Investment Week Podcasts

In this episode of Fresh Take, an Investment Week podcast, experts discuss social mobility in asset management. Valeria Martinez, senior reporter, is joined by:  • Baylee Wakefield, multi-asset portfolio manager at Aviva Investors • Tara Clee, ESG analyst at Hargreaves Lansdown • Lindsey Stewart, director, investment stewardship research at Morningstar They discuss how they made their way into the asset management industry, whether the sector has done enough to encourage social mobility and how firms can break down socio-economic barriers to a career in investment management.

In this episode of Head to Head, an Investment Week podcast, experts discuss the Japan's monetary policy and whether it is at risk of becoming in economic outlier. Eve Maddock-Jones, features editor is joined by: • Richard Kaye, fund manager at Comgest • James Ayre, co-head of investments for CCLA They talk us through the pros and cons of Japan's recent monetary policy decisions and the outlook for Japanese equities in the coming months.

In this episode of Investment Week's Head to Head Valeria Martinez, senior reporter, speaks to:  • Nils Rode, CIO of Schroders Capital • Mark Dowding, CIO of BlueBay Asset Management They discuss the outlook of the private market and if the 'Golden Age' has come to an end.

In this episode of Investment Week's A Fresh Take, Elliot Gulliver-Needham, reporter, speaks to: • Whitney Voute, head of investor relations at US Solar Fund • Jack Chellman, head of strategy and comms at the Global Returns Project • Rev Andrew Harper, chief responsibility officer at Epworth Investment Management • Cam Bourne, head of product at The Big Exchange They discuss how they began their careers, the evolution of ESG investing and how the industry needs to improve to attract younger and more diverse employees.

In this episode of Investment Week's A Fresh Take, Kathleen Gallagher, Features Editor speaks to: •Araba Eshun, UK Head of Compliance at Gemini •Devvya Sharma, Invesco’s EMEA Diversity & Inclusion manager They discuss the evolution of diversity in the industry, how cryptocurrency and fintech is playing a role and what more regulators, product innovators and the industry in general can do to boost diversity and inclusion.

In this episode of Head to Head, an Investment Week podcast, experts discuss the possibility of stagflation and recession. Kathleen Gallagher, features editor is joined by: •Silvia Dall’Angelo, senior economist at Federated Hermes International •Salman Ahmed, global head of macro and strategic asset allocation at Fidelity They talk us through the difference between the two scenarios, what are the most important factors and players and how they are positioning themselves in the face of the uncertain future.

In this episode of Investment Week's Head to Head podcast Kathleen Gallagher, features editor at Investment Week, brings two experts together to discuss the investment case for China. An unfortunate combination of factors have meant that China has lagged other equities this year, with the MSCI China index hitting a six year low in mid-March. While it has rallied somewhat since then, it was down 15.7% from the start of the year by 18 March. Headwinds facing China include, companies being at risk of being delisted in the US, Covid numbers on the rise, geopolitical concerns around Ukraine and ongoing challenges with the property developer Evergrande. However, there has also been news out of Beijing with the government saying it would introduce “policies that are favourable to the market”. This has led Credit Suisse and Citigroup to announce they are looking to purchase more Chinese stocks. To discuss these competing factors and the investment case for and against China more generally we are speaking to Jian Shi Cortesi, investment director at GAM Investment and David Rees, Schroders Senior Emerging Markets Economist.

In this Investment Week podcast, deputy news editor Alex Rolandi is joined by four industry experts who discuss the challenges posed by the transition away from fossil fuels and what role investment can play to drive any necessary change, as well as how the unfolding tragedy in Ukraine could have a knock-on effect on net zero goals. Our guests are: •James Alexander, CEO of the UK Sustainable Investment and Finance Association •Marianne Zangrl, head of ESG for fixed income at abrdn •Paul Udall, lead portfolio manager on Lombard Odier’s climate transition strategy •Tony Coveney, managing director and head of infrastructure asset management at ThomasLloyd

March 8 marks International Women’s Day and this year’s theme is break the bias. In recent years there has been more appreciation for the important role the asset management industry has to play in helping to forge women’s equality. Last month the FTSE Women Leaders Review highlighted the "robust and collective action" of investors and how it has been a "significant contributor to progress". So what is the industry doing to help break down barriers and what more do they need to do? Kathleen Gallagher, Features Editor at Investment Week speaks to three women from the industry to discuss not just their engagement with external companies but also the evolution of the asset management industry when it comes to gender diversity and what they would like to see in the future. Our guests are: •Juliet Schooling-Latter, research director at Chelsea Financial Services •Stephanie Niven, global sustainable equity portfolio manager at Nintey One •Noelle Cazalis, fixed income fund manager at Rathbone Investment Management

For the first episode of Head to Head in 2022 we looked at one of the biggest pinch points for investors so far this year – volatility in the technology sector. Figures show that while the S&P 500 is down 5.5% from the start of the year until 4 February, the Nasdaq 100 technology sector is down 12.3%. And the big names, like Facebook’s owner Meta, which saw $230bn wiped from its market value in a single day, and Netflix are causing some of the biggest ructions. Is it time to give up on the tech growth narrative? And what does this shift in market mean for different investing styles? Kathleen Gallagher, Features Editor at Investment Week speaks to Brandon Ladoff, fund manager at Polen Capital and Tatjana Puhan deputy CIO at TOBAM to discuss. Ladoff, co-manager of Polen Capital Focus US Growth, has a bottom-up strategy and holds big names such as Alphabet, Amazon, Meta, and Microsoft in the fund’s top ten. Indeed, Information Technology made up 41.8% of the fund’s portfolio, as of the end of last year according to the factsheet. Meanwhile, Puhan’s firm TOBAM believes in “maximum diversification” through a quantitative approach. The firm runs an Anti-Benchmark US Equity fund, according to the last available information, the fund held Netflix, which made up 1.5% of the portfolio, but none of the other big technology names.