Shows
Finding AlphaDon't miss the mark(et): Why Private Markets matter nowIn this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets. They break down what private markets are, why they’ve historically been out of reach for many investors, and how that’s changing. Anna explains the key benefits – such as diversification, the illiquidity premium, and access to untapped growth - and highlights why private credit is one of the fastest growing markets today. The episode also covers practical ways investors can incorporate private markets into their portfolios, and why now might be the time to rethink the traditional invest...2025-06-2611 minFinding AlphaBeyond Borders: AI, Geopolitics & Growth in EMsIn this latest episode of Finding Alpha, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss the forces shaping investment opportunties across emerging markets. From the impact of geopolitical tensions and trade shifts to the rapid adoption of AI and the growth potential in markets like China, India, and Vietnam, this episode uncovers strategies for identifying tomorrow's market leaders. Joseph shares why he believes long-term fundamentals, strong valuations and structural growth stories continue to make a compelling case for EMs.
2025-06-1017 minFinding AlphaTariff TurmoilA topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump administration in the US has imposed tariffs on specific countries including Canada, Mexico and China, tariffs on specific industries including cars, steel and aluminium, culminating in the announcement of 'reciprocal tariffs' on goods imports from nearly every country in the world, which have since been delayed. In this podcast, Challenger's Chief Economist, Jonathan Kearns, discusses the likelihood these tariffs will be enacted, and the implications for the US, Australian and world economy with Fidante Investment Specialist...2025-05-1619 minFinding AlphaThe contrarian opportunity in CRE debtHow have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders? We sit down with CRE expert Gerard Hargraves, Head of Real Estate Lending at Challenger Investment Management (CIM) to uncover the evolution of CRE - from the impacts of the Global Financial Crisis to today’s “higher for longer” environment and how to spot red flags in this dynamic asset class. Tune in now to learn where CRE is today and its outlook in the backdrop of the current turbulence.
2025-04-1510 minFinding AlphaAustralian credit is a great place to beExplore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital. In this episode, Dylan discusses where Kapstream is finding relative value in today’s market environment, why Aussie credit spreads are attractive right now, the impacts the ‘inflationary fellow’ may trigger, and capitalising on a decade-high yield environment.
2025-03-2612 min
Financial Services News WrapWed, 5th Feb 2025In this episode, Paige Estritori from Financial Services Online conducts a round-up of news from the Australian financial sector. Topics covered include severe flood challenges in Queensland prompting 1,435 insurance claims and prompting greater resilience in infrastructure planning due to climate change. Amid rising US-China trade tensions, the Australian stock market faced a dip, with the ASX200 index losing 5.4 points. The Australian Competition and Consumer Commission (ACCC) is scrutinizing significant motor insurance mergers, including Insurance Australia Group's bid for RACQ Insurance and Allianz Australias prospective acquisition of RAA Insurance. Lastly, Fidante Partners expands its portfolio via a partnership with the long...2025-02-0400 min
ESG in 10COP29 Reflections: Progress, Challenges, and the Path Ahead for ESGIn this episode Charlotte speaks to Nana Li, Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, to reflect on COP29.
Nana, who attended COP29 as both a delegate and speaker, shares insights on climate finance, net-zero commitments, carbon market standards, and the underrepresentation of women in Japan’s corporate leadership. They also explore biodiversity, physical climate risks, and the global shift toward sustainability, while examining the potential implications of U.S. election results on climate policies.
2024-12-1116 minESG in 10COP29 Reflections: Progress, Challenges, and the Path Ahead for ESGIn this episode Charlotte speaks to Nana Li, Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, to reflect on COP29.
Nana, who attended COP29 as both a delegate and speaker, shares insights on climate finance, net-zero commitments, carbon market standards, and the underrepresentation of women in Japan’s corporate leadership. They also explore biodiversity, physical climate risks, and the global shift toward sustainability, while examining the potential implications of U.S. election results on climate policies.
2024-12-1116 minFinding AlphaWhat does a Trump presidency mean for Sustainable Investing?With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New technologies in automation, digitisation, food production and the circular economy are providing new solutions to not only benefit the environment but also provide positive economic benefits. In this episode, David Winborne from Impax Asset Management shares his insights on the latest compelling technologies and innovations as well as his view on the impact of a new political paradigm.
