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更新頻率:
monthly
平均音訊長度:
37 minutes
嘉賓訪談
英語
美國
12 集
自從 2025年10月9日
episodic

最新一集 🔗

74% of active NZ global equity funds "underperformed" last year, according to the SPIVA NZ Scorecard. The headline spread fast. But not a single NZ global shares fund is benchmarked to the index SPIVA uses, and when we ran the same test on index funds, 86% "underperformed" too. In this episode of t…

搜尋以前的節目

搜尋Intergenerational Thinking with Aurellan以前的節目。

以前的節目

With the Shiller CAPE above 40, roughly double its post-1950 average, what should long-term investors expect from the next decade? Aurellan CEO Chris Di Leva talks with Steve Foresti, CIO Emeritus at Wilshire, who has spent decades building capital market assumptions. They cover how starting valuat…
Listed markets have delivered exceptional returns but with valuations at elevated levels, where do investors find genuine diversification? In this episode, Aurellan CEO Chris Di Leva is joined by Mark Perry, Head of Alternatives Manager Research at Wilshire, joining us from Los Angeles. Mark leads…
In this episode of the Aurellan Intergenerational Thinking podcast, Chris Di Leva is joined by Fiona Foster of Movac and Andrew Bascand of Harbour Asset Management for a conversation about how innovation gets funded in New Zealand and where it comes from. Fiona shares how Movac identifies and back…
In this episode of Intergenerational Thinking, Rachel Weld sits down with Colleen Raab of Los Angeles Capital to explore a quant approach built around a simple but powerful idea: the best guide to future returns isn't past performance, it's where companies are headed next. They unpack how Los Angel…
Aurellan co-founders Chris Di Leva and Anthony Edmonds talk global equity style. Style is often a key driver which is often overlooked in terms of portfolio construction. Anthony and Chris talk about Aurellan's approach to style diversification.
Aurellan Investment Principal Rachel Weld interviews Causeway Capital's Sarah Ketterer who talks about the up's and down's of value investing over the past 25 years that Causeway Capital has been in business. Causeway Capital is an underlying manager within the Aurellan Global Shares Fund. Aurellan…
We interview Cotality NZ's Head of Research Nick Goodall and Aurellan's Rachel Weld on all things property.
In this episode, Aurellan co-founder and CEO Chris Di Leva is interviewed by Anthony Edmonds. Chris and Anthony talk about Chris' path to Aurellan including learnings from his role as Portfolio Manager at Mercer and Head of Global and Multi Asset Investments at Harbour Asset Management.
Wilshire's Rob Noe talks about how Wilshire select global investment managers and how the strategy to do it isn't too dissimilar to Monopoly. Rob also talks about how he got into investments and what has shaped his perspective.
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 Aurellan Asset Management,歸其所有者所有,與 Listen Notes, Inc. 無關聯,也未獲得 Listen Notes, Inc. 背書。