بهترین پادکست های Cio Uk Podcast (2024)

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156: Joel Greenblatt: Legendary Investor and Author on Patience in the Investing Business 46:02

3d ago46:02

46:02

This recording took place at the London Value Investor Conference over summer, where Simon hosted a discussion with Joel Greenblatt. Joel not only founded and runs Gotham Asset Management, but was also an adjunct professor at Columbia Business School for 20+ years. Joel previously ran Gotham Capital, where he achieved 50% annualised returns between…

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Digital Health Unplugged: The challenges of clinical coordination in the UK health system 39:53

3d ago39:53

39:53

Jordan Sollof is joined by DJ Hamblin-Brown and Simon Weldon in an episode focused on the challenges of clinical coordination in the UK health system and how they can be addressed. Hamblin-Brown, emergency doctor and chief executive at digital health firm CAREFUL, and Weldon, chief executive at South East Coast Ambulance Service NHS Foundation Trus…

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341: What does ‘climate action investing’ actually mean? 20:24

9d ago20:24

20:24

The goal is to allocate more capital to the business opportunities the transition creates, while simultaneously driving down emissions over time. Traditionally investors and companies have asked the question: “How should an investor balance a focus on reducing their climate impact with a desire for financial returns?” However, it is our firm belief…

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Digital Health Unplugged: Darzi report news team debrief 47:30

16d ago47:30

47:30

The Digital Health news team gathered for the latest episode of Unplugged to dissect what Lord Darzi’s independent investigation into the state of the NHS has to say about digital and tech. The report, published on 12 September 2024, says that the NHS is in “serious trouble” and highlights “worrying health inequalities” and a deterioration in the h…

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340: China rally, US jobs and Japan’s new PM – Market Talk 26:55

16d ago26:55

26:55

Has the blistering rally in Chinese equities got further to go, or was that it? What do strong jobs numbers out of the US tell us about the likely path of interest rates? And how could the arrival of a new prime minister in Japan affect the strength of the yen? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon …

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155: Super Returns! Australia’s Largest Super Fund’s CIO, Mark Delaney, Describes Their Investment Priorities 39:20

17d ago39:20

39:20

Today we travel back to Melbourne, Australia, having had previous conversations with Ben Samild (now CIO of the AFF) & David Neal (CEO of IFM Investors). AustralianSuper, Australia’s largest super fund, manages approximately USD $230bn for 3.4m members. Mark Delaney has been at its helm as CIO for almost 20 years. Mark describes the goals, the orga…

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339: Fixed income in focus: checking in on Euro credit 15:14

23d ago15:14

15:14

For the latest in our quarterly series of updates on the global fixed income market, LGIM’s Head of Euro Credit Marc Rovers gives us a detailed briefing on where the European debt market is, and where it may be heading. In a broad-ranging discussion, we cover what lay behind the late summer’s sporadic spikes in volatility, potential European spillo…

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154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos 1:12:41

1M ago1:12:41

1:12:41

Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution. The last few years have seen a quantum increase of new investors, investing both in sports and even their governing bodies, raising questions about potential returns, the investment thesis and competition. Arctos is one of worl…

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338: US election: key themes for investors – the CIO call 37:43

1M ago37:43

37:43

Many of the themes at the heart of the US election are of immense importance to investors. As the presidential race enters its final stage, we discuss the key investment implications. During the podcast, Sonja Laud, LGIM’s Chief Investment Officer, is joined by three colleagues from LGIM America: Jason Shoup, CIO and Co-Head of Global Fixed Income;…

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337: In conversation with… Ben Cherrington, Head of UK Wholesale 29:56

1M ago29:56

29:56

What does it take to rise up the ranks of investment distribution? And how has the advent of hybrid working and the demise of corporate hospitality changed the business of selling funds? In this episode, Ben Cherrington, LGIM’s Head of UK Wholesale, shares candid insights from more than two decades spent at some of the best-known asset managers, an…

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153: Colm Kelleher, Chairman of UBS & Former President of Morgan Stanley, Discusses Culture, Leadership, Surviving the Great Financial Crisis and UBS Today 43:27

1M ago43:27

43:27

In an interview we had especially looked forward to, and with the Credit Suisse acquisition behind us, the MMP went to Zurich to talk to Colm Kelleher. Described as one of the most influential and capable banking executives of the last several decades, he has been dubbed by the FT as 'Europe’s most powerful banker'. As Chairman of the UBS board, he…

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Digital Health Unplugged: Why the NHS is so difficult to sell to 35:13

