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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.

Is it 'High Noon' for existential risk, what does it mean to be an existential fund selector in a world of pandemics, cyber risk, climate crisis and digitalisation?

With a classic spaghetti western as a stage, we draw our six-shooters, with Jerome Tagger, and aim our sights on 'preventable surprises' and the forms of risk fund selectors face in an ever complex world. What risks should fund selectors worry about, what do we mean by black swans versus grey rhinos?

Fund selectors, advisers and investors have struggled to analyse fund risk in its many forms. It has a profound effect on asset allocation and assigning a risk budget for investors. Yet the industry remains stuck, as if on rail road tracks, in past risk, ex post, regression, volatility and past loss.. are fund selectors being rustled and herded like cattle by the industry?

Join me and Marshall Tagger as we take fire.. Revolvers loaded.. to the sounds of the West and the howls of the coyote! Once Upon a Time in the West..

Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In the Air, on the Ground, on the Street and around the corner of Debate. Watching, listening, in the Shadows and on your Airwaves. For Fund Selectors, distributors, wealth managers and investors.

In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Jerome Tagger and Preventable Surprises.. and you dear listener.

Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!

That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!

Join the NFO Army Citizen, https://www.patreon.com/newfundorder

Left-field Finance.
#newfundorder

Credits;

George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Audio clips: Public domain 1.0, Sergio Leone Productions 'Once Upon a Time in the West' (1969), Universal Music Publishing Ricordi srl (P) (1969) Sergio Leone Productions, 'L'Uomo Dell'Armonica', 'Addio A Cheyenne', composed by Ennio Morricone, Published by RCA Italiana S.p.A..
Speech extracts and sound effects by Archive.org and Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0.
All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

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Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.

Are funds flying in formation when it comes to fund costs? On episode 003 we go all supersonic with ex Allfunds selector Chetan Modi, of 360FundInsight, on; fund transparency, jurisdiction wars and whether size really does matter.

We lock on target, on whether where you buy your fund manager is as important as who? Why not all shareholders in a fund are treated equally. How is technology changing the fund supply chain? Why do CEOs struggle to embrace it? Who are the Disrupters? Why is there a cost war between huge 'supertankers' and small boutiques? Do ETFs add value in the long run? What is stopping Google or Amazon coming in and taking over?

Fund selectors, advisers and investors have struggled to analyse fund costs accurately. Better tools and due diligence are needed. Chet explains why he co-created the Eagle Eye tool and the problem he sought to fix. Educating and supporting fund buyers on cost analysis.

Join me and Top Gun Chet as we dare to fly into the fund costs danger zone. Missiles locked.. framed by the chilling words of President Spiro Agnew on education, the visceral versus the intellectual..

Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In the Air, on the Ground, on the Street and around the corner of Debate. Watching, listening, in the Shadows and on your Airwaves. For Fund Selectors, distributors, wealth managers and investors.

In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Chet Modi and 360FundInsight.. and you dear listener.

Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!

That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!

Join the NFO Army Citizen, https://www.patreon.com/newfundorder

Left-field Finance.
#newfundorder

Credits;

George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Audio clips: Public domain 1.0, address by Spiro Agnew on Vietnam War Protests.
Speech extracts and sound effects by Archive.org and Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0.
All Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Support the show

Send us a text

Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.

Want to know Kung Fu Value Citizens? On episode 002 we enter Mark Polson's Dojo to discuss Fund Platforms and the V word. Is there a Lie at the heart of the Fund Platform industry? Why is there  cynicism towards Environmental Social Governance (ESG), and what is Mark's 'Secret Value Pixie Song'?

Fund selectors, advisers and investors have struggled to navigate ESG, Greenwash, assessing the value of fund managers and the fund platforms upon which they reside. The swords are out for the regulator and who really deserves some 'chop socky'?

Join me and guest Lang Cat Founder Mark Polson as we spar the issues and deliver a '5 Point Palm Exploding Heart' technique to everyone at the 'gang bang' of the fund distribution model.

Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In the Air, on the Ground, on the Street and around the corner of Debate. Watching, listening, in the Shadows and on your Airwaves. For Fund Selectors, distributors, wealth managers and investors.

Special content: US investors are rebelling on social media boards like Reddit and stock platforms Like Robinhood, how might this revolution impact the wider fund industry? I offer some special left-field opinion on the aftermath of GameStop.

In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Mark Polson and Lang Cat.. and you dear listener.

Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!

That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!

Join the NFO Army Citizen, https://www.patreon.com/newfundorder

Left-field Finance.
#newfundorder

Credits;

George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Film soundbites, Public Domain 1.0 'Guy with the Secret Kung Fu', 'Return of the Kung Fu Dragon', Retrofilmvault.com, Screenrant.com 'Wu Tang Clan & The RZA: 10 Kung-Fu Movies That Inspired Their Hip-Hop'.
Speech extracts and sound effects by Archive.org and Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0.
All Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0)

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Support the show

Send us a text

Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.

This is ground zero Citizens: on episode 001 we discuss value investing. Alpha or Omega? Is it the Beginning of the End or just the End of the Beginning?

Fund selectors, advisers and investors have struggled to find Value equity funds that have persistently outperformed the main market against the momentum of; growth stocks, index funds and Big Tech. In the face of secular change, and pandemics, was Value just pronounced D.O.A.?

Join me and guest Morningstar Chief Investment Officer Dan Kemp as we debate the issues and whether value investing is now a question of faith.

Together with left-field opinion, global market news and latest views, direct from my dystopian bunker. In the Air, on the Ground, on the Street and around the corner of Debate. Watching, listening, in the Shadows and on your Airwaves. For Fund Selectors, distributors, wealth managers and investors.

In association with my sponsor Allianz Global Investors (AGI) one of the world's leading active managers. My thanks to my guest Dan Kemp and Morningstar.. and you dear listener.

Please LIKE, SHARE and SUBSCRIBE. Please leave a REVIEW and let me know what you think and what topics you would like for future episodes. Until then... stay safe and.. keep it left-field!!

That's 20 episodes, 20 Guests, every 2 weeks... each episode is 25 minutes!

Join the NFO Army Citizen, https://www.patreon.com/newfundorder

Left-field Finance.
#newfundorder

Credits;

George Orwell 'Nineteen-Eighty Four', Public Domain 1.0.
Speech extracts used by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0.
All Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0) 

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Support the show