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Think Forward #4: The future of active currency management with Danica Hampton from Adrian Lee & Partners

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”.

Investor Strategy News

  • 10th Dec 2024
    10th Dec 2024

    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”.

    Investor Strategy News

  • Think Forward #4: The future of active currency management with Danica Hampton from Adrian Lee & Partners

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    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”.

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  • In the world of institutional investment, sustainability means many things to many people. But what does it mean to the members who stand to benefit the most from it?

    In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Rachel Halpern, head of sustainability at JANA Investment Advisers to discuss how funds can bring sustainability to life for their stakeholders, working within the constraints of Your Future, Your Super, and why regulators have greenwashing in their crosshairs.

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  • 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.

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  • Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investorsThe 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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  • Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity investment in social and renewable energy infrastructure both in Australia and abroad. 

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  • Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered the investment landscape and how the “new captains of capital” are wielding their influence.

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