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
Episode 55: Trillium’s Matt Patsky Matt Patsky is Chief Executive Officer and Portfolio Manager at sustainable investment firm Trillium, which was recently acquired by Perpetual. In this interview, we talk about the power of Facebook, truth and fiction in media, excessive remuneration and rainbow washing. We also discuss the impact the Trump presidency has had on the ESG industry. “A […] Read More
Episode 52: Northern Trust AM’s Michael Hunstad Michael Hunstad is Head of Quantitative Research for Northern Trust Asset Management. Michael and his team have produced a report which analyses risk in more than 200 portfolios and over a 1,000 equity strategies over a period of four years. They found that there are six drivers of unintended outcomes in portfolios, including uncompensated risk […] Read More
