Global Investment Institute
Global Investment Institute is Australia’s leading provider of conferences for capital allocators. The podcast connects institutional investors, family offices, and private wealth investment leaders with peers and global investment experts. It shares knowledge and thought leadership in a private, collegiate, and discussion-focused setting, conducted under the Chatham House Rule. Listeners can watch exclusive interviews with leading investment experts and subscribe for updates.
Episodes
World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio
Kavita Chacko, Research Head, India, World Gold Council | Kavita discusses the key developments in gold markets and the drivers that have supported gold’s rally in recent years and the sustainability of those drivers looking ahead. She explains the role for gold in a diversified portfolio, the objectives investors are typically seeking to achieve through an allocation to gold and why investors sho
Argyle Capital Partners’ Kim Morison on water rights and portfolio construction
Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses the role of water rights in portfolios, where it sits in the portfolio from a risk-return perspective and the objectives investors may seek to achieve through an allocation to the asset class. He explains the drivers of return when investing in water rights from both an income and capital growth perspective. L
Barwon Investment Partners’ Joss Engebretsen on Specialist Disability Accommodation
Joss Engebretsen, Portfolio Manager, Barwon InvestmentPartners | Joss explains what Specialist Disability Accommodation (SDA) is and its role in portfolios as a government-funded, inflation linked essential housing play that can help diversify investor portfolios dominated by AI driven equity and credit exposures. For those looking to build an exposure to the asset class, Joss discusses what inves
Park Square Capital’s Osvaldo Pereira on European private credit
Osvaldo Pereira, Partner, Global Head of Direct Lending, Park Square Capital | Osvaldo discusses the evolution of European private credit and shares the lessons learned investing across multiple cycles. He shares his perspectives on what investors should be considering when choosing a European credit manager, what dictates culture at their organisation and what has enabled them to consistently mai
Värde Partners’ Missy Dolski on asset-based finance and opportunities in the ABF middle market
Missy Dolski, Partner & Global Head, Asset-Based Finance, Värde Partners | Missy discusses how the opportunity set in asset-based finance (ABF) has evolved over the years, the segments of the market offering the greatest opportunities, the attractiveness of the ABF middle market and shares her views on what best-practice in ABF underwriting discipline looks like.Listen to the full interview wh
Macquarie Group’s Bill Eckmann on the evolution of U.S. and European direct lending markets
Bill Eckmann, Head of US Direct Lending, Macquarie Group | Bill discusses how direct lending markets have evolved over the past decade and the key differences between the U.S. and European markets. He explains the structural factors institutional investors should consider when allocating across regions, how to assess risk through a full credit cycle, and whether the fundamentals that have underpin
Igneo’s Rene Ogunbona on trends in infrastructure investing and developments in renewables
Rene Ogunbona, Director, Igneo Infrastructure Partners | Rene discusses the key global trends driving increased infrastructure spending and the opportunities for investors. He explains why mid-market infrastructure is an attractively differentiated sector to the large-cap space for investors to consider for their portfolios. Rene shares his perspectives on changes in the Australian renewables mark
CIM Group’s Jason Schreiber on net lease real estate investing
Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group | Jason discusses the recent changes he has seen unfold in the net lease market and the types of sectors and tenants that are attracting the most investor interest today. He explains why net lease real estate has become more attractive to global investors, the impact of a higher rates environment on how net lease deals are underw
TCW’s Dylan Ross on private asset-backed finance (ABF)
Dylan Ross, Managing Director, Portfolio Manager & Head of Asset-Backed Finance, TCW | Dylan discusses how TCW manages its ABF investments, from portfolio construction through to risk management, with a focus on ensuring client capital is protected. He outlines the key areas of investment focus for their ABF platform, explains the rationale behind those areas of focus, and explores how the pla
Barwon Investment Partners’ Tom Patrick on healthcare real estate investing in Australia
Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners | Tom discusses the key indicators suggesting why the current environment is an inflection point in the property cycle, how investors should think about the role of core real estate today, given the competition faced from fixed income and why alternative real estate sectors like healthcare property are gaining traction.
