Podcasts about group chief investment officer

Fireside chat with Dr Mark Konyn, Group Chief Investment Officer, AIA Group with Jessica Cheam, CEO, Eco-Business Hong Kong plays a pivotal role in Asia's growth, serving as a major hub for sustainable development investments. Leveraging its robust financial infrastructure and strategic position in the Greater Bay Area, Hong Kong has emerged as a gateway for international investors seeking to capitalize on Asia's — and particularly China's —growing demand for sustainable capital. As part of its efforts to foster sustainable growth, Hong Kong has launched a comprehensive array of capital market initiatives, including promoting green bonds, sustainable banking, and ESG disclosures – supported by regulatory frameworks that provide clear guidelines and incentives. The city also plays a crucial role in fostering innovation and collaboration across the region. With China on track to peak emissions by 2025 and achieve carbon neutrality ahead of its 2060 target, the region is at the forefront of global climate action and the broader energy transition. Hong Kong and Greater China's policies will significantly influence the world's decarbonization pathway. As investors increasingly demand clear climate transition plans, businesses must adapt and respond effectively. The region must also mitigate and respond to mounting climate risks while integrating resilience into its infrastructure. ‍‍ Unlocking capital for sustainability, Asia's premiere sustainable finance and business forum, hosted by Eco-Business and UNEP FI since 2018, will be hosting its inaugural dialogue in Hong Kong and convene thousands of key decision makers across Asia to chart the way forward on accelerating the region's economic transition towards a sustainable future. Speaker Dr. Mark Konyn Group Chief Investment Officer, AIA Moderator Jessica Cheam Founder and CEO, Eco-Business; Independent Director, Wilmar International and ComfortDelGro Group, MSID, ICDM

US equity indices rose modestly yesterday following relatively subdued inflation data. However, the rebound, that was driven primarily by the performance of the Magnificent Seven, was short-lived, while European markets continued to outpace their US counterparts. As the possibility of a US government shutdown this Saturday looms, investor sentiment remains cautious. Also on the show today is our Group Chief Investment Officer, Yves Bonzon, who offers valuable insights into the current market landscape. Additionally, Norbert Rücker, Head of Economics and Next Generation Research, provides an update on the shifting dynamics in the oil market.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Roman Canziani (Head of Investment Writing)07:07 Update from our Group CIO: Yves Bonzon (Group CIO)12:59 Commodities update: Norbert Rücker (Head of Economics & Next Generation Research)17:26 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Group Chief Investment Officer and Onyx Co-Founder Omar Kayaam joins Group Chief Executive Officer Greg Newman to reflect on how they've scaled the business over the last year.They discuss the big moves that have propelled the business, including hiring experts, developing the technology arm of Onyx, buying out investors, expanding to new offices, and more. Eight years after founding the company, Omar and Greg address how they finally found the right team to navigate the evolving industry and carve a path to a democratised oil market.Tune in to hear their insights and their vision for the future of Onyx.If you'd like to connect with Greg or Omar on LinkedIn, click on the links below: Greg Newman: https://www.linkedin.com/in/oilderivatives/Omar Kayaam: https://www.linkedin.com/in/omar-naveed-kayaam/You can find Greg and Omar's podcast from 2023 here: https://youtu.be/3iF48lAxZqI

05 Feb 2024. We speak to aviation expert Nick Humphrey as he gives us his reaction to Emirates boss Sir Tim Clarke warning Boeing it's in the "last chance saloon" when it comes to fixing technical problems. Maurice Gravier, Group Chief Investment Officer, Emirates NBD joins us with a sobering message for investors: “expect modest returns, with high volatility.” Plus, we hear from Asad Jamil, Senior Consultant - Banking and Financial Services, Robert Walters about whether the jobs market is glass half full or half empty. And, we'll hear from  Zbooni about their new c-commerce survey that shows we still want to deal with humans, not AI.See omnystudio.com/listener for privacy information.

This week, host Colbert Cannon sits down with Francesco Martorana, Group Chief Investment Officer at Generali, a global insurance and asset management provider. We discuss Francesco's time at J.P. Morgan, Deutsche Bank and Allianz before joining Generali, where he oversees an approximately €400 billion global portfolio. Francesco shares Generali's stance on private credit and the qualities he looks for in a portfolio manager. Learn more about Francesco and his role at Generali here. Check out Colbert's Best Idea for this week, the book The Great Texas Banking Crash by Joseph Grant here. 

