We travel across Asia to speak to founders, business and community leaders across Asia to understand the hidden stories behind their success.
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Quantitative Insights discusses topics related to quantitative market neutral investing in Asia Pacific Equity Markets. Greenwich Quantitative Research is an Asia Pacific focused Quantitative Equity Market Neutral Fund.
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Each episode of the Brandes Briefing shares topical insights from a value-investing perspective.
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We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
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Welcome to the Unsensible Podcast, your essential guide to Asia's dynamic startup scene. The local startup scene is different from the rest of the world so, each week, we chat with innovative local founders and funders who are making waves in the industry, bringing their unique perspectives and experiences to our audience. But this is not just an interview podcast. Alongside these fascinating conversations, we offer practical advice and strategies. Learn how to develop a compelling value pro ...
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The Race Rat Podcast is a show created for those who are simply looking to escape the rat race. We discuss success habits and how to deal with the mental aspects of starting your own business or venture. And obviously, how you can be smart about your money. Our purpose is to provide a tremendous amount of value to those younger generations who may need it. Check out my other platforms here: linktr.ee/theraceratpodcast Support this podcast: https://podcasters.spotify.com/pod/show/the-race-rat ...
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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
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Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers. Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial news ...
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Join us as we speak with the movers and shakers of the fintech industry who are at the forefront of market developments and innovation. Learn about their non-linear career paths, uncover new insights, and find out what it takes to break new ground in this rapidly evolving industry. Brought to you by 2C2P, the trusted payments platform for global businesses. To read more about these conversations, go to 2c2p.com/blog.
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1
So Many Sectors, So Little Time
42:34
42:34
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42:34
As investors look to manage the outsized effect of the "Magnificent Seven" and the tech sector in general, we explore sector-based investing, which offers a strategic approach for investors looking to gain exposure to distinctive segments of the economy. MSCI's own Abhishek Gupta and Dinank Chitkara dig deep into their recent paper, "Incorporating …
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1
Getting a Fix on Fixed Income
26:29
26:29
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26:29
With stubborn inflation, a plunging Japanese yen and unpredictable elections around the globe, 2024 has proven challenging for fixed-income investors — and for central banks. We sat down with MSCI’s global head of fixed-income solutions research, Afsaneh Mastouri, to talk about the state of fixed-income markets, and what the rest of the year may ho…
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#24 Turning Disadvantage into Superpower | Matt Harty (The Trade Desk [Asia] / SOLV Technology)
1:25:41
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1:25:41
Connect With Me / Newsletter & Free Webinars: https://www.learnwithstanley.comTo find out more about our Premium Club, click here:https://valueinvestasia.com/club/praise-for-via-club/Get our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRASigned Copy of Value Investing In Asiahttps://bit.ly/2zjCDg…
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1
Investment Trends in Focus: Quarterly Roundtable Q3 2024
46:50
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46:50
Our panel of experts, led by chief research officer, Ashley Lester, takes stock of global markets as we enter the back half of 2024. Ashley and team examine the short- and long-term issues affecting investors, including the ever changing geopolitical landscape, the continued impact of AI and the role of private markets in the carbon transition.…
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1
Making the Most of the (Electrical) Grid You’ve Got
49:42
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The Inflation Reduction Act provides large incentives for a shift to clean energy in the U.S. MSCI teamed up with the Rocky Mountain Institute to investigate its effects on utilities.Von MSCI Inc
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#23 Build Your Dream Slowly But Surely | Chong Ser Jing (Compounder Fund)
1:12:24
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Connect With Mehttps://www.learnwithstanley.com• Newsletter & Free Webinars: https://mailchi.mp/valueinvestasia/learnwithstanleyTo find out more about our Premium Club, click here:https://valueinvestasia.com/club/praise-for-via-club/Get our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRA• Podcast…
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1
The Best Time to Plant a Tree Is 20 Years Ago
20:02
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How does Adam Gibbon of AXA IM balance climate impact with investment results? We get his take on the voluntary carbon markets, and how he assesses potential opportunities for his fund’s portfolio.Von MSCI Inc
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# 22 Be Humble & Work Hard | Polka Mishra (Javelin Wealth)
1:02:21
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Connect With Mehttps://www.learnwithstanley.com• Newsletter & Free Webinars: https://mailchi.mp/valueinvestasia/learnwithstanleyTo find out more about our Premium Club, click here:https://valueinvestasia.com/club/praise-for-via-club/Get our Book "Value Investing in Asia"Book Depository: https://bit.ly/3eQg43cAmazon: https://amzn.to/2xXCTRA• Podcast…
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1
Emerging Markets: China & Beyond
13:06
13:06
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13:06
Director of Private Client Services Matt Johnson and Director of Investments Louis Lau, CFA, explore the investment opportunities in emerging markets, with a focus on China. They also discuss macroeconomic and geopolitical trends shaping the investment landscape and identify key countries and industries in the Brandes emerging markets portfolios.…
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1
Step Right Up for the Voluntary Carbon Markets!
