Think Forward #2: Making sustainability real for members with Rachel Halpern from JANA Investment Advisers

In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Duncan Smith, general manager for client relationships at JANA Investment Advisers, to discuss best practice investment internalisation, emerging governance models in superannuation and why culture will be of “massive” importance as more and more assets are brought in-house.

In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Chris Rust, co-head of Ninety One’s European Credit Opportunities Fund, to discuss the growth of the private credit market in Europe, how Ninety One takes advantage of that market’s “fragmented” nature, and the broad origination network it’s built across dozens of countries.

In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Andrew Fisher, head of investment strategy at Australian Retirement Trust, to discuss why super funds must look outside the retirement system for inspiration as they grow, how Covid changed markets and the outlook for 2025.

In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Danica Hampton, senior portfolio manager at Adrian Lee & Partners, to discuss why traditional, passive approaches to currency hedging are no longer as effective, how YFYS is driving investment decisions, and why geopolitics impacts “the share price on a country”.

In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Christian Baylis, founder and CIO of Fortlake Asset Management, and Bryce Quirk, group executive for distribution at Colonial First State, to discuss new ways institutions can partner with asset managers, how to bring financial advice to the masses, and why investors “shouldn’t be reaching for the last donut”.

In this episode, Investor Strategy News editor Lachlan Maddock talks to Paul Newfield from Frontier Advisors about internal investment governance, super fund internationalisation and the geopolitical risks looming in markets around the world.

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. The Inside Network managing editor Tahn Sharpe sits with Nick Miller from Brisbane-based private equity purveyors Fortitude Investment Partners to discuss the rise of PE, its place in the private capital world and what investors should be wary of.

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Think Forward #2: Making sustainability real for members with Rachel Halpern from JANA Investment Advisers

Think Forward #2: Making sustainability real for members with Rachel Halpern from JANA Investment Advisers