Podcasts about investment specialist

In this Portfolio Spotlight podcast, Sarah Ball, Investment Specialist, speaks with Ramesh Rajagopalan, Equity Analyst and Portfolio Manager, about how the team uses “roadmaps” to make disciplined long-term investment decisions under uncertainty.

Fletcher Building has asked ratings agency Moody's to withdraw its credit rating of the company, as it reports continued pressures on its business and looks to cut debt. The company has Moody's lowest investment grade rating of Baa3 rating, below which is considered a speculative grade and outside the limits for most institutional investment. Generate investment specialist Greg Smith says the company's been selling assets over the past year and they're looking to simplify the business. LISTEN ABOVESee omnystudio.com/listener for privacy information.

What really drives an investment decision and what happens before a trade ever reaches your portfolio? L&G's Francis Chua, Fund Manager, and Chris Franklin, Investment Specialist in our Asset Allocation team take us behind the scenes to unpack what the decision-making process actually looks like in practice. The discussion moves beyond models and market headlines to explore how views are formed, challenged and, at times, leftunresolved.From the first signal, whether new data, market dislocation or a divergence in views, through to scenario analysis and portfolio positioning, the conversation highlights a process shaped less by prediction and more by preparation.Along the way, the team examine how disagreement sharpens outcomes, how conviction is expressed through sizing, and why “no action” can still be a deliberate choice.They also unpack the role of external perspectives, the importance of structured debate, and how behavioural biases are identified and managed in real time.This podcast is hosted by Sarka Halas, Content Manager, and was recorded on 19 May 2026.For professional investors only. Capital at risk. Risk management cannot fully eliminate the risk of investment loss. It should be noted that diversification is no guarantee against a loss in a declining market.For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security

Almost 40% of the S&P 500 index fund sits in just 10 stocks. Yet, low cost, passive index funds are often marketed as a way to invest in many things at once.9 of the 10 companies are directly exposed to the AI-thematic - something that may, or may not be a bubble, depending on who you listen to.They say the performance of actively managed funds, after fee, rarely outperform passive funds. So, does that mean we should park our intellect at the door?Chris Hestelow, Investment Specialist at Allan Gray*, talks to me about the 'Passive vs Active' debate, AI concentration risks in index funds, and reflexivity/dynamic feedback loops that distort true price discovery in markets.Book in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!*I may recommend Allan Gray funds in the course of providing KiwiSaver or investment advice. Thank You Swyftx: With over 1 million customers across New Zealand and Australia. Ask yourself …”Where can crypto take you?". Check out Swyftx.Provincia: Whether you're looking to invest, or you have a commercial property that needs better management - they the true one-stop shop for wholesale industrial investors. Check out Provincia.co.nz for more.Affiliate Links!The Bitcoin Adviser: Plan for intergenerational digital wealth.Hatch: For US markets.Revolut: For a new type of banking.Sharesies: For local, and international markets.Loan My Coins: Bitcoin lending product.Exodus: Get rewards on your first $2,500 of swapsGet Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.www.radicalinvestment.co.nz________________________Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances, and nothing we say is intended as a recommendation. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!

We examine the development of Islamic capital markets across ASEAN and the shared challenge of transforming regional scale and demand into sustained issuance, liquidity, and market depth. The discussion will explore opportunities and constraints in corporate sukuk and Shariah-compliant capital raising across ASEAN markets, including issuer readiness, pricing dynamics, cross-border structures, and secondary market participation.We discuss how innovation, fintech and regulatory collaboration can broaden the issuer base, strengthen investor confidence and support a more resilient Islamic capital markets ecosystem.Moderator:Rafiza Ghazali, Managing Director, Consumer Banking, FassetPanelists:Boniarga Mangiring, Investment Specialist, Credit Guarantee and Investment FacilityDimas Yusuf, Investment Director, Sucor Asset ManagementDien Sukmarini, Senior Assistant Director of Capital Markets and Islamic Capital Market Development Directorate, Financial Services Authority (OJK)Irwan Abdalloh, Senior Vice Director, Head of Islamic Capital Market Division, Indonesia Stock ExchangeDr Mohamad Zabidi Ahmad, Regional Chief Representative, DDCAP Group™

