Positioning Fixed Income Portfolios with Chris Black – Managing Director of Alexander Funds Management
This week we sit down with Chris Black, Managing Director and Co-Portfolio Manager of Alexander Funds Management. We get his views on positioning fixed income portfolios in the current low interest ra...
11 Okt 202129min
"What’s the growth trajectory?" with Warren Hogan – Managing Director of EQ Economics
This week we talk to Warren Hogan, Managing Director of EQ Economics, to get his take on monetary policy and inflation. We also discuss interest rates, reopening the economy and which states have the ...
27 Sep 202129min
Tackling climate change with Dr. Kylie-Anne Richards – Executive Director and Chair of ESG at Fortlake
This week we talk to Dr. Kylie-Anne Richards, tenured Lecturer at University of Technology Sydney (UTS), and Executive Director and Chair of ESG at Fortlake Asset Management. We discuss the findings o...
15 Sep 202116min
Who are CIP Asset Management? with Victor Rodriguez – Head of Fixed Income at CIPAM
“CIP Asset Management might well be one of the largest, most established Australian investment management businesses your listeners may have never heard of.” This week we sit down with Victor Rodrigue...
31 Aug 202128min
Housing, Interest Rates and China with Chris Joye – Chief Investment Officer of Coolabah Capital
This week we sit down with Chris Joye to discuss internal migration and the impact of working from home on housing markets, the possibility of a cash rate increase, iron ore prices and our relationshi...
17 Aug 202137min
ESG with Bill Haughey – Head of Aberdeen Standard’s Infrastructure Funds Australia
This week we talk to Bill Haughey, about Environmental, Social and Governance (ESG) fundamentals, and what the market is like in Australia for ESG. We also discuss Public-Private Partnerships (PPP), i...
3 Aug 202115min
Corporate Bond Market Inquiry with Jason Falinski MP – Chair of Standing Committee on Tax and Revenue
This week we speak with Jason Falinski MP, Member for Mackellar about the Federal Government inquiry into development of the Australian Retail Corporate Bond Market. We discuss why the inquiry came ab...
27 Jul 202121min
Portfolio Management with Jay Sivapalan - Head of Aus. Fixed Interest at Janus Henderson
This week’s guest is Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, who talks to us about his role as lead portfolio manager of the Tactical Income Fund (Chi-X: TACT), his strate...
20 Jul 202124min
