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Episodes

Investment Podcast #20 – Australian Small Caps

The last few years have seen Australian small caps underperform large caps at the index level, making them …

Investment Podcast #19 – Market Outlook

Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …

Investment Podcast #18 – Investing in Times of Volatility

The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural …

Investment Podcast #17 – Alternatives (Private Markets)

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …

Investment Podcast #16 – Index vs Active

In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …

Investment Podcast #15 – Investing in AI

Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …

Investment Podcast #14 – Emerging Markets

In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and …

Investment Podcast #13 – Residential Real Estate

In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to …

Investment Podcast #12 – Longevity Risk

In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, …

Investment Podcast #11 – Active ETFs

This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, …

Investment Podcast #10 – Private Credit

With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …

Investment Podcast #9 – Fixed Income: Inefficiencies and Duration

In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …

Investment Podcast #8 – Contrarian Investing

In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …

Investment Podcast #7 – Navigating Portfolios Through Cycles

In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …

Investment Podcast #6 – Bonds

Host James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …

Investment Podcast #5 – Investment Committees

Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …

Investment Podcast #4 – Small Caps

In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox …

Investment Podcast #3 – Infrastructure

Host James Whelan talks all things infrastructure with Morningstar’s Bianca Rose, and Charles Hamieh from ClearBridge Investments. In …

Investment Podcast #2 – Fixed Income

Chris Siniakov from Franklin Templeton joins Matt Wacher from Morningstar and host James Whelan to explore the renaissance …

Investment Podcast #1 – REITs and Real Assets

James Maydew from Macquarie joins Morningstar’s Jody Fitzgerald and host James Whelan to go under the hood for …


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