Go local or look overseas? with Clive Maguchu from State Street

Go local or look overseas? with Clive Maguchu from State Street

We’re told we are too focussed on the domestic market and to look at investing internationally, but does that include bonds? I spoke to Clive Maguchu from State Street Investment Management to compare the domestic and global bond markets. We discussed benefits and risks, including whether to hedge or not. Is the extra work and potential currency risk worth it?

Episoder(54)

Be yourself with Jenna Hayes from IAM

Be yourself with Jenna Hayes from IAM

To mark International Women’s Day, we’re celebrating the journeys that shape strong leaders. You are the sum of your parts and it’s important to be yourself. From medicine to law and settling in finan...

6 Mar 28min

The Trend is Your Friend with Ken Orchard from T. Rowe Price

The Trend is Your Friend with Ken Orchard from T. Rowe Price

There were a few surprises in this interview with Ken Orchard, Head of International Fixed Income from T. Rowe Price, that manages more than US$314 billion in fixed income assets. While having confide...

28 Okt 202528min

How to invest when everything looks expensive with Chris Iggo from AXA IM

How to invest when everything looks expensive with Chris Iggo from AXA IM

Are markets too frothy? Do bonds once again provide protection if we get a correction? When is it a good time to add duration? Chris Iggo is a popular, regular contributor to our weekly newsletter and...

22 Okt 202523min

Retirement, AI & US Exceptionalism with Sam Morris from Challenger

Retirement, AI & US Exceptionalism with Sam Morris from Challenger

Challenger has two distinct but complimentary businesses, Life, with its annuity products and Funds Management. As an insurance company, they need to make sure they have funds to support very long ter...

27 Aug 202549min

Post-Liberation Day Landscape with Harry Hardy from Fidelity International

Post-Liberation Day Landscape with Harry Hardy from Fidelity International

Is the US still the world’s reserve currency? What other investments might replace US government bonds? I sat down with Harry Hardy from Fidelity International recently and we discussed why the US rem...

6 Jun 202524min

Doing the Impossible with Dr Laura Ryan

Doing the Impossible with Dr Laura Ryan

In celebration of International Women’s Day, we’ve brought in Dr Laura Ryan, Head of Research and Development at Ardea to sit down with us and discuss her lived experiences as a woman in finance. We t...

6 Mar 202524min

US Election Aftermath & Private Credit with Mark Bayley from Kapstream

US Election Aftermath & Private Credit with Mark Bayley from Kapstream

This week we welcome back Mark Bayley, Portfolio Manager at Kapstream Capital to the Fixated podcast to discuss the post-US Election market reactions and explore the fascinating Private Credit asset c...

21 Nov 202433min

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