Episode 101: ECP’s Damon Callaghan and Sam Byrnes In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show! 01:00 How we got started in […] Read More
Episode 99: Global Equities with Janus Henderson In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show! Overview of Podcast with Julian McManus, Janus Henderson Investors […] Read More
Episode 96: T. Rowe Price’s Maria Elena Drew In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show! Overview of Podcast with Maria Elena Drew, T. […] Read More
Episode 85: PGIM’s Jakob Wilhelmus In episode 85 of the [i3] Podcast, we speak with Jakob Wilhelmus, who is Director of Thematic Research at PGIM, about the new report into food security and the changing food system. We spoke about the impact on the global economy and investment opportunities for institutional investors. Please enjoy the show! Overview of Podcast with […] Read More
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 […] Read More
Episode 69: Stewart Investors’ Pablo Berrutti 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 67: Janus Henderson’s Hamish Chamberlayne 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 64: Vontobel’s Matt Benkendorf 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 59: Lazard’s Steve Wreford Steve Wreford is a portfolio manager in the Global Thematic Equity team with Lazard Asset Management. In this episode, we talked about the difference between an investment theme and a good story, sell discipline, monetary policy (“It is hubris!”) and non-linear structural changes. Please enjoy the show! Overview of podcast with Steve Wreford, Lazard Asset […] Read More
