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Opalesque Radio Archive

Risk Protection, Return Opportunities and Asset Allocation Amidst the Three Outcomes for Greece
Radio Feature 120: Sona Blessing in conversation with Christina Boeck
Thursday, June 25, 2015
img In this podcast, Christina Boeck, Chief Investment Officer at AXA Investment Managers - Switzerland, elaborates on the global macro economic backdrop; talks us through the three outcomes for Greece and its potential market implications; shares insights on asset allocation opportunities ...

Case Study: A Swiss Pension Plan's Investment Process and Asset Allocation to Infrastructure
Radio Feature 119: Sona Blessing in conversation with Martin Roth
Wednesday, June 10, 2015 CFA Swiss Pensions Conference 2015
img Martin Roth is Managing Director of the Swiss based Pensionskasse Manor, where amongst others; he is responsible for alternative and real estate investments. Martin has 20 years of experience in asset management - prior to joining Manor in 2004 as Head of Asset Management, he was a senior portfolio manager at UBS, responsible for special clients and family offices. In this podcast he talks us through why they considered infrastructure as an asset class, navigating the opportunity set, the challenges, choices and expected returns ...

Compounding Equities
Radio Feature 118: Sona Blessing in conversation with Neil Robson and Ashish Kochar
Tuesday, June 02, 2015
img In this podcast Neil Robson and Ashish Kochar reflect on amongst others, whether quantitative easing is the sole driver of equity market valuations. Neil is the deputy manager of the Threadneedle Global Select Fund and manages a number of global equity mandates for institutional clients. He is also the co-manager of the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and American Absolute Alpha Fund. Ashish Kochar is co-manager for the Threadneedle Global Extended Alpha Fund, the American Extended Alpha Fund and the American Absolute Alpha Fund. He also heads the consumer staples sector research team.

Pursuing Volatility: BNY Mellon Dynamic Total Return Fund
Radio Feature 117: Sona Blessing in conversation with Nicolas Kopitsis and Jason Lejonvarn
Friday, May 22, 2015
img This podcast features Nicolas Kopitsis, CEO, BNY Mellon Investments Switzerland GmbH and Jason Lejonvarn, Global Investment Strategist, Mellon Capital Management Corporation. Nicolas, elaborates on the implications and the founding of their new FINMA regulated Swiss entity and introduces their multi-asset Dynamic Total Return Fund. Jason talks us through how the strategy, with assets under management of over USD1 billion (source: Mellon Capital, 31.03.15) has been managed since 2006 to deliver equity-like returns whilst providing lower volatility than traditional, benchmark-guided equity allocations.

Can European Equity Earnings Outperform U.S. Equity Earnings?
Radio Feature 116: Sona Blessing in conversation with Tom Stubbe Olsen
Wednesday, May 13, 2015
img Tom Olsen is the Founder of, and Portfolio Manager at, European Value Partners (EVP). He is the architect of the firm's investment strategy - value investing in Europe. Prior to forming EVP in 2008, Tom was head of value management, and chief investment officer for the Value Funds at Nordea Investment Funds S.A. In this podcast he elaborates on, and addresses whether European equity valuations are stretched; on a relative basis their attractiveness to U.S. equities; the headwinds and tailwinds of investing in a European equity strategy, why stock picking is increasingly important...

Continued Confidence in the U.S. Economy, Equities, USD - Volatility and Pull-Backs to be expected along the Way
Radio Feature 115: Sona Blessing in conversation with Mark Vitner
Monday, April 13, 2015
img Mark Vitner is a Managing Director and Senior Economist at Wells Fargo Securities, LLC.
In this podcast he shares insights on why they were anticipating Q1 2015 to be somewhat disappointing - but still believe that the U.S. recovery is underway.
Why the U.S. apartment market, especially in urban areas, is very strong.
Why he doesn’t think U.S. equities are currently overvalued.
Why the dollar is likely to strengthen ...

Jim Rogers: Optimistic on Russia, North Korea, Investing in Agriculture and the USD
Radio Feature 114: Sona Blessing in conversation with Jim Rogers
Tuesday, March 31, 2015
img In this podcast Jim Rogers shares his thoughts on the economies of the U.S., Japan, BRICS and his asset allocation strategy.
He comments on whether there will be a Grexit, why he is optimistic on Russia and North Korea (expects the unification of the latter with South Korea) and why, despite the fundamentals he favours and is invested in the USD ...

