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Conversations with Institutional Investors

Investment Innovation Institute [i3]
Investment Strategy
Emerging Markets
Geopolitics
China
Investment Strategies
Retirement Planning
Private Credit
Superannuation Funds
Covid-19
India
State Super
Member Engagement
Deepseek
Fixed Income
Gilmour Space
Electric Vehicles
Brazil
Superannuation
Payments Volatility
Financial Literacy

Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry exper... more

PublishesTwice monthlyEpisodes124Founded8 years ago
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BusinessInvesting

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Artwork for Conversations with Institutional Investors

Latest Episodes

In this special edition of the [i3] Podcast, in collaboration with the UTS Finance Department, we explore how the neoliberal model of economics, which largely ignored politics and focused on financial metrics, has eroded over time and made way for th... more

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In this episode, I'm speaking with James Richards, Co-portfolio Manager of Fidelity International's Transition Materials Strategy. James runs a strategy that invests in stocks of companies that are exposed to materials that will play a crucial role i... more

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Note: This episode was recorded before the release of ASIC's Private Credit Surveillance Report 820. The ASIC report mentioned in the podcast relates to the Private Credit in Australia Report 814, released in September 2025.

In this episode of The ... more

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In Episode 122 of the [i3] Podcast, Conversations with Institutional Investors, we speak with Maroun Younes and James Abela, co-portfolio managers of the Fidelity Global Future Leaders strategy, about the attractiveness of small and mid-cap investmen... more

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Recent Guests

Ashby Monk
Executive and Research Director at Stanford Long-term Investing
Stanford University
Episode: 120: Stanford University's Ashby Monk - The Future of the Pension Industry
Richard Brown
Client Portfolio Manager with Janus Henderson Investors
Janus Henderson Investors
Episode: 119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Mary Manning
Chief Investment Officer of the National Reconstruction Fund Corporation
National Reconstruction Fund Corporation
Episode: 118: National Reconstruction Fund's Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security
Dr. Alan Dupont
Founder and CEO of Cognoscenti Group, geopolitical strategist.
Cognoscenti Group
Episode: 117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7
Ben Darwin
Co-founder and general manager of Gain Line Analytics, and former Wallaby rugby player
Gain Line Analytics
Episode: 115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies
Michael Block
Chief Investment Officer of Bellmont Securities
Bellmont Securities
Episode: 114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing
Eduard van Gelderen
Head of Research at FCLT Global
FCLT Global
Episode: 113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation
Suhail Shaikh
Chief Investment Officer of Fulcrum Asset Management
Fulcrum Asset Management
Episode: 112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck
Jamie Newton
Head of Global Fixed Income Research and Deputy Head of Sustainability
Allspring Global Investments
Episode: 110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?

Host

Wouter Klijn
Editorial Director for the Investment Innovation Institute and Host of the I3 Podcast

Reviews

4.6 out of 5 stars from 29 ratings
  • Great information on investing style and strategies

    Live the content on this podcast and valuable guests.

    Apple Podcasts
    5
    Camscharl
    Australia7 years ago

Listeners Say

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Listeners appreciate the valuable insights and strong content provided in the discussions, often highlighting the expertise of the guests. Many emphasize the depth of knowledge shared, which supports informed investment decision-making.

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Talking Points

Recent interactions between the hosts and their guests.

124: Fidelity's James Richards – Investing in Energy Transition Materials
Q: How do you look at nuclear or more specifically, uranium as a material in the context of your strategy?
While uranium is critical for the energy transition due to its low carbon potential, sustainability issues are also considered, and we apply existing ESG frameworks when evaluating it.
124: Fidelity's James Richards – Investing in Energy Transition Materials
Q: What are transition materials and why should institutional investors care?
Transition materials represent a broad range of commodities that benefit from the energy transition, which is a major thematic for upcoming decades due to rising demand and limited supply.
122: Fidelity's Maroun Younes and James Abela – SMIDs in a World of Large Cap Dominance, Are Things About to Change?
Q: How do you stick to that selling discipline, even in markets like today, where it still seems to be going up?
They manage their portfolio based on valuations and the thesis. If assumptions about a company don't play out, they will sell, while also avoiding large drawdowns.
122: Fidelity's Maroun Younes and James Abela – SMIDs in a World of Large Cap Dominance, Are Things About to Change?
Q: What do you mean exactly by transition?
James elaborates that transition refers to a change in the business model, such as turnarounds or early-stage technology companies building up scale.
122: Fidelity's Maroun Younes and James Abela – SMIDs in a World of Large Cap Dominance, Are Things About to Change?
Q: So why small and mid caps? What got you started in this particular space of investment?
James mentions he started in the Australian market and was later asked to move into the global space, which led him to work with Maroun to explore this expansive opportunity.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This series presents insightful conversations with influential leaders in the investment sector, who are generally associated with prominent global investment firms such as pension funds, insurance companies, and sovereign wealth funds. Key topics include asset allocation, portfolio construction, and the latest investment strategies, providing listeners with a comprehensive understanding of current trends and shifts in the investment landscape. The unique aspect of these discussions is the access they offer to expertise that can drive innovative investment approaches and informed decision-making for both institutional and individual investors.

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These podcasts share a similar audience with this podcast:

1. Chanticleer
2. The Fin
3. NAB Morning Call
4. The Rules of Investing
5. FEAR & GREED | Business News

How many episodes of this podcast are there?

this podcast launched 8 years ago and published 124 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Ashby Monk
2. Richard Brown
3. Mary Manning
4. Dr. Alan Dupont
5. Ben Darwin
6. Michael Block
7. Eduard van Gelderen
8. Suhail Shaikh

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