What the transformation of the labour market means to investors
Market Narratives
by Investment Magazine
4M ago
Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report. Participant: • Jakob Wilhelmus, director at PGIM’s Thematic Research group Moderator: • Julia Newbould, managing editor at Conexus Financial ..read more
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Passive flows, a self-perpetuating market and unpleasant simulations | Mike Green
Market Narratives
by Investment Magazine
6M ago
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice ..read more
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The road to REST, transformation and building teams for a new market regime | Andrew Lill
Market Narratives
by Investment Magazine
6M ago
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice ..read more
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Strategy for manager selection, remote due diligence, expanding the co-investment program | Del Hart
Market Narratives
by Investment Magazine
6M ago
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice ..read more
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Machinations of macro, asset sleeves and allocation by outcomes not benchmarks | Mark Beardow and Andrew Baume
Market Narratives
by Investment Magazine
6M ago
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice ..read more
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Member proximity, thematic exposures and getting on the bandwagon | Sean Henaghan
Market Narratives
by Investment Magazine
6M ago
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice ..read more
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Euroscepticism, pushing on a string and how to short the financial system | Alfonso Peccatiello
Market Narratives
by Investment Magazine
6M ago
Alfonso is a passionate global macro investor offering a 10 000 foot view of the macro and market landscape. All opinions in this podcast and his substack are strictly his own and not financial advice.  Alfonso's newsletter -> themacrocompass.substack.com Alfonso's twitter account -> https://twitter.com/MacroAlf Central Banks don’t print money and you’ve been paying a tax on your savings for years already - negative real interest rates. All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educat ..read more
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Integrating biodiversity into investment decisions
Market Narratives
by Investment Magazine
6M ago
Greater access to information from companies and associations on geospatial analysis combined with the acceleration and exponential destruction of the ecosystem has prompted biodiversity to becoming a hot topic in making investment decisions. Conexus Financial managing editor Julia Newbould talks to Newton Investment Management global head of sustainable investment Therese Niklasson  ..read more
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Growth equities to shine in 2023, if interest rates stabilise
Market Narratives
by Investment Magazine
6M ago
Last year was a terrible year for growth equity investing but 2023 will be a year they can shine, as long as interest rates stabilise, according to Raj Shant, London-based managing director and equity portfolio specialist at Jennison Associates, which is a fundamental equities manager owned by PGIM ..read more
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Ides of stagflation, the three monkey problem and avoiding the inflation thief in the night | Nancy Davis
Market Narratives
by Investment Magazine
6M ago
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice ..read more
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