Infratil says it has agreed to sell 53.53 million shares - representing a 5 percent stake - in Contact Energy through a fully underwritten block trade. The sale is at $9.25 per ordinary share, generating expected gross proceeds of about $495.17 million, and taking Infratil's shareholding down to 9.08 percent. The sell-down is expected to complete on May 25. Generate investment specialist Greg Smith says Infratil will have other opportunities they'll want to take advantage of, like data centres. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Infratil says it has agreed to sell 53.53 million shares - representing a 5 percent stake - in Contact Energy through a fully underwritten block trade. The sale is at $9.25 per ordinary share, generating expected gross proceeds of about $495.17 million, and taking Infratil's shareholding down to 9.08 percent. The sell-down is expected to complete on May 25. Generate investment specialist Greg Smith says Infratil will have other opportunities they'll want to take advantage of, like data centres. LISTEN ABOVESee omnystudio.com/listener for privacy information.

“Electrifying more and more of our energy use is a long‑term investment and ultimately is actually more efficient – but it does require a huge amount of investment,” says Marc Elliott, Investment Specialist at UBP. Listen to his latest conversation with Nicolas Barben, UBP's Group Head of Sustainable Investment, as they discuss the main drivers that will accelerate investment in power systems. 

A resolution to the Middle East conflict looks closer, at the time of recording, and Q1 earnings reports have come in strongly. We look towards de-escalation and a boost to earnings from the AI revolution, outlining adjustments to our asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in?Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms:What ETFs actually are and how they work.How to choose ETFs (including fees, allocation, holdings- explained).The biggest mistakes beginners make with ETFs and how to avoid them.Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way.Chapters:00:00 Why ETFs Feel So Confusing00:03:00 The Easiest Way To Understand ETFs00:06:30 Cut Through Thousands Of Options00:10:30 Build A Portfolio That Hits Your Goal00:15:30 The Cost Mistake To Avoid Early00:19:30 What A Real Beginner Actually DidLinks Mentioned in this episode:

Any future resolution to the Middle East conflict is still highly unclear. At the time of recording, the Strait of Hormuz, critical channel for a fifth of global oil supply, is under US blockade. We look at how investors can navigate this environment of uncertainty, and at the assets we believe can protect portfolios during this bout of volatility. Presented by Seamus Lyons, CIO of BNP Paribas Asset Management Ireland. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

In this episode, Sarah Ball, Investment Specialist, speaks with Rorrie Mars, Equity Analyst, about the effects of AI for long-term investing.

Singapore shares registered gains today as investors continue to set their sights on a flurry of central bank decisions from major economies around the world. The Straits Times Index was up 1.05% at 4,919.83 points at 2.29pm Singapore time, with a value turnover of S$1.19B seen in the broader market. In terms of counters to watch today, we have Singapore Airlines, after its low-cost arm Scoot posted a 17.4 per cent year-on-year increase in passenger traffic for February, of three billion revenue passenger-kilometres. Elsewhere, from how Singapore’s key exports rose 4 per cent year on year in February, easing from the preceding month’s downwards revision of 9.2 per cent growth, to developments out of Nvidia’s annual flagship event or the GTC in San Jose, more economic and corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

The NZX has fallen 3.1 percent as the US and Israeli war on Iran dents people's investment portfolios. Closure of the crucial Strait of Hormuz has ignited supply concerns over crude oil - now costing more than $100 US dollars a barrel. Shares in Auckland Airport and Fisher and Paykel Healthcare have tumbled. Generate investment specialist Greg Smith says the market's accounting for what might happen, and it could turn. He explained it's also affected by Iran appointing a new leader and Donald Trump refusing to back down - which has pushed out the time frame for resolving everything. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The NZX has fallen 3.1 percent as the US and Israeli war on Iran dents people's investment portfolios. Closure of the crucial Strait of Hormuz has ignited supply concerns over crude oil - now costing more than $100 US dollars a barrel. Shares in Auckland Airport and Fisher and Paykel Healthcare have tumbled. Generate investment specialist Greg Smith says the market's accounting for what might happen, and it could turn. He explained it's also affected by Iran appointing a new leader and Donald Trump refusing to back down - which has pushed out the time frame for resolving everything. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Millions of barrels remain stuck behind the blocked the Strait of Hormuz. The price of crude oil has increased 35% since last week. Generate Investment Specialist Greg Smith told Mike Hosking that only a few ships are being getting through. He says Chinese ships are getting through as Iran still needs them for revenue. The Commerce Commission says international conflicts will affect prices but it expects retailers to keep prices competitive. It says it will call out any behaviour which impacts New Zealanders' ability to get a fair price. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Puleng Pitso, Investment Specialist at Ninety One in Cape Town.