1M ago35:13

35:13

Jordan Sollof, reporter at Digital Health News, is joined by Lloyd Price and Mohammad Al-Ubaydli to talk about procurement and why the NHS is so difficult to sell to. From their own experience, Price, a healthtech founder, mergers and acquisitions advisor and non-executive director for various digital health companies, and Al-Ubaydli, founder and c…

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336: Volatility, dis-inversion and the path of rates – Market Talk 20:51

1M ago20:51

20:51

What was behind last month’s ‘flash crash’ and last week’s smaller wobble? Does the dis-inversion of the US treasury yield curve signal recession? And what are markets telling us about the likely path of interest rates in the US, Europe and the UK? This podcast is hosted by Harry Brooks, Content Manager. All data is sourced from Eikon as at 10 Sept…

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152: Sir Tony Blair, Former UK Prime Minister, on Leadership, Immigration, the Middle East & More! 42:14

2M ago42:14

42:14

Thought-provoking, amusing, self-critical, rich with anecdotes, laced with good advice, and large servings of humility, you might not automatically assume I’m describing the book, titled 'On Leadership', just published and written by Sir Tony Blair. The discussion starts with the essential need for a leader to identify the priorities, to determine …

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335: Master trust matters with Robert Waugh, Chair of Trustees of the Legal & General Mastertrust 15:43

2M ago15:43

15:43

It’s been more than a year since Robert Waugh took over as the independent chair of the Legal & General Mastertrust’s board of trustees. In our latest DC podcast, Robert and Kim Brown, Head of Mastertrust & IGC, review the highlights and challenges of his first year in post, the implications of a change of government – which had been elected just t…

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Digital Health Unplugged: Taking a stand against racism in digital health 30:32

2M ago30:32

30:32

Tammy Lovell is joined by Victoria Betton, director at Peopledotcom and Hassan Chaudhury, commercial director at DATA-CAN, to talk about how to overcome racism and discrimination in the digital health sector. Along with NHS doctor Ayesha Rahim, Betton and Chaudhury are founders behind the creation of an Equity Charter, which aims to put anti-racism…

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334: What do the terms ‘run-on’ and ‘surplus’ actually mean? 9:00

2M ago9:00

9:00

With surplus extraction now a realistic proposition for many DB schemes, ‘run-on’ could be an increasingly popular endgame option. In our latest DB podcast we continue our discussion of the endgame options available for DB pension schemes, and in particular, why the government’s review of the regulation around surplus extraction could potentially l…

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151: Volatility Laundering in Private Equity, the Merits of International Diversification, Value Vs Growth and Systematic Investing - With Cliff Asness 1:18:01

2M ago1:18:01

1:18:01

Simon introduces Cliff Asness, Co-Founder and CIO of AQR (Applied Quantitative Research), highlighting the firm's systematic approach to investing in a variety of assets. Cliff Asness shared his background, mentioning that he was initially an underachiever in school but transitioned to a highly driven person during college at the University of Penn…

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Digital Health Unplugged: Chris Chaney talks Rewired Pitchfest 24:31

3M ago24:31

24:31

Jordan Sollof is joined by Chris Chaney, chief executive of CW+, the official charity of Chelsea and Westminster Hospital NHS Foundation Trust, to talk all things Digital Health Rewired Pitchfest. Chaney, who will once again be part of the judging panel for Pitchfest 2025 announced recently, talks about some success stories that have come from the …

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333: Happy holidays from LGIM Talks! 0:23

3M ago0:23

0:23

We’re taking a short break from the pod but we’ll be back on 22 August with more news and views from across our investment teams.توسط Legal & General Investment Management

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150: War or Peace? Why the World May Be More Dangerous than the 1930s - With General Sir Patrick Sanders, Former UK Chief of the General Staff 52:24

3M ago52:24

52:24

In this episode we have the huge pleasure and privilege to talk to General Sir Patrick Sanders, who until June of this year served as Chief of the General Staff. As the professional head of the British Army he had responsibility for over 100,000 troops (including reserves), steering this key component of the UK’s defence apparatus through an increa…

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149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners 33:09

3M ago33:09

33:09

This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities. Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank…

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332: What's in a name? The power of global brands 20:24

3M ago20:24

20:24

What can the summer of sport tell us about the power of the world’s biggest brands? How can brand value be quantified? And why might investors seek to add exposure to the owners of the strongest global brands? Delving into these questions in this episode are: Henry Farr, Director, Brand Finance® Ellie Piscopiello, Senior ETF Analyst, LGIM This podc…

