Τα καλύτερα Fixed Income podcast (2024)

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Ep53: Ares' Michael Arougheti on Private Markets, Founding Ares & the Baltimore Orioles 36:18

1M ago36:18

36:18

In this episode, Joe is joined by Michael Arougheti, CEO & Co-Founder of Ares and Lynn Maxwell, Global Chief Commercial Officer at S&P Global Ratings. Topics included Mike’s memories of co-founding Ares, the rise in popularity of private markets and how Mike was offered co-ownership of the Baltimore Orioles.…

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US Election Aftermath & Private Credit with Mark Bayley from Kapstream 33:30

1M ago33:30

33:30

This week we welcome back Mark Bayley, Portfolio Manager at Kapstream Capital to the Fixated podcast to discuss the post-US Election market reactions and explore the fascinating Private Credit asset class. We look at how Private Credit fits into an investor’s portfolio, the importance of understanding fees, and what investors should be looking for.…

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Ep52: Blackstone’s Jon Gray on Private Markets, Career Advice & Jogging on LinkedIn 32:19

2M ago32:19

32:19

In this episode of FI15, Joe is joined by Jon Gray, President & Chief Operating Officer at Blackstone and Doug Peterson, CEO & President of S&P Global. Discussion covered Doug’s upcoming retirement, Jon on the future of private markets and infrastructure, Doug on GenAI and Jon on his viral jogging videos on Linkedin. This episode was recorded and p…

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Why transparency matters in private credit with Andrew Thomson from CFMG 23:16

2M ago23:16

23:16

Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and…

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The Future of Hybrids with Brad Newcombe from Fixed Income Solutions 22:15

2M ago22:15

22:15

ASX listed hybrids have been a consistent source of income for decades. Is APRA’s proposal to phase them out likely to go ahead? Where else can investors get similarly high yields? Brad Newcombe from Fixed Income Solutions has followed the hybrid market for more than 25 years and gives us his views.

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Ep51: Richard Attias On FII8 & Networking With Super VIPs 34:36

2M ago34:36

34:36

In this episode of FI15, Joe is joined by Richard Attias, CEO & Founder of Richard Attias & Associates and CEO of the FII Institute. Topics included the upcoming FII Institute event in Riyadh, Richard’s relationship with H.E Yasir Al-Rumayyan, how to successfully build senior relationships and Richard’s networking tips to progress your career.…

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What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price 35:10

3M ago35:10

35:10

It’s rare to get strategic vision from a global asset strategist and we’re proud to bring you this interview with regular FINA contributor, Thomas Poullaouec. We ask, will there be a hard or soft landing? Does the US election matter? Is there more to run in US and Australian equities? What are Poullaouec’s views on fixed income sub asset classes? D…

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Ep50: Mohamed El-Erian on how AI is changing investing 43:13

4M ago43:13

43:13

In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music …

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Responding To Private Credit Criticisms With Frank Danieli From MA Financial 44:51

4M ago44:51

44:51

Private credit is growing, attracting new participants, as well as some criticism. What do you look for if you are thinking of investing? Frank Danieli from MA Financial says the asset class is about avoiding losers, not about picking winners, tune in to find out some of his other tips and learn more from an experienced lender, managing more than $…

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Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian 25:31

4M ago25:31

25:31

In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay’s experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam’s takeaways from his career as an accountant.…

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Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following 38:20

6M ago38:20

38:20

In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien’s experience building a 40,00…

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Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape 28:43

7M ago28:43

28:43

In this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim’s unpopular investment opinion and people inside and outsi…

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US Government Bonds with Chamath De Silva from Betashares 26:11

7M ago26:11

26:11

This week we sit down with Chamath De Silva, Head of Fixed Income at Betashares to discuss US Government Bonds and briefly, its new Australian Major Bank Subordinated Debt ETF (ASX:BSUB). Betashares currently have over $37 billion in funds under management, and $10.5 billion in fixed income funds.

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The beauty of being global with Richard Rauch from Brandywine Global 37:12

7M ago37:12

37:12

There are good reasons to think about adding global bonds to your portfolio. In this educational podcast episode, Richard Rauch from Brandywine Global Investment Management delves into government and corporate bonds and active and passive investment. The beauty of being global is the third in a series of three Fixed Income Building Blocks podcasts …

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Introducing the CFMG Monthly Income Fund with Andrew Thomson 18:37

8M ago18:37

18:37

How do you build a fixed income product based on residential property? We spoke to CFMG Capital’s Andrew Thomson about how the CFMG Monthly Income Fund provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property. It provides investors with a regular income s…

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Ep46: Ryan Serhant on Real Estate, AI and Building A Personal Brand 45:47

8M ago45:47

45:47

In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his…

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Three Critical Stages to Inflation with Christian Baylis from Fortlake 34:16

8M ago34:16

34:16

Where are we in the journey to lower inflation? Tune in to hear expert commentary from award winning fixed income portfolio manager, Dr Christian Baylis. What is the neutral real rate? What’s attractive right now? What do rising defaults mean for credit spreads? Learn about Fortlake’s fascinating default arbitrage strategy.…

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Diversity & Liquidity with Anthony Kirkham from Western Asset Management 25:46

9M ago25:46

25:46

Learn some useful tips and lessons learned for your bond portfolio from Anthony Kirkham from Western Asset Management, a Franklin Templeton company. Diversification is a key reason investors turn to fixed income, but it’s important to think about liquidity and yield as well. Rising interest rates have changed the outlook and prospects for the asset…

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The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank 41:08

9M ago41:08

41:08

Asset backed securities (ABS), including residential mortgage backed securities (RMBS), provide relatively high, floating rate monthly income. Learn about the asset class, the risks and it’s many protections as well as Thinktank’s two funds in this informative podcast.

