The WellSaid Podcast

Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27.

2:20 – Investing in a banking crisis

4:40 – Recession risk

6:15 – Consumer confidence 

7:20 – Potential length and severity of recession

8:40 – Implications of a profit recession

11:30 – Interest rate hikes

13:50 – The hard landing playbook

17:10 – Geopolitics, oil markets, and the US dollar

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Portfolio Manager Yolanda Courtines joins host Thomas Mucha to discuss stewardship investing and how the key fundamental issues that matter to investors map over to the ESG context. 

2:15 – How ESG drives investment value

4:20 – Intellectual capital and natural capital

5:45 – The impact of stewardship on returns

7:00 – Proxy voting and engagement

8:30 – Wellington’s Investment Stewardship Committee

10:40 – ESG in today's political and regulatory environment

12:00 – Stewardship in a shifting geopolitical landscape

13:45 – Modern slavery and labor rights

16:15 – Personal observations

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From our offices in Tokyo, portfolio manager Dan Maguire joins host Thomas Mucha to discuss the massive economic and market implications of Japan's efforts to end deflation.

1:45 Japan's economic recovery: Exiting deflation

4:35 Structural shifts in Japan’s labor market

6:35 Japanese zombie companies and the drive for efficiency

8:25 Outlook for Japanese small caps

11:05 Geopolitical impacts on Japan’s financial market

14:40 Assessing Japan’s attractiveness versus other markets

18:10 Personal observations on investing in Japan

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In this episode of WellSaid, two veteran emerging markets investors, Bo Meunier and Niraj Bhagwat, join host Thomas Mucha to share their insights on the potential for a rebound in the asset class, with particular focus on opportunities in China, India, and across the Asia-Pacific region.

Key topics: 

2:00 – Investment outlook for emerging Asian equities

4:30 – Effect of China’s reopening

8:45 – Indian stock market valuations and business cycle 

10:45 – Emerging markets geopolitical risks

16:00 – On-the-ground research 

18:45 – Importance of EM ESG 

21:00 – Capital allocation across EMs

23:45 – Personal observations

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In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.

2:00 - Private equity outlook for 2023

4:30 - Potential recession 

5:40 - A new deal and valuation regime

8:10 - How the macro environment impacts privates

9:50 - ESG in private markets

10:55 - Working with VC founders

14:25 - Personal observations

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Geopolitical Strategist Thomas Mucha looks back on highlights from WellSaid Season 1 and previews episodes to come in Season 2 in 2023.

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India is balancing immense growth opportunities — like digital transformation, domestic manufacturing, and industry consolidation — with complicated geopolitical, climate, and other risks. Macro Strategist Tushar Poddar joins host Thomas Mucha to explore the key macro and economic factors driving one of the world's most compelling investment markets.

1:55 - India’s economic growth drivers

5:30 - India’s political stability 

9:15  -Market outlook and industry consolidation 

13:05 - Rise of India’s manufacturing 

16:18 - Critical geopolitical player 

22:30 - Climate change in India 

25:35 - Tushar’s career path and research process

28:20 - Book recommendations and personal observations

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US midterm elections can be pivotal for financial markets, especially when they result in divided government. Macro Strategist Mike Medeiros joins host Thomas Mucha to discuss what 2022’s surprise midterm results may mean for equity and bond markets, US foreign and domestic policy, and the 2024 US presidential election.

Key topics:

1:35 - Midterm results

2:45 - Surprise election outcomes

4:10 - US domestic policy implications

6:50 - US foreign policy impacts

10:30 - Divided government's effect on equity and bond markets

13:15 - Republicans' lessons from midterm results

15:00 - Democrats' lessons from midterm results

16:15 - 2024 US Presidential Election outlook

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Portfolio Manager Matt Lipton and Global Industry Analyst Matt Ross join host Thomas Mucha to discuss their outlook for fintech in today's environment, exploring the recent pullback in the sector, disruptive fintech innovations, potential regulation, and much more.

2:10 – Fintech market overview

4:20 – Fintech opportunities and risks for 2023

6:45 – Buy now, pay later

9:30 – Cryptocurrencies and digital assets

11:30 – Regulation and geopolitics

17:50 – Fintech in a recession

22:20 – Long-term COVID impacts

25:00 – ESG in fintech

28:00 – Collaboration and research process

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The market for sustainable credit in emerging markets is exploding. What's driving that growth? What are the challenges and opportunities? Veteran fixed income credit analyst Sam Epee-Bounya joins host Thomas Mucha to explore the rapidly changing environment for ESG and sustainable finance in Latin America and Africa. 
1:45 – Sustainable finance growth drivers

4:20 – ESG differences with EM investing

6:55 – Examples of real-world improvements

9:50 – How Sam’s African background influences his research

11:50  – Sam’s collaborative approach to engagement  

14:35 – EM challenges and opportunities ahead

18:20 – Why changes will be incremental    

21:10 – Navigating geopolitical and macro risks

29:20 – Reading recommendations and personal observations

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