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148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong) 42:00

3M ago42:00

42:00

If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instincts, market nous, and the ability to talk to the right people. The weekly piece in question is GREED & FEAR, and its author, our guest Christopher Wood, …

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331: US elections, equity rotation, and a major celebration – Market Talk 18:36

3M ago18:36

18:36

How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should investors conclude now that China’s third plenum has ended? And why is August such a special month for our very own Ben Bennett, Head of Investment Strategy, Asia? This podcast is hosted by Frances W…

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330: Private markets: where next? 27:30

3M ago27:30

27:30

Is investor interest in private markets set to continue? Or has their appeal been hit by the interest rate cycle of the last two years? And how can investors position themselves to align with the megatrends shaping the investment environment of the future? Andrew Lowry, Content Manager at Legal & General, is joined by Rob Martin, Global Head of Inv…

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147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund 23:42

3M ago23:42

23:42

In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time” Amazingly, over 90% of software companies are private, and as…

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329: Peeping behind the curtain: private market investments in DC pensions 16:44

3M ago16:44

16:44

With so much to uncover about how private market investments could fit into DC pension fund strategies, we look at some of the challenges and how they might be addressed. Rita Butler-Jones, Head of DC at Legal & General, is joined by Christy Lindsay, Head of Private Markets Distribution, and Martin Dietz, Head of Diversified Strategies, to discuss …

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146: “Running Up That Hill” - Strava’s Co-Founder, Mike Horvath, on Building, Branding and Delivering: An Entrepreneurs’ Story 1:10:37

4M ago1:10:37

1:10:37

If you wrote a business plan in the 1990s that was way ahead of its time - a 20th century idea that needed 21st century technology to work - then put it aside and instead built an enterprise software firm that achieved a Goldman Sachs backed blockbuster IPO in 1999, you might say “bravo”. If then, several years later you return to this earlier idea…

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Digital Health Unplugged: How digital maturity can help close the NHS' ten-year divide 18:03

4M ago18:03

18:03

In an episode brought to you in partnership with Virgin Media O2 Business, Jordan Sollof is joined by Mark Burton, the company’s health and social care lead, to discuss digital maturity across the NHS and how it can help close the NHS’ ten-year divide. Burton analyses the current state of digital maturity across the NHS, the challenges integrated c…

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328: UK election special: our experts discuss investor implications 34:44

4M ago34:44

34:44

The accuracy of opinion polls has meant that the initial reaction of sterling assets to a new government has been relatively muted. But irrespective of a change of politicians, for investors the key issues remain the same – namely the rise of geopolitics, immigration, deglobalisation and fiscal versus monetary policy. In this podcast, our panel of …

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327: Elections, Nvidia and ballooning deficits – Market Talk 21:33

4M ago21:33

21:33

How should investors aim to navigate the wave of election uncertainty currently enveloping financial markets? Is Nvidia a classic example of concentration risk? And to what extent might ballooning deficits impact global productivity? Ben Bennett, Head of Investment Strategy, Asia also explains why central bankers are keen to see a weaker dollar rel…

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145: Why the Fed Can’t Forecast, How Zero Rates Were a Huge Mistake and is Nvidia’s $3tn*+ Valuation Sustainable? With Rob Arnott, Founder of Research Affiliates 56:53

4M ago56:53

56:53

Rob Arnott has published over 100 academic papers, co-authored several books, and his firm Research Affiliates developed the strategies behind approximately $147bn in AUM (as of March 2024). He has earned a reputation as a highly respected, value-orientated investor with clarity about unrealistic valuations, mean-reversion and where the investment …

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326: Climate Impact Pledge 2024 – moving the needle on net zero 27:23

4M ago27:23

27:23

In this special episode, we mark the publication of our 2024 Climate Impact Pledge report, by discussing the highlights and key findings of our engagement efforts over 2023 and 2024 so far. Launched in 2016, through our Climate Impact Pledge, we encourage companies to reduce climate change risks and transition to a net-zero economy. Join Stephen Be…

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144: Retail in the 21st Century: Seb James, CEO of Boots, Discusses Health, Technology, Data and the Customer 44:30

4M ago44:30

44:30

In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists. Today Boots is part of the US Walgreens Boots Alliance, an entity with sales of $140 billion (2023/24) and one of the world’s largest purchasers of pre…

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325: Fixed income in focus: halfway there 22:08

