Market Narratives
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.Podcasts
What the transformation of the labour market means to investors
Published: Nov. 2, 2023, 5:01 a.m.Duration: 20 minutes 44 seconds
Listed in: Business
Integrating biodiversity into investment decisions
Published: July 10, 2023, 4:50 a.m.Duration: 28 minutes 38 seconds
Listed in: Business
Food for thought
Published: May 11, 2023, 10:48 p.m.Duration: 22 minutes 57 seconds
Listed in: Business
Growth equities to shine in 2023, if interest rates stabilise
Published: Feb. 13, 2023, 5:44 a.m.Duration: 26 minutes 37 seconds
Listed in: Business
Portfolios to stay volatile for years with positive stock and bond correlation
Published: Dec. 19, 2022, 10:32 p.m.Duration: 26 minutes 35 seconds
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Not the time to shy away from emerging markets
Published: Nov. 30, 2022, 7:05 a.m.Duration: 32 minutes 41 seconds
Listed in: Business
Navigating the disruption in energy markets
Published: Sept. 27, 2022, 3:32 a.m.Duration: 32 minutes 1 second
Listed in: Business
Energy markets post-COVID, amid a conflict and in a decarbonising world
Published: Sept. 6, 2022, 2:19 a.m.Duration: 38 minutes 12 seconds
Listed in: Business
Shift to positive stock-bond correlation could increase risk, reduce returns
Published: Aug. 19, 2022, 6:48 a.m.Duration: 28 minutes 1 second
Listed in: Business
Inflation volatility to drag on as world decouples into rival camps
Published: Aug. 15, 2022, 12:13 a.m.Duration: 27 minutes 26 seconds
Listed in: Business
Reflections and learnings from a mega merger: Australian Retirement Trust
Published: July 11, 2022, 7:53 a.m.Duration: 56 minutes 58 seconds
Listed in: Business
BHP chief executive Mike Henry on energy transition, commodities and global trends
Published: July 4, 2022, 12:14 a.m.Duration: 46 minutes 17 seconds
Listed in: Business
Michelle Teng on liquidity requirements changing asset allocation for defined benefit funds
Published: April 28, 2022, 12:38 a.m.Duration: 15 minutes 54 seconds
Listed in: Business
Junying Shen on differing performance and cash flow characteristics among infrastructure asset sectors
Published: March 21, 2022, 3:26 a.m.Duration: 22 minutes 42 seconds
Listed in: Business
PGIM's Michelle Teng on the art of managing liquidity risk with private assets on the rise
Published: Nov. 15, 2021, 9:17 p.m.Duration: 22 minutes 31 seconds
Listed in: Business
Aviva Investors' Aaron Grehan on risks, opportunities and the strategic portfolio opportunity in emerging market debt
Published: Oct. 31, 2021, 9:42 p.m.Duration: 29 minutes 3 seconds
Listed in: Business
PGIM's Taimur Hyat on investing megatrends and how technology is transforming the services sector
Published: Oct. 26, 2021, 1:56 a.m.Duration: 30 minutes 19 seconds
Listed in: Business
PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome
Published: Sept. 20, 2021, 6:34 a.m.Duration: 23 minutes 24 seconds
Listed in: Business
Vista Equity Partners' David Breach on ecosystem, co-investments and the importance of diversity & inclusion in tech
Published: Sept. 16, 2021, 3:48 a.m.Duration: 39 minutes 51 seconds
Listed in: Business
Chasing yield, the reflation trade and emerging market debt | Paul McNamara
Published: July 20, 2021, 10:30 a.m.Duration: 25 minutes 38 seconds
Listed in: Business
Grow Inc, legacy systems and untangling the wires of super | Matthew Keeley
Published: July 16, 2021, 8:30 a.m.Duration: 24 minutes 13 seconds
Listed in: Business
The strategic role of gold, drivers of value and the impact of the Basel III changes | Andrew Naylor
Published: July 14, 2021, 7:30 a.m.Duration: 29 minutes 35 seconds
Listed in: Business
Maslow's hammer, beta activism and the modern portfolio theory paradox | Jon Lukomnik
Published: July 13, 2021, 7 a.m.Duration: 32 minutes 56 seconds
Listed in: Business
Liquidity cascades, the transformation of risk and deprogramming the cult | Corey Hoffstein
Published: July 10, 2021, 6 a.m.Duration: 32 minutes 41 seconds
Listed in: Business
The great rupture, the essence of money and the future of humanity | Viktor Shvets
Published: July 9, 2021, 6 a.m.Duration: 41 minutes 43 seconds
Listed in: Business
The myth of private equity, market fallacies and the Stockholm syndrome | Jeff Hooke
Published: July 8, 2021, 7:30 a.m.Duration: 35 minutes 16 seconds
Listed in: Business
Flash boys, wisdom as an algorithm and outsmarting the globe | Noel Smith
Published: July 7, 2021, 6 a.m.Duration: 37 minutes 19 seconds
Listed in: Business
Passive flows, a self-perpetuating market and unpleasant simulations | Mike Green
Published: July 6, 2021, 6 a.m.Duration: 37 minutes 8 seconds
Listed in: Business
Learning art through experience, active allocations and adaptive decision making | Thad McCrindle
Published: July 5, 2021, 7 a.m.Duration: 26 minutes 40 seconds
Listed in: Business
The road to REST, transformation and building teams for a new market regime | Andrew Lill