Vincent joins us to discuss the impact rate volatility has had to the broader markets and how conditions might evolve from here. We also discuss the prospects for a recession to occur in the US, an outlook for monetary policy, and considerations when it comes to positioning across fixed Income and equities. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Vincent Mortier, Group Chief Investment Officer, Amundi. Host: Daniel Cassidy

The global economy is facing unprecedented challenges and uncertainties, which has disrupted supply chains, boosted inflation, and strained fiscal and monetary policies.How can investors navigate this complex and volatile environment, and what are the implications for the bond market? Today, we chat about this and more with a very special guest!In this episode, Carson's Chief Market Strategist Ryan Detrick & VP, Global Macro Strategist Sonu Varghese speak with Daniel Ivascyn, Group Chief Investment Officer at PIMCO. They explore the current state of the economy, rising yields, and the future path of inflation. Dan also shares details about the role of PIMCO's advisory board and the value of bonds as diversifiers for stocks. Additionally, he talks about his experiences in the industry, his mentors, and his early experiences.They discuss: The main drivers behind the increase in yieldsWhy the economy has remained strong despite the aggressive actions of the Federal ReserveThe factors influencing nominal bond yieldsThe experience of taking over a large companyThe value in fixed income markets for long-term investorsThe role of bonds as a diversifier for stocksConcerns about companies with lower credit ratings facing challenges in borrowing and rolling over debtHis early struggles in trading markets and the mentorship he receivedWhy US treasuries are still considered a safe asset and how they can benefit from flight to quality flows during times of crisisAnd more!Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Daniel Ivascyn is the Group Chief Investment Officer at PIMCO,and a managing director in the Newport Beach office [which office/company? Are we still talking PIMCO?]. He is lead portfolio manager for the firm's income, credit hedge fund, and mortgage opportunistic strategies, and is also a portfolio manager for total return strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 33 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

US inflation cooled in June for the 12th straight month and S&P 500 continues to see upward momentum. We ask Steve Brice, Group Chief Investment Officer at Standard Chartered if a recession is still on the cards for 2023 and the investment strategy he advocates forImage by: Shutterstock

21 March 2023. We cross live to San Francisco where our correspondent is Brandy Scott! She's meant to be there on holiday, but has of course been covering the banking crisis. We also hear from Dr. Stefan Gerlach, chief economist at EFG Bank in Zurich & Steve Brice, Group Chief Investment Officer at Standard Chartered Private Bank about whether this is similar to the banking sector collapse of 2008 with the Lehman Brothers. Plus, we talk about the oil leak in Kuwait that has led to a state of emergency in the country with Matt Stanley of Kpler.See omnystudio.com/listener for privacy information.

Markets seem to be shifting their focus away from inflation towards growth. And according to a recent report by Europe's leading asset manager Amundi, it believes that there are opportunities to play some rotations with a selective approach. So where do these opportunities currently lie? And how should investors play these market rotations? On Money in the Market, The Afternoon Update's Hongbin Jeong speaks to Vincent Mortier, Group Chief Investment Officer at Amundi to find out how market players should allocate their investments this year. See omnystudio.com/listener for privacy information.

Mark Carney, former Governor of the Bank of England, shared his views on the increasing risks to growth amidst rising inflation, the important opportunities that climate change and emission control present, and the future role of digital currencies with our Group Chief Investment Officer, Steve Brice. Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankMark Carney, former Governor of the Bank of EnglandWatch the video on www.sc.com/gmo.For more of our latest market insights, visit Market views on-the-go.

In the first Through The Noise podcast of the year, Michelle talks to Steve about how recent economic and policy developments fit into the Playing it SAFE approach to investing, why any short-term increase in bond yields would provide a great investment opportunity and why he believes there is still further upside for China/HK equity markets despite the recent strong rally.  Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankAs referenced in the podcast, if you would like to register for the CIO Office's annual investment webinar, please go to www.sc.com/gmo.For more of our latest market insights, visit Market views on-the-go.

