Market Narratives

Investment Magazine
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Market Narratives

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.

  1. What the transformation of the labour market means to investors

    11/02/2023

    What the transformation of the labour market means to investors

    Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant:• Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator:• Julia Newbould, managing editor at Conexus Financial

    21 min
  2. Integrating biodiversity into investment decisions

    07/10/2023

    Integrating biodiversity into investment decisions

    Greater access to information from companies and associations on geospatial analysis combined with the acceleration and exponential destruction of the ecosystem has prompted biodiversity to becoming a hot topic in making investment decisions. Conexus Financial managing editor Julia Newbould talks to Newton Investment Management global head of sustainable investment Therese Niklasson

    29 min
  3. Food for thought

    05/11/2023

    Food for thought

    Our food system needs to be more productive and sustainable with increased demand, changing diets and an outdated production system. According to PGIM thematic research group director Jakob Wilhelmus, there are two main challenges in the food chain right now – our current food system is outdated and secondly the devastating impact on the environment and climate change.

    23 min
  4. Growth equities to shine in 2023, if interest rates stabilise

    02/13/2023

    Growth equities to shine in 2023, if interest rates stabilise

    Last year was a terrible year for growth equity investing but 2023 will be a year they can shine, as long as interest rates stabilise, according to Raj Shant, London-based managing director and equity portfolio specialist at Jennison Associates, which is a fundamental equities manager owned by PGIM.

    27 min
  5. Portfolios to stay volatile for years with positive stock and bond correlation

    12/19/2022

    Portfolios to stay volatile for years with positive stock and bond correlation

    Balanced portfolios will be more volatile without the “natural hedge” provided by a negative correlation between stocks and bonds, but diversification will remain a powerful tool to protect portfolios, according to Noah Weisberger, managing director in the Institutional Advisory & Solutions group at PGIM.

    27 min
  6. Not the time to shy away from emerging markets

    11/30/2022

    Not the time to shy away from emerging markets

    With volatility a strong theme of markets and economies over 2022, some investors have de-risked their portfolios and lost their stomach for riskier emerging markets investments but Alex Khosla, emerging markets and Asia equities portfolio manager at sustainable investment manager Newton Investment Management, argues emerging markets still offer value if you know how to find it.

    33 min
  7. Navigating the disruption in energy markets

    09/27/2022

    Navigating the disruption in energy markets

    The world is experiencing the results of an underinvestment in traditional oil/gas energy infrastructure which was compounded by Covid- 19, when some companies believed that peak oil demand had arrived pulling back even more on investment, then came the Russian invasion of Ukraine, and the disruption is overlaid with the longer-term focus on energy transition. David Winans, principal and credit analyst for PGIM Fixed Income’s US investment grade credit research team and Julia Newbould, managing editor, Conexus Financial look at both sides of the demand and supply puzzle.

    32 min
  8. Energy markets post-COVID, amid a conflict and in a decarbonising world

    09/06/2022

    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
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About

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.

Information

  • Creator
    Investment Magazine
  • Years Active
    2020 - 2023
  • Episodes
    135
  • Rating
    Clean
  • Copyright
    © 2021 Conexus Financial
  • Show Website
    Market Narratives

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