
Fiduciary Investors Series
- Business · Investing
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About
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...
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Recent episodes
- How CalSTRS is navigating a 'new investment paradigm'
- Public and private equity: The case for consistent manager evaluation periods
- Andrew Hall on AI’s growing influence, and the challenge of preserving democracy
- Myron Scholes on the real promise of the total portfolio approach
- Inside Anthropic: Jack Clark on AI, Power, and the Pentagon
- Ross Levine on the quiet accumulation of risk in the US financial system
- Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come
- Why Asian equities' growth will outlast the AI-driven semiconductor cycle
- APAC equities move from tactical to structural buys
- IMCO World View: Active strategies, diversification and liquidity focus