Global Investment Institute

Eric Van Nostrand, Chief Investment Officer, Lazard Asset Management | Eric discusses the role of quantitative investing in emerging market equities and how it can adapt to regime shifts without overreacting to short-term noise and macro interference to more reliably generate alpha. Listen to the full interview which covers: - How does limited analyst and media coverage in emerging markets create...

Phil Strano, Head of Australian Credit Research, Yarra Capital Management | Phil shares his views on why private credit has an important role to play in portfolios but cautions that the asset class is seeing pockets of stress emerging, as it reaches saturation point. He explains why investors’ aim should be to build multi-sector credit portfolios that are idiosyncratic in nature, with diversificat...

Laurence Taylor, Equity Solutions Portfolio Manager, T. Rowe Price | Laurence discusses T. Rowe Price’s integrated equity approach, including its distinct characteristics and competitive advantages. He explains how the integrated equity process adapts during periods of market volatility and the role technology plays in the investment process and decision-making to deliver desired outcomes for clie...

Alan Coffey, Director, Private Companies, Baillie Gifford | Alan discusses how the continued growth of private companies is reshaping the opportunity set for long-term investors. He explains how Baillie Gifford translates its 100+ years of growth investing heritage into advantage in accessing and navigating private market opportunities today, as more companies remain private for longer. Listen to...

Toby Goodworth, PhD, Managing Director, Head of Liquid Markets, bfinance | Toby discusses active currency overlays, including how they differ from a conventional strategic FX hedge, the challenges investors typically face in implementation and their role in the context of the broader portfolio. He addresses what the ideal market conditions are for utilising active currency overlays and explains wh...

Adam Nankervis, Portfolio Manager & Partner, Oak Hill Advisors | Adam discusses the evolution of credit markets and how private credit interacts with the high yield and leveraged loan markets. He shares his perspectives on where he sees opportunities and risks in alternative credit and explains how a multi-asset credit approach enables investors to capture relative value and effectively naviga...

Ian Harnett, PhD, Co-Founder, Chief Investment Strategist, Absolute Strategy Research | Ian discusses his views on Canadian PM Mark Carney’s remarks about a global ‘rupture’, the ‘weaponisation of capital’, how investors can respond to a world of increased ‘state capitalism’ and unpacks what a world of more ‘inflation tolerance’ means for Australian institutional investors. Listen to the full inte...

Denis Cole, Director of Credit, Head of Portfolio Specialist Group, PGIM | Denis discusses multi-sector credit, including how and when best to allocate to a multi-sector credit mandate, appropriate benchmarks to use and what asset owners should look for in a manager when they are assessing their aptitude for a multi-sector credit mandate. He also shares his perspectives on subsectors of credit mar...

Pauline Wetter, Partner, LGT Capital Partners | Pauline discusses the drivers behind the slowdown in private equity (PE) exit activity and the growing role of secondaries in the PE landscape, including her key lessons learned over the years investing in secondaries and what it takes to achieve PE investing. Listen to the full interview which covers:      - Investors have been disappointed with the...

Justin Maleson, Managing Director (Legal Credit) & Assistant General Counsel, Victory Park Capital (VPC) | Justin explains why legal credit is an attractive investment opportunity, as a subset of asset-based finance. He discusses how VPC partners strategically with law firms and shares their approach to investing in the asset class and the areas of legal credit presenting exciting opportunitie...

Harvey Bradley, Co-Head of Global Rates, Insight Investment | Harvey discusses how investors need to evolve their approach when investing passively into fixed income markets and highlights the need to be intentional with benchmark selection and deliberate in portfolio construction, to achieve success. He also examines the implications of the declining demand for US Treasuries, the rapid growth of...

Michael Hanson, Senior Vice President of Research, Fisher Investments | Michael explains the benefits of a “top-down” approach to global equities investing and what’s been key to Fisher Investments’ 30 years of success navigating equity markets. He shares his views on US exceptionalism and how sentiment drives equity markets. Listen to the full interview which covers:      - Explain Fisher Investm...

