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Artwork for Conversations with Institutional Investors

Conversations with Institutional Investors

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

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 monthlyEpisodes118Founded8 years ago
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BusinessInvesting

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Artwork for Conversations with Institutional Investors

Latest Episodes

In this episode of the [i3] Podcast, I'm speaking with Richard Brown, who is a Client Portfolio Manager with Janus Henderson Investors. And today we are going to talk about global small caps. We look at whether small caps are affected by the increasi... more

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In this episode of the [i3] podcast, “Conversations with Institutional Investors”, we speak with Mary Manning, Chief Investment Officer of the National Reconstruction Fund Corporation, a recently established $15 billion fund that has been set up to p... more

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In this episode, I'm speaking with Dr Alan Dupont, who is the founder and CEO of Cognoscenti Group. Alan is a highly respected geopolitical strategist and has advised a wide range of governmental and commercial organisations, including the Northern T... more

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In this episode of the [i3] podcast, Conversations with Institutional Investors, we speak with Danny Latham, Partner and Head of Australia and New Zealand for Igneo Infrastructure Partners. We discuss the evolution of infrastructure assets, termed "I... more

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Recent Guests

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?
Will Liang
Executive Director of MA Financial Group and former head of technology for Macquarie Capital Australia and New Zealand
MA Financial Group
Episode: 109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model

Host

Wouter Klein
Director of Content for the Investment Innovation Institute

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

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Offers valuable insights into investment styles and strategies from leading professionals.
Listeners appreciate the quality of guests and the depth of the discussions.

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Talking Points

Recent interactions between the hosts and their guests.

119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Q: Are there any particular sectors that look attractive at the moment?
Industrials are currently favored while being underweight on REITs due to market conditions.
119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Q: How do you see AI impacting small cap investments?
AI can enhance operational efficiencies in small caps, leading to significant earnings growth particularly in industries that are labor-intensive.
119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Q: What is your sense about the rate environment?
The direction of rates is still expected to decline, and small caps may not underperform as commonly thought during high rates.
119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Q: Why focus on small caps?
Small caps present interesting opportunities due to inefficiencies that active stock pickers can exploit.
118: National Reconstruction Fund's Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security
Q: How does the opportunity get identified in sectors like quantum computing?
We look at the investable universe and identify different subsectors that align with our priorities, including developing a portfolio approach to quantum technologies.

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Frequently Asked Questions About This Podcast

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

The content focuses on in-depth discussions with influential leaders in the investment world, particularly those from pension funds, insurance companies, and sovereign wealth funds. Episodes typically explore innovative investment strategies, asset allocation, and portfolio construction, providing listeners with valuable insights from industry experts. Notable topics include the implications of behavioral finance, long-term investment strategies, decarbonization, and market dynamics influenced by geopolitical events. This podcast offers a unique perspective by engaging directly with those shaping institutional investing, making it a key resource for professionals looking to enhance their investment approaches.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. NAB Morning Call
2. The Fin
3. Chanticleer
4. The Rules of Investing
5. Money of Mine

How many episodes of this podcast are there?

this podcast launched 8 years ago and published 118 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. Richard Brown
2. Mary Manning
3. Dr. Alan Dupont
4. Ben Darwin
5. Michael Block
6. Eduard van Gelderen
7. Suhail Shaikh
8. Jamie Newton

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