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30:02
While more countries and companies are making plans for a low-carbon future, emissions are still rising and the deadlines for action are closing in. Enter the carbon markets, where companies can purchase credits to offset their carbon footprint until long-term reduction plans become a reality. We explore these markets and their potential impact on …
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1
Drilling Down: The Risks and Returns of Energy Investments
19:38
19:38
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19:38
Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector. The episode also highlights potential investment opportuniti…
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1
Investment Trends in Focus: Quarterly Roundtable Q2 2024
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Our quarterly market analysis, features a robust discussion of the public and private markets, as well as a deep dive and some surprising results from the world of sustainable investing.Von MSCI Inc
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1
The long-term themes challenging investors
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41:35
What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grapp…
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1
Removing Old King Coal's Crown ... Slowly
28:47
28:47
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28:47
Abruptly shutting down all the coal-fired power plants may appeal to some, but there would likely be unintended consequences for investors, as well as plant employees and those who live where the plants are located. We dig into why a managed coal phaseout with specific target dates and actions may create a level of certainty for all involved.…
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International Equity: Geographic and Sector Opportunities
12:26
12:26
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12:26
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Luiz Sauerbronn explore the geographic positioning of the Brandes International Equity Fund and the Brandes International ETF, as well as recent additions to the portfolios. Investors should consider the investment objectives, risks, charges and expenses carefully before …
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1
Consumer Product Trends: Inflation, Shifting Supply Chains, and GLP-1 Drugs
15:02
15:02
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15:02
Director of Institutional Portfolio Management Rhonda Berger and Director of Investments Jonathan Menor, CFA, examine the evolving challenges and opportunities within the consumer sectors, including the ongoing and potential long-term impacts of inflationary pressures, strategic shifts in global supply chains, and GLP-1 drugs.…
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1
The Inevitable AI Episode
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35:26
Since ChatGPT's debut less than 18 months ago, artificial intelligence has dominated headlines, and excitement and apprehension now surround its entry into the world of finance and investment. But just what are the expectations and misconceptions?Von MSCI Inc
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1
Jim Costello Explains it All (About Commercial Real Estate)
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39:07
Last week’s episode left a lot on the cutting-room floor. Here we offer the chance to listen to our complete interview with Jim Costello, chief economist at MSCI Real Assets, where he assesses the commercial real-estate landscape, including the pricing gap between buyers and sellers.Von MSCI Inc
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1
Did you get the memo? There's more to commercial real estate than office space.
