Episode 47: Pinebridge’s Michael Kelly Asset Allocation Multi-manager firm Pinebridge Investments is a partner of Australian pension fund SunSuper and was given the task to write a research paper on how it decided to go active or passive in a particular market. Michael Kelly is Global Head of Multi-Asset at Pinebridge and takes us through the research paper. He also talks about […] Read More
Episode 46: TCorp’s Stewart Brentnall Asset Allocation Stewart Brentnall is the Chief Investment Officer of Tcorp, the asset management arm of NSW. In this interview, we discuss the fund’s move towards a total portfolio approach, how TCorp views partnerships with fund managers and his thoughts on the Canadian Model. Overview of podcast with Stewart Brentnall: 2:00 Getting started in investing. 2:40 My […] Read More
Episode 45: JP Morgan’s Bob Michele Fixed Income Bob Michele is Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities Group at JP Morgan. At the end of every year, Bob writes a tongue-in-cheek blog post, handing out awards to various fixed income asset classes and events. In this podcast, we discuss his post and we talk about yield […] Read More
Episode 44: Intech’s Adrian Banner Factor Investing Adrian Banner is Chief Executive Officer and Chief Investment Officer at Intech Investment Management, a Janus Henderson business. Adrian is also a former maths lecturer at Princeton University, author of the book “The Calculus Lifesaver” and last but not least a recorded musician, playing piano. In this podcast, we talk about the importance of rebalancing, […] Read More
Episode 43: IEEFA’s Tim Buckley Governance Note: This podcast was recorded before BlackRock announced to divest from thermal coal in its active strategies. Climate change has been a divisive issue in the investment world, as many investors struggle to articulate the impact of this development on their portfolios. But Tim Buckley brings clarity to this discussion with a sharp analytical framework […] Read More
Episode 42: TCorp’s Greg Cooper Investment Strategy Greg Cooper was for many years the Chief Executive Officer for Schroder Investment Management in Australia. More recently, he joined TCorp, the AU$ 93 billion government asset manager for the state of NSW, as chair of the investment committee and non-executive director. We speak with Greg about whether public markets are broken, the state of […] Read More
Episode 41: VMLH’s Vijoy Chattergy Asset Allocation, Governance Vijoy Chattergy is the founder and president of VMLH, a consulting firm for global institutional investors. Previously, Vijoy was Chief Investment Officer of the US$17.5 billion State of Hawai‘i Employees Retirement System. He is well known for implementing an investment philosophy that focuses on functional risk classes instead of asset classes, which led him to […] Read More
Episode 40: Frontier Advisor’s Fiona Trafford-Walker Asset Allocation, Implementation, Women in Finance Fiona Trafford-Walker is one of the world’s most respected asset consultants, but has announced to leave the company on 6 December 2019 to focus on her directorships. In this podcast, we look back on her 25 years with Frontier Advisors, her career as an asset consultant and discuss a variety of topics, including manager selection, […] Read More
Episode 39: Ned Davis Research Investment Strategy MarketFox columnist Daniel Grioli speaks with Tim Hayes, Chief Global Investment Strategist, Joe Kalish, Chief Global Macro Strategist and Ed Clissold, Chief US Strategist of Ned Davis Research about multi-asset portfolios, asset allocation, the rules of research and the inevitability of making mistakes. Ned Davis Research is one of the largest independent institutional investment research […] Read More