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Ep45: State Street Global Advisors CIO Lori Heinel on Global Investment Trends and Future Risks 27:03

9M ago27:03

27:03

In this FI15 podcast episode hear Lori Heinel, Global CIO at State Street Global Advisors, and Yann Le Pallec, Global Head of Rating Services at S&P Global Ratings, discuss key global economic trends and investment strategies with host Joe Cass. Topics include client engagement, investment opportunities, ESG considerations, public speaking tips, pe…

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Jumping Off The Conveyor Belt with Amy Xie Patrick 44:08

10M ago44:08

44:08

Career, life, decision making and figuring out the ‘why’. In celebration of International Women’s Day we sit down with Amy Xie Patrick from Pendal Group.

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Yield & Risk with Andrew Canobi from Franklin Templeton 23:46

10M ago23:46

23:46

Have you ever wondered how a portfolio manager invests? In this podcast we unpack yield and risk with Andrew Canobi from Franklin Templeton. He explains the Franklin Templeton investment process and gives some unique insights into yield relationships between various securities. For example, Australian major bank senior unsecured, subordinated Tier …

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Ep44: Wei Li on Blackrock's 2024 Outlook, AI Revolution and Global Trends 32:27

10M ago32:27

32:27

Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, President at S&P Global Ratings. Together, they dissect the 2024 market landscape, offering expert perspectives on emerging trends, AI integration, and leadership insights.…

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Is 2024 the year of the bond? with Janu Chan from Bite-Sized Economics 29:40

11M ago29:40

29:40

There’s a lot of mixed sentiment about what will happen to global interest rates this year; we chat to Senior Economist, Janu Chan about her inflation and interest rate expectations and the impact on fixed income markets. Chan resides in Hong Kong, so delves into capital flows in Asia Pacific and Evergrande’s liquidation order by Hong Kong’s High C…

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Ep43: Robert F. Smith on How to Build A Culture of Success 37:11

12M ago37:11

37:11

Robert F. Smith, Chairman and Founder of Vista Equity Partners, joined Doug Peterson, CEO at S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on how to build a culture of success in business, the evolution of GenAI, the growth of private markets and the guests experience of growing up in New Mexico and Colorado…

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Ep42: Andrew Howard on Sustainable Finance, Green Bonds and Career Paths 31:44

1y ago31:44

31:44

Andrew Howard, Global Head of Sustainable Investment at Schroders and Christa Clapp, Managing Director at S&P Global Rating join host Joe Cass on this episode of Fixed Income in 15. Discussion focused on sustainable finance, the climate financing gap, Christa’s experience building Shades of Green and the future of green bonds. Sign-up here to be no…

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Ep41: Larry Summers on Inflation, Surviving Cancer & The Social Network 37:19

1y ago37:19

37:19

Ex-U.S. Treasury Secretary Larry Summers and S&P Global Ratings' Global Chief Economist Paul Gruenwald join host Joe Cass on this episode of Fixed Income in 15. Discussion spans the rise and fall of inflation, working with U.S. Presidents, how to create an economic narrative and Larry’s experience being diagnosed with and surviving cancer.…

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Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India 30:50

1+ y ago30:50

30:50

Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings join host Joe Cass on this episode of Fixed Income in 15. The discussion centred around disruptive investment areas, macro outlooks, private credit, the impact of Generative AI and the rise of India.Από τον S&P Global Ratings

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Issuing fixed income securities: a company’s perspective with George Whittle from Brighte 28:42

1+ y ago28:42

28:42

Ever wonder why a company decides to issue fixed income securities? In this podcast we talk about the decision making process and issuance of Asset Backed Securities (ABS) with George Whittle, Head of Funding at Brighte. We consider the ABS structure, investor appetite, what happens when deals are oversubscribed and tips for companies thinking abou…

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High Yield and Emerging Market Bonds with Amy Xie Patrick from Pendal 41:45

1+ y ago41:45

41:45

This week we talk about high yield and emerging market bonds with Amy Xie Patrick, Head of Income Strategies at Pendal Group. We take a deep dive into these sectors, why they are attractive to investors, the risks associated with them, and favoured emerging market countries. Also discussed are the potential impact of a US recession and change of go…

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Ep39: Dan Yergin on Energy Security, Being An Entrepreneur, Advising U.S Presidents & His New Book 31:48

