Best AXA IM Podcasts (2025)

1
How to invest when everything looks expensive with Chris Iggo from AXA IM 23:52

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5d ago23:52

23:52

Are markets too frothy? Do bonds once again provide protection if we get a correction? When is it a good time to add duration? Chris Iggo is a popular, regular contributor to our weekly newsletter and I was delighted to sit down with him recently.

1
The Trend is Your Friend with Ken Orchard from T. Rowe Price 28:31

3h ago28:31

28:31

There were a few surprises in this interview with Ken Orchard, Head of International Fixed Income from T. Rowe Price, that manages more than US$314 billion in fixed income assets. While having confidence in current trends, Orchard goes against macro consensus with his views in this podcast, detailing his current favoured sectors. We also discuss US…

1
Supporting bereaved farm families 33:10

5d ago33:10

33:10

In the final instalment of the Farm Safe, Farm Well series, we examine the supports available to farm families impacted by serious injury or sudden death. For over a decade, Embrace FARM has provided practical and emotional support to farm families across Ireland who are faced with serious injury or sudden death. The non-profit organisation was fou…

1
'I'm not as agile as I used to be' 26:30

12d ago26:30

26:30

In the latest instalment of Agriland Media's series, Farm Safe, Farm Well, we meet a farmer who has changed his approach to farm work as he gets older. Padraig Moran runs a beef and tillage enterprise with his son Eoin at Coorevin Farm in Borrisokane, Co. Tipperary. While he has been farming all his life, Padraig has adjusted how he manages his tas…

1
I felt I would be ‘killed’ - PTO survivor 19:12

26d ago19:12

19:12

In this instalment of Agriland Media’s series, Farm Safe, Farm Well, we meet a farmer who suffered life-changing injuries 40 years ago after she became entangled in a power take-off (PTO). Almost 40 years since she survived being entangled in a PTO shaft on her farm, Betty Taylor still feels lucky to be alive today. On October 8, 1985, Betty and he…

1
Farmer ‘heard bones breaking’ in bull attack 23:25

1M ago23:25

23:25

In this instalment of Agriland Media’s series, Farm Safe, Farm Well, we hear from a farmer who survived a bull attack. In 2018, David Callan was operating a suckler enterprise on his 80ac farm at Drumconrath, Co. Meath when was attacked by one of his bulls. During that time, David thought he was going to die and had visions of his own funeral. “I w…

1
The dangers of working at heights 16:54

2M ago16:54

16:54

In the fourth part of Agriland Media's series, Farm Safe, Farm Well, we focus on the dangers posed by working at heights on the farm. In 2021, Eddie Downey was working in a shed on his farm close to Slane in Co. Meath when he fell 12ft onto the concrete below. The former president of the Irish Farmers' Association (IFA) shattered his pelvis, badly …

1
'Don't be afraid to open up' 27:01

2M ago27:01

27:01

Farming can be a demanding and stressful job with numerous challenges including income pressures, high costs, regulations, weather, isolation and long working hours. While farmers are quick to look after their animals, land and machinery, many overlook the most important thing - their own health and wellbeing. On this weeks podcast we speak to brot…

1
Retirement, AI & US Exceptionalism with Sam Morris from Challenger 49:36

2M ago49:36

49:36

Challenger has two distinct but complimentary businesses, Life, with its annuity products and Funds Management. As an insurance company, they need to make sure they have funds to support very long term obligations and roughly 75% of its assets are invested in fixed income. I caught up with Sam Morris, who has recently been promoted to general manag…

1
Getting up to speed on quad safety 13:26

2M ago13:26

13:26

In the second instalment of Agriland Media's series, Farm Safe, Farm Well, we explore the safe use of quad bikes on farms. The use of quad bikes and all-terrain vehicles (ATVs) has become increasingly common on farms across Ireland. However, there has been a significant number of farm fatalities and serious injuries involving quads. For many, inclu…

1
Keeping Children Safe on the Farm 18:37

3M ago18:37

18:37

In the first podcast instalment of Agriland Media's new series, Farm Safe, Farm Well, we discuss how to keep children safe while on the farm. Alma Jordan lives in Julianstown in Co. Meath with her husband Mark and son, Eamon where they run a tillage, cattle and horse enterprise. In response to a spike in farm deaths in 2014, which included five chi…

1
Post-Liberation Day Landscape with Harry Hardy from Fidelity International 24:59

5M ago24:59

24:59

Is the US still the world’s reserve currency? What other investments might replace US government bonds? I sat down with Harry Hardy from Fidelity International recently and we discussed why the US remains an important market but also why it’s wise to diversify and how active management may help you outperform.…

1
Doing the Impossible with Dr Laura Ryan 24:21

8M ago24:21

24:21

In celebration of International Women’s Day, we’ve brought in Dr Laura Ryan, Head of Research and Development at Ardea to sit down with us and discuss her lived experiences as a woman in finance. We talk about the unique challenges women faced in a male-dominated industry and strategies to overcome these hurdles, why it’s ok to ask for what you wan…

1
US Election Aftermath & Private Credit with Mark Bayley from Kapstream 33:30

11M 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.…

1
Why transparency matters in private credit with Andrew Thomson from CFMG 23:16

1y 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…

1
The Future of Hybrids with Brad Newcombe from Fixed Income Solutions 22:15

1y 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.

