<![CDATA[Think Forward Podcast]]>2062f75b-2e16-5240-aba9-a5442667305bThu, 26 Jun 2025 02:02:41 +0000Captivate.fmInvestor Strategy Newshttps://artwork.captivate.fm/089335b0-81a1-4109-94ff-3e684e074bd5/HkrfzRApoTdrq2Tc5XlFHHeB.pngThink Forward PodcastInvestor Strategy NewsInvestor Strategy NewsIn this series, Investor Strategy News and a selection of the industry’s best and brightest tackle the hard questions about the future of institutional investment. From upheaval in Australia’s superannuation system to a new, more volatile market regime and the return of great power conflict, Think Forward explores the themes emerging today that will shape the institutional landscape tomorrow.https://think-forward-podcast.captivate.fmfalseepisodicnopodcastThink Forward #7: Overcoming investment governance challenges with Duncan Smith from JANA Investment AdvisersThink Forward #7: Overcoming investment governance challenges with Duncan Smith from JANA Investment AdvisersIn 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, 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.

]]>e51a1518-d23a-47b4-90d6-e2c41fd8ac24Tue, 11 Feb 2025 09:00:00 +100023:58falsefull17171Investor Strategy NewsThink Forward #6: Opportunities in European private credit with Chris Rust from Ninety OneThink Forward #6: Opportunities in European private credit with Chris Rust from Ninety OneIn this episode of Think Forward, Investor Strategy News editor 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, Investor Strategy News editor 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.

]]>55e38ef3-ff72-4647-b52b-b0ef079c487fTue, 28 Jan 2025 09:00:00 +100027:08falsefull16161Investor Strategy NewsThink Forward #5: How ART will invest $1 trillion with Andrew Fisher from Australian Retirement TrustThink Forward #5: How ART will invest $1 trillion with Andrew Fisher from Australian Retirement TrustIn this episode of Think Forward, Investor Strategy News editor 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, Investor Strategy News editor 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.


]]>7f9bbcab-f81f-42b3-b541-6406d41ed8afMon, 13 Jan 2025 09:00:00 +100028:02falsefull15151Investor Strategy NewsThink Forward #4: The future of active currency management with Danica Hampton from Adrian Lee & PartnersThink Forward #4: The future of active currency management with Danica Hampton from Adrian Lee & PartnersIn this episode of Think Forward, Investor Strategy News editor 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, Investor Strategy News editor 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”.

]]>65f7593f-2d0d-48b8-84f0-93eba4915801Tue, 10 Dec 2024 09:00:00 +100026:07falsefull14141Investor Strategy NewsThink Forward #3: Building next generation asset management partnerships with Christian Baylis from Fortlake Asset Management and Bryce Quirk from Colonial First StateThink Forward #3: Building next generation asset management partnerships with Christian Baylis from Fortlake Asset Management and Bryce Quirk from Colonial First StateIn this episode of Think Forward, Investor Strategy News editor 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 this episode of Think Forward, Investor Strategy News editor 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”.

]]>3ecd5d13-b558-4c29-ad7a-c9a81a07f2b6Tue, 26 Nov 2024 09:00:00 +100031:02falsefull13131Investor Strategy NewsThink Forward #2: Making sustainability real for members with Rachel Halpern from JANA Investment AdvisersThink Forward #2: Making sustainability real for members with Rachel Halpern from JANA Investment AdvisersIn 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, Investor Strategy News editor 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 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, Investor Strategy News editor 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.

]]>3a522192-f0a3-40d7-a8bb-64d4df518eeeTue, 12 Nov 2024 09:00:00 +100022:00falsefull12121Investor Strategy NewsThink Forward #1: Thriving in the new investment paradigm with Paul Newfield from Frontier AdvisorsThink Forward #1: Thriving in the new investment paradigm with Paul Newfield from Frontier AdvisorsIn this episode, Investor Strategy News editor 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.

]]>In this episode, Investor Strategy News editor 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.

]]>6daa41a5-5f2a-4551-b4e3-ef976f3cab6dFri, 08 Nov 2024 09:00:00 +100029:17falsefull11111Investor Strategy News