8: E-commerce logistics: Warehouse robots and disruptive retailers
A Chinese warehouse fulfils 200,000 orders a day and yet employs only four human workers. Automation technologies are disrupting the e-commerce logistics industry at an incredible rate and consumers and certain retailers are poised to make significant gains. In this episode, we discuss Ocado, Amazon, JD.com and many more which are embracing this technological change. To find out more, visit ht...
33m Sep 13, 2018
33m
7: Factors: Should we be worried about overcrowding or capacity?
Given the rise in popularity of factor-based investing, there’s a lot of concern in the market about certain factors becoming too expensive (overcrowding) and that the costs of factor indices have increased (capacity). Today’s episode with David Barron looks at whether there’s truth behind these fears and if index investors should indeed be worried. For more information on today’s episode, vis...
18m Sep 09, 2018
18m
6: DC Governance checklist: Is your scheme following best practice?
That’s the question asked by Colin Clarke, Head of Product Policy Strategy. Ultimately, if advisers and service providers are not performing as expected, we believe trustees or sponsoring employers should push them to improve the situation as quickly as possible or replace them. In our conversation, Colin lays out the governance factors instrumental in delivering your DC scheme objectives. For...
23m Sep 05, 2018
23m
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