Sustainable Investing 1: Wendy Cromwell – Th...

Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates ...  Show more

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this yea ...  Show more

My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling ...  Show more

Jorge Quintanilla Nielsen started the private asset management firm Capital SAFI in 2007 — and planned to expand from Bolivia across South America. As a private firm, Capital SAFI isn’t required to have a board, but he knew that governance would be one of the main aspects potenti ...  Show more

More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing?  Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher a ...  Show more

Will Hobbs (Chief Investment Officer) talks with Hollie Briggs (Head of Global Product Management at Loomis Sayles) about investing in US shares, how she and her team select the companies to invest in, and what future opportunities may be found in the US market. To find out about ...  Show more