Timber/Timberland: An Atypical Real Asset and Commodity?
Radio Feature 113: Sona Blessing in conversation with Jon P. Caulfield
Monday, March 02, 2015 2015 Timberland Investment Conference - UGA
img Jon is head of Timberland Research at BTG Pactual's Timberland Merchant Banking business. He is responsible for conducting timberland and forest products-related economic and financial analysis.
In this podcast he draws out the similarities and differences that timberland and timber, exhibit, as a real asset and as a commodity.

A "Value" Timberland Real Estate Investment Trust (TREIT)
Radio Feature 112: Sona Blessing in conversation with Jerry Barag
Monday, March 02, 2015 2015 Timberland Investment Conference - UGA
img Jerry Barag serves as President/CEO of CatchMark Timber Trust. CatchMark is a Russel 3000 listed small-cap company, that focuses on timberland ownership and management with the objective of delivering shareholder returns based on its income stream and driven by its timberland acquisition strategy.

At the recently held 2015 Timberland Investment Conference (organised by the Harley Langdale, Jr. Center for Forest Business, UGA) Jerry shares why he believes the stock is trading at a discount to its market price ...


Navigating the Traps and Exploiting the Opportunities in Global Equities
Radio Feature 111: Sona Blessing in conversation with William Davies
Thursday, January 22, 2015
img William Davies, Head Global Equities, Threadneedle Investments elaborates on why: he does not think equities are currently over-priced; he favours investing in companies that can drive, and are in control of, their own destiny and growth - like Alibaba or Bank Rakyat Indonesia; from a geographic perspective he favours the US, Japan, China, India and Indonesia ...

2015 Asset Allocation Outlook: Favour listed real estate, Japanese equities, and consumer durables; cautious on emerging market exposures
Radio Feature 110: Sona Blessing in conversation with Valentijn van Nieuwenhuijzen
Wednesday, January 14, 2015
img Valentijn van Nieuwenhuijzen is Head of Strategy Multi-Asset, at ING IM (soon to be NN Investment Partners).
In this podcast he shares why he believes the global economy will be on a somewhat more sustainable growth path than it has been in recent years; why investing in stocks offers superior risk-adjusted returns; identifying investment opportunities in a low yield environment, managing short term tail risk and more ...


Capturing Conservative Risk-Adjusted Returns in the Insurance Linked Securities (ILS) Space
Radio Feature 109: Sona Blessing in conversation with Michael Stahel
Tuesday, December 02, 2014
img The non-occurrence of a major insured/re-insured catastrophe, a low interest rate market environment, the growing participation of yield-hungry investors, a non-commensurate increase in issuance, corporates entering the ILS space ... have all contributed to the emergence of excess capacity and tighter spreads across the global insurance (traditional and non-traditional) markets.
In this podcast, Michael Stahel, Partner at LGT ILS Partners Ltd., who has 16 years of experience in ILS investing, navigates these challenges and identifies niches where attractive, conservative risk-adjusted returns can be captured.

Proposing Shared Responsibility Mortgages
Radio Feature 108: Sona Blessing in conversation with Prof. Atif Mian
Thursday, November 06, 2014
img Atif Mian is Professor of Economics and Public Policy, Co-director Julis-Rabinowitz Center at Princeton University, Bendheim Center for Finance.

He and Amir Sufi have authored “House of Debt: How They (and You) Caused the Great Recession, and How We Can Prevent It From Happening Again”. Their book has been shortlisted for the 2014 Financial Times and McKinsey & Company Business Book of the Year Award.

In a candid conversation, at the Ayaltis Annual Investor Event 2014, Atif shares why monetary policy measures implemented after the 2008 financial crisis have not been very effective; analyses whether the economy has actually deleveraged; why (their inspired by the Mesopotamians) Shared Responsibility Mortgages idea was dubbed “the oddest proposal” at a Senate hearing; why the Basel Regulations “make no sense from an economic perspective” …


Designing All-Weather-Performance, Opportunistic Bond Allocations
Radio Feature 107: Sona Blessing in conversation with David Leduc
Thursday, October 30, 2014
img In his position as Chief Investment Officer of Active Fixed Income at Standish (part of BNY Mellon), David Leduc, is responsible for overseeing the management of all single and multi-sector taxable bond portfolios and strategies. David has 24 years of investment experience.

In this podcast, he draws out their expected global macro roadmap; elaborates on how global fixed income markets are likely to be impacted and perform; what the FED's ending of Quantitative Easing portends for the global fixed income landscape, the relevance of managing currency risk and hedging costs across multi-sector, global, fixed income portfolios ...


