Investment Magazine
Market Narratives
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Investment Magazine
Market NarrativesClaimedEpisodes
Investment Magazine
Market Narratives
ClaimedGood podcast? Give it some love!
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Episodes of Market Narratives
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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 repo
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. C
Our food system needs to be more productive and sustainable with increased demand, changing diets and an outdated production system.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 c
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
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 dir
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 mana
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
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 p
A shift towards positive correlation between stocks and bonds is likely, and this phenomenon could persist for many years if history is a guide and this could lead to a “much more volatile world” for those trying to maintain balanced portfolios
Richard Bullock, senior geopolitical strategist at Newton Investment Management and Julia Newbould, managing editor at Conexus Financial talk about today’s economic environment. They discuss how it is the time for geopolitical strategists to st
CEO Bernard Reilly and chair Don Luke of Australian Retirement Trust joined us at the Fiduciary Investors Symposium in June 2022 for a fireside chat on how the fund is adapting and progressing post-merger, and what is next on the agenda for Aus
In this live recording from the Fiduciary Investors Symposium in June 2022, BHP chief executive, Mike Henry, explores the growing role of mined commodities in the global energy transition. This fireside chat was hosted by Amanda White, director
Michelle Teng, vice president and co-head of the private assets research program in PGIM’s Institutional Advisory & Solutions (IAS) group, speaks with Julia Newbould, acting editor at Investment Magazine about how climate change and early relea
Junying Shen, vice president and co-head of the private assets research program in the Institutional Advisory & Solutions (IAS) group at PGIM, speaks with Amanda White, editor of Top1000Funds.com (Investment Magazine’s sister publication), on h
Private assets are appealing for their attractive risk-return properties and diversification potential not available to investors limited to public markets, but as demand rises for private assets in the search for alpha, liquidity risk has beco
While many asset allocators might view emerging market debt as volatile and a tactical investment, there's perhaps more strategic value in the asset class than many give it credit for, Aaron Grehan, Aviva Investors deputy head of Emerging Marke
Technologies that have decimated and transformed the retail and manufacturing sectors are finally 'knocking at the doors' of the services sector, Taimur Hyat, chief operating officer at PGIM explains in an interview with Amanda White. Hyat argu
Amid increasing allocations to real assets by asset owners and pension funds globally, PGIM's Harsh Parikh puts forward a framework for thinking which encourages funds to tailor their approach to each individual asset and avoid making assumptio
In one of the first interviews with David Breach since he became President of Vista Equity Partners, the global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, Investment Magazine managing edi
In this special edition and final episode, Laurence Parker-Brown interviews Alex Proimos, head of institutional content at Investment Magazine.The episode covers the motivation for the Market Narratives and whether it achieved its objectives.
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.
Emmi aims to help the market to understand the level of carbon risk a specific company faces and the decarbonisation required for that company to remain competitive as the world transitions to a low carbon economy.All views expressed on this po
The strategic role of gold, drivers of value and the impact of the Basel III changes | Andrew Naylor
Australia and gold: The relevance of gold as a strategic asset 2021 - Australia edition | World Gold CouncilBeyond CPI: https://www.gold.org/goldhub/research/beyond-cpi-gold-as-a-strategic-inflation-hedgeMine to Market: https://www.gold.org/gol
Moving Beyond Modern Portfolio Theory: Investing That Matters is co-authored with Professor James Hawley. He is also the co-author of "What They Do With Your Money: How the Financial System Fails Us and How to Fix It" and “The New Capitalists”.
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