[i3] Podcast – MarketFox interview with John Coombe Asset Allocation, Governance, MarketFoxIn this podcast, MarketFox columnist Daniel Grioli speaks to John Coombe, executive director with asset consultant JANA. John is one of Australia’s most respected asset consultants, advising some of the largest pension funds in the country. He is known for his outspoken, but always insightful comments and this time is no different. He speaks about […] Read More
[i3] Podcast – Interview with Tim Hodgson ImplementationTim Hodgson is Head of the Thinking Ahead Group, a pension and asset management think tank originally established by Willis Towers Watson with the aim to tackle some of the systemic problems within the industry. As it works towards creating better outcomes, not just for its clients but also for society as a whole, the […] Read More
[i3] Podcast – MarketFox interview with Mike Cantara, MFS Governance, MarketFoxMarketFox 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. Mike 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
[i3] Podcast – MarketFox Interview with Alva Devoy Asset Allocation, GovernanceAlva 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
[i3] Podcast – MarketFox interview with Abnormal Returns MarketFoxTadas 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, Tadas focuses on education, writing about best practice in both investing and personal finance. MarketFox columnist Daniel Grioli speaks with Tadas about the early days […] Read More
[i3] Podcast – Interview with Rob ArnottIn 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. He makes the case you certainly can time factors and that to sell out of value now, while it […] Read More
[i3] Podcast – A view on India with Mugunthan Siva Emerging MarketsIn 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
[i3] Podcast – MarketFox Interview with Stephen Gilmore Investment StrategyFormer 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
[i3] Podcast – Deep Dive Into CryptocurrencyAfter 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. He realised that the crypto space had many similarities to the early days of ecommerce and now runs a crypto exchange called HiveEx and is planning […] Read More
