[i3] Podcast – MarketFox interview with GMO’s Lucas WhiteLucas White is the lead portfolio manager for the GMO Climate Change Strategy and a member of GMO’s Focused Equity team. Together with the firm’s co-founder Jeremy Grantham, Lucas has developed a strategy to invest in companies that are likely to profit from climate change mitigation and the transition to a low-carbon economy. In this […] Read More
[i3] Podcast – MarketFox interview with John CoombeIn 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 – MarketFox interview with Mike Cantara, MFSMarketFox 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 DevoyAlva 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 – Interview with Rob PrugueRob Prugue is probably known best for his 15 years at the helm of the Asia-Pacific business of fund manager Lazard Asset Management. A role he left at the beginning of this year to ‘hang up his boots’, as he called it. Before Rob joined Lazard, he spent time at pension fund SAS Trustees amongst […] Read More
[i3] Podcast – MarketFox interview with Sue BrakeIn this podcast, MarketFox columnist Daniel Grioli speaks with Sue Brake, Senior Investment Consultant for Willis Towers Watson, about the importance of governance in asset management and the real cost associated with bad governance. Daniel also manages to get Sue to play a game in which he asks her to respond to quotes by David […] Read More
[i3] Podcast – MarketFox Interview with Keith Ambachtsheer Asset Allocation & Strategy, MarketFox, Risk and RegulationIn the inaugural [i3] Insights podcast, MarketFox columnist Daniel Grioli speaks with pension expert Keith Ambachtsheer, founder of KPA Advisory Services. Read More
