GLOBAL INVESTMENT INSIGHTS

“Unlike prior innovation cycles, the speed of adoption of AI and unprecedented progress, make this wave more disruptive. However, as AI disruption accelerates and new winners emerge while incumbents falter, passive strategies face a growing challenge - indices are slow to reflect leadership changes. This creates risk for investors relying on static benchmarks and an opportunity for active managers who can identify new leaders early.”

- Pawel Wroblewski is the Managing Director, Portfolio Manager at ClearBridge Investments, where he is responsible for overseeing approximately US$17 billion in assets under management. Pawel’s responsibilities cover all aspects of portfolio management, including stock selection and strategic positioning. In addition to managing the portfolio, he also covers the Technology, Industrials and Commodity sectors, providing insights into companies and broader industry trends.

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

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“As most passive strategies allocate capital broadly and without regard to valuation, we believe passive investing exposes investors to greater risk of loss. We believe risk is more efficiently managed by ensuring prudent diversification of the underlying business drivers to which one’s portfolio holdings are exposed, where the positive impact of one may offset the negative impact of another.”

- Aziz Hamzaogullari is the Chief Investment Officer and founder of the Growth Equity Strategies team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth, and International Growth long-only strategies as well as the Long/Short Growth Equity Strategy. Aziz has over 25 years of investment industry experience.

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

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“It is worth considering the cheapest space within emerging markets; EM Value, has broadly out-performed EM, when EM has out-performed DM (and vice versa). To a large extent, EM Value magnifies the issues, and opportunity, of EM.”

- Steven Gray is the Head of Global Emerging Markets (GEM) and Regional Asia Value Equities at Eastspring Investments, where he is responsible for the firm’s GEM and Asia Value equity capabilities. Steven is also the Lead Manager for Eastspring’s GEM Dynamic strategy.

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

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August 2025

Current featured job vacancies and opportunities include roles at Anacacia Capital, Australian Retirement Trust, Australian Unity, AustralianSuper, Aware Real Estate, Aware Super, CareSuper, Cbus, Evidentia Group, Future Fund, Goldman Sachs, J.P. Morgan Asset Management, Kaizen Recruitment, Macquarie Asset Management, Mercer, Minderoo Foundation, Morningstar, Octopus Australia, QIC, Rest, and TCorp.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

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“Historically, most investors have anchored their private credit portfolios with corporate direct lending. As these portfolios evolve, the current market environment presents a compelling entry point into more diversified segments of private credit, including real estate credit.”

- Alicia Li is a product strategist at PIMCO, where she is primarily responsible for client coverage of real estate strategies across Asia Pacific. Alicia works closely with PIMCO’s sales teams to raise, market, and structure real estate investment solutions tailored to client needs. This involves aligning insights from their portfolio managers on investment opportunities with client demand and risk appetite.

Alicia will be presenting at Global Investment Institute’s upcoming Fixed Income & Alternative Credit Investment Forum, taking place on Thursday, 11 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.

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“There has been a lot of focus on co-investment to reduce fees and create more diverse exposures. In practice, however, adverse selection can lead to concentrated holdings with looser underwriting. A more sustainable approach is to partner with a manager who can offer balanced exposure through a bespoke structure and a diverse portfolio across industries.” 

- Jon Landis is the Head of Investor Business Development at BMO Sponsor Finance (SF), where he is focussed on identifying overlap between clients looking for high quality private debt exposure, and SF’s in-house direct private debt origination. He has over 27 years of experience in the public and private debt markets, is a founding member of the SF investor team, and has a prior background in institutional fixed income, focused on structured products. 

Jon will be presenting at Global Investment Institute’s upcoming Fixed Income & Alternative Credit Investment Forum, taking place on Thursday, 11 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.

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“Heightened geopolitical risk, policy divergence, and shifting market sentiment creates both volatility and opportunity. Investors should consider a globally diversified fixed-income strategy, which allows for exposure to a broader set of interest rate environments and credit profiles, helping to smooth returns, reduce concentration risk and tap into regions or sectors where policy support or economic resilience may offer relative value.”

- Harvey Bradley is the Co-Head of Global Rates at Insight Investment, where he leads portfolio management for global and absolute return fixed-income strategies. His focus is on navigating interest rate cycles, managing macroeconomic risk, and identifying opportunities across sovereign debt markets.

Harvey will be presenting at Global Investment Institute’s upcoming Fixed Income & Alternative Credit Investment Forum, taking place on Thursday, 11 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.

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