The CIO Series Transistor (https://transistor.fm) https://feeds.transistor.fm/the-cio-series The CIO Series is an exclusive Investment Magazine podcast featuring in-depth interviews with chief investment officers of institutional asset owners including large Australian superannuation funds, public pension plans, endowments and family offices. The series examines the changing role of the CIO — market outlook, asset allocation, portfolio strategy and executive leadership. © 2026 Investment Magazine bded5d95-55bb-5fb6-a638-f86be08eec7a yes en Wed, 20 May 2026 15:56:07 +1000 Wed, 20 May 2026 15:57:11 +1000 https://img.transistorcdn.com/HTOGVATrvM0gYSaSSVMmbLOPp6ysmrhLyAxHEzk8vgg/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lNWU1/NzMzMmIyNWQ2OWFl/ZWQyMTRjOTM2YzI1/NzIzNi5wbmc.jpg The CIO Series episodic Investment Magazine The CIO Series is an exclusive Investment Magazine podcast featuring in-depth interviews with chief investment officers of institutional asset owners including large Australian superannuation funds, public pension plans, endowments and family offices. The series examines the changing role of the CIO — market outlook, asset allocation, portfolio strategy and executive leadership. The CIO Series is an exclusive Investment Magazine podcast featuring in-depth interviews with chief investment officers of institutional asset owners including large Australian superannuation funds, public pension plans, endowments and family offices. Investment Magazine No No Anna Shelley on the investment opportunities of a fragmented world 4 4 Anna Shelley on the investment opportunities of a fragmented world full 50cf9298-28be-40e3-ae40-3f8859c5c251 https://share.transistor.fm/s/1fd2027d 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.

]]> 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.

]]> Wed, 20 May 2026 11:11:26 +1000 Investment Magazine Investment Magazine 1244 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.

]]> No Inside Con Michalakis's plan to transform Funds SA's $50 billion portfolio 3 3 Inside Con Michalakis's plan to transform Funds SA's $50 billion portfolio full f512a9aa-fd95-402a-9f20-7204bae85348 https://share.transistor.fm/s/302f033b 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.

]]> 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.

]]> Thu, 14 May 2026 08:59:22 +1000 Investment Magazine Investment Magazine 1934 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.

]]> No Graeme Miller on AI, markets and the concentration conundrum 2 2 Graeme Miller on AI, markets and the concentration conundrum full 3e41b9fc-9da4-4820-8d9c-d00fb37e6739 https://share.transistor.fm/s/395e61e9 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.

]]> 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.

]]> Tue, 05 May 2026 12:21:59 +1000 Investment Magazine Investment Magazine 2679 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.

]]> No How John Pearce is reckoning with the new investment normal 1 1 How John Pearce is reckoning with the new investment normal full af3ac0eb-1414-40b2-90a7-b5ffc93f67bb https://share.transistor.fm/s/5cbfc0d4 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.

]]> 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.

]]> Tue, 28 Apr 2026 11:14:21 +1000 Investment Magazine Investment Magazine 3032 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.

]]> No