Video | Aakash Thombre, Managing Director, Goldman Sachs Asset Management

In this exclusive interview, Aakash explains why identifying macro regimes is essential for multi-asset credit investors and how to navigate a tight spread environment in search of returns, without stretching for yield or compromising credit standards. He shares his views on where AI could have the greatest impact on global credit investors, the vulnerabilities global credit investors may be exposed to and what they should do about them, including when to pay for downside protection.

Watch the full interview which covers:

00:19 - Does identifying the macro regime matter for the multi-asset credit investor?

01:15 - How should an investor think about seeking returns without stretching for yield and compromising credit standards in an environment where spreads are tight?

02:25 - Where might AI have the biggest impact for global multi asset credit investors?

04:04 - Should an investor pay for downside protection (i.e. a tail risk hedge)?

05:49 - What are some of the main vulnerabilities global credit investors may be exposed to, and what should they do about them?

Video | Pawel Wroblewski, Managing Director, Portfolio Manager, ClearBridge Investments

In this exclusive interview, Pawel discusses how AI-driven disruption is reshaping equity market leadership and how to integrate these themes into portfolio construction, while maintaining style and valuation discipline. He also explores why an active, diversified approach across the growth spectrum is well placed to manage disruption and enhance long-term returns.

Watch the full interview which covers:

00:23 - How do you see AI-driven disruption reshaping equity market leadership?

01:53 - How do you integrate AI-driven disruption into your equity portfolio construction?

03:55 - How do you maintain style discipline while remaining adaptable to rapid market shifts?

05:02 - How do you ensure valuation discipline when investing in AI-related opportunities?

06:18 - How does a diversified approach across the growth spectrum help manage disruption and enhance long-term returns?

Video | Aziz Hamzaogullari, Chief Investment Officer of Growth Equities, Loomis, Sayles & Company

In this exclusive interview, Aziz discusses how volatility and dispersion in equity markets create opportunities for active managers and delves into the characteristics of companies that have outperformed the much discussed “Magnificent 7”. He explains why the “Magnificent 7” dominate investment discussions and how investors should think about balancing concentration risk with the opportunity cost of being underweight mega-caps.

Watch the full interview which covers:

00:21 - How does volatility and dispersion in equity markets create opportunities for active managers?

02:43 - How do you approach risk in uncertain and volatile equity markets?

04:27 - Why do high profile stocks like the “Magnificent 7” dominate investment discussions?

06:11 - How would you suggest investors think about balancing concentration risk with the opportunity cost of being underweight mega-caps?

08:37 - What common characteristics do companies that have outperformed the “Magnificent 7” share?

Video | Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners

In this exclusive interview, Jason discusses what makes the current environment attractive for investing in global SMID-caps, the role IPOs play in the investment process and the role strategic acquisitions play in driving returns for SMID-cap investors.

Watch the full interview which covers:

00:20 - What makes the current environment attractive for investing in SMID-cap stocks?

02:45 - How do you evaluate liquidity challenges in SMID-caps globally?

03:21 - What role do IPOs typically play in your investment process, and how frequently do they present opportunities for SMID-cap investors?

03:55 - How do you respond to the view that many of the most compelling small-cap companies are now in private equity hands?

04:41 - How significant are takeovers or strategic acquisitions in driving returns for SMID-cap investors, and do you ever invest with the expectation of a transaction?

Video | Charlie Hill, Global Equity Senior Portfolio Manager, Mondrian Investment Partners

In this exclusive interview, Charlie outlines Mondrian’s approach to finding value in global equity markets over a long-term time horizon. He shares their approach to managing volatility, constructing portfolios with consistency, and navigating differences across regions and sectors. He also highlights the distinct characteristics that define Mondrian’s philosophy, which set it apart from peers: stability, discipline and consistency.

Watch the full interview which covers:

00:16 - Can you describe Mondrian’s approach to finding value in equity markets?

02:00 - How do you avoid the increased volatility that is often associated with value equities management?

03:54 - How do you build and manage your equity portfolios to deliver consistent characteristics?

06:27 - How do you deal with differences between equity markets and sectors, and are there areas you completely avoid?

08:51 - What are the key attributes of Mondrian and its approach to equities investing that set it apart from peers?

Video | Jon Landis, Managing Director & Dan Weeks, Managing Director & Team Lead, BMO Sponsor Finance

In this exclusive interview, Jon and Dan discuss why it is important to have direct origination capability in private debt, the role of PE sponsors in deal sourcing and how investor expectations are evolving around alignment and co-investment. They also discuss where they see best relative value in private debt globally, investor perceptions vs reality in US middle market and why fixed income investors are increasingly looking to private credit opportunities. 

Watch the full interview which covers:

00:20 - Why is direct origination capability important in private debt?

02:01 - Why do you value deal sourcing from Private Equity Sponsors in undertaking your direct lending activities?

03:41 - How do you view the relative value between North American, European and Asian, including Australian, private debt in the current environment?

04:47 - What do you find to be the biggest disconnect between investor perceptions and the reality of the US middle market?

06:16 - When it comes to direct lending, how are investor expectations evolving around alignment and co-investment?

07:33 - Why do you think fixed income investors are increasingly looking to private credit opportunities?

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? 

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?

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?

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?

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?

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?

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?

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?

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?

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?  

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?

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?

Video | Andrew Miller, Managing Director, Residential Credit, Pretium Partners

In this exclusive interview Andrew discusses US residential credit and why investors should be paying attention to economic developments reshaping the opportunity set in what is a large, diverse and non-correlated asset class. He shares the structural and cyclical trends driving the asset class, and the skills investors should be looking for in an investment manager to achieve success in residential credit.

Watch the full interview which covers:

0:20 - What makes US residential credit an interesting asset class for investors to consider including in their portfolios? 

0:47 - How is the current economic environment impacting US residential credit?

1:46 - What are some of the key trends in US residential credit that are driving investment opportunities?

2:54 - What are the key capabilities an investment manager needs to have to achieve success in residential credit? 

Video | Edwin Wilches, Co-Head of Securitised Products, PGIM Fixed Income

As investment in the private credit asset class continues to evolve, private ABF has a key role to play as the next wave of bank disintermediation unfolds. In this exclusive interview Edwin discusses how asset-based finance distinguishes itself within the broader private credit landscape, the opportunity set the asset class offers investors and how to assess risk and avoid unintended exposures in portfolios.

Watch the full interview which covers:

0:23 - Can you explain the major drivers behind the growing interest in private credit as an asset class?

1:29 - How does asset-based finance distinguish itself within the broader private credit landscape?

3:08 - Some concerns raised by investors in private ABF and (public) ABS is the lack of visibility on underlying credit risks. How do you assess those risks and avoid getting unintended exposures?

4:51 - What trends or opportunities do you see evolving within the asset-based financing space for investors?

6:31 - How can middle-market borrowers benefit from asset-based finance, especially compared to more traditional credit options?

8:21 - What risks should investors stay mindful of when engaging with asset-based finance in the current economic environment?