After an increasingly challenging year for Jerome Powell as Fed chair, his successor has now been nominated. We look at what Kevin Warsh will bring to the position as head of the world's leading central bank, the likely impact on investment assets and why diversification remains important. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

Singapore shares inched higher today to track movements in the region. The Straits Times Index was up 0.39% at 4,983.73 points at 2.21pm Singapore time, with a value turnover of S$1.44B seen in the broader market. In terms of companies to watch today, we have CapitaLand Investment, after the real asset manager sank into the red with a net loss of S$142 million for its second half ended Dec 31, 2025, reversing from net profit of S$148 million in the previous corresponding period. Elsewhere, from a lookahead to Singapore Budget 2026 Statement, to how China’s factory deflation eased more than expected in January, more economic headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Singapore’s Straits Times Index (STI) broke new ground this morning and crossed the 4,900 threshold for the first time. The benchmark index hit a historic record high of 4,912.46 points in early trade, driven by gains made by its constituents – the 30 largest and most liquid companies on the Singapore Exchange (SGX). In terms of counters to watch today, we have OUE Reit, after the manager of OUE Reit yesterday posted a distribution per unit (DPU) of S$0.0125 for the second-half ended December, up 10.6 per cent year on year from S$0.0113. Elsewhere, from how US President Donald Trump said he would increase tariffs on certain imports from South Korea into the US to 25%, to how Nvidia invested an additional US$2 billion in cloud computing firm and key customer CoreWeave, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Geopolitical stories have created dramatic headlines so far in 2026, with some commentators suggesting fundamental changes to the world order. We look at the macroeconomic backdrop for the year, as well as prospects for a broadening of corporate earnings growth, before reviewing our asset allocation position. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales, No: 01431068. Registered Office: 22 Bishopsgate, London, EC2N 4BQ.

Singapore shares dipped today despite regional markets registering gains. The Straits Times Index was down 0.14% at 4,800.26 points at 2.16pm Singapore time, with a value turnover of S$796.06M seen in the broader market. In terms of companies to watch today, we have Centurion after the property manager said yesterday that the development and divestment of Epiisod Macquarie Park under a forward purchase agreement have taken place. Elsewhere, from how China’s trade surplus climbed to US$1.2 trillion in 2025, to what is at stake in the US Supreme Court’s tariff ruling, more economic and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Singapore shares inched higher today in the last full trading day of 2025. The Straits Times Index was up 0.51% at 4,657.14 points at 2.39pm Singapore time, with a value turnover of S$499.98M seen in the broader market. In terms of companies to watch today, we have ST Engineering, after the group today said that it expects to report a positive net profit for the second half of 2025, after taking into account all the one-off effects for the period. Meanwhile, from how Meta Platforms has agreed to acquire Singapore-based startup Manus, to how the US government has reportedly granted an annual licence to Samsung Electronics and SK Hynix to bring in chip manufacturing equipment to their facilities in China for 2026, more corporate and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jack Stephenson, Investment Specialist for US High-Yield, tells Chief Market Strategist Daniel Morris that high-yield credit is perhaps not the cheapest now, but the quality of bond issuers has improved notably.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Markets have performed well in 2025, boosted by 5 key themes, including enthusiasm for AI investment and supportive policy action. We look at how this benign backdrop might roll on through 2026. And how these key market themes will play into our tactical asset allocation. Presented by Rémi Lambert, Chief Investment Officer for AXA IM Select and Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Ever wonder why the markets keep climbing even when everything feels uncertain?In this episode, Ben Law sits down with Libby Newman, Senior Investment Strategist at Vanguard Australia, to unpack what's really driving today's market highs, the rise of AI, and what it all means for long-term investors.From record share prices to gold surges and the unstoppable tech giants, Libby explains why diversification still wins, why most investors underperform the market, and how to build “all-weather portfolios” that thrive through volatility.You'll also hear why AI might be the next electricity, how population shifts could change the global economy, and the timeless investing lessons that separate the patient from the panicked.If you're managing family wealth, super, or farmland assets, this is a must-listen before your next financial decision.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Equity markets have stumbled after a strong momentum driven rally. Valuations appear stretched, meaning earnings growth remains critical. Today we discuss the bubble question, the resilience of the US economy, and review our latest asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Singapore shares dipped today, tracking declines in most Asian markets. The Straits Times Index was down 0.2% at 4,435.25 points at 1.27pm Singapore time, with a value turnover of S$839.39M seen in the broader market. In terms of companies to watch today, we have China Aviation Oil, after China’s largest oil refiner, Sinopec, is said to be in discussions to take over the nation’s dominant distributor of jet fuel. The tie-up talks between Sinopec and China National Aviation Fuel were initiated by Beijing. China National Aviation Fuel balances domestic supplies by importing or exporting cargoes through trading arms including China Aviation Oil, of which it owns 51 per cent. Elsewhere, from how Australia’s central bank held its key interest rate steady in a widely anticipated decision, to how South Korea will triple spending on artificial intelligence and make its biggest defence budget increase in six years, more international headlines remain in focus. Plus – how ChatGPT-maker OpenAI signed a US$38 billion deal with Amazon’s AWS cloud computing arm. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Tune in for a performance update and outlook for emerging market equities. We also explain the thinking behind CIO's recent upgrade of Emerging Market equities, along with Mainland China and the China tech sector. Plus, thoughts on key risk events and opportunities outside of China to be mindful of. Featured are Xingchen Yu, Emerging Markets Strategist Americas, & Laura Smith, Investment Specialist, UBS Chief Investment Office. Host: Daniel Cassidy