EQT Group’s William Vettorato on private market evergreens and semi-liquids
William Vettorato, Managing Director, Head of Evergreen Fund Strategy, EQT Group | William discusses how investors around the world are using evergreens as a solution for overcoming accessibility issues and the complexity involved with private markets investing. He explains that Australian investors have been at the forefront of adopting evergreens and shares his views on what investors should con
Graeme Bibby introduces Anseres Capital and shares its investment approach
Graeme Bibby, Chief Investment Officer, Anseres Capital | Graeme provides an introduction to Anseres Capital and how it enables access to institutional-grade investment management for private wealth clients. He also shares Anseres’ investment philosophy, how it holds up through volatility in markets and where he sees the most compelling investment opportunities in the near term. Listen to the full
Argyle Capital Partners’ Kim Morison on Australian water rights investing
Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses how investing in water rights works in Australia, including how it enables farmers to unlock capital from their balance sheets, he explains how water rights are valued and the key drivers of long-term returns in the asset class.Listen to the full interview where we ask Kim: - How does investing in water ri
Pretium’s Brendan Bosman on the role of non-bank lenders in U.S. home building
Brendan Bosman, Managing Director, Pretium | Brendan discusses the drivers behind the demand for non-bank lenders in financing U.S. home building. He explains the size of the opportunity set for investors to fund construction and development and the parts of the market and the types of builders they focus on, and why. Brendan also shares how Pretium is uniquely positioned in originating, underwrit
Tor Investment Management’s Patrik Edsparr on private credit markets of Asia Pacific
Patrik Edsparr, Chief Investment Officer & Co-Founder, Tor Investment Management | Patrik discusses the dynamics playing out across private credit markets of Asia Pacific, the challenges with navigating the opportunity set across the region’s many jurisdictions and what the key ingredients are to achieving success. Patrik also shares his perspectives on credit risk and areas of vulnerability i
Andrew Garrett on Perpetual Wealth Management’s protect and grow investment philosophy
Andrew Garrett, Investment Director, Perpetual Wealth Management | Andrew discusses his team’s investment philosophy and how it feeds into their approach to portfolio construction, including risk management and generating investment ideas. Andrew also shares how their investment strategy is adapting to changing market conditions in alignment with their protect and grow approach to managing client
Viola Private Wealth’s Daniel Kelly on the evolution toward endowment-style investing
Daniel Kelly, Chief Investment Officer, Viola Private Wealth | Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in altern
Man Group’s Kevin Marchetti on what investors should be focusing on now in private credit
Kevin Marchetti, Chief Investment Officer & Head of US Direct Lending, Man Group | Kevin discusses the private credit landscape and what investors should focus on as the lending environment becomes more complex. He highlights opportunities in the U.S. core middle market, including diversification benefits, attractive relative value, and reduced competition. Kevin also outlines the key question
Munro Partners' Nick Griffin on picking the few winners and avoiding the many losers in global equities
Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners | Nick discusses why the stock market is not the economy and that there are many losers and only a few winners. He explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on st
Aware Super’s Mike Cowell on opportunities, risks and manager selection in private credit
Mike Cowell, Portfolio Manager, Credit Income, Aware Super | Mike discusses the role of private credit in modern portfolio construction, and how he is positioning his private credit portfolio for emerging opportunities and risks. He explains the key considerations he takes into account when allocating to an external manager and shares what makes a successful long term LP-GP partnership.Listen to t
D. E. Shaw Investment Management’s Laurent De Greef on U.S. equities in global benchmarks
Laurent De Greef, Senior Vice President, Head of Portfolio Strategy, D. E. Shaw Investment Management | Laurent discusses the drivers behind the relative size of the U.S. in global equity markets and shares a framework investors can apply for understanding risks in a global equity portfolio. Laurent explains the implications of the U.S. market being heavily concentrated in a few large names and wh
Nuveen’s Willis Tsai on global equities and active management
Willis Tsai, Head of Global Equities, Nuveen | Willis shares how he thinks about portfolio construction across the diverse global equities opportunity set. He explains why now is a particularly compelling moment for active management and highlights what separates managers who succeed over the long term from those who don’t. Willis also discusses the most interesting ideas he is exploring today in
Hamilton Lane’s Bryan Jenkins on private equity secondaries
