Ron Mehmet | The complexity of private debt, collateral and the challenge of managing an active credit portfolio

In episode 56, Alex Proimos speaks with Ron Mehmet, senior investment analyst as part of the Lonsec manager research team.

This episode discusses the evolution of fixed income and cash portfolios as they take on more credit, the challenges of insourcing private debt management, collateral concerns in a late-cycle economy, hybrids and the challenge of active managers to earn alpha in short duration credit.

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Hostplus deputy CIO Greg Clark on AI, private markets and the US growth engine

Colin Tate AM, founder and managing director of Conexus Financial, publisher of Investment Magazine, speaks to Greg Clark, deputy chief investment officer of Hostplus, on the sidelines of the Milken Global Conference in Los Angeles. They discussed the US-China technology divide, Hostplus’s push into private markets and growth equity, the missing conversations around climate and

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