Team Super chief investment officer Seamus Collins believes investors are shaped as much by what went wrong as by what went right – and that asset managers and asset owners alike can carry those scars.

Speaking on the Investment Magazine CIO Series, Collins described how investors anchor on their best and worst calls, and how the danger isn’t from taking on the market and losing, but doing so out of an unconscious defensiveness.

Speaking with Lachlan Maddock, Collins also discussed why he disagrees with the trend away from investing in the US, what super funds trading against their own managers reveal about concentration risk, and the five simple decisions that actually move the dial on returns.

In partnership with T. Rowe Price, the Investment Magazine CIO Series is dedicated to in-depth conversations with chief investment officers from Australia's leading asset owners.

LGT Wealth Management chief investment officer Scott Haslem believes that a geopolitically fragmented world is more opportunity than obstacle when it comes to investing. Speaking on the Investment Magazine CIO Series, Haslem argues that an environment of upheaval is creating huge thematic trends pulling capital towards everything from energy security to defence to AI and a far richer set of return drivers than investors could access even 20 years ago.

Speaking with Lachlan Maddock, Haslem also discussed the hidden dimensions of the active versus passive debate, Old Testament investment advice, and why even CIOs can be too slow to sell.

In partnership with T. Rowe Price, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers of Australia's leading asset owners.

Colonial First State chief investment officer Jonathan Armitage believes the defining change of his 34-year career is speed – and that portfolios now have to be built for markets that can fall as far in days as they once did in months.

Speaking on the Investment Magazine CIO Series, Armitage noted that where the S&P 500 took a couple of months to fall 20 per cent during the GFC, COVID did it in a week, and Japanese equities managed it in two and a half days. Add an AI ecosystem bound together by cross-shareholdings and capital injections at a scale markets have never tested, and resilience, not prediction, becomes the central discipline of CIOs.

Speaking with Simon Hoyle, Armitage discussed why CFS has parted ways with managers even when their performance was strong, the two-year-old emerging markets call that is now driving returns, and the death of the “hero fund manager”.

In partnership with T. Rowe Price, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers from Australia's leading asset owners.