Think Forward Podcast

In this episode of Think Forward, Investor Strategy News editor Lachlan Maddock sits down with Duncan Smith, general manager for client relationships at JANA Investment Advisers, to discuss best practice investment internalisation, emerging governance models in superannuation and why culture will be of “massive” importance as more and more assets are brought in-house.

In this episode of Think Forward, Lachlan Maddock sits down with Chris Rust, co-head of Ninety One’s European Credit Opportunities Fund, to discuss the growth of the private credit market in Europe, how Ninety One takes advantage of that market’s “fragmented” nature, and the broad origination network it’s built across dozens of countries.

In this episode of Think Forward, Lachlan Maddock sits down with Andrew Fisher, head of investment strategy at Australian Retirement Trust, to discuss why super funds must look outside the retirement system for inspiration as they grow, how Covid changed markets and the outlook for 2025.

In this episode of Think Forward, Lachlan Maddock sits down with Danica Hampton, senior portfolio manager at Adrian Lee & Partners, to discuss why traditional, passive approaches to currency hedging are no longer as effective, how YFYS is driving investment decisions, and why geopolitics impacts “the share price on a country”.

In this episode of Think Forward, Lachlan Maddock sits down with Christian Baylis, founder and CIO of Fortlake Asset Management, and Bryce Quirk, group executive for distribution at Colonial First State, to discuss new ways institutions can partner with asset managers, how to bring financial advice to the masses, and why investors “shouldn’t be reaching for the last donut”.

In the world of institutional investment, sustainability means many things to many people. But what does it mean to the members who stand to benefit the most from it?

In this episode of Think Forward, Lachlan Maddock sits down with Rachel Halpern, head of sustainability at JANA Investment Advisers to discuss how funds can bring sustainability to life for their stakeholders, working within the constraints of Your Future, Your Super, and why regulators have greenwashing in their crosshairs.

In this episode, Lachlan Maddock talks to Paul Newfield from Frontier Advisors about internal investment governance, super fund internationalisation and the geopolitical risks looming in markets around the world.