GLOBAL INVESTMENT INSIGHTS

Video | Peter Magee, Chief Investment Officer, MRB House Family Office

In this exclusive interview, Peter discusses the family office’s investment model, the governance frameworks overseeing their investment program and their core investment capabilities. He shares how his organisation benchmarks their returns and their preference for investing through externally managed funds vs direct investing. 

Watch the full interview which covers:

00:16 - How would you describe the investment model of MRB House Family Office? 

01:42 - What governance frameworks oversee your investment program? 

03:47 - What would you say are the core capabilities of MRB House Family Office? 

05:40 - How do you benchmark the returns you generate? 

08:02 - Do you have a preference for undertaking investment through externally managed funds, or direct investments? 

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Video | Ralph Berkien, Head of Fixed Income Client Portfolio Management, Robeco

In this exclusive interview, Ralph explains why Australian investors should consider a systematic approach to investing and the fixed income asset classes where it can best be applied. He compares systematic fixed income to passive strategies and discusses why systematic investing is well suited to decarbonising fixed income portfolios.

Watch the full interview which covers:

00:20 - Why should Australian investors consider a systematic approach to fixed income investing?

02:06 - In which fixed income asset classes can systematic investing be applied?

03:37 - How does systematic fixed income compare to passive strategies?

05:11 - Why is systematic investing well suited to decarbonising fixed income portfolios?

06:52 - Is there a risk that systematic models overlook certain risks?

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Video | Marissa Salim, Senior Research Lead, APAC, World Gold Council

In this exclusive interview, Marissa discusses global gold demand trends, what the drivers are behind the growing appetite for gold and who the key market players are. She also examines the role gold can play in investor portfolios and how it can complement other asset holdings.

Watch the full interview which covers:

00:18 - What are the global demand trends for gold and who are the key players?

01:54 - What is driving the growing demand for gold?

03:00 - What is the outlook for gold?

04:33 - What are the common myths and important facts about gold that investors should be aware of?

06:14 - What role does gold play in portfolios and how does it complement other asset holdings?

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Video | Steven Gray, Head of Global Emerging Markets and Regional Asia Value Equities, Eastspring Investments

In this exclusive interview, Steven explains why emerging market equites remain strategically relevant for investor portfolios, despite a challenging decade. He discusses why EM faces a pivotal moment in the current environment, with structural reforms and global shifts under way, attractive valuations and the persistence of tailwinds despite tariffs.

Watch the full interview which covers:

00:19 - Does the disappointing performance of Emerging Markets over the last 10 years suggest it is no longer as relevant for inclusion in pension fund mandates?

01:47 - What makes now a pivotal moment for EM equities?

04:34 - Why do you think the China equity market can be supportive to EM post the recent rally?

07:33 - Do the tailwinds supporting EM remain valid in this new world of tariffs?

08:54 - What should investors consider when increasing exposure to EM equities?

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Video | Ray Carroll, Chief Investment Officer – Breton Hill, Managing Director, Neuberger Berman

In this exclusive interview, Ray explains what tax managed investing is, why it is of interest to family offices and how it applies to active and passive equities strategies. He discusses what’s supporting the growth in tax managed active extension strategies in equities and shares the main investment trends he is observing among global family offices.

Watch the full interview which covers:

00:15 - What are the biggest investment trends that you are seeing among family offices globally?

00:40 - What is tax managed investing and why is it of interest to family offices?

01:24 - Does tax managed investing apply to active equity strategies, or just passive index investments?

01:48 - What’s behind the growth in tax managed active extension strategies in equities investing, such as 130/30?

02:16 - What do Australian family offices need to know about tax managed equities investing?

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Video | Alicia Li, Product Strategist, Real Estate, PIMCO

In this exclusive interview, Alicia shares her perspectives on the key trends shaping the US commercial real estate market, why real estate debt presents a compelling opportunity for investors today and how it can complement other areas of private credit. Alicia also discusses the lessons learned over her extensive career navigating US commercial RE markets and how those learnings have shaped her approach today.

Watch the full interview which covers:

00:20 - What are the key trends currently shaping the commercial real estate market, and how do you see them evolving over the next few years?

01:05 - Why is real estate debt a compelling opportunity for investors today?

01:52 - How competitive is the US commercial real estate market and how is PIMCO positioning itself to capture opportunities?

02:53 - How does commercial real estate debt complement other areas of private credit and what should be considered when allocating?

03:52 - What lessons learned have shaped your approach to investing in US commercial real estate?