1+ y ago31:48

31:48

Daniel Yergin, Vice Chairman at S&P Global, Pulitzer-Prize winning author and founder of CERA, joins host Joe Cass on this special 1-on-1 episode of Fixed Income in 15. Topics included Dan’s newest book ‘The New Map’, challenges of the energy transition, founding Cambridge Energy Research Associates in 1983 and his experiences advising multiple U.S…

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Ep38: Mary Pryshlak on Generative AI in Credit Research, & How To Manage 130 Investment Professional 42:48

1+ y ago42:48

42:48

Mary Pryshlak, Head of Investment Research at Wellington Management, joined Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the potential role of Generative AI in credit research, leadership experiences from Alexandra and Mary and book…

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Buying bonds for your portfolio with Jessica Rusit from FIIG 31:57

1+ y ago31:57

31:57

With higher interest rates making fixed income more attractive to investors, we talk investing direct in bonds with Jessica Rusit, Associate Director – Investment Strategy at FIIG Securities. We discuss how a bond portfolio compares to an exchange traded fund (ETF), what happens to bonds in a recession, liquidity in the bond market and how FIIG str…

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Ep37: Saira Mailk on Breaking into Finance, The Next Big Risks & Educating Children 26:54

1+ y ago26:54

26:54

Saira Mailk, CIO of Nuveen joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Saira’s experience breaking into finance, the next big risks for investors, Ruth’s leadership experience and Saira and Ruth’s strategies when educating their children on f…

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Private Debt Keeps Delivering in Turbulent Times with Andrew Lockhart 29:03

1+ y ago29:03

29:03

With increased market volatility, investors are looking for more certainty. We speak to Andrew Lockhart, Managing Partner at Metrics Credit Partners about the benefits of private debt and the role it can play in your portfolio. Metrics Credit Partners Pty Ltd ABN 27 159 646 996 AFSL 416 146 (Metrics) makes no representation or warranty with respect…

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Ep36: David Rubenstein on Private Markets, Investment Regrets, Interviewing Elon Musk & His New Book 34:20

2y ago34:20

34:20

David Rubenstein, Co-Founder of The Carlyle Group joins Adam Kansler, President at S&P Global Market Intelligence and host Joe Cass on this episode of Fixed Income in 15. Topics included private market valuations and data, interest rate trajectories, David’s new book “How To Invest”, biggest investing regrets and anecdotes from David’s investing ca…

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Celebrating three inspirational women for International Women’s Day 56:27

2y ago56:27

56:27

In honour of International Women’s Day, this week we sit down with three amazing women in finance to talk about their careers, how they manage a healthy work-life balance, and of course - their secrets to success. Our first guest is Camilla Love, Director at Perennial Investment Management and Founder of F3 (Future Females in Finance), followed by …

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Ep 35: Emmanuel Roman on Investing in 2023, Private Markets, PIMCO Culture & Arsenal FC 43:05

2y ago43:05

43:05

PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.

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Inflation in 2023 and beyond with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management 19:48

2y ago19:48

19:48

Dr Christian Baylis returns as our first guest for the year to discuss inflation and the strategies he’s using for Fortlake’s award winning funds. We also talk about the differences in the US and Australian yield curves, negative real interest rates, the economic cycle and the risks that could influence the market.…

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Ep34: Liz Ann Sonders on the 2023 Macro Outlook, Her 300,000 Twitter Followers & Inflation 31:01

2y ago31:01

31:01

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab joins Paul Gruenwald, Global Chief Economist at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the 2023 macro outlook, US rate cycle, sticky inflation, Liz Ann’s Twitter 300,000 Twitter following and Paul’s cycling over lockdown.…

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Ep33: Peter Harrison on Being a CEO, Career Advice & Meeting The Queen 29:13

2y ago29:13

29:13

Peter Harrison, CEO of Schroders joins Dan Draper, CEO at S&P Dow Jones Indices and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Peter & Dan’s experiences working across the globe for different institutions, the day-to-day realities of being a CEO and, private markets, blockchain and Peter’s experience meeting The Quee…

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Credit Investing Risks & Opportunities with James Alexander - Investment Solutions Specialist at Perpetual 23:38

2y ago23:38

23:38

This week we sit down with James Alexander, Investment Solutions Specialist – Listed Investments at Perpetual to discuss how floating rate instruments differ from fixed rate bonds and some of the investing strategy considerations for managers and investors. James also addresses some of the risks in the market currently and how they are managing the…

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Ep32: David Hunt on The Future of Asset Management, Strategy & Growing AUM 30:17

2y ago30:17

30:17

David Hunt, CEO of PGIM joins Maria Melendez, Global Head of Strategy at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on David’s experience as a CEO, his current take on the global macro environment, Maria’s career path and her view on how to successfully execute strategy in our day-to-day roles.…

2+ y ago40:38

40:38

Jared Isaacman, Founder of Shift4 and SpaceX Astronaut joins Chris Heusler, Chief Commercial Officer at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Jared’s experience as a civilian astronaut, his relationship with Elon Musk, Chris’ career path, how to be a good leader and when both guests think …

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