GLOBAL INVESTMENT INSIGHTS

“Right now is a tactical opportunity to invest in the global small/mid cap asset class, due to expectations of higher growth and lower valuations when compared to large-cap equities. This period of SMID underperformance has opened an attractive valuation opportunity for many smaller companies that are leveraged to exciting secular trends.”

- Jason White is the Lead Portfolio Manager for the Artisan Global Discovery Strategy at Artisan Partners, where he is responsible for making investment decisions and managing assets within the Global Discovery strategy.

Jason will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 10 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“The primary way of losing money in credit is picking the wrong credits, that subsequently default and lead to principal losses. As the economic and geopolitical environment remains uncertain, the contractual nature of credit returns is increasingly compelling. This return is predicated only on the issuer remaining creditworthy, compared with the growth that is required to sustain high valuations in equity markets.” 

- David Rosenberg is the Head of Liquid Performing Credit and Co-Portfolio Manager at Oaktree Capital Management, where he is responsible for the U.S. High Yield Bond, Global High Yield Bond, Global Credit Investment Grade and Global Credit strategies. He is also a founding member of the Global Credit Investment Committee, with over 20 years of experience at Oaktree.

David will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 9 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“Investors should pursue investment opportunities outside the US. We believe significant opportunities reside in Japanese, European and defensive oriented equities, where valuations are far more reasonable, corporate balance sheets are managed more conservatively, and growth rates appear to be holding up better.”

- Charlie Hill is a Senior Portfolio Manager in the Global Equities team at Mondrian Investment Partners. He helps in managing A$9bn in Global Equity portfolios. From a research perspective, Charlie has sector specialisations in Industrials/Materials and Consumers. Mondrian is a A$75bn value-oriented, defensive, global investment manager with offices in London, Singapore and Philadelphia.

Charlie will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 10 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

“Long gone are the days where you can get away with generating listed market beta and charging alpha like fees.”

- Andrew Whittaker is Head of Strategy & Implementation at QIC State Investments, responsible for several portfolios managed on behalf of the State of Queensland in conjunction with a whole of portfolio remit spanning Strategic Tilting, Portfolio Resilience and Portfolio Implementation strategies.

Andrew has 17 years’ experience in investment management and financial markets. As well as prior portfolio management roles, Andrew has worked as a Macroeconomic Strategist, Credit Research Analyst, Money Market Portfolio Analyst and has had extensive trading experience across Asian, European and US interest rate, credit, inflation and currency markets.

In this exclusive Super Investor interview with Global Investment Institute, Andrew discusses what drew him to joining QIC and the role, why he has remained with the organisation, how his career has evolved during his tenure, future challenges and aspirations, team culture and key learnings, along with his personal inspirations, including favourite books, podcasts, and hobbies.