Singapore shares logged gains today, tracking advances in Asia. The Straits Times Index was up 1.24% at 4,382.52 points at 2.46pm Singapore time, with a value turnover of S$1.14B seen in the broader market. In terms of companies to watch today, we have Jardine Matheson and Mandarin Oriental, after Jardine Matheson said it will be delisting Mandarin Oriental at US$3.35 per share. Elsewhere, from how Tokyo climbed over one per cent today with Japan set to get its first woman prime minister, to how Sea Group’s founder Forrest Li sees a US$1 trillion market capitalisation for the firm with the help of artificial intelligence, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

So-called FOMO or the ‘fear of missing out' has propelled a rally in markets, ever since the adjustment to a higher level of US trade tariffs. Today we look at what is behind this rally, beyond a good deal of momentum, and outline our latest asset allocation response. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Reabetswe Kungwane is an Investment Specialist at Ninety One in Cape Town

Singapore shares inched higher today as Asian markets traded mixed. The Straits Times Index went up by 0.6% to 4,325.96 points at 2.25pm Singapore time, with a value turnover of S$935.51M seen in the broader market. In terms of companies to watch today, we have LHN, after the property management group said its co-living business Coliwoo has lodged a preliminary prospectus for a Singapore Exchange mainboard listing. Elsewhere, from how global markets are reacting to a US government shutdown that began today, to how private surveys showed factory activity shrank in most of Asia’s major economies in September, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Stephen Grootes speaks to Thanzi Ramukosi, Investment Specialist in Emerging Market Fixed Income at Ninety One, about Transnet’s recovery and why institutional investors should be paying close attention. With reforms under way and new leadership at the helm, Transnet’s turnaround is shaping up to be a pivotal moment for South Africa’s logistics and infrastructure investment landscape. In other interviews, Thabile Nkunjana, Agricultural Economist, unpacks new findings that show climate volatility has emerged as the top risk for 64% of South African agri-businesses - a sharp rise from 45% in 2023. This shift, revealed in the 2024–2025 Santam Insurance Barometer Report, highlights growing concern among farmers about the impact of extreme weather. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Thanzi Ramukosi, Investment Specialist in Emerging Market Fixed Income at Ninety One, about Transnet’s recovery and why institutional investors should be paying close attention. With reforms under way and new leadership at the helm, Transnet’s turnaround is shaping up to be a pivotal moment for South Africa’s logistics and infrastructure investment landscape.See omnystudio.com/listener for privacy information.

Radhika Das, IFN Journalist, interviews Baihaqi Azhari, Investment Specialist, Bahana TCW Investment Management, on the need to expand Islamic investment products in Indonesia and the role of collaboration with Bank Syariah Indonesia in raising public awareness.