1
What matters in the US, Asian and Australian markets right now with Thomas Poullaouec from T. Rowe Price 35:10

1y 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…

1
Responding To Private Credit Criticisms With Frank Danieli From MA Financial 44:51

1y 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 $…

1
US Government Bonds with Chamath De Silva from Betashares 26:11

1+ y 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.

1
The beauty of being global with Richard Rauch from Brandywine Global 37:12

1+ y 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 …

1
Central banks and their impact – the role of the Fed. Brought to you by the Investment Institute 19:06

1+ y ago19:06

19:06

What happens in the US can – and typically does - have a global impact. In our latest Sound Progress podcast, AXA IM Chief Investment Officer, Core Investments, Chris Iggo and AXA Group Chief Economist and Head of AXA IM Research Gilles Moëc discuss how the world’s largest economy and its policies affect the rest of the world, and what it means for…

1
Introducing the CFMG Monthly Income Fund with Andrew Thomson 18:37

1+ y 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…

1
Three Critical Stages to Inflation with Christian Baylis from Fortlake 34:16

1+ y 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.…

1
Diversity & Liquidity with Anthony Kirkham from Western Asset Management 25:46

1+ y 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…

1
Hold steady: Sustainability in the face of polycrisis 20:34

1+ y ago20:34

20:34

In the face of the global polycrisis of war, climate change, slow growth, and political instability, many corporate leaders are revaluating their net zero commitments to prioritize concerns such as supply chain resources, high interest rates, and declining consumer demand amid a cost-of-living crisis. In this episode of Sound Progress, our host Her…

1
The Yield Adds Up – ABS and RMBS with Lauren Ryan from Thinktank 41:08

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

1+ y 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

1+ y 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 …

1
Is 2024 the year of the bond? with Janu Chan from Bite-Sized Economics 29:40

1+ y 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…

1
Transition Minerals: The hidden cost of clean energy 20:19

2y ago20:19

20:19

The move to a low-carbon economy will require a substantial increase in the production of so-called transition minerals which are needed for, amongst other things, renewable electricity networks, battery performance and permanent magnets - key components of wind turbines and electric vehicles. These minerals (including copper, aluminium, lithium, n…

1
Outlook 2024: Forces to reckon with - what the year ahead could mean for investors and for the Net Zero transition. 20:48

2y ago20:48

20:48

AXA IM Investment Institute Presents; Outlook 2024: Forces to reckon with - what the year ahead could mean for investors and for the Net Zero transition. As we approach the end of the year, Sound Progress takes a look at AXA IM’s macroeconomic outlook for 2024, asking: what impact will the 2024 economic context have on net zero progress? Will a slo…

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Why We Shouldn’t ‘Just Quit’ Coal. 26:04

2y ago26:04

26:04

Coal is the largest source of electricity generation worldwide and the largest single source of CO2 emissions. Transitioning to a low-carbon economy is both urgent and crucial to meet the Paris Agreement goals. We know that renewable energy from solar and wind is now economical to produce, so why are new coal mines being given the go ahead and new …

1
Getting Your House in Order: Are COOs the gatekeepers of a net zero economy? 27:22

2y ago27:22

27:22

COOs are the people with their hands on the operational levers of how a company does its business. So are COOs the real gatekeepers to the net zero economy? How important it is for companies to get their own house in order in terms of their operational emissions footprint, and what lies on the road ahead for organisations looking to reduce their op…

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

2y 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…

1
High Yield and Emerging Market Bonds with Amy Xie Patrick from Pendal 41:45

2y 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…

1
Sea Change. Do our oceans and coastlines hold the key to combat climate change? 15:00

2+ y ago15:00

15:00

71% of the earth's surface is covered by water and of this, 96% is in our oceans. It's this natural capital that makes human life possible. But could our oceans also hold the key to fighting climate change? And how can we, as investors, protect against biodiversity loss by investing in both public and private markets? Our host, Herschel Pant, speak…

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Radical transparency. Does more data add up to greater climate progress? 18:06

2+ y ago18:06

18:06

More than 80% of the world economy aims to be net zero by 2050. Such commitment requires significant action, and the investment world is no exception. But with many studies showing that greenwashing, a lack of common language and data are standing in the way, we ask: is more transparency always a good thing? Does more data add up to greater climate…

1
Buying bonds for your portfolio with Jessica Rusit from FIIG 31:57

2+ 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…

1
Hard to crack. Can investor pressure really make cement less polluting? 21:48

2+ y ago21:48

21:48

Welcome to Sound Progress, the AXA IM podcast that showcases the people driving real progress on climate commitments. Did you know that cement production is responsible for 8% of the world's greenhouse gas emissions? If it were a country, the cement industry would be the world's third largest emitter. It’s a huge topic that cuts across two of our m…

1
Private Debt Keeps Delivering in Turbulent Times with Andrew Lockhart 29:03

2+ 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…

1
Celebrating three inspirational women for International Women’s Day 56:27

2+ y 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 …

1
Inflation in 2023 and beyond with Dr Christian Baylis – Founder & CIO of Fortlake Asset Management 19:48

2+ y 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.…

1
Credit Investing Risks & Opportunities with James Alexander - Investment Solutions Specialist at Perpetual 23:38

3y 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…

4y ago16:22

16:22

This week we talk to Dr. Kylie-Anne Richards, tenured Lecturer at University of Technology Sydney (UTS), and Executive Director and Chair of ESG at Fortlake Asset Management. We discuss the findings of her most recent research paper on transition risks and sovereign bond yields, which is a collaboration between UTS, Fortlake and Ardea who have team…