Podcast
Fiduciary Investors Series
Hosted by Amanda White · EN
The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy.
Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios.
The much-loved events, the Fiduciary Investors Symposiums, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption, and challenges investors to look differently at how they make decisions and allocate capital.
10episodes
Episodes
Newest firstAll episodes
APAC equities move from tactical to structural buys
Mar 2900:19:04Tap to summarizeAPAC equities’ 2025 rally has renewed interest, but Franklin Templeton’s Christy Tan says the case is now structural, driven by trade diversification and domestic growth.Geopolitics and energy volatility will create divergence, so investors should favour targeted country allocations over broad regional exposure.In the podcast with Top1000funds.com, Tan unpacks what this means for portfolio resilience and the region’s outlook.
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IMCO World View: Active strategies, diversification and liquidity focus
Mar 2300:36:14Tap to summarizePension funds are navigating a more complex environment shaped by higher rates, inflation and shifting currency dynamics. In its latest World View paper, Canada’s IMCO warns of rising bond yields, concentration risks in passive investing, and the need to prepare for a weaker US dollar, with alternatives like the Swiss franc and yen gaining relevance.Speaking to Amanda White on the Top1000funds.com podcast, IMCO chief strategist Nick Chamie said higher yields on risk-free assets are reshaping portfolio construction and the risk-return trade-off across markets.
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Why active managers are mimicking the flaw of passive benchmarks
Mar 1600:35:57Tap to summarizeIn a conversation with Top1000funds.com editor Amanda White, Hamzaogullari unpacks the tenets of good genuine active management including a long-term structural approach and truly differentiated insights, which focuses on the quality of ideas not the quantity. For example, he says there will only be five to six companies which will benefit disproportionally from the AI trend while most of the other companies will struggle to sustain long-term growth.
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Stephen Kotkin on regional conflicts, and the one war investors can't price
Mar 1000:38:50Tap to summarizeThe Trump administration’s strikes on Iran stems from a deep conflict between the two nations which has existed for the past 47 years, according to Professor Stephen Kotkin, senior fellow at the Hoover Institution at Stanford University.
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Blue Owl's James Clarke on navigating private credit's first real cycle
Mar 800:33:54Tap to summarizeIn this conversation, Top1000funds.com editor Amanda White spoke to James Clarke, global head of institutional capital at Blue Owl Capital, about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers.
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Oregon’s private equity future
Feb 1200:25:51Tap to summarizeIn this conversation Top1000funds.com editor Amanda White speaks to Oregon State Treasurer, Elizabeth Steiner, about the future role and expectations of private equity, how a maturing of the asset class puts pressure on returns, and the private/ public asset mix in the fund’s four-yearly asset allocation review which has just begun.
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CalPERS’ Stephen Gilmore on the total portfolio approach
Dec 1700:34:09Tap to summarizeThe board of CalPERS has approved a momentous structural change that gives the $556 billion fund a single reference portfolio for judging performance, delegated authority to investment staff to construct the portfolio, and a simplified measure of success.The fund’s chief investment officer, Stephen Gilmore, has been behind the fund’s shift to this approach which he says can add 50 to 60 basis points to portfolio returns.In a long and detailed interview, Top1000funds.com editor Amanda White spoke to Gilmore about how a TPA mindset can add value, simplify accountability and open new opportunities for investments.
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The world in flux and Trump’s role in a new equilibrium
Apr 11, 202501:06:34Tap to summarizeIn this live recording from the Fiduciary Investors Symposium, hosted by Top1000funds.com in Singapore in March 2025, Professor Kotkin unpacks what’s next for the US and the world
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Why Asia is the future
Apr 18, 202300:58:00Tap to summarizeIn the midst of the great power rivalry between the US and China, “we need all the help we can get to carve out a future that works well for all of us” says Danny Quah, Dean and Li Ka Shing Professor in Economics at Lee Kuan Yew School of Public Policy at the National University of Singapore, in a talk examining the future of the global economy and the role of Asia. Listen here.
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Reversal of investment themes demands investors change their assumptions
Apr 17, 202300:29:45Tap to summarizeInvestors are currently facing the end of uncertainty around assumptions they have made for decades, and need to shore up their portfolios with greater inflation protection, more active management, and by fostering innovation, according to chief strategist at the Investment Management Corporation of Ontario, Nick Chamie who spoke to Amanda White in the Fiduciary Investors Series podcast.
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