The world is experiencing the results of an underinvestment in traditional oil/gas energy infrastructure which was compounded by Covid- 19, when some companies believed that peak oil demand had arrived pulling back even more on investment, then came the Russian invasion of Ukraine, and the disruption is overlaid with the longer-term focus on energy transition. David Winans, principal and credit analyst for PGIM Fixed Income’s US investment grade credit research team and Julia Newbould, managing editor, Conexus Financial look at both sides of the demand and supply puzzle.

Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the extent of the shock to energy markets through the Ukraine War and how it will impact the transition to clean energy and how portfolio managers can invest in renewables and achieve carbon zero targets in this volatile market.

A shift towards positive correlation between stocks and bonds is likely, and this phenomenon could persist for many years if history is a guide and this could lead to a “much more volatile world” for those trying to maintain balanced portfolios and may force investors to either raise their risk budgets or lower their return expectations, according to Dr Noah Weisberger, managing director at PGIM IAS group.

Richard Bullock, senior geopolitical strategist at Newton Investment Management and Julia Newbould, managing editor at Conexus Financial talk about today’s economic environment. They discuss how it is the time for geopolitical strategists to start using all their tools – there is war in Ukraine and Russia, ongoing tensions between China and Taiwan, a change in world order, a move towards global energy transition and the emergence of a new financial system across various economies – and the outlook is inflation volatility will continue as the world splits into rival camps.

CEO Bernard Reilly and chair Don Luke of Australian Retirement Trust joined us at the Fiduciary Investors Symposium in June 2022 for a fireside chat on how the fund is adapting and progressing post-merger, and what is next on the agenda for Australia’s newest mega fund. This session was hosted by Michael Baldwin, global head of external relationships & deputy CEO, Conexus Financial.

In this live recording from the Fiduciary Investors Symposium in June 2022, BHP chief executive, Mike Henry, explores the growing role of mined commodities in the global energy transition. This fireside chat was hosted by Amanda White, director of institutional content, Conexus Financial.

Michelle Teng, vice president and co-head of the private assets research program in PGIM’s Institutional Advisory & Solutions (IAS) group, speaks with Julia Newbould, acting editor at Investment Magazine about how climate change and early release schemes can affect super funds and the wider economy.

Junying Shen, vice president and co-head of the private assets research program in the Institutional Advisory & Solutions (IAS) group at PGIM, speaks with Amanda White, editor of Top1000Funds.com (Investment Magazine’s sister publication), on how historical performance and cash flow characteristics differ enormously among infrastructure asset sectors.

In episode 122, Investment Magazine's Amanda White speaks with Michelle Teng, vice president of PGIM's Institutional Advisory & Solutions group.

In episode 121, Investment Magazine's Matthew Smith speaks with Aaron Grehan, deputy head of Emerging Market Debt and hard currency portfolio manager, Aviva Investors.