Published: July 1, 2021, 2 a.m.Duration: 43 minutes 39 seconds
Listed in: Business
Market forces, activism and capitalism as an adaptive system | Andrew Parry
Published: June 30, 2021, 6 a.m.Duration: 34 minutes 25 seconds
Listed in: Business
Strategy for manager selection, remote due diligence, expanding the co-investment program | Del Hart
Published: June 28, 2021, 6 a.m.Duration: 20 minutes 34 seconds
Listed in: Business
Whither the Fed, boondoggles and the 2-year old with a hammer | John Cochrane
Published: June 27, 2021, 7 a.m.Duration: 34 minutes 49 seconds
Listed in: Business
Machinations of macro, asset sleeves and allocation by outcomes not benchmarks | Mark Beardow and Andrew Baume
Published: June 26, 2021, 7 a.m.Duration: 35 minutes 37 seconds
Listed in: Business
Managing investor risks beyond the enterprise level, portfolio barriers and regenerative investment structures | Delilah Rothenberg and Taylor Sekhon
Published: June 25, 2021, 7 a.m.Duration: 36 minutes 33 seconds
Listed in: Business
Member proximity, thematic exposures and getting on the bandwagon | Sean Henaghan
Published: June 24, 2021, 6:30 a.m.Duration: 36 minutes 8 seconds
Listed in: Business
Euroscepticism, pushing on a string and how to short the financial system | Alfonso Peccatiello
Published: June 22, 2021, 8 a.m.Duration: 42 minutes 46 seconds
Listed in: Business
The jargon of alternatives, financial engineering and stress testing diversification | Scott Pappas
Published: June 21, 2021, 7 a.m.Duration: 31 minutes 52 seconds
Listed in: Business
The evolution of manager research, alignment of interests and identifying the secret sauce | Nick Kelly
Published: June 19, 2021, 6 a.m.Duration: 32 minutes 2 seconds
Listed in: Business
Ides of stagflation, the three monkey problem and avoiding the inflation thief in the night | Nancy Davis
Published: June 17, 2021, 9 a.m.Duration: 28 minutes 27 seconds
Listed in: Business
The curse of financial innovation, investment structures and systemic risk | Delilah Rothenberg and Raphaele Chappe
Published: June 15, 2021, 8 a.m.Duration: 30 minutes 34 seconds
Listed in: Business
The ghost of alpha, margin of safety and risk as a proxy for failure | Chris Schelling
Published: June 11, 2021, 4 a.m.Duration: 37 minutes 16 seconds
Listed in: Business
Avoiding the crypto winter, real economy use cases and the broad thesis on DeFi | James Kosmatos
Published: June 7, 2021, 9 a.m.Duration: 32 minutes 47 seconds
Listed in: Business
The institutionalisation of capital, consolidation of flows and oligopolies in asset management | Delilah Rothenberg and Denise Hearn
Published: June 5, 2021, 10 a.m.Duration: 44 minutes 40 seconds
Listed in: Business
Regime shifts, rule-based frameworks and the humbling of the markets | Lorne Johnson
Published: May 31, 2021, 8 a.m.Duration: 31 minutes 48 seconds
Listed in: Business
Material risks, dark capital and the notion of fiduciary duty | Desiree Lucchese
Published: May 25, 2021, 8 a.m.Duration: 36 minutes 51 seconds
Listed in: Business
Finding factors in narratives, wealth creation and a total family approach | Graeme Bibby
Published: May 20, 2021, 8 a.m.Duration: 30 minutes 53 seconds
Listed in: Business
Market cascades, dumb beta and populism in financial markets | Nader Naeimi
Published: April 25, 2021, midnightDuration: 41 minutes 13 seconds
Listed in: Business
Fiscal tantrums, investment discipline and liquidity in the eye of the beholder | Pilar Gomez-Bravo
Published: April 11, 2021, 9 a.m.Duration: 31 minutes
Listed in: Business
Rich Nuzum | Allocating capital, market forces and the balancing act of risk
Published: March 5, 2021, 6 a.m.Duration: 38 minutes 54 seconds
Listed in: Business
Allocating capital, market forces and the balancing act of risk | Rich Nuzum
Published: March 5, 2021, 6 a.m.Duration: 38 minutes 54 seconds
Listed in: Business
Rob Petrini | The efficacy of private credit, partner mentality and the myth of too much capital
Published: Feb. 17, 2021, 9:40 a.m.Duration: 30 minutes 51 seconds
Listed in: Business
The efficacy of private credit, partner mentality and the myth of too much capital | Rob Petrini
Published: Feb. 17, 2021, 9:40 a.m.Duration: 30 minutes 51 seconds
Listed in: Business
Chris Clark | Drone superhighways, AI powered data and the unspoken link between man and machine
Published: Feb. 6, 2021, 6:45 a.m.Duration: 30 minutes 57 seconds
Listed in: Business
Drone superhighways, AI powered data and the unspoken link between man and machine | Chris Clark
Published: Feb. 6, 2021, 6:45 a.m.Duration: 30 minutes 57 seconds
Listed in: Business
Andrew Noble | Cryptocurrencies, the fiat game and a lottery ticket out of dystopia
Published: Jan. 27, 2021, 9:15 a.m.Duration: 31 minutes 36 seconds
Listed in: Business
Cryptocurrencies, the fiat game and a lottery ticket out of dystopia | Andrew Noble
Published: Jan. 27, 2021, 9:15 a.m.Duration: 31 minutes 36 seconds