2024-11-2625 minESG in 10Are Australian’s ESG expectations realistic?Advisers have noted a shift in client priorities, with rising cost-of-living concerns and economic volatility at the forefront. According to the latest RIAA survey report, 88% of Australians simply expect their super or other investments to be invested responsibly, showing ESG is no longer viewed as an ‘added extra’ for clients.
In this episode, Nathan Fradley, FChFP, Specialist Financial Adviser, joins Charlotte to explore the complexities of ESG investing from an adviser’s perspective, unpacking key client ESG drivers, conflicting priorities, and the daily challenges advisers face.
Learn more about Nathan by visiting his website- Financ...2024-11-2009 minESG in 10Are Australian’s ESG expectations realistic?Advisers have noted a shift in client priorities, with rising cost-of-living concerns and economic volatility at the forefront. According to the latest RIAA survey report, 88% of Australians simply expect their super or other investments to be invested responsibly, showing ESG is no longer viewed as an ‘added extra’ for clients.
In this episode, Nathan Fradley, FChFP, Specialist Financial Adviser, joins Charlotte to explore the complexities of ESG investing from an adviser’s perspective, unpacking key client ESG drivers, conflicting priorities, and the daily challenges advisers face.
Learn more about Nathan by visiting his website- Financ...2024-11-2009 minFinding AlphaInflation has finally arrived in Japan, so what’s next?Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024. After attracting attention and flows from foreign investors in recent years, Japan is back on investors’ radar.
In this episode, Yuichi Murao, CIO of Nomura Asset Management shares his views on the Japanese equity market in a year of change for the world’s fourth largest economy.
2024-10-0819 min
Ensombl Advice AustraliaInvestment Podcast #17 - Alternatives (Private Markets)Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever be...2024-09-2941 minFinding AlphaApplying learnings from Australia’s Earnings SeasonDespite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations. However, that doesn’t mean that it wasn’t full of surprises. Outlook statements were worse; leading to earnings downgrades and a continuation of low earnings growth in Australia. In this episode, Andrew Martin from Alphinity Investment Management unpacks reporting season and shares his insights on where he is finding stocks that have their own growth drivers and are not dependent on lower interest rates nor a resurgence of growth in China.
2024-09-1121 minFinding AlphaThe inside scoop on Commercial Real EstateRising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet performance moves in cycles and green shoots abound. Particularly for existing stock in quality locations purchased at attractive valuations. Elanor’s Head of Investments, David Burgess, joins Finding Alpha to share the geographies, sectors and assets that are looking compelling as well as the alternative investments on their radar.
2024-08-1418 minESG in 10Beyond the Headlines: Geopolitical Risks in ESG InvestingIn this episode of ESG in 10, Charlotte O'Meara welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of geopolitical risks on investment strategies. While recent conflicts in Ukraine and the Middle East have brought these risks to the forefront, their influence on global investment landscapes has been longstanding.
Join us as we explore how investors can address these persistent challenges and seamlessly integrate them into their ESG frameworks.
*NB. This episode was recorded at the RIAA Conference Australia.
2024-08-0114 minESG in 10Beyond the Headlines: Geopolitical Risks in ESG InvestingIn this episode of ESG in 10, Charlotte O'Meara welcomes Joachim Klement, investment strategist and ESG specialist from Liberum, to delve into the critical impact of geopolitical risks on investment strategies. While recent conflicts in Ukraine and the Middle East have brought these risks to the forefront, their influence on global investment landscapes has been longstanding.
Join us as we explore how investors can address these persistent challenges and seamlessly integrate them into their ESG frameworks.
*NB. This episode was recorded at the RIAA Conference Australia.
2024-08-0114 minFinding AlphaToo good to be true?Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin, and an illiquidity premium are appealing to investors looking for income. This demand is being met by private credit as an increasing amount of lending activity is taken away from banks, increasing the supply of deals looking for financing. Challenger Investment Management has been investing in this market for almost 20 years and has lived through credit cycles, including the GFC.
In this episode, Portfolio Manager Justin Voller from Challenger Investment Management unpacks the private credit opportunity, and the red flags...2024-07-1018 minFinding AlphaExploiting the valuation gapFears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy. This has created a compelling valuation gap that Ox Capital’s Dr Joseph Lai thinks is ripe with opportunities. In this episode, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.