Need any advice or information, message us.Jake Alexander, an Investment Specialist and long-term resident of Costa Rica, chats to us about the current state of the BUYERS market, where he sees an opportunity to invest in Costa Rica, and where and what he would NOT invest in in 2025.Free 15 min consultation:  https://meetings.hubspot.com/jake806/crconsultContact us: info@investingcostarica.comGuest today: jake@investingcostarica.com

We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.----------Today we're joined by Eric Marais, Investment Specialist at Orbis Investments.The past decade has been tough for stock pickers. Active managers have struggled to keep up with the index, particularly in the US, as Big Tech pushed ever-higher and a flood of money flowed into passive ETFs. Our guest today thinks that some of these trends are reversing.We speak to Eric about:The case for reducing exposure to US Big TechSome counterintuitive ideas that form the basis of Orbis' philosophyWhy Eric believes animal spirits are backHow we could be entering a stock pickers marketTwo stocks Eric finds interesting: Nintendo (TYO: 7974) and Corpay (NYSE: CPAY)----------Orbis Investments is one of launch partners for Basis Points. If you would like to learn more about how Orbis' funds can fit in a clients portfolio, head to: https://www.orbis.com/au/adviser/homeThank you to Orbis Investments for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Watch the video version on YouTube.  The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure's steady, uncorrelated cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Featuring: Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Pat Gelsinger, Chief Executive Officer at Intel Maribel Lopez, Founder and Principal Analyst at Lopez Research What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es  See omnystudio.com/listener for privacy information.

Need any advice or information, message us.We chatted with Jake Alexander, an investment specialist and long-term CR resident, about his advice for anyone looking to make an investment in Costa Rica.  He explains the biggest mistakes he's made, the worst investments, and where he sees opportunity in Costa Rica in the future.Free 15 min consultation:  https://meetings.hubspot.com/jake806/crconsultContact us: info@investingcostarica.comGuest today:Jake Alexander: jake@investingcostarica.com

Featuring: Danny Lee, Bloomberg Asia Transport Reporter Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Chuck Cumello, President & Chief Executive Officer at Essex Financial See omnystudio.com/listener for privacy information.

Need any advice or information, message us.We talked to Jake Alexander, an Investment Specialist with Costa Rica Investments, about the market's current state, what he thinks will happen in 2024, and where he sees opportunities going forward in Costa Rica.Free 15 min Consultation: https://meetings.hubspot.com/jake806/crconsultContact Us: info@investingcostarica.comGuestJake Alexander: jake@investingcostarica.com

If you are looking to move to Costa Rica, understanding the best way to find a long-term rental, buy/rent a car and how to move here with or without residency is vital.  We talk to Ana Brenes, Relocation and Investment Specialist at Costa Rica Investments, about her experiences with clients.Free Consultation: https://meetings.hubspot.com/jake806/crconsultE-mail us: ana@investingcostarica.com

Ed Stoddard, journalist at Business Maverick and Peter Major, mining analyst on how the Department of Mineral Resources and Energy's delays in issuing mining applications is impacting the industry.    Prof Adrian Saville, Investment Specialist at Genera Capital & Professor of economics and finance at GIBS on whether SA can still sell itself as a FDI destination at the WEF in 2024.    Alan Committie, comic actor and qualified high school teacher was our guest in How I Make Money. He explained why he transitioned from being a teacher to a comedian.See omnystudio.com/listener for privacy information.

Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community.  She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presentations draw from ongoing volunteer work as a sighted guide for blind and visually impaired athletes.  Caroline is an accomplished endurance athlete who has been competing in triathlons for over two decades. Caroline devotes much of her free time to guiding blind and visually impaired triathletes through Ironman triathlons.  Caroline shares what she's learned as a triathlete guide and how it's impacted her personally in this episode of Mitlin Money Mindset®.  You will want to hear this episode if you are interested in... Learn more about Caroline Gaynor and her passion for sports [3:03] How sports have shaped Caroline's life [5:06] Why Caroline decided to run her first triathlon/Ironman [7:43] Why Caroline became a triathlon guide in 2008 [12:36]  Check out our book “Financial Planning Made Personal” [17:19]  How they identify the athlete they pair you with [19:04]  What Caroline has learned from the athletes she guides [20:55] How Caroline got involved in the world of finance [23:39]  How can we get more women in the finance profession? [29:29] What Caroline did today that put her in the right mindset for success [33:00] Resources & People Mentioned Financial Planning Made Personal Achilles International Excell Represent American Century Investments® Connect with Caroline Gaynor The website On Linkedin On Instagram On Twitter Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset® on Apple Podcasts, Spotify, Google Podcasts

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