Listed in: Business
Chris West | Defining risk, bold decisions and capturing the right tail
Published: Jan. 26, 2021, 9:15 a.m.Duration: 32 minutes 53 seconds
Listed in: Business
Defining risk, bold decisions and capturing the right tail | Chris West
Published: Jan. 26, 2021, 9:15 a.m.Duration: 32 minutes 53 seconds
Listed in: Business
Alexandre Kateb | Multipolarity, clashes of geopolitics and avoiding the blind spots
Published: Jan. 25, 2021, 9:15 a.m.Duration: 35 minutes 28 seconds
Listed in: Business
Multipolarity, clashes of geopolitics and avoiding the blind spots | Alexandre Kateb
Published: Jan. 25, 2021, 9:15 a.m.Duration: 35 minutes 28 seconds
Listed in: Business
Winston Ma | Superpowers, emerging digital wars and the hunt for unicorns
Published: Jan. 20, 2021, 6 a.m.Duration: 31 minutes 20 seconds
Listed in: Business
Superpowers, emerging digital wars and the hunt for unicorns | Winston Ma
Published: Jan. 20, 2021, 6 a.m.Duration: 31 minutes 20 seconds
Listed in: Business
Magnus Grimeland | Grit, creating a global unfair advantage and seeking moonshots in venture capital
Published: Jan. 19, 2021, 9 a.m.Duration: 35 minutes 22 seconds
Listed in: Business
Grit, creating a global unfair advantage and seeking moonshots in venture capital | Magnus Grimeland
Published: Jan. 19, 2021, 9 a.m.Duration: 35 minutes 22 seconds
Listed in: Business
Nathan Sheets | Shades of a macroeconomic recovery, kabuki theatre and may we live in interesting times
Published: Jan. 14, 2021, 11:15 p.m.Duration: 33 minutes 31 seconds
Listed in: Business
Shades of a macroeconomic recovery, kabuki theatre and may we live in interesting times | Nathan Sheets
Published: Jan. 14, 2021, 11:15 p.m.Duration: 33 minutes 31 seconds
Listed in: Business
Lincoln Smith | The Return of SPACs, war chests and the IPO alternative
Published: Jan. 12, 2021, 1:45 a.m.Duration: 26 minutes 56 seconds
Listed in: Business
The Return of SPACs, war chests and the IPO alternative | Lincoln Smith
Published: Jan. 12, 2021, 1:45 a.m.Duration: 26 minutes 56 seconds
Listed in: Business
Steven Gendal | Opportunistic credit, a glass half empty and the other side of the virus
Published: Dec. 18, 2020, 5 a.m.Duration: 30 minutes 36 seconds
Listed in: Business
Opportunistic credit, a glass half empty and the other side of the virus | Steven Gendal
Published: Dec. 18, 2020, 5 a.m.Duration: 30 minutes 36 seconds
Listed in: Business
Scott Treloar | Democratised portfolio management, record labels and industrialising the process of excess returns
Published: Dec. 16, 2020, 10 a.m.Duration: 37 minutes 10 seconds
Listed in: Business
Democratised portfolio management, record labels and industrialising the process of excess returns | Scott Treloar
Published: Dec. 16, 2020, 10 a.m.Duration: 37 minutes 10 seconds
Listed in: Business
Helena Fung | The confluence of ethos and dialogue, stewardship and risk mitigation
Published: Dec. 16, 2020, 12:30 a.m.Duration: 38 minutes 18 seconds
Listed in: Business
The confluence of ethos and dialogue, stewardship and risk mitigation | Helena Fung
Published: Dec. 16, 2020, 12:30 a.m.Duration: 38 minutes 18 seconds
Listed in: Business
Hans Nordby | US real estate, accelerated migration trends and the hockey stick
Published: Dec. 15, 2020, 11:15 p.m.Duration: 31 minutes 53 seconds
Listed in: Business
US real estate, accelerated migration trends and the hockey stick | Hans Nordby
Published: Dec. 15, 2020, 11:15 p.m.Duration: 31 minutes 53 seconds
Listed in: Business
Martyn Myer and Alexis Cheang | Responsible investment, market efficiency and ESG alpha
Published: Dec. 14, 2020, 9 p.m.Duration: 35 minutes 33 seconds
Listed in: Business
Responsible investment, market efficiency and ESG alpha | Martyn Myer and Alexis Cheang
Published: Dec. 14, 2020, 9 p.m.Duration: 35 minutes 33 seconds
Listed in: Business
Christopher Greenwald | Defining sustainability, mobilising capital and the value of collaboration in a low carbon world
Published: Dec. 14, 2020, 4 a.m.Duration: 33 minutes 5 seconds
Listed in: Business
Defining sustainability, mobilising capital and the value of collaboration in a low carbon world | Christopher Greenwald
Published: Dec. 14, 2020, 4 a.m.Duration: 33 minutes 5 seconds
Listed in: Business
Darren Wills | Strategic tilts, implementation vehicles and fixed income portfolio management
Published: Dec. 7, 2020, 9:30 a.m.Duration: 35 minutes 46 seconds
Listed in: Business
Strategic tilts, implementation vehicles and fixed income portfolio management | Darren Wills
Published: Dec. 7, 2020, 9:30 a.m.Duration: 35 minutes 46 seconds
Listed in: Business
Barnaby Wiener | Redefining capitalism, reverting to stakeholder primacy and the willingness to be wrong
Published: Nov. 30, 2020, 11:15 p.m.Duration: 39 minutes 22 seconds
Listed in: Business
Redefining capitalism, reverting to stakeholder primacy and the willingness to be wrong | Barnaby Wiener