4M ago22:08

22:08

As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving financial markets currently. Colin also gives us a deep dive into credit spreads, all-in yields, the return of fiscal policy and makes some interesting parallels with the 1970s which, he believes, coul…

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143: How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive? 1:10:59

5M ago1:10:59

1:10:59

Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order is challenging the old. In this conversation, Per Lekander, a veteran of the energy and utility space, discusses the failings of the wind and solar in…

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324: Indian elections, Chinese bond yields and US payrolls - Market Talk 19:07

5M ago19:07

19:07

Where next for investors in light of the Indian election result? Are Chinese bond yields seemingly low relative to their Western counterparts, or should they be even lower given China’s underlying structural problems? And will the upcoming US payrolls add to the narrative of a cooling US economy? Ben Bennett, Head of Investment Strategy, Asia expla…

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Digital Health Unplugged: The alternative approach to EPR implementation 27:53

5M ago27:53

27:53

In the latest episode of the Digital Health Unplugged Networks series, Jordan Sollof is joined by Mark Hutchinson, vice-president of healthcare strategy and transformation at Altera Digital Health, to talk all things electronic patient records (EPRs). Hutchinson discusses the traditional ‘big bang’ approach to EPR deployment before explaining how A…

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323: Water scarcity: why it matters for investors 22:51

5M ago22:51

22:51

Saturday 8 June is World Ocean Day, which this year has the theme of catalysing action for our ocean and climate. It’s a timely reminder of the vital importance of water, and the increasing gap between supply and demand. But what’s the economic cost of water scarcity, and how might technology help provide some solutions? Discussing these ideas are:…

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142: Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay 38:58

5M ago38:58

38:58

In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows). Novo Nordisk is …

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141: The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, Global Head of Investment Management, BNY Mellon 38:14

5M ago38:14

38:14

Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee levels. In this episode, current 30% Club Global Chair Hanneke Smits, assesses the shifts underway to increase female representation across the corporate l…

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322: US consumption, equity and credit divergence and copper – Market Talk 21:53

5M ago21:53

21:53

Are tighter lending conditions finally impacting the US consumer? What’s behind the apparent divergence in equity and credit markets? And why is the price of the red metal on the rise? Ben Bennett, Investment Strategist APAC explains all. Ben also touches on UK inflation and Chinese bonds. This podcast is hosted by Frances Watson, Senior Content Ma…

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321: Digging deeper into commodities: geopolitics, the energy transition and gold 18:01

5M ago18:01

18:01

In a follow-up to our February podcast that introduced commodities as an asset class, we return to the subject. This time around, we explore the intersection of geopolitics and commodities, how the transition to clean power is changing demand patterns, and the outlook for some specific commodities – including the yellow metal. Our speakers are Elis…

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320: What does the term ‘endgame’ actually mean? 14:15

6M ago14:15

14:15

With DB schemes maturing rapidly amid higher funding levels, talk of endgame strategies is all around. Yet what specifically are we referring to when we talk about a scheme’s endgame? And what are the different endgame options available to schemes? Lastly, how can investment portfolios be managed to help schemes build a bridge to their chosen endga…

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140: LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub - With LSEG CEO, David Schwimmer 54:00

6M ago54:00

54:00

If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of …

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319: Patient Powell, China’s equity rally and oil - Market Talk 19:32

6M ago19:32

19:32

With strong US growth and sticky inflation, why is Jay Powell still in patient mode on the interest rate front? What’s behind the near 20% rally in the Hang Seng index since the start of the year? And why the fall in the price of Brent crude oil? Ben Bennett, Investment Strategist APAC explains all. This podcast is hosted by Frances Watson, Senior …

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138: Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author) 49:41

6M ago49:41

49:41

Armed with a degree, MBA, MPA, and a PhD, the author of 5 bestselling books, a trained economist, a previous employee of Goldmans Sachs, a life peerage in the House of Lords, sought after board member, one of Time Magazine’s 100 Most Influential People in the World, and on Oprah Winfrey’s “O” Power List, our guest today seems to have it all! Dambis…

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137: Money Maze Podcast 2024 Trailer 0:56

6M ago0:56

0:56

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…

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318: Engage for change: Active Ownership at LGIM 21:16

6M ago21:16

21:16

To coincide with the launch of LGIM’s 13th annual Active Ownership report, we discuss the depth and breadth of our work in 2023 on the issues of nature, biodiversity and artificial intelligence, while also discussing what’s front of mind for 2024. The panellists are: Michael Marks, Head of Investment Stewardship and Responsible Investment Integrati…

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