GLOBAL INVESTMENT INSIGHTS

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?