Published: Nov. 30, 2020, 11:15 p.m.Duration: 39 minutes 22 seconds
Listed in: Business
Mozaffar Khan | ESG alpha, novel metrics and integration in the investment process
Published: Nov. 27, 2020, 8:19 p.m.Duration: 34 minutes 55 seconds
Listed in: Business
ESG alpha, novel metrics and integration in the investment process | Mozaffar Khan
Published: Nov. 27, 2020, 8:19 p.m.Duration: 34 minutes 55 seconds
Listed in: Business
Paul Fraynt | Risk Premia, liquidity shocks, and the value of tail hedging in equity heavy portfolios
Published: Nov. 24, 2020, 9:50 p.m.Duration: 38 minutes 14 seconds
Listed in: Business
Risk Premia, liquidity shocks, and the value of tail hedging in equity heavy portfolios | Paul Fraynt
Published: Nov. 24, 2020, 9:50 p.m.Duration: 38 minutes 14 seconds
Listed in: Business
Edward Tricker | Quantitative strategies, transparency of the black box and underpinnings of team culture
Published: Nov. 5, 2020, 8:15 p.m.Duration: 35 minutes 54 seconds
Listed in: Business
Quantitative strategies, transparency of the black box and underpinnings of team culture | Edward Tricker
Published: Nov. 5, 2020, 8:15 p.m.Duration: 35 minutes 54 seconds
Listed in: Business
Maria Wilton and David Knox | Improving adequacy, sustainability and the integrity of the retirement system and the Mercer CFA Institute Global Pension Index
Published: Oct. 27, 2020, 3:02 a.m.Duration: 32 minutes 40 seconds
Listed in: Business
Improving adequacy, sustainability and the integrity of the retirement system and the Mercer CFA Institute Global Pension Index | Maria Wilton and David Knox
Published: Oct. 27, 2020, 3:02 a.m.Duration: 32 minutes 40 seconds
Listed in: Business
Darren Wills | Style and exposure, factor investing and determining the role of fixed income
Published: Oct. 23, 2020, 1 a.m.Duration: 32 minutes 27 seconds
Listed in: Business
Style and exposure, factor investing and determining the role of fixed income | Darren Wills
Published: Oct. 23, 2020, 1 a.m.Duration: 32 minutes 27 seconds
Listed in: Business
Michael Drew | Addressing investment challenges, risk frameworks and governance of other people’s money
Published: Oct. 15, 2020, 11:14 p.m.Duration: 35 minutes 16 seconds
Listed in: Business
Addressing investment challenges, risk frameworks and governance of other peoples money | Michael Drew
Published: Oct. 15, 2020, 11:14 p.m.Duration: 35 minutes 16 seconds
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Michael Cross | Financial crises, demystifying central banks and the fastest gun in town
Published: Oct. 12, 2020, 10:06 p.m.Duration: 51 minutes 58 seconds
Listed in: Business
Financial crises, demystifying central banks and the fastest gun in town | Michael Cross
Published: Oct. 12, 2020, 10:06 p.m.Duration: 51 minutes 58 seconds
Listed in: Business
Daniel Seiler | The invincible core, correlations and the discipline of a multi-asset portfolio
Published: Sept. 11, 2020, 2:32 a.m.Duration: 34 minutes 10 seconds
Listed in: Business
The invincible core, correlations and the discipline of a multi-asset portfolio | Daniel Seiler
Published: Sept. 11, 2020, 2:32 a.m.Duration: 34 minutes 10 seconds
Listed in: Business
Kathryn Kaminski | Crisis alpha, building systematic models and markets detached from financial theory
Published: Sept. 10, 2020, 5:25 a.m.Duration: 35 minutes 16 seconds
Listed in: Business
Crisis alpha, building systematic models and markets detached from financial theory | Kathryn Kaminski
Published: Sept. 10, 2020, 5:25 a.m.Duration: 35 minutes 16 seconds
Listed in: Business
Nick Langley | Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle
Published: Sept. 9, 2020, 4 a.m.Duration: 31 minutes 19 seconds
Listed in: Business
Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle | Nick Langley
Published: Sept. 9, 2020, 4 a.m.Duration: 31 minutes 19 seconds
Listed in: Business
Erik Schiller | Fixed income relative value, identifying price dislocations and the drivers of convergence
Published: Sept. 8, 2020, 12:01 a.m.Duration: 32 minutes 18 seconds
Listed in: Business
Fixed income relative value, identifying price dislocations and the drivers of convergence | Erik Schiller
Published: Sept. 8, 2020, 12:01 a.m.Duration: 32 minutes 18 seconds
Listed in: Business
Darren Wills | The evolution of the bond market, liquidity dynamics and the impact of the Fed and Treasury support programs
Published: Sept. 7, 2020, 11:46 p.m.Duration: 36 minutes 17 seconds
Listed in: Business
The evolution of the bond market, liquidity dynamics and the impact of the Fed and Treasury support programs | Darren Wills
Published: Sept. 7, 2020, 11:46 p.m.Duration: 36 minutes 17 seconds
Listed in: Business
Ron Mehmet | The complexity of private debt, collateral and the challenge of managing an active credit portfolio
Published: Aug. 28, 2020, 7:53 a.m.Duration: 27 minutes 40 seconds
Listed in: Business