Bryan Jenkins, Head of Portfolio Strategy & Research, Hamilton Lane | Bryan discusses the private equity secondaries market, the drivers of its explosive growth experienced in recent years and the main motivations why investors have been allocating to the asset class. He explains what investors should be looking for to identify best-in-class PE managers and highlights the most important risks
Ecofin at Redwheel’s Michel Sznajer on the electrification super-cycle
Michel Sznajer, Portfolio Manager, Ecofin at Redwheel | Michel discusses how investors can access emerging opportunities from the electrification theme and how investors can adapt their portfolio allocation to capitalise as the electrification theme accelerates. Michel also shares his perspectives on the role of renewables in a “Trump-led” world and explains how A.I. is changing the game for utili
Alantra’s Francisco de Juan on European small cap equities
Francisco de Juan, Managing Partner & EQMC Chief Investment Officer, Alantra EQMC Asset Management | Francisco discusses what makes European small caps an attractive hunting ground for investors. He explains the valuation gap that exists between European small caps relative to both, history and large cap peers and the role of M&A activity in accelerating returns within the asset class. He
Xtrackers by DWS’ Sebastian Schiele on enhanced indexing
Sebastian Schiele, DWS Global Head, Index Mandates & Solutions, Xtrackers by DWS | Sebastian explains enhanced indexing and where it fits between passive and active strategies. He discusses the different types of enhanced indexing approaches that are available and why they are gaining traction with Australian institutional investors. Sebastian also covers how enhanced indexing can help investo
Lazard’s Eric Van Nostrand on quant investing in emerging market equities
Eric Van Nostrand, Chief Investment Officer, Lazard Asset Management | Eric discusses the role of quantitative investing in emerging market equities and how it can adapt to regime shifts without overreacting to short-term noise and macro interference to more reliably generate alpha.Listen to the full interview which covers: - How does limited analyst and media coverage in emerging markets create o
Yarra’s Phil Strano on applying a multi-sector framework to investing in Australian credit
Phil Strano, Head of Australian Credit Research, Yarra Capital Management | Phil shares his views on why private credit has an important role to play in portfolios but cautions that the asset class is seeing pockets of stress emerging, as it reaches saturation point. He explains why investors’ aim should be to build multi-sector credit portfolios that are idiosyncratic in nature, with diversificat
Laurence Taylor on T. Rowe Price’s integrated equity approach
Laurence Taylor, Equity Solutions Portfolio Manager, T. Rowe Price | Laurence discusses T. Rowe Price’s integrated equity approach, including its distinct characteristics and competitive advantages. He explains how the integrated equity process adapts during periods of market volatility and the role technology plays in the investment process and decision-making to deliver desired outcomes for clie
Baillie Gifford’s Alan Coffey on private markets and companies staying private for longer
Alan Coffey, Director, Private Companies, Baillie Gifford | Alan discusses how the continued growth of private companies is reshaping the opportunity set for long-term investors. He explains how Baillie Gifford translates its 100+ years of growth investing heritage into advantage in accessing and navigating private market opportunities today, as more companies remain private for longer.Listen to t
bfinance’s Toby Goodworth on active currency overlays and managing FX in portfolios
Toby Goodworth, PhD, Managing Director, Head of Liquid Markets, bfinance | Toby discusses active currency overlays, including how they differ from a conventional strategic FX hedge, the challenges investors typically face in implementation and their role in the context of the broader portfolio. He addresses what the ideal market conditions are for utilising active currency overlays and explains wh
Oak Hill Advisors’ Adam Nankervis on multi-asset credit investing
Adam Nankervis, Portfolio Manager & Partner, Oak Hill Advisors | Adam discusses the evolution of credit markets and how private credit interacts with the high yield and leveraged loan markets. He shares his perspectives on where he sees opportunities and risks in alternative credit and explains how a multi-asset credit approach enables investors to capture relative value and effectively naviga
Absolute Strategy Research's Ian Harnett on the global ‘rupture’ and the rise of ‘state capitalism’
Ian Harnett, PhD, Co-Founder, Chief Investment Strategist, Absolute Strategy Research | Ian discusses his views on Canadian PM Mark Carney’s remarks about a global ‘rupture’, the ‘weaponisation of capital’, how investors can respond to a world of increased ‘state capitalism’ and unpacks what a world of more ‘inflation tolerance’ means for Australian institutional investors. Listen to the full inte
PGIM’s Denis Cole on multi-sector credit investing
