Max Rofagha, Founder and CEO of Finimize, joins host Richard Dunbar in the latest episode of the Investment IQ Podcast series. Max and Richard discuss the history of Finimize, how it can tackle the information asymmetry between institutional and retail investors, and how Finimize and abrdn can work together to create a powerhouse for investing information and research. The discussion also touches on the global problem of financial literacy and how ‘learning by doing’ may be part of the answer. This podcast was recorded in July 2022.

In the latest edition of the Investment IQ podcast series, Devan Kaloo and Abby Glennie discuss the current investment environment for equity managers, given both weakness in equity markets globally and the considerable divergence between and within them. Topics covered include the value/growth debate, how mid and small caps might cope in this more challenging macro and market environment, ESG, and China and the broader emerging market complex. Quite a mix. As usual, Richard Dunbar is your host. This podcast was recorded in June 2022.

This podcast was recorded in May 2022, at a time where commodities have been front of mind across all asset classes. Significant moves seen in the commodities themselves, but also driving inflation expectations and therefore bond markets and driving sectors within equity markets. Food and energy prices are driving the cost-of-living debate and both are leading to pressure on politicians and governments. Add the implications of the tragedy in Ukraine and we have a rather complex current cocktail. Richard Dunbar discusses these complexities with Sree Kochugovindan and Bob Minter in the latest edition of the Investment IQ podcast series.

The asset management and savings industry is always changing and always puts difficult choices in front of boards and in front of Chief Executives. And those choices today are perhaps as complex as ever*. And so against this backdrop Richard Dunbar speaks to abrdn CEO, Stephen Bird about the democratisation of savings and technology, building trust for the industry, ESG responsibilities and growth opportunities in China in a wide ranging and candid conversation.

*Episode recorded in February prior to the invasion of Ukraine.

This discussion takes place at a time where real assets are at the centre of the investment debate. Infrastructure spending is at the forefront of many governments’ minds and inflation, and how to protect portfolios against it, is at the forefront of investors’ minds. COP 26 has, once again, highlighted the need for environmental change - central to which will be infrastructure. Elsewhere, the pandemic has thrown up many questions of how we live our lives; and the built environment and the infrastructure that supports them. Richard Dunbar talks to Neil Slater about Real Assets. An asset class that, more than any other, touches our every day lives.

Active management remains under scrutiny, with style and thematic investing at the forefront of discussion. Enjoy this episode of Investment IQ as Richard Dunbar gets the candid views of Katie Trowsdale and Rob Bowie, managers of global multi asset fund of funds, containing both active and passive strategies. Hear what they have to say at this interesting juncture for markets, and how money should be managed within them. 

We have recently been through a period where the financial market plumbing has been tested to its limits. But also a time where the savings market continues to be transformed as governments and companies hand responsibility for retirement to individuals.

Described as the democratisation of the savings market - but a democratisation with implications for the provision of advice, the cost of that advice and where the liabilities attaching to that advice might sit. Richard Dunbar and Rennie McConnochie look back over 30 years in the industry, one they conclude is more professional, better regulated and socially responsible than ever before.


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Don't forget to like and subscribe to our podcast on Spotify, Apple, Google Podcasts or wherever you listen to your favorite podcasts.

We have just been through a period where financial market plumbing has, again, been tested to its limits and where QE has arguably one of the greatest drivers of markets. However, it is also a period where the needs of savers have never been greater. We have, perhaps, also never seen such external scrutiny of what we, as an asset management industry, do and how we behave as shareholders and debtholders. An opportune time then for Richard Dunbar to discuss the principles of investment governance and oversight with Archie Struthers, Global Head of Investment Governance & Oversight, Fiona Melville, Global Head of Investment Oversight and Paul Hughes, Global Head of Investment Risk.

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