12:40 – Climate resilience 14:20 – The intersect...

Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more. Key topics: 2:20 - Alan's path to climate investing 4:50 - The intersection of energy and technology 7:40 - The broad cl...

Co-heads of biotech private investments I-hung Shih and Nilesh Kumar join host Thomas Mucha to explore today's private biotech market, highlighting the state of deal flow, valuations, and innovation. Key topics: 1:30 – The impact of scientific training on biotech investing 6:30 – The state of the private biotech market 9:30 – Groundbreaking innovations 12:15 – Secular trends in biotech investing 1...

Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27. 2:20 – Investing in a banking crisis 4:40 – Recession risk 6:15 – Consumer confidence  7:20 – Potential length and severity of recession 8:40 – Implications of a profit recession 11:30 – Interest rate hi...

Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context.  2:15 – How ESG drives investment value 4:20 – Intellectual capital and natural capital 5:45 – The impact of stewardship on returns 7:00 – Proxy voting and engagement 8:30 – Wellington’s Investment Stewardship Committe...

From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation. 1:45 Japan's economic recovery: Exiting deflation 4:35 Structural shifts in Japan’s labor market 6:35 Japanese zombie companies and the drive for efficiency 8:25 Outlook for Japanese small caps 11:05 Geopolitical impacts on Ja...

In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region. Key topics:  2:00 – Investment outlook for emerging Asian equities 4:30 – Effect of China’s reopening 8:45 – In...

In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more. 2:00 - Private equity outlook for 2023 4:30 - Potential recession  5:40 - A new de...

Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets. 1:55 - India’s economic growth drivers 5:30 - I...

US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election. Key topics: 1:35 - Midterm results 2:45 - Surprise election outcomes 4:10 - US...

Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more. 2:10 – Fintech market overview 4:20 – Fintech opportunities and risks for 2023 6:45 – Buy now, pay later 9:30 – Cryptocurrencies and d...