26 August 2020 09:08
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.
AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners. Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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