The complexity of private debt, collateral and the challenge of managing an active credit portfolio | Ron Mehmet
Published: Aug. 28, 2020, 7:53 a.m.Duration: 27 minutes 40 seconds
Listed in: Business
Andrew Parry | Externalities, ESG disclosure and going beyond virtue signalling
Published: Aug. 26, 2020, 9:06 a.m.Duration: 40 minutes 22 seconds
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Externalities, ESG disclosure and going beyond virtue signalling | Andrew Parry
Published: Aug. 26, 2020, 9:06 a.m.Duration: 40 minutes 22 seconds
Listed in: Business
Stuart Bohart | The evolution of the market, quantitative systematic investing and creating adaptive models
Published: Aug. 26, 2020, 2:35 a.m.Duration: 32 minutes 51 seconds
Listed in: Business
The evolution of the market, quantitative systematic investing and creating adaptive models | Stuart Bohart
Published: Aug. 26, 2020, 2:35 a.m.Duration: 32 minutes 51 seconds
Listed in: Business
Rebecca Bannan | The role of investment committee, their effectiveness and making critical decisions
Published: Aug. 25, 2020, 11:29 p.m.Duration: 29 minutes 40 seconds
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The role of investment committee, their effectiveness and making critical decisions | Rebecca Bannan
Published: Aug. 25, 2020, 11:29 p.m.Duration: 29 minutes 40 seconds
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Stephen Huppert | The retirement income covenant, members best interests and why super is not super yet
Published: Aug. 11, 2020, 5:13 a.m.Duration: 31 minutes 23 seconds
Listed in: Business
The retirement income covenant, members best interests and why super is not super yet | Stephen Huppert
Published: Aug. 11, 2020, 5:13 a.m.Duration: 31 minutes 23 seconds
Listed in: Business
Antonella Puca | Unicorns, fair value and interpreting PE fund performance
Published: July 30, 2020, 1:18 a.m.Duration: 28 minutes 40 seconds
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Unicorns, fair value and interpreting PE fund performance | Antonella Puca
Published: July 30, 2020, 1:18 a.m.Duration: 28 minutes 40 seconds
Listed in: Business
Denise Hearn | Capitalism, the death of competition and the rise of social unrest
Published: July 28, 2020, 8:30 a.m.Duration: 30 minutes 29 seconds
Listed in: Business
Capitalism, the death of competition and the rise of social unrest | Denise Hearn
Published: July 28, 2020, 8:30 a.m.Duration: 30 minutes 29 seconds
Listed in: Business
Joe Morris | Hidden risks, private assets and avoiding emerging markets vulnerabilities
Published: July 27, 2020, 7:44 a.m.Duration: 28 minutes 56 seconds
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Hidden risks, private assets and avoiding emerging markets vulnerabilities | Joe Morris
Published: July 27, 2020, 7:44 a.m.Duration: 28 minutes 56 seconds
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Rob Leck | Internalisation, asset management and creating an integrated operating model
Published: July 26, 2020, 1:15 a.m.Duration: 30 minutes 27 seconds
Listed in: Business
Internalisation, asset management and creating an integrated operating model | Rob Leck
Published: July 26, 2020, 1:15 a.m.Duration: 30 minutes 27 seconds
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Damian Graham | ESG risk management, financial materiality and becoming Aware Super
Published: July 24, 2020, 1 a.m.Duration: 33 minutes 40 seconds
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ESG risk management, financial materiality and becoming Aware Super | Damian Graham
Published: July 24, 2020, 1 a.m.Duration: 33 minutes 40 seconds
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John Pearce | Market forces, thematic investing and embracing investing principles
Published: July 21, 2020, 10:07 a.m.Duration: 50 minutes 7 seconds
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Market forces, thematic investing and embracing investing principles | John Pearce
Published: July 21, 2020, 10:07 a.m.Duration: 50 minutes 7 seconds
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John Daley | Super reforms, improving the economy and responding to COVID
Published: July 19, 2020, 11:43 p.m.Duration: 44 minutes 47 seconds
Listed in: Business
Super reforms, improving the economy and responding to COVID | John Daley
Published: July 19, 2020, 11:43 p.m.Duration: 44 minutes 47 seconds
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Ben McCaw | Mental anchors, monetary misbehaviour and the gold enigma
Published: July 16, 2020, 11:42 a.m.Duration: 29 minutes 32 seconds
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Mental anchors, monetary misbehaviour and the gold enigma | Ben McCaw
Published: July 16, 2020, 11:42 a.m.Duration: 29 minutes 32 seconds
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Audrey Lobo-Pulo | Warm data, interconnectivity and the power of the human intuition
Published: July 15, 2020, 1:31 p.m.Duration: 28 minutes 50 seconds
