Sean Henaghan | Member proximity, thematic exposures and getting on the bandwagon

In episode 100, Alex Proimos speaks with Sean Henaghan, chief investment officer at Aurora Capital.

This episode is a celebratory one as Market Narratives ticks over one hundred episodes since we started only one year ago. Sean was the inaugural guest on the series. At that time, he was in lockdown in Whistler, Canada and contemplating his next step while being on sabbatical from AMP Capital. This episode discusses his new role running KiwiSaver, which is a voluntary work-based savings initiative to help you with your long-term saving for retirement. The conversation covers his approach to understanding client objectives, portfolio construction, market risks, niche investments and ESG thematic exposures that millennials are increasingly requesting greater alignment.

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What the transformation of the labour market means to investors

Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus

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