2024-06-1718 minFinding AlphaBeyond the Magnificent 7The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value, where the next AI winners will come from and where he is seeing opportunities in other sectors. We also discuss the other themes that investors should consider having in their portfolios and what is driving the pickup in M&A activity. As investors question whether the dominance of US equity markets can continue, this is an episode not to be mi...2024-05-2721 minESG in 10Navigating Responsible AI: A Framework for Investors, with AlphinityIn this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. With the exponential growth of AI-driven businesses, investors are grappling with how to gauge the responsible use of this technology. Alphinity Investment Management, in collaboration with CSIRO’s Data61 team, presents a groundbreaking framework aimed at guiding investors in assessing the ethical deployment of AI. Tune in as we explore key insights from their comprehensive research report, discuss engagement activities, and provide an overview of the investment framework, empowering investors to integrate responsible AI considerations into their investment strategies.
Find ou...2024-05-1317 minESG in 10Navigating Responsible AI: A Framework for Investors, with AlphinityIn this episode of ESG in 10, we delve into the crucial intersection of AI and responsible investing. With the exponential growth of AI-driven businesses, investors are grappling with how to gauge the responsible use of this technology. Alphinity Investment Management, in collaboration with CSIRO’s Data61 team, presents a groundbreaking framework aimed at guiding investors in assessing the ethical deployment of AI. Tune in as we explore key insights from their comprehensive research report, discuss engagement activities, and provide an overview of the investment framework, empowering investors to integrate responsible AI considerations into their investment strategies.
Find ou...2024-05-1317 minFinding AlphaAmplifying the diversification benefits of Fixed IncomeGiven the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed. In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit.
2024-04-1517 minESG in 10Asia and the sustainable future of food with Proterra AsiaBy 2030, more than 60% of the world’s population will live and eat in Asia. With the growing demand for sustainable food production, there are many challenges and opportunities with the changing demographics and demand for food in the region.
In this episode, Charlotte is joined by Tai Lin, Managing Partner at Proterra Asia, to dissect the complexities of this evolving landscape, exploring the shifting demographics and evolving dietary habits driving the surge in food demand across Asia.
2024-04-0319 minESG in 10Asia and the sustainable future of food with Proterra AsiaBy 2030, more than 60% of the world’s population will live and eat in Asia. With the growing demand for sustainable food production, there are many challenges and opportunities with the changing demographics and demand for food in the region.
In this episode, Charlotte is joined by Tai Lin, Managing Partner at Proterra Asia, to dissect the complexities of this evolving landscape, exploring the shifting demographics and evolving dietary habits driving the surge in food demand across Asia.
2024-04-0319 minESG in 10The disproportionate impact of modern slavery on women and girlsDid you know? According to a Walk Free Report, one in every 130 females globally is living in modern slavery. Women and girls account for nearly three-quarters (71%) of all victims. This stark reality sheds light on the disproportionate impact of modern slavery on women and girls, highlighting the urgent need for action.
In this episode, we delve deep into this crucial topic with Melissa Stewart, founder of Stewardship Advisory and a member of the Alphinity Sustainable Fund Compliance Committee.
Tune is as we discuss the impact of gender inequality on modern slavery prevalence and...2024-03-0714 minESG in 10The disproportionate impact of modern slavery on women and girlsDid you know? According to a Walk Free Report, one in every 130 females globally is living in modern slavery. Women and girls account for nearly three-quarters (71%) of all victims. This stark reality sheds light on the disproportionate impact of modern slavery on women and girls, highlighting the urgent need for action.
In this episode, we delve deep into this crucial topic with Melissa Stewart, founder of Stewardship Advisory and a member of the Alphinity Sustainable Fund Compliance Committee.
Tune is as we discuss the impact of gender inequality on modern slavery prevalence and...2024-03-0714 minFinding AlphaReporting season, what you need to knowWith February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster. In this episode, Catherine shares her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.
2024-03-0613 minFinding AlphaAvoiding pitfalls in the small cap marketSuccessful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood, Principal at Eiger Capital, has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.
2024-02-0623 minESG in 10Why Europe is the region leading Sovereign Green Bond issuance, with ArdeaIn this episode of ESG in 10, Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown. They delve into the drivers behind Europe's success, compare the global approaches to green policies, and provide insights into the outlook for green bond issuance in the remaining weeks of 2023.
You can read the full paper by Ardea Investment Management here-Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year...2023-12-1208 minESG in 10Why Europe is the region leading Sovereign Green Bond issuance, with ArdeaIn this episode of ESG in 10, Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown. They delve into the drivers behind Europe's success, compare the global approaches to green policies, and provide insights into the outlook for green bond issuance in the remaining weeks of 2023.
