5: DB: Raising cashflow awareness
As defined benefit pension schemes mature and become cashflow negative, cashflow management becomes increasingly important. Schemes, particularly underfunded ones, may be better off focusing on being cashflow aware than being cashflow matched. In this discussion, Graham Moles highlights that it remains important not to consider cashflow management in isolation of other scheme risks. For more i...
9m Sep 03, 2018
9m
4: ROBO Global: Investing in the robotics revolution
From smart speaker devices in our homes to driverless tractors in the agricultural sector, the robotics revolution is already here – the question is, how can you invest in it? To find out more about the latest developments in the robotics, automation and AI space, sign up for the ROBO Global newsletter here: https://www.roboglobal.com/newsletter-signup/ Guest: Richard Lightbound Host: Mark Ch...
24m Sep 03, 2018
24m
3: Battling behavioural biases
Why are meetings dominated by the Highest Paid Person’s Opinion (HIPPO)? Why do people overestimate their share of household chores? Understanding how the mind can help or hinder investment success is a cornerstone of fund management. Increasingly, investors are using knowledge about investment biases to design better investment solutions and gain an advantage over the rest of the market. For ...
18m Sep 03, 2018
18m
2: What the battle against plastics means for oil demand
In many ways, plastic is the perfect product. It’s lightweight, cheap and durable. But cleaning up the world’s plastic waste will be a monumental effort – one which will have major implications for petrochemical companies and the long-term demand for oil. We chat to Nick Stansbury about the underexplored investment consequences of the recent public outcry. For more information on today’s episo...
28m Sep 03, 2018
28m