Fiduciary Investors Series

Amanda White
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Fiduciary Investors Series Podcast

The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposiums, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption, and challenges investors to look differently at how they make decisions and allocate capital.

  1. Why Asia is the future

    18/04/2023

    Why Asia is the future

    In the midst of the great power rivalry between the US and China, “we need all the help we can get to carve out a future that works well for all of us” says Danny Quah, Dean and Li Ka Shing Professor in Economics at Lee Kuan Yew School of Public Policy at the National University of Singapore, in a talk examining the future of the global economy and the role of Asia. Listen here.

    58 min
  2. Reversal of investment themes demands investors change their assumptions

    17/04/2023

    Reversal of investment themes demands investors change their assumptions

    Investors are currently facing the end of uncertainty around assumptions they have made for decades, and need to shore up their portfolios with greater inflation protection, more active management, and by fostering innovation, according to chief strategist at the Investment Management Corporation of Ontario, Nick Chamie who spoke to Amanda White in the Fiduciary Investors Series podcast.

    30 min
  3. Mandates need innovating to encompass sustainable investing

    06/12/2022

    Mandates need innovating to encompass sustainable investing

    As carbon emissions continue to rise investors need to innovate on the nature of investment mandates says Colin le Duc, a founding partner of Generation Investment Management. He says real world impact is going in the wrong direction, even though sustainable investing is booming, and the credibility of transition plans is under scrutiny.

    37 min
  4. Energy markets post-COVID, amid a conflict and in a decarbonising world

    24/06/2022

    Energy markets post-COVID, amid a conflict and in a decarbonising world

    Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the extent of the shock to energy markets through the Ukraine War and how it will impact the transition to clean energy and how portfolio managers can invest in renewables and achieve carbon zero targets in this volatile market.

    38 min
  5. Valuation and risk as the rhetoric-action gap on climate mitigation closes

    13/05/2022

    Valuation and risk as the rhetoric-action gap on climate mitigation closes

    Most rhetoric about mitigation has focused on new energy infrastructure technologies but there is no longer time left to deploy them at sufficient scale. Mitigation will be delivered almost entirely by closing processes that cause emissions by their chemistry and electrifying everything else, and we won’t have as much electricity as we want. This realisation shines a new light both on valuation and on investment risk. Markets cannot currently value climate risk as corporate plans depend mainly on untestable rhetoric. Julian Allwood, who is Professor of Engineering and the Environment and leads the largest and most inter-disciplinary research group in the University of Cambridge dedicated to climate mitigation, has proposed a new mechanism (ZERPAs) to allow proper valuation, based on pre-purchasing access to the scare resources required to deliver mitigation. This, or some similar instrument, will allow investors to revalue assets in the light of future resource scarcity, and to reallocate capital towards businesses compatible with more achievable pathways to real mitigation.

    45 min
  6. Special guest speaker: Professor Sir David King

    13/05/2022

    Special guest speaker: Professor Sir David King

    Professor Sir David King is Emeritus Professor of Chemistry, University of Cambridge; founder and chair of the Centre for Climate Repair in the university and chair of the climate crisis advisory group as well as senior strategy adviser to the President of Rwanda. He was the UK Government Chief Scientific Adviser from 2000-2007 and the Foreign Secretary’s Special Representative on Climate Change from 2013-2017. In February this year he was awarded the David and Betty Hamburg AAAS award for Science Diplomacy.

    54 min

  7. 18/03/2022

    Climate policy key to balancing incoming economic shocks: Warwick McKibbin

    Dealing with inflation while balancing fragile economies will require careful use of monetary policy, balanced with green infrastructure spending and investment in ongoing pandemic prevention measures. Amanda White speaks to renowned economics professor Warwick McKibbin about how the methods central banks use to predict inflation are breaking down, and that world governments will need to look beyond monetary policy and incorporate fiscal and climate policy levers to balance fragile economies.

    30 min
  8. Sustainability: From inception to mainstream

    30/11/2021

    Sustainability: From inception to mainstream

    Amanda White, director of institutional content at Conexus Financial, dives into the past, present and future of responsible investment with PRI’s founding executive director, James Gifford, and current outgoing CEO, Fiona Reynolds. In this candid conversation, they reflect on the genesis of the PRI mission, where we are today and trends and challenges going forward for the responsible investment industry from both an integration and impact lens.

    33 min
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About

The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposiums, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption, and challenges investors to look differently at how they make decisions and allocate capital.

Information

  • Creator
    Amanda White
  • Years Active
    2020 - 2023
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © 2024 Amanda White
  • Show Website
    Fiduciary Investors Series

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