COVID-19 has changed how we work, highlighted the need for greater physical and mental health, and transformed society’s use of technology. Iain Fulton, Portfolio Manager, Global Equity, explores what these changes mean for investors, and discusses the companies the team have added to the portfolio to harness these new consumer trends.
Market Narratives
The onset of a global pandemic has led to a dislocation in global financial markets and the re-basing of asset prices and valuations across every asset class. In this environment of extreme volatility and uncertainty, Investment Magazine brings you timely insights from investment experts responsible for managing risk and finding new opportunities.
PodcastMarket Narratives
Nathan Sheets | Shades of a macroeconomic recovery, kabuki theatre and may we live in interesting times
In episode 78, Alex Proimos speaks with chief global macroeconomic research at PGIM Fixed Income.
PodcastMarket Narratives
Lincoln Smith | The Return of SPACs, war chests and the IPO alternative
In episode 77, Alex Proimos speaks with Lincoln Smith, senior portfolio analyst and partner at Albourne.
PodcastMarket Narratives
Steven Gendal | Opportunistic credit, a glass half empty and the other side of the virus
In episode 76, Alex Proimos speaks with Steven Gendal, senior portfolio manager and head of distressed credit at CIFC.
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The leading superannuation, institutional investment and fund management publication in Australia.