Episode 70: World Gold Council – John Reade Commodities John Reade is the Chief Market Strategist for the World Gold Council. John is not only a former investor with a well-known US hedge fund and strategist with investment bank UBS, he actually started out in the mines of South Africa as an engineer. In this podcast, we talk about gold as a long term […] Read More
Episode 69: Stewart Investors’ Pablo Berrutti Equities, Governance Pablo Berrutti is Senior Investment Specialist, Sustainable Funds Group at Stewart Investors. Starting as a risk specialist, Pablo became quickly aware of the dangers of climate change, even before he knew what ESG was. In this conversation, we discuss the likelihood of fossil fuel-based companies making the transition to low carbon business models and pose […] Read More
Episode 68: The Future Fund’s Sue Brake Asset Allocation Sue Brake is the Chief Investment Officer of the Future Fund. In this episode, we talk about the fund’s 15 year celebration, looking at the early days of how the fund started to invest just as the global financial crisis began to impact markets. We also discuss the recent investment strategy review and look at […] Read More
Episode 67: Janus Henderson’s Hamish Chamberlayne Equities, Governance Hamish Chamberlayne is Head of Global Sustainable Equities at Janus Henderson Investors. In this podcast, we talk about Hamish’ background in analysing energy companies, the sense and nonsense of ESG ratings, reliance on technology and opportunities in Australian listed companies. Please enjoy the show. Overview of Podcast with Janus Hendersons’ Hamish Chamberlayne 2:30 I’ve always […] Read More
Episode 66: Gilmour Space’s Adam Gilmour Innovation Adam Gilmour is the co-founder and Chief Executive Officer of Australian rocket company Gilmour Space. His business is backed by some of the largest institutional investors in Australia, including Hostplus, HESTA and NGS Super, as well as several venture capital firms. In this interview, we talk about the business of rocket launches, space cargo, interest […] Read More
Episode 65: UniSuper’s John Pearce Investment Strategy John Pearce is the Chief Investment Officer of UniSuper, one of the best performing funds in Australia. In this episode of the [i3] Podcast, we talk about in-house management, sense and nonsense of asset buckets, APRA’s performance test and China. Please enjoy the show. Overview of Podcast with John Pearce, Chief Investment Officer of UniSuper […] Read More
Episode 64: Vontobel’s Matt Benkendorf Equities In episode 64 of the [i3] Podcast, we speak with Matt Benkendorf, CIO of Vontobel Quality Growth, a global equity strategy of Vontobel Asset Management. We spoke about the firm’s unusual deployment of investigative journalists, how to create thoughtful portfolios when divesting tobacco and, of course, learnings from the global pandemic. Please enjoy the show. […] Read More
Episode 63: Janus Henderson’s Daniel Graña Emerging Markets Daniel Graña is a portfolio manager for emerging market equity with Janus Henderson Investors. In this episode of the [i3] Podcast, we spoke about the importance of top down analysis in emerging markets, regulatory change in China, the influence of the pandemic on the region and on his investment process, and nationalising local hardware shops […] Read More
Episode 62: Hearten Up’s Joel Clapham Governance This episode of the [i3] Podcast is different from our normal focus on institutional investment issues. Here, we talk about the importance of mental health with Joel Clapham, who is the founder and Chief Mental Health Champ at Hearten Up, a company that provides mental health first aid advice and training. In this interview, we […] Read More
