Global Investment Institute

Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses the role of water rights in portfolios, where it sits in the portfolio from a risk-return perspective and the objectives investors may seek to achieve through an allocation to the asset class. He explains the drivers of return when investing in water rights from both an income and capital growth perspective. L...

Joss Engebretsen, Portfolio Manager, Barwon InvestmentPartners | Joss explains what Specialist Disability Accommodation (SDA) is and its role in portfolios as a government-funded, inflation linked essential housing play that can help diversify investor portfolios dominated by AI driven equity and credit exposures. For those looking to build an exposure to the asset class, Joss discusses what inves...

Osvaldo Pereira, Partner, Global Head of Direct Lending, Park Square Capital | Osvaldo discusses the evolution of European private credit and shares the lessons learned investing across multiple cycles. He shares his perspectives on what investors should be considering when choosing a European credit manager, what dictates culture at their organisation and what has enabled them to consistently mai...

Missy Dolski, Partner & Global Head, Asset-Based Finance, Värde Partners | Missy discusses how the opportunity set in asset-based finance (ABF) has evolved over the years, the segments of the market offering the greatest opportunities, the attractiveness of the ABF middle market and shares her views on what best-practice in ABF underwriting discipline looks like. Listen to the full interview w...

Bill Eckmann, Head of US Direct Lending, Macquarie Group | Bill discusses how direct lending markets have evolved over the past decade and the key differences between the U.S. and European markets. He explains the structural factors institutional investors should consider when allocating across regions, how to assess risk through a full credit cycle, and whether the fundamentals that have underpin...

Rene Ogunbona, Director, Igneo Infrastructure Partners | Rene discusses the key global trends driving increased infrastructure spending and the opportunities for investors. He explains why mid-market infrastructure is an attractively differentiated sector to the large-cap space for investors to consider for their portfolios. Rene shares his perspectives on changes in the Australian renewables mark...

Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group | Jason discusses the recent changes he has seen unfold in the net lease market and the types of sectors and tenants that are attracting the most investor interest today. He explains why net lease real estate has become more attractive to global investors, the impact of a higher rates environment on how net lease deals are underw...

Dylan Ross, Managing Director, Portfolio Manager & Head of Asset-Backed Finance, TCW | Dylan discusses how TCW manages its ABF investments, from portfolio construction through to risk management, with a focus on ensuring client capital is protected. He outlines the key areas of investment focus for their ABF platform, explains the rationale behind those areas of focus, and explores how the pla...

Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners | Tom discusses the key indicators suggesting why the current environment is an inflection point in the property cycle, how investors should think about the role of core real estate today, given the competition faced from fixed income and why alternative real estate sectors like healthcare property are gaining traction....

William Vettorato, Managing Director, Head of Evergreen Fund Strategy, EQT Group | William discusses how investors around the world are using evergreens as a solution for overcoming accessibility issues and the complexity involved with private markets investing. He explains that Australian investors have been at the forefront of adopting evergreens and shares his views on what investors should con...

Graeme Bibby, Chief Investment Officer, Anseres Capital | Graeme provides an introduction to Anseres Capital and how it enables access to institutional-grade investment management for private wealth clients. He also shares Anseres’ investment philosophy, how it holds up through volatility in markets and where he sees the most compelling investment opportunities in the near term. Listen to the full...

Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses how investing in water rights works in Australia, including how it enables farmers to unlock capital from their balance sheets, he explains how water rights are valued and the key drivers of long-term returns in the asset class. Listen to the full interview where we ask Kim:      - How does investing in water...

Brendan Bosman, Managing Director, Pretium | Brendan discusses the drivers behind the demand for non-bank lenders in financing U.S. home building. He explains the size of the opportunity set for investors to fund construction and development and the parts of the market and the types of builders they focus on, and why. Brendan also shares how Pretium is uniquely positioned in originating, underwrit...

Patrik Edsparr, Chief Investment Officer & Co-Founder, Tor Investment Management | Patrik discusses the dynamics playing out across private credit markets of Asia Pacific, the challenges with navigating the opportunity set across the region’s many jurisdictions and what the key ingredients are to achieving success. Patrik also shares his perspectives on credit risk and areas of vulnerability i...

Andrew Garrett, Investment Director, Perpetual Wealth Management | Andrew discusses his team’s investment philosophy and how it feeds into their approach to portfolio construction, including risk management and generating investment ideas. Andrew also shares how their investment strategy is adapting to changing market conditions in alignment with their protect and grow approach to managing client...

Daniel Kelly, Chief Investment Officer, Viola Private Wealth | Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in altern...

Kevin Marchetti, Chief Investment Officer & Head of US Direct Lending, Man Group | Kevin discusses the private credit landscape and what investors should focus on as the lending environment becomes more complex. He highlights opportunities in the U.S. core middle market, including diversification benefits, attractive relative value, and reduced competition. Kevin also outlines the key question...

Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners | Nick discusses why the stock market is not the economy and that there are many losers and only a few winners. He explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on st...

Mike Cowell, Portfolio Manager, Credit Income, Aware Super | Mike discusses the role of private credit in modern portfolio construction, and how he is positioning his private credit portfolio for emerging opportunities and risks. He explains the key considerations he takes into account when allocating to an external manager and shares what makes a successful long term LP-GP partnership. Listen to...

Laurent De Greef, Senior Vice President, Head of Portfolio Strategy, D. E. Shaw Investment Management | Laurent discusses the drivers behind the relative size of the U.S. in global equity markets and shares a framework investors can apply for understanding risks in a global equity portfolio. Laurent explains the implications of the U.S. market being heavily concentrated in a few large names and wh...

Willis Tsai, Head of Global Equities, Nuveen | Willis shares how he thinks about portfolio construction across the diverse global equities opportunity set. He explains why now is a particularly compelling moment for active management and highlights what separates managers who succeed over the long term from those who don’t. Willis also discusses the most interesting ideas he is exploring today in...

Bryan Jenkins, Head of Portfolio Strategy & Research, Hamilton Lane | Bryan discusses the private equity secondaries market, the drivers of its explosive growth experienced in recent years and the main motivations why investors have been allocating to the asset class. He explains what investors should be looking for to identify best-in-class PE managers and highlights the most important risks...

Michel Sznajer, Portfolio Manager, Ecofin at Redwheel | Michel discusses how investors can access emerging opportunities from the electrification theme and how investors can adapt their portfolio allocation to capitalise as the electrification theme accelerates. Michel also shares his perspectives on the role of renewables in a “Trump-led” world and explains how A.I. is changing the game for utili...

Francisco de Juan, Managing Partner & EQMC Chief Investment Officer, Alantra EQMC Asset Management | Francisco discusses what makes European small caps an attractive hunting ground for investors. He explains the valuation gap that exists between European small caps relative to both, history and large cap peers and the role of M&A activity in accelerating returns within the asset class. He...

Sebastian Schiele, DWS Global Head, Index Mandates & Solutions, Xtrackers by DWS | Sebastian explains enhanced indexing and where it fits between passive and active strategies. He discusses the different types of enhanced indexing approaches that are available and why they are gaining traction with Australian institutional investors. Sebastian also covers how enhanced indexing can help investo...