All podcasts
Fixed income
It’s more uncertain today than at any time in my entire career
Loomis Sayles’ David Rolley believes the global economy is in its biggest period of structural change for 80 years.
Equities
A contrarian manager sees potential upside in downside volatility
Investors should "look through" current volatility and assess reward-to-risk based on long-term business drivers.
Equities
“This should not have surprised anyone” Trump and the great rebalancing
Vaughan Nelson’s Chris Wallis discusses how global trade and capital flows are changing as part of a great rebalancing.
Macro views
Investors: check yourself before you wreck yourself
Vaughan Nelson’s Chris Wallis discusses tariffs, geopolitics and how they are likely to impact companies and investments.
Private assets
Is the lower middle market the key to private assets alpha?
Flexstone’s Nitin Gupta thinks that private assets’ lower middle market drives both diversification and alpha.
Equities
How much more Nvidia and Apple do you need?
Vaughan Nelson CEO and CIO Chris Wallis believes better investment opportunities could lie outside megacap tech.
Investor sentiment
Analysing Australia’s place in the Global Retirement Index
Louise Watson discusses the results from the 2024 Natixis IM Global Retirement Index with its author, Dave Goodsell.
Equities
How Aziz Hamzaogullari and his team generate long-term alpha
Aziz Hamzaogullari from Loomis Sayles discusses his team’s alpha thesis and AI, sell discipline, and the US election.
Equities
The big themes driving global equity returns
AI, obesity, renewables and international supply chains are some of the long-term themes driving Mirova’s global equity investing.
Investor sentiment
Reality bites the sandwich generation
Louise Watson and Jacqui Fernley discuss the money worries of Generation X and the changing financial advice landscape.
Macro views
Double trouble: the path to 52 million Australians
Australia’s population is booming, but what are the societal, economic and investment implications of this growth?