In The Know

Welcome

'MFG Asset Management - In The Know', is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we've been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join MFG Asset Management as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more.

‘In The Know’ - a monthly podcast from MFG Asset Management that's worth investing your time in!

 

LATEST EPISODES

Special Episode - From noise to signals: Vinva’s unique approach to systematic investing

Morry Waked, founder of Vinva Investment Management, along with MFG Asset Management's Head of Distribution, Mark Burgess, sit down for a fascinating discussion about systematic investing. (Download Transcript)

25 March 2025 - Xcel Energy – a bright spark to power growth

Portfolio Manager, Jowell Amores chats with Xcel Energy Chief Financial Officer, Brian Van Abel about the evolving energy landscape. (Download Transcript)

25 February 2025 - Episode 53 - 2025: Where to find market opportunities

Head of Global Equities and Portfolio Manager, Arvid Streimann chats with Investment Director, Elisa Di Marco and Sector Head Infrastructure & Industrials, Ben McVicar about market opportunities in the year ahead. (Download Transcript)

26 November 2024 - Episode 52: How Trump will impact equity markets

Head of Global Equities and Portfolio Manager, Arvid Streimann chats with Investment Director Elisa Di Marco about the implications of a Republican clean sweep. (Download Transcript)

29 October 2024 - Episode 51: Exploring the market: Key insights on trends, spending and growth

Portfolio Manager Alan Pullen is joined by Investment Analysts, Emma Henderson, Claire Britton and Roy Harrison to discuss the latest global trends and how they are affecting some of the world’s biggest brands. (Download Transcript)

24 September 2024 - Episode 50: Geopolitics and investment — the three hotspots to watch

Former Acting CIA Director Michael Morell, speaks with MFG Asset Management Head of Global Equities and Portfolio Manager, Arvid Streimann. (Download Transcript)

27 August 2024 - Episode 49: Chipotle's winning growth recipe

Emma Henderson, MFG Asset Management’s Acting Sector Head for Franchises and Healthcare, chats to Jack Hartung, Chief Financial Officer of Chipotle Mexican Grill. (Download Transcript)

30 July 2024 - Episode 48: From Resilient Retailers to Struggling Brands - A consumer sector deep dive

Emma Henderson, MFG Asset Management’s Acting Sector Head for Franchises and Healthcare, along with Investment Analysts Tracey Wahlberg and Lucina Martin, discuss the complexities of the current consumer landscape. (Download Transcript)

25 June 2024 - Episode 47: Data Centres and Beyond – WEC Energy powering regional US growth

MFG Asset Management Infrastructure Portfolio Manager, Jowell Amores speaks with WEC Energy Group Chairman, Gale Klappa and Jim Paetsch, Vice President of Milwaukee 7. (Download Transcript)

28 May 2024 - Episode 46: Lessons learnt from investing in essential services

MFG Asset Management Infrastructure Portfolio Managers, Gerald Stack, Ben McVicar and Ofer Karliner discuss what they look for in attractive assets and their experiences over a combined 60 years of investing.  (Download Transcript)

30 April 2024 - Episode 45: Decoding the Magnificent Seven: Profitability, fundamentals, and the future

Key Account Manager Martin Van Eyk explores the landscape surrounding the Magnificent 7 with Portfolio Manager Alan Pullen (Download Transcript)

26 March 2024 - Episode 44: Mastering the world of payments

MFG Asset Management’s Portfolio Manager of Core Global and Core ESG, Elisa Di Marco, is joined by Mastercard’s Head of Investor Relations, Devin Corr (Download Transcript)

27 February 2024 - Episode 43: Chipping away at the semiconductor market

Global Equities and Portfolio Manager Arvid Streimann discusses the semiconductor chip ecosystem with Investment Analysts Adrian Lu and Dom Facchin (Download Transcript)

30 January 2024 - Episode 42: Green Horizons: Discover the innovative sustainability strategies of Nestlé and Lowe's

Episode 35 and 37 Highlights with Nestlé’s Global Head of Public Affairs, Rob Cameron and Lowes Vice President of Corporate Sustainability, Chris Cassell (Download Transcript)

20 December 2023 - Special Bonus Episode: Insights from the US: An update on the Impacts of GLP-1 on healthcare systems

Nikki Thomas and Wilson Nghe provide an update to our recent podcast on the popular weight loss drug Glucagon-like peptide 1 — or GLP-1 (Download Transcript)

19 December 2023 - Episode 41: Pipelines to prosperity: the dependability of infrastructure investment

Episode 32 and 38 Highlights with American Water’s President and CEO, Susan Hardwick and Sempra Chairman and CEO Jeff Martin (Download Transcript)

28 November 2023 - Episode 40: The weight loss drug shaping up as a gamechanger

In conversation with MFG Asset Management's Investment Team (Download Transcript)

31 October 2023 - Episode 39: How should investors think about Israel and decision making?

In conversation with Michael Morell, Former United States Acting Director of the CIA (Download Transcript)

27 September 2023 - Episode 38: Energising the Future: Sempra's Innovative Infrastructure Journey.

In conversation with Sempra chairman and CEO Jeff Martin (Download Transcript)

29 August 2023 - Episode 37: Cultivating change – Nestlé’s leading approach on sustainability and creating shared value.

In conversation with Rob Cameron, Nestlé’s Global Head of Public Affairs (Download Transcript)

25 July 2023 - Episode 36: Behind the screens - The evolution of streaming services and the investment case for Netflix

In conversation with MFG Asset Management's Portfolio Managers (Download Transcript)

27 June 2023 - Episode 35: Building the future - drilling into sustainability at Lowe’s

In conversation with Chris Cassell, Lowe's Vice President of Corporate Sustainability (Download Transcript)

 

30 May 2023 - Episode 34: Beyond the sheets: Dissecting the downfall of a US retail giant

A case study on the Bed, Bath and Beyond (Download Transcript)

 

26 April 2023 - Episode 33: Consumer deep dive — how best to weather the storm

In conversation with analysts from MFG Asset Management's investment team (Download Transcript)

 

28 March 2023 - Episode 32: American Water — a pipeline to dependable returns

In conversation with Susan Hardwick, American Water President and CEO. (Download Transcript)

 

28 February 2023 - Episode 31: Cyber security - the new world order

In conversation with Suzette Kent, former US Federal Chief Information Officer and global business transformation executive. (Download Transcript)

 

31 January 2023 - Episode 30: 2023 – The investment year ahead 

In conversation with MFG Asset Management's Global Portfolio Managers, Nikki Thomas and Arvid Streimann (Download Transcript)

 

Previous episodes

Listen on your preferred platform via one of the links below. We hope you enjoy, and look forward to sharing our next episode with you next month.

 
 
 
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