Fri, Feb 12, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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.

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Real estate secondaries sole 'bright spot' in 2015, As hedge funds stumble, one firm prepares to buy illiquid stakes[more]

    Real estate secondaries sole 'bright spot' in 2015 From IPE.com: The secondary market for property was the sole “bright spot” over the course of 2015, as hedge fund secondaries saw deals fall by two-thirds, according to a wide-ranging survey of the market. Setter Capital said 2015 saw th

  2. Asia - Hedge fund manager Kyle Bass estimates China's foreign reserves below critical level[more]

    From Nasdaq.com: Investor Kyle Bass stepped up his attack on China's currency, arguing in an investor letter distributed Wednesday that the second-largest economy's foreign reserves are "already below a critical level." The comments mark the latest effort by hedge funds and other investors to raise

  3. Investing - Some hedge funds want to make subprime auto loans next big short, 11 hedge funds that are “all in” on the FANG stocks, Hedge funds short London luxury homes, Cynet raises $7 million from U.S. hedge fund[more]

    Some hedge funds want to make subprime auto loans next big short From Bloomberg.com: A group of hedge funds, convinced they have found the next Big Short, are looking to bet against bonds backed by subprime auto loans. Good luck finding a bank willing to do the trade. Money manage

  4. Investing - Hedge funds see selloff in European bank stocks as buying opportunity[more]

    From WSJ.com: The massive selloff in European bank stocks and bonds is overdone and presents a “phenomenal” buying opportunity, according to some of Europe’s top hedge-fund managers. Despite a 28% slump in European bank stocks this year, including a 38% fall in Deutsche Bank AG and a 34% drop in Soc

  5. Legal - Carlyle accused of fraud by ex-employee, Hedge funds win CDS breach of contract suit against Deutsche Bank, Hedge fund asks for OK on $27.5m Goldman CDO deal, SFO examines Barclays hedge fund profits[more]

    Carlyle accused of fraud by ex-employee From AI-CIO.com: A former portfolio manager claims he was fired for blowing the whistle on “crazy” and “irresponsible” investments. Carlyle Group has been sued by a former portfolio manager for one of its hedge funds, who accused the firm of “knowi