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Video | David Rosenberg, Head of Liquid Performing Credit and Co-Portfolio Manager, Oaktree Capital Management

In this exclusive interview, David shares his perspectives on the relative value of credit versus equities in a higher-yield environment, he discusses pockets of credit markets offering best-in-class opportunities and the drivers behind the rise of multi-asset credit.

Watch the full interview which covers:

00:17 - How would you compare the value proposition of credit versus equities, in the current environment?

01:29 - What factors are most important for successfully investing in sub-investment grade credit?

02:04 - To what do you attribute the rise in popularity of multi-asset credit?

03:00 - Where are you finding best pockets of value across credit markets?

03:58 - Where are you seeing risks forming across credit markets?

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Video | Andrew Gowen, Portfolio Manager & Director of Research, Bell Asset Management

In this exclusive interview, Andrew explores the case for including small and mid-cap (SMID) equities in diversified portfolios and the structural growth advantages that SMID caps offer.

Watch the full interview which covers:

00:23 - Why do you advocate for SMID caps inclusion in equity portfolios?

00:57 - What are the growth figures that underpin SMID cap equities that support your thesis for their inclusion in equity portfolios?

01:56 - Why have SMID caps recently endured a period of underperformance?

02:29 - What’s to come in SMID cap equities?

03:17 - What are the key risks for equities investors to consider that may or may not impact the SMID cap segment?

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Video | Syed Zamil, Senior Investment Strategist, Insight Investment

In this exclusive interview Syed discusses the benefits of a systematic approach to bond investing and how it can be applied to capitalise on the tailwinds driving opportunities in “Falling Angels”.

Watch the full interview which covers:

00:23 - Can you run us through the difference between a ‘fallen angel’ and ‘falling knife’ and how you can tell the difference when purchasing those bonds?

01:58 - Systematic equities have been popular for a long time, but systematic fixed income isn’t as popular. Why is that and why is systematic fixed income on the rise now?

03:33 - What are the benefits of a systematic approach, compared to a traditional discretionary approach, when accessing fallen angels

05:09 - What technological advancements have allowed Insight to be more efficient and effective in the way you invest?

07:03 - Tariffs are affecting all areas of global markets, is this dislocation a good thing for fallen angels (bonds) and, if so, why?

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Video | Cathy Bevan, Head of Structured Credit, BSP-Alcentra (Franklin Templeton)

In this exclusive interview Cathy discusses what Collateralised Loan Obligations (CLOs) are, how investors use them in portfolios, the common misconceptions about CLOs, the many lessons learned throughout her career navigating global markets, and the key to achieving long-term success in the asset class.

Watch the full interview which covers:

0:19 - What are CLOs and how do investors use them in portfolios?

1:41 - What are the common misconceptions about CLOs?

3:37 - How does having a global approach to investing in CLOs set your team up for success?

5:24 - What are the key benefits of an opportunistic fund that invests in third party CLOs compared to a captive equity fund?

9:44 - When investing in CLOs, how do you assess risk in the underlying collateral portfolios?

11:45 - Why is it important to assess the style and performance of CLO managers?

15:23 - What is your top lesson learned from your significant experience as a CLO investor?  

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Video | Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors

In this exclusive interview Lucas discusses an institutional approach to investment manager selection and due diligence and shares actionable insights for achieving desired investment outcomes over the long term.

Watch the full interview which covers:

00:23 - What are the key factors investors should consider when selecting investment managers?

03:23 - When looking at an investment manager’s track record, how do you separate skill from luck?

04:31 - What are some tips you can share for gaining valuable insights from due diligence meetings with managers?

06:12 - What is the ‘right’ fee to pay an active manager? 

07:34 - Investment due diligence tends to focus on selecting managers, how should investors decide when it is time to terminate a manager?

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Video | John Liguori, Chief Investment Officer, Middle Market Direct Lending, Jefferies Credit Partners

In this exclusive interview John shares how Jefferies Credit Partners leverages its relationships in direct lending origination through its shareholders and how that enables them to stand out in a competitive market, in terms of their approach and access to best-in-class deals and navigating opportunities through volatile market conditions.

Watch the full interview which covers:

0:20 - Tell us about Jefferies Credit Partners in terms of where you invest and some of the characteristics of your investment portfolios?

1:28 - How does the relationship with your two shareholders MassMutual and Jefferies help your overall business and investment strategy?

3:24 - What should investors be looking for when picking a private credit manager in a crowded space?

5:47 - How do you think about building private credit portfolios that can sustain a period of volatility?

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