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Market Narratives

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the... Read more

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Integrating biodiversity into investment decisions

Integrating biodiversity into investment decisions

Greater access to information from companies and associations on geospatial analysis combined with the acceleration and ... Read more

10 Jul 2023

28mins

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Food for thought

Food for thought

Our food system needs to be more productive and sustainable with increased demand, changing diets and an outdated produc... Read more

11 May 2023

22mins

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Growth equities to shine in 2023, if interest rates stabilise

Growth equities to shine in 2023, if interest rates stabilise

Last year was a terrible year for growth equity investing but 2023 will be a year they can shine, as long as interest ra... Read more

13 Feb 2023

26mins

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Portfolios to stay volatile for years with positive stock and bond correlation

Portfolios to stay volatile for years with positive stock and bond correlation

Balanced portfolios will be more volatile without the “natural hedge” provided by a negative correlation between stocks ... Read more

19 Dec 2022

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Not the time to shy away from emerging markets

Not the time to shy away from emerging markets

With volatility a strong theme of markets and economies over 2022, some investors have de-risked their portfolios and lo... Read more

30 Nov 2022

32mins

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Navigating the disruption in energy markets

Navigating the disruption in energy markets

The world is experiencing the results of an underinvestment in traditional oil/gas energy infrastructure which was compo... Read more

27 Sep 2022

32mins

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Energy markets post-COVID, amid a conflict and in a decarbonising world

Energy markets post-COVID, amid a conflict and in a decarbonising world

Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the e... Read more

6 Sep 2022

38mins

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Shift to positive stock-bond correlation could increase risk, reduce returns

Shift to positive stock-bond correlation could increase risk, reduce returns

A shift towards positive correlation between stocks and bonds is likely, and this phenomenon could persist for many year... Read more

19 Aug 2022

28mins

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Inflation volatility to drag on as world decouples into rival camps

Inflation volatility to drag on as world decouples into rival camps

Richard Bullock, senior geopolitical strategist at Newton Investment Management and Julia Newbould, managing editor at C... Read more

15 Aug 2022

27mins

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Reflections and learnings from a mega merger: Australian Retirement Trust

Reflections and learnings from a mega merger: Australian Retirement Trust

CEO Bernard Reilly and chair Don Luke of Australian Retirement Trust joined us at the Fiduciary Investors Symposium in J... Read more

11 Jul 2022

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