All Episodes

EP84: The rise of policy‑driven markets - Macquarie Asset Management

EP83: Beyond borders: Why going global still matters in real estate

EP 82: The hidden risks of AI driven markets - BlackRock

EP81: 2026 and beyond: Investing in a hype driven market - Antipodes

EP80: The power of investing in people - Scarcity Partners

EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate

EP78: Credit's rise as the backbone of portfolio strength - Schroders Investment Management Australia Ltd

EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors

EP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital Advisors

EP 75: Currency hedging, the AUD and managing USD exposure – Rochford Capital

EP 74: The art of the short – Fidelity International

Ep 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - Lonsec

EP 72: Global economic outlook and investment strategies for 2025 - Vanguard

EP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - Hyperion

EP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset Management

EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.

EP 68: The new face of private equity - HarbourVest Partners

EP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset Management

Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors

EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management

EP 64: China's soft landing: fact or fiction? - Income Asset Management

EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management

Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares

EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors

EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management

EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare

EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management

EP 57: Explore the intricacies of emerging market equities - Fidelity International

EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group

Ep 55: Private Markets: The new traditional asset class

EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton

EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management

EP 52: Is it time to buy bonds? Russell Investments

EP 51: Investing in the transition to net zero - Janus Henderson

EP 50: Rising interest rates and the return of Australia's two-speed economy - WaveStone Capital

EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management

EP 48: Finding investment opportunities in local markets - First Sentier Investors

EP 47: Asset allocations strategies for inflationary markets - Blackrock

EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital

EP 45: Global equities: Finding sustainable competitive advantages - Intermede

EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management

EP 43: The evolution of ESG investment strategies - Russell Investments

EP 42: Growth and income opportunities with AREITs - CBRE Investment Management

EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital

Ep 40: Investing in the global leaders of tomorrow - Fidelity

Ep 39: Is this time different for bonds? - Schroders

Ep 38: Dynamic asset allocations in volatile times - First Sentier

Ep 37: Global property opportunities for income focused investors - APN Property

Ep 36: Stability in volatility with convertible bonds - Lazard

Ep 35: Generating income with a multi-sector fixed income strategy - Neuberger Berman

Ep 34: Market outlook and investment opportunities for 2021 - Montgomery Investment

Ep 33: What will global markets have in store for investors in 2021 - Perpetual

Ep 32: The investment opportunities in global mid & small-cap equities - Fairlight

Ep 31: Global and Australian market outlook with David Bassanese - BetaShares

Ep 30: Market outlook and opportunities for investors in Australian equities - Pengana

Ep 29: The role of fixed interest strategies in an ultra-low rate environment - Ardea

Ep 28: Building a fixed interest portfolio while meeting your ESG goals - Dimensional

Ep 27: Why now might be time to reconsider the role of value investing - Orbis Australia

Ep 26: How the coronavirus shock will reshape the global investment landscape - BlackRock

Ep 25: What is driving increasing company valuations and will it last? - T.Rowe Price

Ep 24: Have Governments and central banks done enough to prevent a deep global recession? - PIMCO

Ep 23: Weekly review of COVID-19 on the global financial markets - AMP Capital

Ep 22: The rise of Environmental, Social and Governance (ESG) investing - Ausbil

Ep 21: Weekly review of COVID-19 on the global financial markets - Nikko Asset Management

Ep 20: Weekly review of COVID-19 on the global financial markets - Ausbil

Ep 19: Weekly review of COVID-19 on the global financial markets - Russell Investments

Ep 18: Weekly review of COVID-19 on the global financial markets - AllianceBernstein

Ep 17: Weekly review of COVID-19 on the global financial markets - Coolabah Capital

Ep 16: Weekly review of COVID-19 on the global financial markets - Magellan

Ep 15: Weekly review of COVID-19 on the global financial markets - Roger Montgomery

Ep 14: Weekly review of COVID-19 on the global financial markets - Schroders

Ep 13: 2020 economic outlook with Roger Montgomery

Ep 11: Investing for retirement

Ep 10: Finding opportunities in the Australian market

Ep 9: How to find value

Ep 8: Identifying quality small cap stocks

Ep 7: Building a concentrated portfolio

Ep 6: 2019 investment forecast with Roger Montgomery

Ep 5: Investing in a late-cycle market

Ep 4: Strengthening your portfolio with infrastructure

Ep 3: Exploring Exchange-Traded Funds

Ep 2: Preparing your portfolio for the long-term

Ep 1: What to look for in emerging markets