You can read the full paper by Ardea Investment Management here-Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year...2023-12-1208 minFinding AlphaThe Future of Sustainable InvestingIn our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.
2023-12-0733 minESG in 10Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment ManagementIn this episode, Charlotte is joined by Chris Whitcombe, Head of Global ABS, and Michael Cistulli, Analyst, at Challenger Investment Management, as they delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS). Together, they explore the global landscape of ESG integration and take a closer look at the CIM approach for evaluating ESG risks within ABS transactions.
2023-11-2814 minESG in 10Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment ManagementIn this episode, Charlotte is joined by Chris Whitcombe, Head of Global ABS, and Michael Cistulli, Analyst, at Challenger Investment Management, as they delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS). Together, they explore the global landscape of ESG integration and take a closer look at the CIM approach for evaluating ESG risks within ABS transactions.
2023-11-2814 minFinding AlphaExpanding the Investable Universe with AlternativesIn our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.
2023-11-1424 minESG in 10Antimicrobial Resistance (AMR), What is it, and why is it important for Investors? With AlphinityIn this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.
When used correctly, antimicrobials play a key role in treating human and animal health. Antibiotics in particular have saved millions of lives since the 1940s and have contributed significantly to the life expectancy we see today. But microorganisms are becoming more resistant to contemporary medicine. Without responsible antimicrobial use, disease prevention and research into alternatives, the systemic risk posed by antimicrobial re...2023-11-0812 minESG in 10Antimicrobial Resistance (AMR), What is it, and why is it important for Investors? With AlphinityIn this episode, Charlotte is joined by Moana Nottage from Alphinity Investment Management to discuss her research into Antimicrobial Resistance (AMR) and the importance of integrating AMR as a factor into the investment and stewardship process.
When used correctly, antimicrobials play a key role in treating human and animal health. Antibiotics in particular have saved millions of lives since the 1940s and have contributed significantly to the life expectancy we see today. But microorganisms are becoming more resistant to contemporary medicine. Without responsible antimicrobial use, disease prevention and research into alternatives, the systemic risk posed by antimicrobial re...2023-11-0812 minESG in 10PRI in Person, 2023- What global investors think about responsible investment with Alphinity and ImpaxIn this episode of ESG in 10, Charlotte is joined by Moana Nottage, Alphinity Investment Management, and Nana Li, Impax Asset Management, to share insights from the PRI in person conference held in Tokyo in October, and discuss the emerging themes that are the focus of investors globally.
2023-10-2619 minESG in 10PRI in Person, 2023- What global investors think about responsible investment with Alphinity and ImpaxIn this episode of ESG in 10, Charlotte is joined by Moana Nottage, Alphinity Investment Management, and Nana Li, Impax Asset Management, to share insights from the PRI in person conference held in Tokyo in October, and discuss the emerging themes that are the focus of investors globally.
2023-10-2619 minESG in 10Inflation and how it impacts the transition to a sustainable economy, with ImpaxThe world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy? If we don’t get the transition right, could it worsen future inflation hurdles?
With a career spanning over 25 years in sustainability, Kirsteen Morrison, Portfolio Manager at Impax Asset Management, joins the podcast to share her insights on how the current inflationary environment will impact the transition to a sustainable economy and what the failure to act on climate change may mean for the inflationary environment in the future.
2023-08-2711 minESG in 10Inflation and how it impacts the transition to a sustainable economy, with ImpaxThe world is experiencing an acute inflation shock, but one key question we must ask, is how this impacts the transition to a sustainable economy? If we don’t get the transition right, could it worsen future inflation hurdles?
With a career spanning over 25 years in sustainability, Kirsteen Morrison, Portfolio Manager at Impax Asset Management, joins the podcast to share her insights on how the current inflationary environment will impact the transition to a sustainable economy and what the failure to act on climate change may mean for the inflationary environment in the future.
2023-08-2711 minESG in 10The Australian Green Bond Program, with ArdeaAfter many years of limited activity on green bonds in Australia, we have seen a number of developments in this space recently, with the announcement of the Australian Government issuing a green bond. This reflects the substantial increase in activity in green bond development globally.
Joining the latest episode of the ESG in 10 podcast, is Tamar Hamlyn, portfolio manager at Ardea Investment Management, to take us through the developments in the green bond space in Australia and what this means for sovereign bond investors.
