AMP chief investment officer Anna Shelley thinks that the “pervasive” macroeconomic and geopolitical changes of the last few years will effect markets for years to come and fundamentally alter the investment landscape for asset owners. Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of the opportunities being created by a more fragmented world.

In conversation with Investment Magazine's Lachlan Maddock, Shelley also discussed how AMP is thinking about TPA, what she is watching for when AI finally starts making investments, and the lesson from her first boss that has never left her.

In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers of Australia's leading asset owners.

In the latest episode of the Investment Magazine CIO Series, Michalakis sits down with APAC correspondent Darcy Song to unpack his investment philosophy, his return to Adelaide, and what he wishes he'd known when he first became a CIO.

Speaking with Investment Magazine's Lachlan Maddock, Miller discussed whether the total portfolio approach is genuinely novel or simply good investing by another name, why the performance test works against the members it is designed to protect, and the investment belief that has stayed constant across his career.

UniSuper chief investment officer John Pearce believes the traditional business cycle might be dead – and that investors need to reckon with what comes next. Speaking on the first episode of the Investment Magazine CIO Series, Pearce argued that policymakers have created a regime of permanent stimulus, where any economic slowdown is met with rate cuts and liquidity injections before a true recession can take hold. The implications for portfolio construction are profound.

Speaking with Simon Hoyle, reporter-at-large and editor of Retirement Magazine, Pearce discussed the hype and reality of artificial intelligence, why super funds are hitting “peak exposure” to illiquid assets, and the investment calls that have defined his career.

In partnership with Robeco, the Investment Magazine CIO Series is dedicated to in-depth conversations with the chief investment officers from Australia's leading asset owners.