Aakash Thombre, Managing Director, Goldman Sachs Asset Management | Aakash explains why identifying macro regimes is essential for multi-asset credit investors and how to navigate a tight spread environment in search of returns, without stretching for yield or compromising credit standards. He shares his views on where AI could have the greatest impact on global credit investors, the vulnerabiliti...

Pawel Wroblewski, Managing Director, Portfolio Manager, ClearBridge Investments | Pawel discusses how AI-driven disruption is reshaping equity market leadership and how to integrate these themes into portfolio construction, while maintaining style and valuation discipline. He also explores why an active, diversified approach across the growth spectrum is well placed to manage disruption and enhanc...

Aziz Hamzaogullari, Chief Investment Officer of Growth Equities, Loomis, Sayles & Company | Aziz discusses how volatility and dispersion in equity markets create opportunities for active managers and delves into the characteristics of companies that have outperformed the much discussed “Magnificent 7”. He explains why the “Magnificent 7” dominate investment discussions and how investors should...

Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners | Jason discusses what makes the current environment attractive for investing in global SMID-caps, the role IPOs play in the investment process and the role strategic acquisitions play in driving returns for SMID-cap investors. Listen to the full interview which covers:      - What makes the current environmen...

Charlie Hill, Global Equity Senior Portfolio Manager, Mondrian Investment Partners | Charlie outlines Mondrian’s approach to finding value in global equity markets over a long-term time horizon. He shares their approach to managing volatility, constructing portfolios with consistency, and navigating differences across regions and sectors. He also highlights the distinct characteristics that define...

Jon Landis, Managing Director & Dan Weeks, Managing Director & Team Lead, BMO Sponsor Finance | Jon and Dan discuss why it is important to have direct origination capability in private debt, the role of PE sponsors in deal sourcing and how investor expectations are evolving around alignment and co-investment. They also discuss where they see best relative value in private debt globally, in...

Peter Magee, Chief Investment Officer, MRB House Family Office | Peter discusses the family office’s investment model, the governance frameworks overseeing their investment program and their core investment capabilities. He shares how his organisation benchmarks their returns and their preference for investing through externally managed funds vs direct investing.   Listen to the full interview whi...

Ralph Berkien, Head of Fixed Income Client Portfolio Management, Robeco | Ralph explains why Australian investors should consider a systematic approach to investing and the fixed income asset classes where it can best be applied. He compares systematic fixed income to passive strategies and discusses why systematic investing is well suited to decarbonising fixed income portfolios. Listen to the fu...

Marissa Salim, Senior Research Lead, APAC, World Gold Council | Marissa discusses global gold demand trends, what the drivers are behind the growing appetite for gold and who the key market players are. She also examines the role gold can play in investor portfolios and how it can complement other asset holdings. Listen to the full interview which covers:      - What are the global demand trends f...

Steven Gray, Head of Global Emerging Markets and Regional Asia Value Equities, Eastspring Investments | Steven explains why emerging market equites remain strategically relevant for investor portfolios, despite a challenging decade. He discusses why EM faces a pivotal moment in the current environment, with structural reforms and global shifts under way, attractive valuations and the persistence o...

Ray Carroll, Chief Investment Officer – Breton Hill, Managing Director, Neuberger Berman | Ray explains what tax managed investing is, why it is of interest to family offices and how it applies to active and passive equities strategies. He discusses what’s supporting the growth in tax managed active extension strategies in equities and shares the main investment trends he is observing among global...

Alicia Li, Product Strategist, Real Estate, PIMCO | Alicia shares her perspectives on the key trends shaping the US commercial real estate market, why real estate debt presents a compelling opportunity for investors today and how it can complement other areas of private credit. Alicia also discusses the lessons learned over her extensive career navigating US commercial RE markets and how those lea...

David Rosenberg, Managing Director and Co-Portfolio Manager, Oaktree Capital Management | David shares his perspectives on the relative value of credit versus equities in a higher-yield environment, he discusses pockets of credit markets offering best-in-class opportunities and the drivers behind the rise of multi-asset credit. Listen to the full interview which covers: - How would you compare the...