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Warm data, interconnectivity and the power of the human intuition | Audrey Lobo-Pulo
Published: July 15, 2020, 1:31 p.m.Duration: 28 minutes 50 seconds
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Allen Sukholitsky | Distortions, cyclical investing and understanding the channels of money
Published: July 14, 2020, 1:52 a.m.Duration: 34 minutes 33 seconds
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Distortions, cyclical investing and understanding the channels of money | Allen Sukholitsky
Published: July 14, 2020, 1:52 a.m.Duration: 34 minutes 33 seconds
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Kathryn Young | Old adages, concentrated risk and aligning with the family philosophy
Published: July 13, 2020, noonDuration: 34 minutes 2 seconds
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Old adages, concentrated risk and aligning with the family philosophy | Kathryn Young
Published: July 13, 2020, noonDuration: 34 minutes 2 seconds
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Rob Doyle | A-Shares, H-Shares, ADRs, governance and implementation strategies for China
Published: July 13, 2020, 11:42 a.m.Duration: 37 minutes 41 seconds
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A-Shares, H-Shares, ADRs, governance and implementation strategies for China | Rob Doyle
Published: July 13, 2020, 11:42 a.m.Duration: 37 minutes 41 seconds
Listed in: Business
Alex Wise | Deconstructing Wirecard, due diligence in a virtual world and finding fraudulent actors
Published: July 10, 2020, 4 a.m.Duration: 31 minutes 58 seconds
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Deconstructing Wirecard, due diligence in a virtual world and finding fraudulent actors | Alex Wise
Published: July 10, 2020, 4 a.m.Duration: 31 minutes 58 seconds
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Travers McLeod | Complacency, systemic risks and building a stronger Australia
Published: July 10, 2020, 2:59 a.m.Duration: 24 minutes 58 seconds
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Complacency, systemic risks and building a stronger Australia | Travers McLeod
Published: July 10, 2020, 2:59 a.m.Duration: 24 minutes 58 seconds
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Jack Gray | Market uncertainty, the art of a super fund and the courage to fail
Published: July 7, 2020, 8 a.m.Duration: 51 minutes 44 seconds
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Market uncertainty, the art of a super fund and the courage to fail | Jack Gray
Published: July 7, 2020, 8 a.m.Duration: 51 minutes 44 seconds
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Anastassia Juventin | Liquid alternatives, idiosyncratic returns and restructuring a hedge fund portfolio
Published: July 2, 2020, 10:30 a.m.Duration: 27 minutes 46 seconds
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Liquid alternatives, idiosyncratic returns and restructuring a hedge fund portfolio | Anastassia Juventin
Published: July 2, 2020, 10:30 a.m.Duration: 27 minutes 46 seconds
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Deanne Stewart | Integrating super funds, managing cross-subsidisation and the governance principles
Published: June 30, 2020, 10 p.m.Duration: 37 minutes 46 seconds
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Integrating super funds, managing cross-subsidisation and the governance principles | Deanne Stewart
Published: June 30, 2020, 10 p.m.Duration: 37 minutes 46 seconds
Listed in: Business
Sam Reynolds | Monetising the sun, grid parity and understanding the energy curve
Published: June 29, 2020, 8 a.m.Duration: 30 minutes 12 seconds
Listed in: Business
Monetising the sun, grid parity and understanding the energy curve | Sam Reynolds
Published: June 29, 2020, 8 a.m.Duration: 30 minutes 12 seconds
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Danielle DiMartino Booth | Fed delusions, an unholy balance sheet recession and the coronavirus act of war
Published: June 27, 2020, 2:30 a.m.Duration: 38 minutes 37 seconds
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Fed delusions, an unholy balance sheet recession and the coronavirus act of war | Danielle DiMartino Booth
Published: June 27, 2020, 2:30 a.m.Duration: 38 minutes 37 seconds
Listed in: Business
Dania Zinurova | Impact of COVID-19, real assets and identifying resilience
Published: June 26, 2020, 5:30 a.m.Duration: 38 minutes 19 seconds
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Impact of COVID-19, real assets and identifying resilience | Dania Zinurova
Published: June 26, 2020, 5:30 a.m.Duration: 38 minutes 19 seconds
Listed in: Business
Sam​ Sicilia | Investment beliefs, avoiding market timing seduction and what really matters
Published: June 23, 2020, 9 a.m.Duration: 1 hour 25 minutes 33 seconds
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Investment beliefs, avoiding market timing seduction and what really matters | Sam Sicilia