Denis Cole, Director of Credit, Head of Portfolio Specialist Group, PGIM | Denis discusses multi-sector credit, including how and when best to allocate to a multi-sector credit mandate, appropriate benchmarks to use and what asset owners should look for in a manager when they are assessing their aptitude for a multi-sector credit mandate. He also shares his perspectives on subsectors of credit mar
LGT Capital Partners' Pauline Wetter on private equity secondaries & exit activity
Pauline Wetter, Partner, LGT Capital Partners | Pauline discusses the drivers behind the slowdown in private equity (PE) exit activity and the growing role of secondaries in the PE landscape, including her key lessons learned over the years investing in secondaries and what it takes to achieve PE investing.Listen to the full interview which covers: - Investors have been disappointed with the a
Victory Park Capital's Justin Maleson on legal credit, a subset of asset-based finance
Justin Maleson, Managing Director (Legal Credit) & Assistant General Counsel, Victory Park Capital (VPC) | Justin explains why legal credit is an attractive investment opportunity, as a subset of asset-based finance. He discusses how VPC partners strategically with law firms and shares their approach to investing in the asset class and the areas of legal credit presenting exciting opportunitie
Insight Investment's Harvey Bradley on global fixed income markets investing
Harvey Bradley, Co-Head of Global Rates, Insight Investment | Harvey discusses how investors need to evolve their approach when investing passively into fixed income markets and highlights the need to be intentional with benchmark selection and deliberate in portfolio construction, to achieve success. He also examines the implications of the declining demand for US Treasuries, the rapid growth of
Fisher Investments' Michael Hanson on top-down equity investing
Michael Hanson, Senior Vice President of Research, Fisher Investments | Michael explains the benefits of a “top-down” approach to global equities investing and what’s been key to Fisher Investments’ 30 years of success navigating equity markets. He shares his views on US exceptionalism and how sentiment drives equity markets. Listen to the full interview which covers: - Explain Fisher Investme
Goldman Sachs’ Aakash Thombre on multi-asset credit strategies
Aakash Thombre, Managing Director, Goldman Sachs Asset Management | Aakash explains why identifying macro regimes is essential for multi-asset credit investors and how to navigate a tight spread environment in search of returns, without stretching for yield or compromising credit standards. He shares his views on where AI could have the greatest impact on global credit investors, the vulnerabiliti
ClearBridge Investments' Pawel Wroblewski on AI and equities investing
Pawel Wroblewski, Managing Director, Portfolio Manager, ClearBridge Investments | Pawel discusses how AI-driven disruption is reshaping equity market leadership and how to integrate these themes into portfolio construction, while maintaining style and valuation discipline. He also explores why an active, diversified approach across the growth spectrum is well placed to manage disruption and enhanc
Loomis Sayles' Aziz Hamzaogullari on active equity managers’ opportunity amid volatility
Aziz Hamzaogullari, Chief Investment Officer of Growth Equities, Loomis, Sayles & Company | Aziz discusses how volatility and dispersion in equity markets create opportunities for active managers and delves into the characteristics of companies that have outperformed the much discussed “Magnificent 7”. He explains why the “Magnificent 7” dominate investment discussions and how investors should
Artisan Partners' Jason White on global SMID-caps
Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners | Jason discusses what makes the current environment attractive for investing in global SMID-caps, the role IPOs play in the investment process and the role strategic acquisitions play in driving returns for SMID-cap investors.Listen to the full interview which covers: - What makes the current environment
Mondrian’s Charlie Hill on value and defensive investing in global equities
Charlie Hill, Global Equity Senior Portfolio Manager, Mondrian Investment Partners | Charlie outlines Mondrian’s approach to finding value in global equity markets over a long-term time horizon. He shares their approach to managing volatility, constructing portfolios with consistency, and navigating differences across regions and sectors. He also highlights the distinct characteristics that define
BMO Sponsor Finance’s Jon Landis & Dan Weeks on the global private debt landscape
Jon Landis, Managing Director & Dan Weeks, Managing Director & Team Lead, BMO Sponsor Finance | Jon and Dan discuss why it is important to have direct origination capability in private debt, the role of PE sponsors in deal sourcing and how investor expectations are evolving around alignment and co-investment. They also discuss where they see best relative value in private debt globally, in
MRB House family office’s Peter Magee on how they invest
Peter Magee, Chief Investment Officer, MRB House Family Office | Peter discusses the family office’s investment model, the governance frameworks overseeing their investment program and their core investment capabilities. He shares how his organisation benchmarks their returns and their preference for investing through externally managed funds vs direct investing. Listen to the full interview whic
Robeco's Ralph Berkien on systematic fixed income investing