2023-07-1711 minESG in 10The Australian Green Bond Program, with ArdeaAfter many years of limited activity on green bonds in Australia, we have seen a number of developments in this space recently, with the announcement of the Australian Government issuing a green bond. This reflects the substantial increase in activity in green bond development globally.
Joining the latest episode of the ESG in 10 podcast, is Tamar Hamlyn, portfolio manager at Ardea Investment Management, to take us through the developments in the green bond space in Australia and what this means for sovereign bond investors.
2023-07-1711 minESG in 10Tackling ESG Challenges on the ground, with Cultiv8 and ZetifiIn this episode we hand over hosting duties to Tiffany Holland, Head of Partnerships at Cultiv8, as she sits down with Dan Winson founder at Zetifi, and James Niemeyer, a precision Ag. specialist who has adopted Zetifi's Technology, to discuss ESG considerations necessary for responsible and sustainable expansion.
2023-06-1413 minESG in 10Tackling ESG Challenges on the ground, with Cultiv8 and ZetifiIn this episode we hand over hosting duties to Tiffany Holland, Head of Partnerships at Cultiv8, as she sits down with Dan Winson founder at Zetifi, and James Niemeyer, a precision Ag. specialist who has adopted Zetifi's Technology, to discuss ESG considerations necessary for responsible and sustainable expansion.
2023-06-1413 minESG in 10Takeouts from RI Australia 2023- Part 2PART TWO
Join a special 2-part interview with Simon O'Connor, CEO of Responsible Investment Association Australasia (RIAA) as we take an exclusive look at the recent RI Australia Conference, the largest in-person and online event for sustainable business and responsible investment in the Southern Hemisphere.
Whilst attending the conference, Agnieszka spoke to some key industry leaders who you will hear in these episodes. We thank them for sharing their views, and their contribution to the podcast..
Episode 1: 2:27 -Lucy Cooper, ESG Director, Crescent Capital Partners
Episode 1: 2:51- Pablo Berrutti, Senior In...2023-05-2910 minESG in 10Takeouts from RI Australia 2023- Part 2PART TWO
Join a special 2-part interview with Simon O'Connor, CEO of Responsible Investment Association Australasia (RIAA) as we take an exclusive look at the recent RI Australia Conference, the largest in-person and online event for sustainable business and responsible investment in the Southern Hemisphere.
Whilst attending the conference, Agnieszka spoke to some key industry leaders who you will hear in these episodes. We thank them for sharing their views, and their contribution to the podcast..
Episode 1: 2:27 -Lucy Cooper, ESG Director, Crescent Capital Partners
Episode 1: 2:51- Pablo Berrutti, Senior In...2023-05-2910 minESG in 10Takeouts from RI Australia 2023- Part 1PART ONE
Join a special 2-part interview with Simon O'Connor, CEO of Responsible Investment Association Australasia (RIAA) as we take an exclusive look at the recent RI Australia Conference, the largest in-person and online event for sustainable business and responsible investment in the Southern Hemisphere.
Whilst attending the conference, Agnieszka spoke to some key industry leaders who you will hear in these episodes. We thank them for sharing their views, and their contribution to the podcast..
Episode 1: 2:27 -Lucy Cooper, ESG Director, Crescent Capital Partners
Episode 1: 2:51- Pablo Berrutti, Senior In...2023-05-2808 minESG in 10Takeouts from RI Australia 2023- Part 1PART ONE
Join a special 2-part interview with Simon O'Connor, CEO of Responsible Investment Association Australasia (RIAA) as we take an exclusive look at the recent RI Australia Conference, the largest in-person and online event for sustainable business and responsible investment in the Southern Hemisphere.
Whilst attending the conference, Agnieszka spoke to some key industry leaders who you will hear in these episodes. We thank them for sharing their views, and their contribution to the podcast..
Episode 1: 2:27 -Lucy Cooper, ESG Director, Crescent Capital Partners
Episode 1: 2:51- Pablo Berrutti, Senior In...2023-05-2808 minESG in 10A belief in active ownership with Rebecca El- Khoury, Merlon Capital Partners.Merlon Capital Partners believe that the deep consideration of governance, social and environmental issues, together with active ownership, enhances investment, business, and community outcomes.
A key differentiator for Merlon is their structured and innovative corporate engagement program, where Merlon actively engage with their current and future portfolio companies to achieve the best ESG outcomes.