Published: June 23, 2020, 9 a.m.Duration: 1 hour 25 minutes 33 seconds
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Kyle Lidbury | Preserving capital, fundamental value, and client expectation matching
Published: June 22, 2020, 4:30 a.m.Duration: 34 minutes 34 seconds
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Preserving capital, fundamental value, and client expectation matching | Kyle Lidbury
Published: June 22, 2020, 4:30 a.m.Duration: 34 minutes 34 seconds
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Craig Roodt | Investment governance, risk management, and stress testing the future
Published: June 19, 2020, 6 a.m.Duration: 36 minutes 35 seconds
Listed in: Business
Investment governance, risk management, and stress testing the future | Craig Roodt
Published: June 19, 2020, 6 a.m.Duration: 36 minutes 35 seconds
Listed in: Business
Andrew Boal | Super tax concessions, asset taper rates and a hidden pension loan scheme
Published: June 17, 2020, 6 a.m.Duration: 36 minutes 13 seconds
Listed in: Business
Super tax concessions, asset taper rates and a hidden pension loan scheme | Andrew Boal
Published: June 17, 2020, 6 a.m.Duration: 36 minutes 13 seconds
Listed in: Business
David Knox | Unchartered waters, intergenerational equity and a holistic super system
Published: June 17, 2020, 2 a.m.Duration: 31 minutes 58 seconds
Listed in: Business
Unchartered waters, intergenerational equity and a holistic super system | David Knox
Published: June 17, 2020, 2 a.m.Duration: 31 minutes 58 seconds
Listed in: Business
Rob Prugue | Irrational exuberance, caveat emptor and impediments in the retirement system
Published: June 15, 2020, 10 p.m.Duration: 47 minutes 48 seconds
Listed in: Business
Irrational exuberance, caveat emptor and impediments in the retirement system | Rob Prugue
Published: June 15, 2020, 10 p.m.Duration: 47 minutes 48 seconds
Listed in: Business
Alex Cathcart | Systematic modelling, judgement overlays and the asset allocation process
Published: June 14, 2020, 10 p.m.Duration: 33 minutes 42 seconds
Listed in: Business
Systematic modelling, judgement overlays and the asset allocation process | Alex Cathcart
Published: June 14, 2020, 10 p.m.Duration: 33 minutes 42 seconds
Listed in: Business
Nicolette Rubinsztein | Finding purpose in retirement, a 100-year life and fighting the long-term
Published: June 11, 2020, 5 a.m.Duration: 37 minutes 42 seconds
Listed in: Business
Finding purpose in retirement, a 100-year life and fighting the long-term | Nicolette Rubinsztein
Published: June 11, 2020, 5 a.m.Duration: 37 minutes 42 seconds
Listed in: Business
Graeme Russell | Fiduciary responsibility, moral obligations and the ideological debate
Published: June 10, 2020, 10 p.m.Duration: 52 minutes 51 seconds
Listed in: Business
Fiduciary responsibility, moral obligations and the ideological debate | Graeme Russell
Published: June 10, 2020, 10 p.m.Duration: 52 minutes 51 seconds
Listed in: Business
Michael Kollo | Alternative data, AI and narratives in a post pandemic world
Published: June 10, 2020, 5 a.m.Duration: 36 minutes 31 seconds
Listed in: Business
Alternative data, AI and narratives in a post pandemic world | Michael Kollo
Published: June 10, 2020, 5 a.m.Duration: 36 minutes 31 seconds
Listed in: Business
Jim Bianco | Robinhood day-traders, FOMO and the confidence game
Published: June 9, 2020, 10 p.m.Duration: 38 minutes 33 seconds
Listed in: Business
Robinhood day-traders, FOMO and the confidence game | Jim Bianco
Published: June 9, 2020, 10 p.m.Duration: 38 minutes 33 seconds
Listed in: Business
Mitch Bollinger | Alpha versus IRR, real estate performance and the fiduciary industrial complex
Published: June 8, 2020, 10 p.m.Duration: 36 minutes 44 seconds
Listed in: Business
Alpha versus IRR, real estate performance and the fiduciary industrial complex | Mitch Bollinger
Published: June 8, 2020, 10 p.m.Duration: 36 minutes 44 seconds
Listed in: Business
Lurion De Mello | Energy intensity, rare-earth minerals and the hydrogen fallacy
Published: June 5, 2020, midnightDuration: 33 minutes 22 seconds
Listed in: Business
Energy intensity, rare-earth minerals and the hydrogen fallacy | Lurion De Mello
Published: June 5, 2020, midnightDuration: 33 minutes 22 seconds
Listed in: Business
Vanessa Pigrum | Anchoring values, fostering your ethical DNA, and the pub test
Published: June 4, 2020, 11 p.m.Duration: 37 minutes 23 seconds
Listed in: Business
Anchoring values, fostering your ethical DNA, and the pub test | Vanessa Pigrum
Published: June 4, 2020, 11 p.m.Duration: 37 minutes 23 seconds
Listed in: Business
Michael Swinsburg | Guardians of super, CIO evolution and overcoming disunity
Published: June 4, 2020, 10 p.m.Duration: 38 minutes 6 seconds
Listed in: Business
Guardians of super, CIO evolution and overcoming disunity | Michael Swinsburg
