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Episodes

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

MHost 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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