In its first year, Investment Magazine’s Market Narratives podcast has become a staple must-listen series of conversations with thought leaders at home and abroad influencing the world of fiduciary investing.
Racking up 75 episodes and now approaching 17,500 downloads, this year’s interviews anchored by Conexus Financial’s Alex Proimos have traversed some of the most pressing issues facing heads of investment teams, asset class specialists, influential consultants and those at the helm of the country’s largest superannuation schemes.
Listen back through the 10 most popular interviews (below) from the Market Narratives series in 2020 ranked by user downloads.
A former adviser to the US Federal Reserve said increased volatility in bonds and turmoil in the money markets from the outbreak of the coronavirus could signal a looming credit event despite the Fed’s latest bid to inject liquidity into the system.
Hostplus CIO Sam Sicilia says critics are “simply wrong” about the fund facing a cash flow short-age, and argues the labels growth and defensive have become obsolete to the point of being “nonsensical”.
The former Grattan Institute CEO isn’t pulling any punches in his assessment of the “sharp knife” that is our super system. The “20 to 30” billion dollars it costs to run our retirement savings each year may be terrific for people working in the industry, he says, but not for the rest of the country.
Rob Leck, director at Cutter Associates, describes the benefits on internalisation beyond long-term cost reduction from fee savings through consideration of operating model, people, processes, technology & governance.
With no immediate end in sight to travel restrictions the due diligence activities of investors are being severely impeded. Castle Hall’s Alex Wise discusses what this means for due diligence programs in 2020.
One of Australia’s oldest and most mature family offices, Cambooya, is taking a wait-and-see posture to new investments this year, viewing equities as over-priced and doubtful that private equity opportunities will be as lucrative as many believe, according to its head of investments, Kathryn Young.