Emerging Markets' Growth Recoupling with Developed Markets: Equity, Fixed Income and Currency Picks
Radio Feature 106: Sona Blessing in conversation with Claire Peck, Zsolt Papp
Friday, September 05, 2014
img In this podcast J.P.Morgan Asset Management's London based Claire Peck, client portfolio manager, global emerging markets and Zsolt Papp, senior client portfolio manager within the global fixed income, currency and commodities group, elaborate on investment opportunities on the long and short side, potential challenges, strategies to mitigate risk and optimise risk adjusted returns, inherent inflation protection afforded by equity-dividend strategies ...

Commodity Trade Finance: Uncovering the Opportunities in Africa
Radio Feature 105: Sona Blessing in conversation with Nicolas Clavel
Wednesday, July 30, 2014
img Nicolas Clavel is the founder and chief investment officer of Scipion Capital, which provides secured lending via short-term self-liquidating loans to finance the delivery, production, and/or processing of non-perishable commodities as export, import, or within Africa. Physical control of the goods being financed is secured via a pledge agreement.
He oversees the investment processes for all of the firm’s strategies and is responsible for the development of all new products. In addition, he sits on Scipion Capital’s Investment Committee.
Nicolas has over three decades of experience in trade finance and in this podcast elaborates on the commodity trade finance opportunities in Africa, the hurdles and their ability to deliver consistent risk-adjusted returns.


Opportunistic, Risk-Controlled, Credit Investing
Radio Feature 104: Sona Blessing in conversation with Charlotte Valeur and Jennifer Drake
Tuesday, July 22, 2014
img Charlotte Valeur is Chair of the Brevan Howard Credit Catalysts Ltd. Fund and Jennifer Drake is head of business development at DW Investment Management (DWIM) and a member of its Executive Committee and Risk Committee.

Charlotte is managing director of GFG Ltd, which she founded in 2011. GFG advises on investment fund governance and conducts fund board reviews. She also serves as an independent non-executive director on a number of boards, for both listed and non-listed companies. Charlotte has in excess of 30 years’ experience in the financial markets.

Prior to joining DWIM, Jennifer was a managing director at Goldman Sachs, where she focused on credit, event driven and relative value investments and was a member of the Liquid Markets Investment Committee for its USD120bn Alternative Investments and Manager Selection group.

In this podcast Charlotte Valeur will address questions 1 to 5, that elaborate on amongst others the U.K. listed feeder fund structure, its raison d’etre, the investor benefits etc.
Jennifer Drake will address questions 6 to 11 from the fund’s investment manager perspective and will talk us through the fund’s strategy, risk management and performance potential.


Hedgegate Series VIII: Beyond Risk Parity
Radio Feature 103: Sona Blessing in conversation with Patrick Rudden
Wednesday, June 25, 2014
img At AllianceBernstein, Patrick Rudden, is Portfolio Co-Manager of the Dynamic Diversified Portfolio and International Head of Multi-Asset Solutions. Patrick joined the firm in 2001 as a senior portfolio manager for Value Equities. He has published numerous articles and research papers, including, "What It Means to Be a Value Investor"; "An Integrated Approach to Asset Allocation" (with Seth Masters); and "Taking the Risk Out of Defined Benefit Pension Plans: The Lure of LDI" (with Drew Demakis).

“Commodities are [now increasingly] decorrelated to equities and negatively correlated to bonds.”
Radio Feature 102: Sona Blessing in conversation with David Donora
Wednesday, June 18, 2014
img In this commodities special podcast, David Donora, head of commodities at Threadneedle Investments reviews the potential price path formation across the commodities complex, re-visits portfolio allocations to commodities versus other risk assets, and shares his insights on why commodity markets continue to be well supported into the second quarter of 2014 driven by geopolitical uncertainty, weather-related disturbances and commodity-specific factors …

David has over 30 years of experience in commodity investing-trading, and is co-lead manager of Threadneedle’s Enhanced Commodities Fund and Long Only Commodities Strategy.


What could investors expect from the newly elected Indian Government?
An emphasis on efficiency, economic growth and development.
Radio Feature 101: Sona Blessing in conversation with Sudhir Kapadia
Friday, May 23, 2014
img Sudhir Kapadia is Partner and National Tax Leader at EY India. He has extensive experience in advising large multinational and domestic companies on tax and regulatory issues pertaining to investments in India, abroad and their business operations. Prior to joining EY in 2008, Sudhir was the National Tax Leader at KPMG in India.
With over 25 years of experience in the industry and profession, he shares his views on how the newly elected Bharatiya Janta Party (BJP) is likely to cope, govern and influence the investment landscape …


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