World Gold Council's Marissa Salim on global demand trends & outlook for gold

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?

Exclusive interview with Matthew Gadsden, Head of Research Execution, Principal Consultant, JANA Investment Advisers

“Over recent years and in response to market shifts and the rise of passive and alternative strategies, we’ve deepened our lens on understanding the true sources of alpha as part of investment decision making and aspire to be clearer on an investment manager’s value proposition.”

- Matthew Gadsden is a Principal Consultant and JANA’s Head of Research Execution. Matt is responsible for leveraging JANA’s research expertise to drive value creation through the evolution of investment advice and thought leadership, elevating client performance outcomes across JANA’s diverse client base.

Matt has previously led JANA’s Global Equities Research Team and served as the Chair of JANA’s Implemented Consulting (Platform) Investment Committee. He is a member of JANA’s Capital Markets Committee and actively consults to a range of Super and non-Super Advisory and Implemented Consulting clients.

In this exclusive interview with Global Investment Institute, Matt explores how changing market dynamics, including the rise of passive investing and AI disruption, are reshaping portfolio construction and manager evaluation at JANA. He shares the research priorities his team is currently exploring, where the best relative value investment opportunities exist today and explains how JANA's employee-owned model positions it to adapt to evolving client needs in a more competitive and fragmented market.

James Wilson joins VFMC as Senior Portfolio Manager, Fixed Income

October 2025

Global Investment Institute congratulates James Wilson on joining Victorian Funds Management Corporation (VFMC) as a Senior Portfolio Manager, Fixed Income.

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than A$95 billion for Victoria and 31 Victorian public authorities and related organisations.

Most recently, James served as Senior Portfolio Manager at Jamieson Coote Bonds for nearly four years.

We wish James all the best in his new role and continued success to the team at VFMC.

Rest promotes Marina Pasika to Interim Head of Private Markets

October 2025

Global Investment Institute congratulates Marina Pasika on her promotion to the role of Interim Head of Private Markets at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million members, with A$100 billion in assets under management.

Rest's Chief Investment Officer, Michael Clancy, said: “Congratulations to Marina on her appointment as Interim Head of Private Markets. She brings great leadership skills and deep experience, and I’m really pleased that she is stepping into the role in support of our more than 2 million members.”

Prior to her promotion, Marina served as Head of Growth Alternatives.

We wish Marina all the best in her new role and continued success to the team at Rest.

Eastspring’s Steven Gray on why EM equities face a pivotal moment now

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?

October 2025 SuperCareers - Job opportunities for executives and senior investment professionals across our industry

October 2025

Current featured job vacancies and opportunities include roles at Anacacia Capital, Arrowpoint Capital, Australian Retirement Trust, AustralianSuper, Blackbird, Fidante, Franklin Templeton, Goldman Sachs, Hostplus, JANA Investment Advisers, J.P. Morgan Asset Management, JPMorganChase, Lonsec, Medibank, Mercer, NAB, NGS Super, NZ Super Fund, Octopus Investments Australia, Perpetual Wealth Management, RBC, Rest and State Super.

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.

Daniel Jetter promoted to Executive Director, Fixed Income at E&P Financial Group

October 2025

Global Investment Institute congratulates Daniel Jetter on his promotion to Executive Director - Fixed Income at E&P Financial Group (E&P).

E&P delivers financial services across wealth management, corporate advisory, institutional sales and trading and research. They provide financial advice for individuals, families, for-purpose organisations, corporates and institutions.

Prior to his promotion, Daniel served as Director - Fixed Income for over two years at E&P.

We wish Daniel all the best in his new role and continued success to the team at E&P.

Christopher McAvoy promoted to Senior Consultant, Head of Alternatives at JANA Investment Advisers

October 2025

Global Investment Institute congratulates Christopher McAvoy on his promotion to Senior Consultant, Head of Alternatives at JANA Investment Advisers.

JANA is an investment advisory firm with over A$1.3tn funds under advice. They advise over 80 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts.

Prior to his promotion, Christopher served as Senior Investment Consultant.

We wish Christopher all the best in his new role and continued success to the team at JANA.

Neuberger Berman's Ray Carroll on tax managed equities investing for family offices

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?

PIMCO’s Alicia Li on US commercial RE and key trends shaping opportunities

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?

Matthew Davis promoted to Senior PM - Investment Strategy at Australian Retirement Trust

October 2025

Global Investment Institute congratulates Matthew Davis on his promotion to the role of Senior Portfolio Manager, Investment Strategy at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper, with more than A$330 billion in assets under management and over 2.4 million members.

Prior to his promotion, Matthew served as Portfolio Manager, Investment Strategy at ART for more than three years.

We wish Matthew all the best in his new role and continued success to the team at ART.

Exclusive interview with Graeme Miller, Partner, Chief Investment Officer, Mercer Super

“We have been surprised by how resilient economic growth and consumer sentiment have been in light of the US trade tariffs, and we are now of the view that this resilience, along with fiscal support and a benign interest rate environment may well continue to support current equity pricing.”

- Graeme Miller is a Partner in Mercer’s investments business, based in Melbourne. In his role as Chief Investment Officer, Mercer Super, he is responsible for the management of Mercer Super’s investment portfolio.

In this exclusive interview with Global Investment Institute, Graeme discusses the current investment landscape, including interest rates, geopolitical volatility and AI enabled technological change. He explains how scale creates both advantages and challenges for superannuation funds, and emphasises why diversification is the cornerstone of risk management, as well as why strong investment governance is fundamental to achieving consistent performance over the long-term. Graeme also shares his views on private markets investing, and discusses the associated challenges around illiquidity and valuation.

GLOBAL INVESTMENT INSIGHTS

Subscribe to Insights

Search Insights

October 2025

October 2025

October 2025

October 2025

October 2025

Subscribe to our mailing list