Market Narratives

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Australia and gold: The relevance of gold as a strategic asset 2021 - Australia edition | World Gold Council

Beyond CPI: https://www.gold.org/goldhub/research/beyond-cpi-gold-as-a-strategic-inflation-hedge

Mine to Market: https://www.gold.org/goldhub/gold-focus/2021/04/mine-market-golds-untold-story

Gold and Crypto: https://www.gold.org/goldhub/research/gold-and-cryptocurrencies

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Moving Beyond Modern Portfolio Theory: Investing That Matters is co-authored with Professor James Hawley. He is also the co-author of "What They Do With Your Money: How the Financial System Fails Us and How to Fix It" and “The New Capitalists”.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Here is Corey's paper mentioned in the podcast: "Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants". It can be downloaded here: https://docsend.com/view/cx86pd8yyyea4isw

The other paper mentioned is: “Retail Financial Innovation and Stock Market Dynamics: The Case of Target Date Funds". It can be downloaded here: https://www.nber.org/papers/w28028

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Jeff Hooke is a broad-based finance and investment executive with global experience throughout the U.S., Europe, and the emerging markets of Latin America and Asia.  He was a Managing Director of Focus Securities, an M&A-oriented boutique investment bank, prior to joining Carey. Earlier, Hooke focused on emerging market investment and private equity.  He was a director at the Emerging Markets Partnership, a $5 billion private equity group. Earlier, he was a Principal Investment Officer of the International Finance Corporation, the $30 billion private sector division of the World Bank.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

John Cochrane is an American economist specialising in financial economics and macroeconomics. Formerly a professor of economics and finance at the University of Chicago, Cochrane serves as the Rose-Marie and Jack Anderson Senior Fellow at the Hoover Institution at Stanford University. Previously John was a Professor of finance at the University of Chicago Booth School of Business and before that at the Department of Economics. He also writes the Grumpy Economist blog.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

In previous podcasts in this series, we explored how the consolidation of capital flows and migration up the risk-return spectrum by institutional investors contributes to systematic risk. In this podcast, we explore the potential for institutional asset owners and allocators to redesign their asset allocation strategies to allow for more regenerative investment structures while still achieving targeted rates of return. We will also explore adjustments to investment practices that can enable a redesign of asset allocation, including benchmarking practices, team incentives and performance reviews, valuation methodologies, and risk management techniques.

References:
Background on the Taylor Guitars deal:
https://www.newswire.ca/news-releases/taylor-guitars-transitions-to-100-employee-ownership-with-support-from-the-healthcare-of-ontario-pension-plan-hoopp-and-social-capital-partners-scp--857853786.html

• Link to the Predistribution Initiative paper, ESG 2.0: Measuring & Managing Investor Risks Beyond the Enterprise Level
• Link to Beyond Modern Portfolio Theory: Investing that Matters by Jon Lukomnik and Jim Hawley (the 75-94% range of estimated returns from systematic factors)
• Link to Aunnie Patton Power's book, Adventure Finance, which covers regenerative investment structures such as revenue based financing, equity redemptions, and other ways to have "structured exits." We plan to do a webinar with Aunnie on July 14th 2021 at 11am ET, and details including registration will be on our website.
• New Yorker article on VC and how it can be "deforming capitalism"

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Alfonso is a passionate global macro investor offering a 10 000 foot view of the macro and market landscape. All opinions in this podcast and his substack are strictly his own and not financial advice. 

Alfonso's newsletter -> themacrocompass.substack.com

Alfonso's twitter account -> https://twitter.com/MacroAlf

Central Banks don’t print money and you’ve been paying a tax on your savings for years already - negative real interest rates.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Scott joined Frontier from Cbus Super where he was the fund’s Senior Portfolio Manager of Absolute Return Strategies. He has extensive experience in derivatives management and was previously a part of Vanguard’s global investment strategy group, leading research across a range of investment topics. He also has an academic background having lectured at Griffith University in Portfolio Management and Corporate Finance where he completed a PhD in Finance.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.