Aberdeen Investments’ Isaac Thong on emerging market equities investing

Video | Isaac Thong, Senior Investment Director, Asian Equities, Aberdeen Investments

In this exclusive interview, Isaac shares the key principles underpinning his approach to identifying long-term opportunities in emerging market equities. He explores where he sees the most compelling opportunities and market inefficiencies across the EM market-cap spectrum, alongside the structural trends and themes shaping the investment landscape. He also challenges some of the common misconceptions investors hold about emerging markets and explains why risk management is critical in a higher-risk asset class like EM equities.

Royal London Asset Management’s Matt Burgess on passive and quant equities

Video | Matt Burgess, Head of Quantitative Equities, Royal London Asset Management

In this exclusive interview, Matt discusses how the conversation around sustainability in equities investing has evolved as investors have faced growing challenges with achieving their sustainability objectives. He also covers the challenges investors face with balancing sustainability objectives with diversification, risk and cost. Matt explains how investors can utilise quantitative techniques to identify long-term risks and opportunities in navigating equity markets and the drivers behind growing interest among institutional investors in equity solutions that sit between traditional active and passive strategies.

CIM Group’s Daniel Ottensoser on U.S. real estate private credit

Video | Daniel Ottensoser, Managing Director & Co-Head of Credit, CIM Group

In this exclusive interview, Daniel discusses the changing landscape in U.S. real estate private credit, what makes it a compelling opportunity for investors today and the sectors he and his team are currently exploring. Daniel explains the key benefits of senior secured real estate lending for investors seeking income and downside protection for their portfolios and talks through what makes the CIM real estate debt investment platform unique and differentiated in its offering.

Generation Life’s Felipe Araujo on tax-aware investing and the growing focus on after-tax outcomes

Video | Felipe Araujo, Chief Executive Officer and Managing Director, Generation Life

In this exclusive interview, Felipe discusses the impact of recent tax changes in Australia on how capital allocators and fund managers invest, with a growing emphasis on after-tax return outcomes. He also shares his perspectives on what will ultimately set apart successful organisations and individuals in an increasingly tax-aware investment environment and how they can innovate to prepare for change, as the market evolves over the next decade.

Indus Capital Partners’ Robert Salvesen on Asian equities as an integral part of a global portfolio

Video | Robert Salvesen, Managing Director, Research Analyst, Indus Capital Partners

In this exclusive interview, Robert discusses the role for an allocation to Asia as an integral part of a global equity portfolio and the investment case for a pan-Asian approach. He explores the sources of dispersion and alpha in Asian equities, the significance of Asia to the artificial intelligence story, and addresses underappreciated pockets of opportunities in Asia beyond A.I. that investors outside the region may be overlooking.

Pzena Investment Management’s Rakesh Bordia on investing in deep value equities across Emerging Markets

Video | Rakesh Bordia, Principal and Portfolio Manager, Pzena Investment Management

In this exclusive interview, Rakesh explains the concept of classic deep value equities investing from a practical perspective. He discusses Pzena’s approach to navigating the challenges and opportunities geopolitical risk presents in Emerging Market equities investing, the impact of concentration in a few select semi-conductor and memory stocks across EM and what he is seeing in the EM opportunity set at the cheapest spectrum of the market, that is unique today, relative to past cycles.

EQT Group’s Jacob Van der Wiel on mega-trends and opportunities in private equity across APAC

Video | Jacob Van der Wiel, Managing Director, EQT Group

In this exclusive interview, Jacob discusses what defines a great APAC private equity player and how LPs can differentiate between true local alpha and market beta when selecting managers. He explains EQT’s approach to sourcing and securing proprietary deals across the APAC region. Jacob also shares his perspectives on the mega-trends offering the most compelling risk-adjusted opportunities and the structural themes long-term asset allocators should prioritise over the next decade; Australia’s strategic role in an APAC portfolio; and advice to family offices scaling co-investment capabilities.

Fidelity International’s Maroun Younes on the drivers of equity market behaviour

Video | Maroun Younes, Portfolio Manager, Fidelity International

In this exclusive interview, Maroun discusses the forces driving equity market behaviour and shares his views on the sustainability of current market dynamics. He explains where he sees the biggest disconnects today between business fundamentals and market expectations, how he separates genuine tech disruption from market overextrapolation and how he thinks about what constitutes a “moat” across industries, in an AI disrupted world.

Nordea Asset Management’s Lars Hemmingsen on factor investing in equities

Video | Lars Hemmingsen, Portfolio Manager, Nordea Asset Management

In this exclusive interview, Lars discusses how investors can apply multi-factor enhanced equity as an active solution to a concentrated market environment. He explains why segmentation is important when comparing companies through a factor lens and why factors should be customised, rather than defined uniformly across the whole market. Lars shares how he thinks about factor weights and how they should evolve across segments and through time, and how investors can maintain conviction when factor leadership changes.

Fisher Investments’ Michael Hanson on equity market euphoria

Video | Michael Hanson, Senior Vice President of Research, Fisher Investments

In this exclusive interview, Michael discusses equity market euphoria. He explains what equity market euphoria is, how long periods of euphoria historically last, how to identify it and what to do about it from a portfolio management perspective in the context of today’s equity markets.

World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio

Video | Kavita Chacko, Research Head, India, World Gold Council

In this exclusive interview, Kavita discusses the key developments in gold markets and the drivers that have supported gold’s rally in recent years and the sustainability of those drivers looking ahead. She explains the role for gold in a diversified portfolio, the objectives investors are typically seeking to achieve through an allocation to gold and why investors should consider including gold in their strategic asset allocation.

Argyle Capital Partners’ Kim Morison on water rights and portfolio construction

Video | Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners

In this exclusive interview, Kim discusses the role of water rights in portfolios, where it sits in the portfolio from a risk-return perspective and the objectives investors may seek to achieve through an allocation to the asset class. He explains the drivers of return when investing in water rights from both an income and capital growth perspective.

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