In this episode, we sit down with Rebecca El Khoury, ESG and Sustainability Manager at Merlon to explore Merlon’s unique approach to corporate engagement and discuss an engagement case study based on the research they have recently completed on problem ga...2023-05-0912 minESG in 10A belief in active ownership with Rebecca El- Khoury, Merlon Capital Partners.Merlon Capital Partners believe that the deep consideration of governance, social and environmental issues, together with active ownership, enhances investment, business, and community outcomes.
A key differentiator for Merlon is their structured and innovative corporate engagement program, where Merlon actively engage with their current and future portfolio companies to achieve the best ESG outcomes.
In this episode, we sit down with Rebecca El Khoury, ESG and Sustainability Manager at Merlon to explore Merlon’s unique approach to corporate engagement and discuss an engagement case study based on the research they have recently completed on problem ga...2023-05-0912 minESG in 10ESG linked remuneration with Kirsty Mackay- Fisher, WaveStone CapitalKirsty Mackay- Fisher, Senior Analyst at WaveStone Capital joins the podcast to discuss her latest ESG research investigating remuneration structures for company executives of the ASX200 and the ESG hurdles linked to those REM structures.
To hear more from WaveStone, visit their Insights Blog on their website https://www.wavestonecapital.com.au/
2023-04-2609 minESG in 10ESG linked remuneration with Kirsty Mackay- Fisher, WaveStone CapitalKirsty Mackay- Fisher, Senior Analyst at WaveStone Capital joins the podcast to discuss her latest ESG research investigating remuneration structures for company executives of the ASX200 and the ESG hurdles linked to those REM structures.
To hear more from WaveStone, visit their Insights Blog on their website https://www.wavestonecapital.com.au/
2023-04-2609 minESG in 10Artificial Intelligence and Big Tech – What does this mean for responsible investors? With Alphinity Investment Management.Episode 4- Artificial Intelligence and Big Tech – What does this mean for responsible investors? Charlotte O' Meara is joined by Mary Manning and Jessica Cairns, Alphinity Investment Management.
Alphinity Investment Management have incorporated artificial Intelligence (AI) into their ESG integration process for a number of years, developing their own responsible investment framework for AI. With the rise of AI technologies such as Chat GPT, AI is now receiving a lot of publicity, but what does that mean for responsible investing? This episode provides an overview of AI and how considerations of AI can be factored into the ES...2023-04-0611 minESG in 10Artificial Intelligence and Big Tech – What does this mean for responsible investors? With Alphinity Investment Management.Episode 4- Artificial Intelligence and Big Tech – What does this mean for responsible investors? Charlotte O' Meara is joined by Mary Manning and Jessica Cairns, Alphinity Investment Management.
Alphinity Investment Management have incorporated artificial Intelligence (AI) into their ESG integration process for a number of years, developing their own responsible investment framework for AI. With the rise of AI technologies such as Chat GPT, AI is now receiving a lot of publicity, but what does that mean for responsible investing? This episode provides an overview of AI and how considerations of AI can be factored into the ES...2023-04-0611 minESG in 10How emerging technologies will reimagine the food and farming system, with Cultiv8Agriculture and Food Technology – how emerging technologies will reimagine the food and farming system. A conversation with Jonathon Quigley, Partner of Cultiv8 Funds Management.
Cultiv8 Funds Management - Sustainably Focused Funds Group
2023-03-1610 minESG in 10How emerging technologies will reimagine the food and farming system, with Cultiv8Agriculture and Food Technology – how emerging technologies will reimagine the food and farming system. A conversation with Jonathon Quigley, Partner of Cultiv8 Funds Management.
Cultiv8 Funds Management - Sustainably Focused Funds Group
2023-03-1610 minESG in 10International Womens Day –Gender promotion rates, the gender pay gap and the experience of women in the funds management industryA special episode celebrating International Women’s Day. Charlotte O’Meara, Senior ESG Specialist at Fidante, Interviews Dr Laura Ryan from Ardea Investment Management on the findings of her research about the role of gender promotion rates in the Australian Finance Industry. Sinéad Rafferty, Senior Investment specialist at Fidante, also joins the conversation outlining her experience as a senior woman in the funds management industry.
