IMAP Podcast Series - Independent Thought
IMAP Podcast Series - Independent Thought
Latest Episodes
Episode 50: What does owning the S&P500 actually mean in 2026?
Our host Emily Barlow (Evidentia Private) is joined by Amit Pathak (Head of U.S. Equity Product Management, Asia-Pacific, S&P Dow Jones Indices) to discuss: S&P 500's cap-weighting naturally tilting toward AI leaders
Ep 49: Portfolio construction in the decade of uncertainty
Our host Emily Barlow (Evidentia Group) is joined by Ritesh Prasad (Colonial First State) to discuss: How the CFS multi-asset team builds portfolios, and why it's "multi-asset" rather than "multi-manager"...
Episode 48: Disruption in Defensive Assets
Our host Emily Barlow of (Evidentia Group) is joined by Christian Baylis (Fortlake Asset Management) to discuss: How post-GFC regulations shifted risky lending from banks into private credit marketsPrivat...
Episode 47: Rethinking the role of listed infrastructure in portfolios
Join our host Emily Barlow (Evidentia Group) and Ben Morton, Head of Listed Infrastructure at Cohen & Steers as they discuss how global forces are reshaping the opportunity set for listed infrastructure invest...
Episode 46: The IMAP Australia's Best - Managed Account Award Winner Series: Navigating Politics and Performance Pressures in RI Portfolios
Our host Emily Barlow is joined by James Harwood of Russell Investments to discuss:How political pressures have driven an ESG rollbackTesting RI strategiesHow rising conflict risk has pressured RI portfolios, promp...