Ralph Berkien, Head of Fixed Income Client Portfolio Management, Robeco | Ralph explains why Australian investors should consider a systematic approach to investing and the fixed income asset classes where it can best be applied. He compares systematic fixed income to passive strategies and discusses why systematic investing is well suited to decarbonising fixed income portfolios.Listen to the ful
World Gold Council's Marissa Salim on global demand trends & outlook for gold
Marissa Salim, Senior Research Lead, APAC, World Gold Council | Marissa discusses global gold demand trends, what the drivers are behind the growing appetite for gold and who the key market players are. She also examines the role gold can play in investor portfolios and how it can complement other asset holdings.Listen to the full interview which covers: - What are the global demand trends for
Eastspring’s Steven Gray on why EM equities face a pivotal moment now
Steven Gray, Head of Global Emerging Markets and Regional Asia Value Equities, Eastspring Investments | Steven explains why emerging market equites remain strategically relevant for investor portfolios, despite a challenging decade. He discusses why EM faces a pivotal moment in the current environment, with structural reforms and global shifts under way, attractive valuations and the persistence o
Neuberger Berman's Ray Carroll on tax managed equities investing for family offices
Ray Carroll, Chief Investment Officer – Breton Hill, Managing Director, Neuberger Berman | Ray explains what tax managed investing is, why it is of interest to family offices and how it applies to active and passive equities strategies. He discusses what’s supporting the growth in tax managed active extension strategies in equities and shares the main investment trends he is observing among global
PIMCO’s Alicia Li on US commercial RE and key trends shaping opportunities
Alicia Li, Product Strategist, Real Estate, PIMCO | Alicia shares her perspectives on the key trends shaping the US commercial real estate market, why real estate debt presents a compelling opportunity for investors today and how it can complement other areas of private credit. Alicia also discusses the lessons learned over her extensive career navigating US commercial RE markets and how those lea
Relative value in credit vs equities & the rise of multi-asset credit | Oaktree’s David Rosenberg
David Rosenberg, Managing Director and Co-Portfolio Manager, Oaktree Capital Management | David shares his perspectives on the relative value of credit versus equities in a higher-yield environment, he discusses pockets of credit markets offering best-in-class opportunities and the drivers behind the rise of multi-asset credit. Listen to the full interview which covers:- How would you compare the
The case for SMID caps: Opportunities in small & mid-cap equities
Andrew Gowen, Portfolio Manager & Director of Research, Bell Asset Management | Andrew explores the case for including small and mid-cap (SMID) equities in diversified portfolios and the structural growth advantages that SMID caps offer.Listen to the full interview which covers: - Why do you advocate for SMID caps inclusion in equity portfolios?- What are the growth figures that underpin SMI
Leveraging relationships in direct lending origination for competitive advantage
John Liguori, Chief Investment Officer, Middle Market Direct Lending, Jefferies Credit Partners (JCP) | John shares how Jefferies Credit Partners leverages its relationships in direct lending origination through its shareholders and how that enables them to stand out in a competitive market, in terms of their approach and access to best-in-class deals and navigating opportunities through volatile
US Residential Credit: A strategic role in institutional portfolios and what to look for in a manager for success in the asset class
Andrew Miller, Managing Director, Residential Credit, Pretium Partners | Andrew discusses US residential credit and why investors should be paying attention to economic developments reshaping the opportunity set in what is a large, diverse and non-correlated asset class. He shares the structural and cyclical trends driving the asset class, and the skills investors should be looking for in an inves
Private Asset-Based Finance: The next evolution in private credit investing
Edwin Wilches, Co-Head of Securitised Products, PGIM FixedIncome | As investment in the private credit asset class continues to evolve, private ABF has a key role to play as the next wave of bank disintermediation unfolds. Edwin discusses how asset-based finance distinguishes itself within the broader private credit landscape, the opportunity set the asset class offers investors and how to assess
Insurance Linked Securities: Why the asset class warrants an allocation in institutional portfolios
Gareth Abley, Co-Head of Alternative Strategies, MLC Asset Management | Gareth shares his insights from nearly two decades investing in Insurance Linked Securities as an institutional investor, discussing what makes the asset class structurally attractive in the current environment, how to implement a successful exposure and the pitfalls for investors to avoid along their journey navigating the as
How to identify bad credits, avoid missteps and safeguard private credit portfolios against loss?
