The CIO Series

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The CIO Series is an exclusive Investment Magazine podcast featuring in-depth interviews with chief investment officers of institutional asset owners including large Australian superannuation funds, public pension plans, endowments and family offices. The series examines the changing role of the CIO — market outlook, asset allocation, portfolio strategy and executive leadership.

Afleveringen

  1. 30 jun

    How Robeco's Anton Eser is thinking about the next cycle in active management

    Robeco global chief investment officer Anton Eser believes AI is the most significant transformation in asset management since passive investing took hold – and that the winners and losers will be determined within the next six to twelve months.  Speaking on the Investment Magazine CIO Series, Eser argued that what separates the winners won't be productivity gains from automating research reports, but rather the firms that fundamentally rethink the relationship between human and machine across their entire investment workflow. Eser discussed how dispersion in equity markets is creating the best backdrop for active management in a generation, why emerging markets have become a genuine opportunity, and the underappreciated risk that keeps him up at night. In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers from Australia's leading asset owners.

    How Robeco's Anton Eser is thinking about the next cycle in active management

  2. 20 mei

    Anna Shelley on the investment opportunities of a fragmented world

    AMP chief investment officer Anna Shelley thinks that the “pervasive” macroeconomic and geopolitical changes of the last few years will effect markets for years to come and fundamentally alter the investment landscape for asset owners.  Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of the opportunities being created by a more fragmented world. In conversation with Investment Magazine's Lachlan Maddock, Shelley also discussed how AMP is thinking about TPA, what she is watching for when AI finally starts making investments, and the lesson from her first boss that has never left her. In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers of Australia's leading asset owners.

    Anna Shelley on the investment opportunities of a fragmented world

  3. 13 mei

    Inside Con Michalakis's plan to transform Funds SA's $50 billion portfolio

    In the latest episode of the Investment Magazine CIO Series, Michalakis sits down with APAC correspondent Darcy Song to unpack his investment philosophy, his return to Adelaide, and what he wishes he'd known when he first became a CIO.

    Inside Con Michalakis's plan to transform Funds SA's $50 billion portfolio

  4. 5 mei

    Graeme Miller on AI, markets and the concentration conundrum

    Speaking with Investment Magazine's Lachlan Maddock, Miller discussed whether the total portfolio approach is genuinely novel or simply good investing by another name, why the performance test works against the members it is designed to protect, and the investment belief that has stayed constant across his career.

    Graeme Miller on AI, markets and the concentration conundrum

  5. 28 apr

    How John Pearce is reckoning with the new investment normal

    UniSuper chief investment officer John Pearce believes the traditional business cycle might be dead – and that investors need to reckon with what comes next. Speaking on the first episode of the Investment Magazine CIO Series, Pearce argued that policymakers have created a regime of permanent stimulus, where any economic slowdown is met with rate cuts and liquidity injections before a true recession can take hold. The implications for portfolio construction are profound. Speaking with Simon Hoyle, reporter-at-large and editor of Retirement Magazine, Pearce discussed the hype and reality of artificial intelligence, why super funds are hitting “peak exposure” to illiquid assets, and the investment calls that have defined his career. In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers from Australia's leading asset owners.

    How John Pearce is reckoning with the new investment normal
  • 5 afleveringen

Info

The CIO Series is an exclusive Investment Magazine podcast featuring in-depth interviews with chief investment officers of institutional asset owners including large Australian superannuation funds, public pension plans, endowments and family offices. The series examines the changing role of the CIO — market outlook, asset allocation, portfolio strategy and executive leadership.

Informatie

  • Maker
    Investment Magazine
  • Jaren actief
    2026
  • Afleveringen
    5
  • Beoordeling
    Veilig
  • Copyright
    © 2026 Investment Magazine
  • Provider

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