47:16
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47:16
When it comes to commercial real estate, much of the attention of investors and the financial press has focused on the state of the office sector, which has been hurting. And while real concerns exist, there are also potential opportunities across and within the various real-estate sectors.Von MSCI Inc
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Dr. Ryan Manuel | Bilby: Tech startup using AI to predict regulatory change
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39:32
In this episode, we are joined by Dr. Ryan Manuel, professor of Chinese politics turned tech innovator. Dr. Manuel is Founder & CEO at tech startup Bilby where his team has developed a groundbreaking platform that is transforming how individuals understand and engage with governments. By deciphering legislative signals, they are changing the landsc…
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1
Asia and Latin America are reshaping the world for investors
39:40
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39:40
Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbou…
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1
I Fought the Fed, and the Fed Won
27:48
27:48
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27:48
Inflation is down, but stubborn, and investors are still digesting Fed Chair Jerome Powell’s statements after the latest meeting of the FOMC. We sit down for a one-on-one interview with, Andy Sparks, to assess where we stand in the give and take between central banks and markets.Von MSCI Inc
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The Investment Case for Small Cap Stocks
16:03
16:03
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16:03
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mark Costa, CFA, discuss the performance trends of small caps compared to large caps over time, as well as Brandes’ approach to seeking value in both U.S. and international small caps.Von Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mark Costa, CFA
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1
Remapping the Investment World
23:57
23:57
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23:57
For global investors, the idea of individual country or market allocations isn’t new. But in today’s world, with a dynamic geopolitical map, the rewiring of supply chains and greater focus on sustainable investing, it may be time for a new approach.Von MSCI Inc
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Ready for a reset: Analyst Survey 2024
37:57
37:57
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37:57
How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the compa…
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Joan Low | ThoughtFull: HealthTech startup helping make mental health a priority for everyone every day
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35:42
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35:42
In this episode, we sit down with Joan Low, Founder and CEO of ThoughtFull, a startup with a unique mental health app that offers end-to-end care through daily bite-sized coaching. Despite the crowded marketplace, ThoughtFull is gaining traction, especially in the corporate space, recently closing a $4 million funding round led by Temasek. Joan sha…
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Investment Trends in Focus: Quarterly Roundtable Q1 2024
48:30
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48:30
Ashley Lester and team help investors find the connections between — and evaluate the risks and potential opportunities of — AI, geopolitics and the effects of climate change, as well as the growing importance of private capital and continued influence of monetary policy.Von MSCI Inc
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2024 ASX opportunities, investing alongside wealthy families, smart beta | 10 Jan 2024
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59:43
Season 2, Episode 15 In this week's Wealth of Experience podcast, we have Peter Warnes on ASX opportunities for 2024, East 72's Andrew Brown on why he likes owners with 'skin in the game', including English soccer giant, Manchester United, and VanEck's Jamie Hannah explains the increasing popularity of smart beta ETFs and funds.…
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Rajiv Chandna | Kinetic: Revolutionising the fintech payments sector to tackle a $300B challenge
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30:55
In this episode, we are joined by Rajiv Chandna, Co-Founder of Kinetic, who shares how his venture is revolutionising payments in an effort to build a more frictionless e-commerce landscape. With $300 billion tied up in escrow worldwide, Rajiv highlights how the burdensome collateral demands stifle growth and can even spell the end for small busine…
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What the lessons of 2023 can teach investors for the year ahead
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39:56
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39:56
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listene…
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1
COP28: The Beginning of the End for Fossil Fuels?
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41:57
While the media focused on the battle over the wording of the final agreement, there was actually a lot of progress that flew further under the radar, but may have a greater impact on investors. Founding director and head of the MSCI Sustainability Institute, Linda-Eling Lee, and Guy Turner, head of MSCI Carbon Markets, share their experiences on t…
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US recession risks, a simple wealth-creating strategy, Warnes' 2024 outlook | 13 Dec 2023
1:19:55
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Season 2, Episode 14 Richard Rauch, Investment Director at Brandywine Global, gives a fascinating tour of the global economic landscape. He says economic normalisation post Covid is almost done, the inflation scare is over and there's even the possibility of deflation happening in the US in future. Rauch believes that as the economic cycle extends,…
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Emerging Markets: Asia and Technology
10:25
10:25
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10:25
Director, Product Specialist Scott Thompson, CFA, and Director of Investments Mauricio Abadia, CFA, discuss the evolving landscape of emerging markets, with a focus on Asia and technology.Von Scott Thompson and Mauricio Abadia
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Commercial property fallen angels, PE update, Bullock's hawkish ways | 29 Nov 2023
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55:32
