Enquire, the Investor Relations podcast
Enquire, the Investor Relations podcast, is hosted by Equitory founder and CEO, Clara Melia. The purpose of Enquire is to bring together Investor Relations and Capital Markets professionals to share their experiences, best practice and offer listeners insights and ideas in the dynamic world of Investor Relations. Clara and occasional guest hosts from the Equitory team have the pleasure of having fascinating and informative conversations with some of the most experienced and well-respected people in the world of Investor Relations.
Enquire, the Investor Relations podcast
Episode 43: Mitesh Sheth - How to Navigate the New Macro Regime and Connect with Investors
Seismic shifts in the markets and the wider geopolitical environment have become top discussion points for IR, fund managers, and investment companies. But are these shifts the norm or simply blips? Mitesh Sheth, CIO of Multi-Asset at Newton Investment Management Group (“Newton”), discusses his take on the current markets in this episode.
Expect the Unexpected in the Market
Mitesh’s varied career has given him unique insight across different areas of investment management. Beginning as an actuary, he later moved into roles including Head of Fixed Income and Director of Business Innovation at Henderson Global Investors and then Director of Strategy and CEO at Redington.
As the Chief Investment Officer of Multi-Asset at Newton, Mitesh has oversight of Newton’s multi-asset and fixed-income teams based in London, as well as Newton’s quantitative multi-asset solutions team in San Francisco.
Mitesh shares his perspective on what he describes as the new macro regime and explains that while volatility has brought big changes to markets, change has always been inevitable. His warning for anyone in investment management is to not become complacent with what the “norm” is, because it’s changing all the time.
Mitesh also shares advice for IR professionals on how to communicate better with investors and fund managers and how to protect against volatility expected through the rest of 2025.
In This Episode
- How Mitesh began his career as an actuary
- How being an actuary gave him longer-term perspective of markets
- Why learning from others has been his career north star
- Mitesh’s perspectives on the shifts in the “macro regime” and why change is inevitable
- Newton’s approach to market fluctuations
- Consolidation in the fund management industry
- How AI is changing investment management
- Navigating the trend of fund outflows in the UK market
- Predictions for 2025
- Advice for communicating with investors today
Quotes:
"You're not trying to predict the future. You're trying to prepare for different future scenarios and ensure that clients' assets are protected, and their goals are met somewhat regardless of different scenarios."
"The best IR professionals are meaningfully additive to the share price."
“Trust is more important than ever before... And ultimately trust comes down to not over-promising.”
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