Join us as we talk to guest speakers about the key issues driving superfunds into tomorrow
Episode 34: Private Debt in Europe - rewards and risks
The use of private debt is higher in Europe than in other regions of the world but what does this mean for Australian Super fund investors?
In this week’s episode Patrick Marshall, Head of Private Debt and CLOs at Federated Hermes, shares his insights on the rewards and risks Australian Institutional investors should be alert to when thinking about investing in European Private Debt. He answers key questions such as why is loan origination so critical? And why is experience in restructuring so important? He also provides his thoughts on how private debt fared in the face of the Covid-19 crisis.
Patrick Marshall, Head of Private Debt and CLOs at Federated Hermes
Mel Birks, Head of Advocacy, AIST
Episode 33: UN’s Sustainable Development Goals
The coming years will be crucial for overcoming the impacts of 2020 to ensure that the UN’s Sustainable Development Goals remain on track as we approach the target date of 2030.
In this week’s podcast, we speak with Guido Moret, Head of sustainability integration, fixed income at Robeco to get his insights into the Sustainable Development Goals, the role that investors play in addressing the goals and the way in which SDGs interact and intertwine with ESG and impact investing approaches.
With thanks to Stephen Dennis, Head of Robeco Australia, for his assistance with this episode.
This document is distributed in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws.
Episode 32: US Election – Market Insights from the frontline
It’s been just over a week since the US Presidential Election and only days since it became clear Biden will be the next President of the United States. What impact has the tumultuous election had on markets? What sectors are likely to experience tailwinds under the new administration and which ones headwinds? Will the US’s relationship with China change substantially and what role does the new President’s approach to Climate Change play?
In this week’s podcast we speak with Jim McDonald, Chief Investment Strategist with Northern Trust, based in Chicago. He shares his insights and predictions for the market and economy and highlights areas super funds and other institutional investors should be alert to.
Jim McDonald, Chief Investment Strategist, Northern Trust
Episode 31: Injecting empathy into financial services
What are the benefits of injecting empathy into financial services such as insurance and superannuation?
AIA Australia’s Simonie Fox joins us to discuss the impacts that the COVID pandemic has had on people’s health and wellbeing, as well as the ways that super funds and insurers need to be engaging their customers during a critical and stressful time.
We cover health and wellbeing impacts, the ways in which AIA are promoting better health outcomes, the role of telehealth and digital consultation, and the ways in which super funds can support members’ mental health during the claims process.
Simonie Fox, Head of Shared Value Partnerships, AIA Australia
Tyrell Mills, AIST
Episode 30: Investor expectations in the current environment
Today we are looking at investment considerations in a low yield environment. With returns and markets expected to be lower for longer, how should investors be positioning themselves to make the most of a downturn in markets?
To help us understand these considerations we speak with Sebastian Mullins, Multi-asset Fund Manager from Schroders. Sebastian covers expectations on returns in the current climate, the larger macroeconomic influences that are affecting returns and growth. Sebastian also gives his thoughts on investing in lower return environments and what his expectations are for the short and medium term.
Sebastian Mullins, Multi-asset Fund Manager, Schroders
Tyrell Mills, Media and Content, AIST
Episode 29: COVID’s impact on Impact Investing
How has COVID-19 changed the landscape for impact investing?
We’re joined by Nuveen Co-Head of Impact, Rekha Unnithan for a discussion on the role that impact can play in shaping a better post-COVID world.
We also cover the specific private equity investments that are seeing strong growth in the impact space, and Rekha’s views on the importance for resource efficiency and inclusive growth.
Rekha Unnithan, Co-Head of Impact, Nuveen