Steve speaks to Audrey and Hannah about our 2023 multi-asset income strategies outlook, why we see it as a top pick next year and our preferences within the asset class.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve speaks to Manpreet Gill and Abhilash Narayan about our key currency calls for 2023.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve speaks to Daniel and Fook Hien about our 2023 equity outlook and our top picks within the asset class.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankYap Fook Hien, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve speaks to Abhilash and Zhong Liang about our 2023 bonds outlook and our top picks within the asset class. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankHan Zhong Liang, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve speaks to Rajat and Zhong Liang about our 2023 macro outlook and our top picks within the asset class.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankHan Zhong Liang, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve Brice speaks to Manpreet and Raymond about why we believe a SAFE strategy (Secure your yield, Allocate to value, Fortify against surprises and Expand beyond the traditional) as the best way to navigate foundation allocations in 2023.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, CIO of North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about the recent strong recovery in Asian equities, what it will take for this to be sustained and what are the factors to watch in the coming days. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

In this edition, Steve talks about 3 strategies investors can use to survive the challenging environment of a recession and then thrive thereafter.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve talks about why the shape of the yield curve can be a scary signal, especially for equity investors.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve talks about the ongoing US earnings season and why he believes that equity markets may still have another leg lower before enjoying a sustained recovery. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about the challenges facing the new British government and why now is not the time to pile back into sterling.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about the recent weakness in Greater China equity markets and whether there is more to come, or are we at peak pessimism. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about the likelihood and potential timing of a Fed Pivot and its implications for bond markets. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about why we should feel both lucky and unlucky on this day and, more importantly, what to do about it. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about potential funding currencies. While the JPY has broken lower, given the central bank intervention risks, we prefer the EUR as a potential funding vehicle in a strong-USD environment. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Steve discusses why despite being very concerned about the 6-12 month economic outlook, this is not the time to be panic selling and why increasing investments in bonds and multi-asset income strategies makes sense for long term investors.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

In today's edition of Through the Noise, Hannah Chew speaks to Steve Brice on the Fed's continued focus on inflation, the likelihood of further BoJ intervention in the FX markets, our take on the semiconductor sector, and how investors can best position themselves in this current investment climate.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

We ended the previous week on a rather sad note, with the UK mourning the death of Britain's longest-reigning monarch of seven decades. But there has been some glimmer of hope as well, as UK Prime Minister Liz Truss announced a broad stimulus package to help its people cope with rising energy bills. Elsewhere in Europe, the European Commission is mulling drastic moves to control energy prices as well. But how effective will these measures have on UK and European markets? On Market View, Prime Time's Finance Presenter Chua Tian Tian speaks to Vincent Mortier, Group Chief Investment Officer, Amundi to find out more.  See omnystudio.com/listener for privacy information.

We discuss the macroeconomic environment, including whether a recession might be on the horizon, and how macro considerations, namely inflation, might translate to the Fed and their course for monetary policy. We also spend time on asset allocation for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Dan Ivascyn, Group Chief Investment Officer with PIMCO. Host: Daniel Cassidy

Steve Brice, Group Chief Investment Officer, Standard Chartered Bank discusses on the upcoming Jackson Hole Symposium and if Jerome Powell might double down on his hawkish stance.See omnystudio.com/listener for privacy information.

Credit Investing in a Post-Pandemic World with Chris Hentemann, Managing Partner & Chief Investment Officer, 400 Capital. Jeffrey Sherman, Deputy Chief Investment Officer, DoubleLine. Dave Trucano, Managing Director, BlackRock. Sreeni Prabhu, Managing Partner, Co-Chief Executive Officer & Group Chief Investment Officer, Angel Oak Capital Advisors. Moderated by Mei-li Da Silva Vint, Chief Compliance Officer, Brevet Capital.——————————————————————Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://www.salt.org/SALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Over the course of three days, leading investors, creators and thinkers will take the stage in support of SALT's mission: empowering big ideas.#SALTNY

Communications and Business Development guru Matthew Pearce chats to Theodore Shou, Group Chief Investment Officer, about the effects, opportunities and long-term planning around natural disasters like flooding and climate change.

Ron Insana, Senior Adviser to Schroders and CNBC contributor, is joined by Johanna Kyrklund, Group Chief Investment Officer and Global Head of Multi-Asset Investments at Schroders. They discuss the market outlook and what might trigger the end to the current bull market in everything. NEW EPISODES: The Investor Download is available every Thursday and every other Monday. Thursdays will be our usual deep dive into the themes driving markets and the economy. On Mondays, you can listen to a short snapshot from the US. Both podcasts will be released around 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Mark Haefele, Chief Investment Officer UBS GWM, is joined by Johanna Kyrklund, Group Chief Investment Officer and Global Head of Multi-Asset Investments at Schroders, to discuss the best opportunities for investors in the current environment.

Mark Haefele, Chief Investment Officer UBS GWM, is joined by Marino Valensise, Group Chief Investment Officer at Cardano, to discuss market events of the past few weeks and opportunities and risks for investors.