Robin Doumar, Founder & Managing Partner, Park SquareCapital | Robin shares his unique insights on the opportunity set in private credit today across Europe and the US, including how investors may consider positioning their portfolios in the current environment. He provides his perspectives on how LPs can keep loss rates to a minimum and guard against missteps when investing in the asset class
Why investors are choosing private over public credit
Joe Moroney, Partner, Co-Head of Global Corporate Credit and Head of Sustainable Finance, Apollo | Joe explores the structural and market forces behind the rise of private investment grade credit, including why borrowers are increasingly turning to private markets over public, how regulatory change is reshaping the relationship between banks and alternative asset managers, and why asset-backed sol
Role of Australian multi-sector credit in portfolios to combat volatility in equity markets
Phil Strano, Head of Australian Credit Research, Yarra Capital Management | With volatility in equity markets, investors are rethinking their portfolio positioning. Phil discusses the role Australian multi-sector credit can play in achieving outperformance, the key dynamics driving tailwinds in the asset class and why investors should consider it as a great diversifier to Australian private credit
Evolution of private credit and key success factors to diversifying across strategies and regions
Brad Bauer, Chief Executive Officer, Värde Partners | Brad discusses the evolution of private credit globally and shares his long-term outlook for the asset class. He explores how asset owners can build more diversified exposures, where the most attractive opportunities lie, across strategies and geographies, and outlines the critical factors investors should focus on to achieve success in the rap
Best practice in direct lending and the questions investors should be asking when assessing managers
Kevin Marchetti, Co-Head of Direct Lending and Chief Credit Officer, Man Varagon | Kevin discusses best practice in building and managing direct lending portfolios, what investors should be asking when evaluating new and existing managers as part of their due diligence and risk management processes, and how he expects the asset class to evolve in the years ahead.Listen to the full interview which
Collateralised Loan Obligations (CLOs): What are they, common misconceptions and their role in portfolios?
Cathy Bevan, Head of Structured Credit, BSP-Alcentra (Franklin Templeton) | Cathy discusses what Collateralised Loan Obligations (CLOs) are, how investors use them in portfolios, the common misconceptions about CLOs, the many lessons learned throughout her career navigating global markets, and the key to achieving long-term success in the asset class.Listen to the full interview which covers:- Wha
Why investors should be excited about SMID cap stocks
Qiao Ma, Partner & Portfolio Manager, Munro Partners | Qiao discusses why investors should be excited about the opportunity set in small-mid cap stocks. Faster growing thantheir large cap peers yet trading at a discount; but the key to success in the asset class remains, how to pick the winners.Listen to the full interview which covers:- Munro Partners manage Global Growth equity strategies ac
How an experienced institutional investor selects fund managers
Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors | Lucas discusses an institutional approach to investment manager selection and due diligence and shares actionable insights for achieving desired investment outcomes over the long term.Listen to the full interview which covers:- What are the key factors investors should consid
Bond investing: Applying a systematic approach to “fallen angels”
Syed Zamil, Senior Investment Strategist, Insight Investment | Syed discusses the benefits of a systematic approach to bond investing and how it can be applied to capitalise on the tailwinds driving opportunities in “Falling Angels”.Listen to the full interview which covers: - Can you run us through the difference between a ‘fallen angel’ and ‘falling knife’ and how you can tell the difference whe
Welcome to Global Investment Institute's Interview Series
Global Investment Institute is Australia’s leading provider of conferences for capital allocators. We connect institutional investors, family office and private wealth investmentleaders with peers and global investment experts to share knowledge and thoughtleadership in a private, collegiate and discussion-focussed setting, conductedunder Chatham House Rule. We will be sharing our exclusive interv
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