Ardea Investment Management
2023-03-1211 minESG in 10International Womens Day –Gender promotion rates, the gender pay gap and the experience of women in the funds management industryA special episode celebrating International Women’s Day. Charlotte O’Meara, Senior ESG Specialist at Fidante, Interviews Dr Laura Ryan from Ardea Investment Management on the findings of her research about the role of gender promotion rates in the Australian Finance Industry. Sinéad Rafferty, Senior Investment specialist at Fidante, also joins the conversation outlining her experience as a senior woman in the funds management industry.
Ardea Investment Management
2023-03-1211 minESG in 10Biodiversity loss, deforestation and the natural world with Ian Simm, Founder and CEO of Impax Asset ManagementIan Simm, Founder and Chief Executive of Impax Asset Management, one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy joins todays episode to discuss biodiversity loss, deforestation and the natural world – how do these important risks and opportunities impact the investors?
Impax Asset Management - Specialists in the Transition to a more Sustainable Economy (impaxam.com)
2023-03-0710 minESG in 10Biodiversity loss, deforestation and the natural world with Ian Simm, Founder and CEO of Impax Asset ManagementIan Simm, Founder and Chief Executive of Impax Asset Management, one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy joins todays episode to discuss biodiversity loss, deforestation and the natural world – how do these important risks and opportunities impact the investors?
Impax Asset Management - Specialists in the Transition to a more Sustainable Economy (impaxam.com)
2023-03-0710 min
The Green DreamThe Mafia & waste management, farming & the cloud - understanding Environmental Markets with IMPAXFounded in 1998, Impax Asset Management (Impax) is a London based specialist asset manager, investing in the opportunities arising from the transition to a more sustainable global economy. Impax has pioneered sustainable investment and today is one of the largest investment managers dedicated to this area. Impax seeks to invest in higher quality companies with strong business models and governance that demonstrate sound management of risk whilst being able to adapt intelligently to changing conditions (See Video link: The Next Economy – The Sustainable Economy). In this interview I discuss Impax’s Sustainable Leaders Fund with Sinéad Rafferty, Senior...2022-12-1233 min
The Fiftyfaces Podcast145. Kerry Duffain of Fidante Partners - Seizing the Day, Doing the WorkKerry Duffain is head of institutional client solutions at Fidante Partners. She has had a long career, that has involved over two decades of working with institutional investors and consultants, but also a number of other intriguing positions, such as her first position - as a newsreader of English news in Bahrain. This ability to improvise, adapt, work hard and step outside her comfort zone has been a constant throughout her career - which has seen Kerry move around the world - in industries involving factory floors, a brewery, engineering electronics, until she finally became "hooked" on fi...2022-05-1920 min
Equity ASAMatthew Holberton - Fidante PartnersMatthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.What is fixed income?Why have traditional fixed income strategies suffered in recent months? What is the role of fixed income in a portfolio?How can returns be generated from fixed income?What are the risks in fixe...2022-05-0521 min
The ETFtracker ShowInterviews with Experts - Episode 6 - The Fixed Income SpecialistIn this week's episode we chat with Matthew Holberton who manages listed products for Fidante including the ActiveX brand of ETFs (XARO and XKAP) which are active fixed income ETFs and XARO is the largest in this category for Australia. We learn more about these ETFs and the other boutique partnerships that Fidante provides. Matt's been exposed to finance from a young age and offers a unique perspective on ETF and the financial markets. If you've ever wanted to learn more about fixed income ETFs and what's inside them, this is the episode for you....2021-09-2134 min
Fixated: The Fixed Income PodcastGovernment Bonds with Samuel Morris - Senior Investment Specialist at Fidante PartnersIn this episode of Fixated: The Fixed Income News Podcast - Samuel Morris (Senior Investment Specialist at Fidante Partners) sits down with Elizabeth Moran (Editorial Director of Fixed Income News Australia) to discuss the state of the fixed income market, Government bonds and inflation. 2021-04-2814 min
My Worst Investment Ever PodcastJoachim Klement – Diversification: The Best Insurance Against any Investment BurstJoachim Klement is Head of Investment Research at Fidante Partners where he investigates long-term investment trends, alternative investments, and listed investment trusts. He was previously Head of Thematic Research at Credit Suisse, Chief Investment Officer at Wellershoff & Partners and Head of Equity Strategy at UBS Wealth Management. He holds Masters degrees in Mathematics and Economics as well as the CFA and CFP designations. In today’s episode, Joachim shares how his first investments were once doing great but ended up losing tremendously. Know the two important lessons he got from this experience and why you shouldn’t make...2019-01-1718 min