Emerging Markets – Investment Innovation Institute

Matt Culley, Portfolio Manager in the Emerging Market Equity Team, Janus Henderson Investors

Episode 103: Janus Henderson’s Matt Culley

Episode 87: Janus Henderson’s Thomas Haugaard

In this episode, we speak with Thomas Haugaard, Portfolio Manager for Emerging Market Debt at Janus Henderson Investors. Haugaard, a former economist, talks passionately about why emerging markets form such an interesting investment universe, the influence of geopolitics on debt securities and the risks from climate change. Please enjoy the show! Overview of podcast with […]

Geoff Bazzan, Head of Asia-Pacific Equities, Maple-Brown Abbott

Episode 77: Maple-Brown Abbott’s Geoff Bazzan

Geoff Bazzan is Head of Asia-Pacific Equities at Maple-Brown Abbott. In this episode of the [i3] podcast, we speak about the Asian equity markets, whether value-style investing is suited to the Chinese market and the recent geopolitical upheaval. Please enjoy the show. Overview of podcast with Geoff Bazzan, Maple Brown Abbott 01:00 Starting at […]

Daniel Graña, Portfolio Manager, Emerging Market Equity, Janus Henderson Investors

Episode 63: Janus Henderson’s Daniel Graña

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 […]

Ward Brown, Fixed Income Portfolio Manager, MFS Investment Management

Episode 60: MFS’ Ward Brown

Ward Brown is a fixed income portfolio manager for MFS Investment Management and runs an emerging market debt strategy. Brown started focusing on emerging markets, while he worked at the International Monetary Fund. We talked about his time at the IMF, geopolitical tensions and the global pandemic. Enjoy the show! Overview of podcast with Ward […]

Mugunthan Siva - Investment Innovation Institute

Episode 22: India Avenue’s Mugunthan Siva

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 […]

Does Value investing Still Work in the Digital Age?

Episode 12: Pzena’s Allison Fisch

Asset Allocation & Strategy

MarketFox columnist Daniel Grioli speaks with Allison Fisch, a Portfolio Manager and Senior Analyst at Pzena Investment Management, about how you can apply a value strategy in emerging markets. Is it possible in the first place? Fisch believes so, but some adjustments are necessary to make it successful. Overview: 4:00 – Value investing is really […]