121 episodes
Market Narratives Investment Magazine
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- Business
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4.0 • 1 Rating
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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.
Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.
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PGIM's Michelle Teng on the art of managing liquidity risk with private assets on the rise
In episode 122, Investment Magazine's Amanda White speaks with Michelle Teng, vice president of PGIM's Institutional Advisory & Solutions group.
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Aviva Investors' Aaron Grehan on risks, opportunities and the strategic portfolio opportunity in emerging market debt
In episode 121, Investment Magazine's Matthew Smith speaks with Aaron Grehan, deputy head of Emerging Market Debt and hard currency portfolio manager, Aviva Investors.
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PGIM's Taimur Hyat on investing megatrends and how technology is transforming the services sector
In episode 120, Investment Magazine's Amanda White speaks with Taimur Hyat, chief operating officer at PGIM.
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PGIM's Harsh Parikh on real asset allocation sensitivities, time horizons and finding the right inflation outcome
In episode 119, Investment Magazine's Amanda White speaks with Harsh Parikh, principal in the Institutional Advisory & Solutions group at PGIM.
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Vista Equity Partners' David Breach on ecosystem, co-investments and the importance of diversity & inclusion in tech
In episode 118, Investment Magazine's Matthew Smith speaks with David Breach, president and chief operating officer at Vista Equity Partners.
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Chasing yield, the reflation trade and emerging market debt | Paul McNamara
In episode 117, Alex Proimos speaks with Paul McNamara, investment director at GAM.
This episode discusses the comparative risk between emerging markets and developed markets, particularly when the United States is experiencing an uptick in inflation and a stronger dollar. We talk about the impact of Europe and China on emerging markets. We compare the asset classes of emerging market debt to high yield debt in the developed markets. Finally, we discuss hedging and ESG on emerging market debt portfolios.