Published: June 4, 2020, 10 p.m.Duration: 38 minutes 6 seconds
Listed in: Business
Andrew Quin | Sun Tzu, white pointers, and gambling on country GDP
Published: June 3, 2020, 10 p.m.Duration: 36 minutes 11 seconds
Listed in: Business
Sun Tzu, white pointers, and gambling on country GDP | Andrew Quin
Published: June 3, 2020, 10 p.m.Duration: 36 minutes 11 seconds
Listed in: Business
Henrik Andersson | Decentralised finance, crypto and the Wild West
Published: May 21, 2020, 10 p.m.Duration: 37 minutes 30 seconds
Listed in: Business
Decentralised finance, crypto and the Wild West | Henrik Andersson
Published: May 21, 2020, 10 p.m.Duration: 37 minutes 30 seconds
Listed in: Business
Lukasz de Pourbaix | Core tenets, asset quality and the X factor
Published: May 20, 2020, 10 p.m.Duration: 33 minutes 12 seconds
Listed in: Business
Core tenets, asset quality and the X factor | Lukasz de Pourbaix
Published: May 20, 2020, 10 p.m.Duration: 33 minutes 12 seconds
Listed in: Business
Jeff Chee | Portfolio paradigms, hurdles and integrating outcomes
Published: May 19, 2020, 10 p.m.Duration: 31 minutes 56 seconds
Listed in: Business
Portfolio paradigms, hurdles and integrating outcomes | Jeff Chee
Published: May 19, 2020, 10 p.m.Duration: 31 minutes 56 seconds
Listed in: Business
Brian Singer | Market fragility, path dependence and no free lunches
Published: May 18, 2020, 10 p.m.Duration: 53 minutes 52 seconds
Listed in: Business
Market fragility, path dependence and no free lunches | Brian Singer
Published: May 18, 2020, 10 p.m.Duration: 53 minutes 52 seconds
Listed in: Business
Urs Ramseier | Pandemics, catastrophe insurance and pricing risk
Published: May 17, 2020, 10 p.m.Duration: 27 minutes 51 seconds
Listed in: Business
Pandemics, catastrophe insurance and pricing risk | Urs Ramseier
Published: May 17, 2020, 10 p.m.Duration: 27 minutes 51 seconds
Listed in: Business
Stuart Fiertz | Liquidity-driven dislocations, convexity and credit
Published: May 17, 2020, 7 a.m.Duration: 31 minutes 49 seconds
Listed in: Business
Liquidity-driven dislocations, convexity and credit | Stuart Fiertz
Published: May 17, 2020, 7 a.m.Duration: 31 minutes 49 seconds
Listed in: Business
Ronan McCabe | Portfolio rebalancing, illiquidity and implementation
Published: May 17, 2020, 6 a.m.Duration: 34 minutes 56 seconds
Listed in: Business
Portfolio rebalancing, illiquidity and implementation | Ronan McCabe
Published: May 17, 2020, 6 a.m.Duration: 34 minutes 56 seconds
Listed in: Business
Frederic Samama | Systemic financial crises, green swans and resilience
Published: May 17, 2020, 5 a.m.Duration: 37 minutes 6 seconds
Listed in: Business
Systemic financial crises, green swans and resilience | Frederic Samama
Published: May 17, 2020, 5 a.m.Duration: 37 minutes 6 seconds
Listed in: Business
Ben Fanger | Special situations, recovery rates and Chinese distressed debt
Published: May 17, 2020, 4 a.m.Duration: 36 minutes 13 seconds
Listed in: Business
Special situations, recovery rates and Chinese distressed debt | Ben Fanger
Published: May 17, 2020, 4 a.m.Duration: 36 minutes 13 seconds
Listed in: Business
Wade Matterson | Retirement system failures, product design and cohort risk
Published: May 17, 2020, 3 a.m.Duration: 33 minutes 20 seconds
Listed in: Business
Retirement system failures, product design and cohort risk | Wade Matterson
Published: May 17, 2020, 3 a.m.Duration: 33 minutes 20 seconds
Listed in: Business
David Newman | Market dislocation, debt triggers and high yield
Published: May 17, 2020, 2 a.m.Duration: 37 minutes 54 seconds
Listed in: Business
Market dislocation, debt triggers and high yield | David Newman
Published: May 17, 2020, 2 a.m.Duration: 37 minutes 54 seconds
Listed in: Business
Vimal Gor | Death of the bond markets, negative rates and Bitcoin
Published: May 17, 2020, 1 a.m.Duration: 31 minutes 18 seconds
Listed in: Business
Death of the bond markets, negative rates and Bitcoin | Vimal Gor
Published: May 17, 2020, 1 a.m.Duration: 31 minutes 18 seconds
Listed in: Business
Con Michalakis | State of the markets, MMT and the role of super
Published: May 17, 2020, midnightDuration: 55 minutes 42 seconds
Listed in: Business
State of the markets, MMT and the role of super | Con Michalakis
Published: May 17, 2020, midnightDuration: 55 minutes 42 seconds
Listed in: Business
Simon Russell | The role of narratives, uncertainty and member engagement
Published: May 16, 2020, 11 p.m.Duration: 34 minutes 16 seconds
Listed in: Business
The role of narratives, uncertainty and member engagement | Simon Russell
Published: May 16, 2020, 11 p.m.Duration: 34 minutes 16 seconds
Listed in: Business
Sean Henaghan | Vagabonding, pressures in super and interpreting risk
Published: May 16, 2020, 10 p.m.Duration: 40 minutes 50 seconds
Listed in: Business
Vagabonding, pressures in super and interpreting risk | Sean Henaghan
Published: May 16, 2020, 10 p.m.Duration: 40 minutes 50 seconds
Listed in: Business