Episode 2 - Michelle Teng
Michelle Teng | Liquidity requirements changing asset allocation for defined benefit funds
15 mins.
Episode 123 - Junying Shen
Junying Shen | Differing performance and cash flow characteristics among infrastructure asset sectors
22 mins.
Episode 122 - Amanda White
Michelle Teng | The art of managing liquidity risk with private assets on the rise
23 mins.
Episode 121 - Matthew Smith
Aaron Grehan | Risks, opportunities and the strategic portfolio opportunity in emerging market debt
29 mins.
Episode 120 - Amanda White
Taimur Hyat | Investing megatrends and how technology is transforming the services sector
30 mins.
Episode 119 - Amanda White
Harsh Parikh | Real asset allocation sensitivities, time horizons and finding the right inflation outcome
23 mins.
Episode 118 - Matthew Smith
David Breach | Behind the ‘ecosystem effect’, coinvesting case study and diversity in tech
40 mins.
Episode 117 - Alex Proimos
Paul McNamara | Chasing yield, the reflation trade and emerging market debt
25 mins.
Episode 116 - Alex Proimos
Matthew Keeley | Grow Inc, legacy systems and untangling the wires of super
24 mins.
Episode 115 - Alex Proimos
Michael Lebbon | Decoupling global growth from carbon emissions, aligning portfolios and a technology risk overlay
34 mins.
Episode 114 - Alex Proimos
Andrew Naylor | The strategic role of gold, drivers of value and the impact of the Basel III changes
30 mins.
Episode 113 - Alex Proimos
Jon Lukomnik | Maslow’s hammer, beta activism and the modern portfolio theory paradox
33 mins.