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Opalesque Radio Archive

U.S.REIT Focus: Operating and Investing in Net Lease Properties
Radio Feature 128: Sona Blessing in conversation with William Dioguardi
Tuesday, January 26, 2016
img William Dioguardi is Chief Executive Officer and Chairman of the Board of Trustees at Four Springs Capital Trust*.
In this podcast he shares his perspectives on:
  • - Developments in the U.S. real estate market - recent market activity and expectations
  • - Strategic opportunities aimed to deliver current income flows and capture capital growth
  • - Mitigating risks associated with credit quality, defaults, fraud, a rising interest rate environment


Currencies: Capitalise on Market Volatility
Radio Feature 127: Sona Blessing in conversation with Thomas Suter
Tuesday, January 19, 2016
img Thomas Suter, is CEO of Quaesta Capital AG an independent Swiss financial services provider that focuses primarily on currency and macro-management. The decade old firm manages USD3billion and amongst others runs v-Pro, a USD530million foreign-exchange options program that delivered a positive performance of 20.06% in 2015.
In this podcast he shares, amongst others, how a customised foreign exchange exposure could be positioned to exploit market volatility, mitigate risk, deliver a positive performance and is liquid ...

Achieving Capital Preservation and Positive Performance with Hedge Funds Allocated to China, Developed and Emerging Asia
Radio Feature 126: Sona Blessing in conversation with Allen Sing
Monday, November 09, 2015
img Allen Sing is Co-Head of Asia Investments and portfolio manager at SAIL Advisors. Their Asian Multi-Strategy, Multi-Manager Portfolio has a YTD performance of +7.23%as of 30.09.15)
In this podcast, he draws on his experience garnered from former Asian crisis and elaborates on:


Currency Wars: How are the USD, EUR, JPY, RMB and other emerging market currencies expected to behave?
Radio Feature 125: Sona Blessing in conversation with Prof. Barry Eichengreen
Thursday, November 05, 2015
img Barry Eichengreen is Professor of Economics and Political Science at the University of California, Berkeley. He tells us what motivated him to write his most recent book “Hall of Mirrors: The Great Depression, The Great Recession, and the Uses-and Misuses-of History”.
He also shares his insights on currency wars; why he expects to see continued relative strength in the USD; the challenges faced by emerging markets and their currencies; why the Fed has held-off with raising interest rates ...

A Strategic Allocation to, and Risk-Adjusted Returns from Euro Fixed Income
Radio Feature 124: Sona Blessing in conversation with Anne Velot
Wednesday, October 14, 2015
img Anne Velot is Head of the Active Euro Credit Team at AXA Investment Managers.

She has 22 years of industry experience and joins us in this podcast, to share her outlook on investment opportunities across the european fixed income space.
Based on the current global macro economic backdrop, she talks us through their strategic and tactical focus, and elaborates on how conceptually investing in the Euro Credit Total Return Strategy could serve as a "one-stop-shop" bond allocation solution.


Capturing Performance from European REITs: Identifying Attractive Pockets of Valuations
Radio Feature 123: Sona Blessing in conversation with Frederic Guibaud
Friday, September 25, 2015
img Frederic Guibaud, is Country Head Switzerland, Institutional Asset Management at Petercam.

In this podcast he elaborates on how European REITs as an asset class has performed since the financial crisis of 2008.
Its place in a portfolio, why now, geographically where and which sectors offer attractive investment opportunities, the impact of listed real estate being the 11th GICS® sector from August 2016 ...


Bespoke Timberland Asset Allocation Solutions
Radio Feature 122: Sona Blessing in conversation with Michael Shearer, Jim Webb
Thursday, August 20, 2015
img Michael Shearer and Jim Webb, are the Founding Partners, and Principals of Timberland Capital Advisors (TCA). Each has garnered 22 years’ experience in timberland investment organisations and have spent 38 years in forest management.

TCA is an investment management firm, focused on locating and acquiring timberland assets which meet investors' specific needs. In this podcast, Michael talks us through where they see opportunities, expected positive performance outcomes and their ability to customise timberland investments ...


Liquidity vs. Illiquidity: Costs, Control and Investment Opportunities
Radio Feature 121: Sona Blessing in conversation with Stephan Meschenmoser
Tuesday, July 14, 2015
img Stephan Meschenmoser, is a Managing Director and a member of the Strategy and Market Views function of the Client Solutions group within BlackRock Solutions.

In this podcast he shares insights on the role of liquidity; identifying and capturing illiquidity premia; monitoring structural, valuation, and asset class concentration risks.
Why the search for yield is increasingly driving institutional investors to review allocations in less liquid real asset classes such as infrastructure ...


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.

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  1. How Einhorn survived a nightmare year[more]

    From Bloomberg.com: Even when a hedge fund has an awful year, which was the case for David Einhorn's Greenlight Capital, there are lessons to be learned. Many funds would have had a tough time surviving a year like Einhorn experienced in 2015, when all the stars seemed to align against him and Green

  2. Legal - Hedge fund founder wins early release in U.S. insider trading case, Gramercy seeking $1.3 billion from Peru over land-bond dispute[more]

    Hedge fund founder wins early release in U.S. insider trading case From Reuters/Streetinsider.com: Former hedge fund manager Doug Whitman on Tuesday won a reprieve from serving the remainder of his two-year sentence for insider trading after several judges expressed skepticism that his 2

  3. Investing - David Einhorn finds a winner in Michael Kors[more]

    From Thestreetinsider.com: Greenlight Capital hedge fund manger David Einhorn took his lumps in 2015. The fund lost over 20 percent on the year amid bets gone bad being long a plunging SunEdison and short a couple high-flying FANG stocks. However, today Einhorn is again showing his stock picking pro

  4. Investing - Avenue Capital's Marc Lasry: We like European bank loans, Comment: A bunch of hedge fund managers are chasing the 'dream of crushing a major structural problem'[more]

    Avenue Capital's Marc Lasry: We like European bank loans From CNBC.com: European banks are under immense pressure, but at least one prominent hedge fund has found what it thinks is a good opportunity in the wreckage. Marc Lasry, co-founder and chief executive of hedge fund Avenue Capital

  5. Computer-driven hedge funds make money during January’s selloff[more]

    Komfie Manalo, Opalesque Asia: Commodity trading advisers (CTAs) that use computer programs to guide how they trade, made millions of dollars during last month’s market selloff on the back of declining oil prices and global equities and big moves in currencies. Data provider