Episode 26: MFS’ Mike Cantara Governance, MarketFox MarketFox columnist Daniel Grioli sits down with Mike Cantara, Senior Managing Director, Global Client Group, MFS Investment Management to talk about Environmental, Social and Corporate Governance (ESG) issues. Cantara emphasises the importance of striking the right balance: “Companies that pay attention to material issues add value over time, but companies that pay attention to immaterial […] Read More
Episode 25: Fidelity’s Alva Devoy Asset Allocation, Governance, Women in Finance Alva Devoy is Managing Director Australia for Fidelity International. Alva started out her career as a molecular engineer, developing vaccines, but the Iraq War made her change her mind about her path and she switched to asset management. She talks to MarketFox columnist Daniel Grioli about the business of asset management, robo advice and the […] Read More
Episode 24: Abnormal Returns’ Tadas Viskanta MarketFox Tadas Viskanta is among the first wave of successful investment bloggers, starting the Abnormal Returns blog in 2005. Rather than providing its readers with forecasts and other crystal ball-gazing exercises, Viskanta focuses on education, writing about best practice in both investing and personal finance. MarketFox columnist Daniel Grioli speaks with Viskanta about the early days […] Read More
Episode 23: Research Affiliates’ Rob Arnott Factor Investing, MarketFox In this podcast, MarketFox columnist Daniel Grioli speaks with Research Affiliates founder and chairman Rob Arnott about his research into factors and addresses the criticism that AQR founder Cliff Asness had on his factor timing paper. Arnott makes the case you certainly can time factors and that to sell out of value now, while it […] Read More
Episode 22: India Avenue’s Mugunthan Siva Emerging Markets In this [i3] podcast, we take a look at India. [i3] Insights editor Wouter Klijn spoke with Mugunthan Siva, founder and managing director of India Avenue Investment Management, about the Indian economy, what Modi’s reforms mean for institutional investors and changing attitudes towards ESG issues. Siva spent a large part of his career as an […] Read More
Episode 21: Future Fund’s Stephen Gilmore Investment Strategy Former Future Fund Chief Investment Strategist Stephen Gilmore has had a career that is both impressive and dramatic, dealing with warlords in Tajikistan, working at AIG during its bail out and finally at Australia’s sovereign wealth fund, the Future Fund. MarketFox columnist Daniel Grioli asks for his insights. Overview of Stephen Gilmore Podcast: 2:20 You […] Read More
Episode 20: Finder’s Fred Schebesta Alternatives, Fixed Income After successfully founding several businesses of which comparison website Finder.com is probably the most well-known, Fred Schebesta immersed himself in cryptocurrencies to see what all the fuss was about. Schebesta realised that the crypto space had many similarities to the early days of e-commerce and now runs a crypto exchange called HiveEx and is planning […] Read More
Episode 19: Thorney’s Alex Waislitz MarketFox, Private Markets Alex Waislitz is the founder and Chairman of Thorney Investment Group, one of Australia’s most successful private investment groups. After being lent $1.15 million, he went on to invest in micro and small caps and ultimately gathered a fortune of $1.39 billion. In this interview, Daniel Grioli takes Waislitz back to the start and dissects […] Read More
Episode 18: Rob Prugue Governance Rob Prugue is probably known best for his 15 years at the helm of the Asia-Pacific business of fund manager Lazard Asset Management. A role he left at the beginning of this year to ‘hang up his boots’, as he called it. Before Rob joined Lazard, he spent time at pension fund SAS Trustees amongst […] Read More