Season 2, Episode 13 After a glorious decade, private assets are being tested by a higher interest rate environment. Commercial property is at the forefront of that, and Steven Bennett, CEO of Direct Property at Charter Hall, joins us to talk through the challenges that he's facing as well as the opportunities going forward. Another area of private…
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Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to editorial@fil.com. We look forward to hearing from you! See omnystudio.com/listener for privacy information.Von Fidelity International
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1
The Apple-fication of Investing
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28:11
Listen in on an in-depth discussion about the growing demand for and personalized tax-efficient strategies from wealth-management clients — driven by technological revolution and the coming, intergenerational transfer of wealth.Von MSCI Inc
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Outlook 2024: Four ways forward
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55:07
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55:07
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European…
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Inflation, Interest Rates, Technology, and Value
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14:14
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14:14
Director of Institutional Portfolio Management Rhonda Berger and Director in Investments Brent Fredberg discuss the current environment for inflation, interest rates, technology and the impact on finding opportunities for value investors.Von Rhonda Berger and Brent Fredberg
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Airlie's Matt Williams, digital gold, and Warnes on investor complacency | 15 Nov 2023
1:05:17
1:05:17
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Season 2, Episode 12 Special guest Matt Williams, Head of Australian Equities at Airlie Funds Management, explains the investment approach that's resulted in his firm having market-leading returns. And he details recent investments, including in two 'fallen angels', ResMed and Orora. Our other special guest is Joe Cavatoni, Market Strategist at the…
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1
Real Estate Investors: Stuck in the Middle with You
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35:21
Richard Hill of Cohen & Steers joins MSCI’s Jim Costello to discuss the changing perceptions of the commercial-property market, from dull and boring to dynamic and complex — and the current set of risks and potential opportunities.Von MSCI Inc
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UniSuper's John Pearce, today's GFC echoes, LICs update | 1 Nov 2023
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49:39
Season 2, Episode 11 Special guest John Pearce, Chief Investment Officer at UniSuper, explains why the 60/40 portfolio is far from dead, that governments not central banks are to blame for the recent inflationary spiral, why history is a dangerous guide to the future, and how UniSuper has recently invested heavily in the downtrodden US banking sect…
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# 21 Fight for Your Dream | Shanison Lin (InvestingNote)
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This week, we chatted with the Founder of InvestingNote, Shanison Lin. Shanison left a comfortable job to pursue a life of startup alone. He fought through multiple setbacks to finally create the largest investment community platform in Singapore. He explained why he believed it is better to try but fail, then to never try at all.…
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Higher rates: is the transmission mechanism broken... or just delayed?
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35:02
Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Ca…
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Trading vs boredom, tax-free super, 2024 global recession? | 18 Oct 2023
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35:04
Season 2, Episode 10 James Gruber looks at how investors are saturated with market commentary: overweight this, underweight that, or ride this long-term theme. The hardest thing is often too resist all of that and do nothing. Yet this may be the best way to build wealth in a simple, systematic way. Firstlinks’ Managing Editor, Graham Hand, also joi…
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Market Trends in Focus Quarterly Roundtable
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41:07
Our quarterly roundtable examines markets and market-moving events to help institutional investors as they determine the best way forward; across asset classes and parsing out differences between developed and emerging markets.Von MSCI Inc
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1
Value Opportunities in the Technology Space
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13:33
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13:33
Managing Director Oliver Murray and Research Analyst Alex Yee discuss how Brandes approaches the technology sector including AI from a value investor’s perspective.Von Oliver Murray and Alex Yee
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Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023
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55:00
Season 2, Episode 9 Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care. Firs…
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Ladies and Gentlemen, the MSCI Sustainability Institute
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The launch of the MSCI Sustainability Institute, founded and led by Linda-Eling Lee was attended by some of the most highly respected members of the ESG-investment community. We explore the institute’s aims and how it will work with investors, companies, academics and policymakers to drive action by capital markets.…
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# 20 Level Up Yourself | Cecilia Tan (Sasseur REIT)
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This week, we chatted with the CEO of Sassuer REIT, Ms. Cecilia Tan. Sassuer REIT is listed on the Singapore Stock Exchange and has quite a unique focus on Outlet malls' Assets. It currently manages 4 outlet properties in China operated by its sponsor, Sasseur Group, which is the largest outlet mall operator in China. Value Invest Asia provides ind…
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Boost dividend income, free investing, managing stars | 20 Sep 2023
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Season 2, Episode 8 Special guest Rudi Minbatiwala, Head of Equity Income at First Sentier, explains why he thinks buying high-yield, dividend-paying stocks is a flawed way to get consistent income from the ASX. He reckons there are better strategies , which he runs through today. For a different perspective on the investment world, our other speci…
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