Investing And Other Stories

17: Season Finale - A Pragmatic Deep Dive into Socially Responsible Investing, with Sonia Kowal

In the last episode of the Investing and Other Stories podcast, host Margarita Tr., CFA sits down with Sonia Kowal, President of Zevin Asset Management to discuss everything from "mean tweets about ESG" to the practicalities of responsible & impact investing. Saved the best for last? We certainly think so. Sonia shares her “aha” moment (deep in the Arctic Circle) when she decided to switch from traditional asset management to socially responsible investing, discusses the differences between ESG and Impact investing, gives examples of successful shareholder engagements and what industries tend to resist them, and theevolving investment landscape. Tune in for an eye-opening conversation on the challenges and opportunities in the ESG space.     02:33 Sonia Kowal's Journey to Socially Responsible Investing 03:47 Challenges and Realizations in Traditional Asset Management 07:19 Innovations and Practices in Socially Responsible Investing 08:34 Debunking Myths About ESG Investing 14:00 Mean Tweets and Responses 20:45 Integrating ESG Factors in Investment Decisions 25:21 Shareholder Engagement and Impact 31:37 Challenges When Engaging Corporations For Change 37:46 Tips for Investors interested in Socially Responsible Investing Not Financial Advice

16: A Mini Masterclass in Corporate Bonds, with Madeleine Almqvist

Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA [https://www.linkedin.com/in/margarita-triantafyllidou/] welcomes Madeleine Almqvist, Portfolio Manager at Case Fonder.   Madeleine discusses the return profiles of different types of bonds, the impact of trade wars on bond yields, and the nuances of bond investment strategies. She also discusses credit risk, the importance of bond covenants, and how to conduct thorough credit analysis. Madeleine shares her outlook for the Nordic fixed income market in 2025, key tips for successful bond investments, and how bonds can strategically fit into your portfolio.   01:58 Guest Introduction: Madeleine Almqvist, Portfolio Manager at Case Fonder 02:30 Work differences: Investment Banking vs. Asset Management 05:08 A Day in Madeleine’s Life as a Portfolio Manager 06:59 Understanding Bonds and Interest Rates 08:37 Credit Analysis and Bond Selection 12:01 Risk and Reward in Bond Investments 22:15 Market Outlook for Nordic Bonds and Investing Strategies 26:34 AI in Asset Management 27:22 Tips for Individual Bond Investors 28:38 Encouraging Women in Asset Management   Tune in for valuable insights and advice for investors considering bonds! NEW TO THE SHOW? * The Investing and Other Stories Podcast is brought to you by ⁠⁠⁠Finance Latte.⁠⁠⁠ * Follow our social media accounts: ⁠LinkedIn⁠ [https://www.linkedin.com/in/margarita-triantafyllidou/], ⁠Instagram⁠ [http://www.instagram.com/financelatte], and ⁠YouTube⁠ [https://www.youtube.com/@FinanceLatte].      * Download our free ⁠guide⁠ [https://financelatte.com/free-guides-investments/] with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠ [https://finchat.io/?via=financelatte], your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

15: Angel Investing in Games

Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA [https://www.linkedin.com/in/margarita-triantafyllidou/] welcomes Bibbi Wikman, Angel Investor, Games Executive and founder of Playcap. With years of experience in marketing in the games industry and leading a new angel network investing in startups, Bibbi shares valuable insights on the unique aspects of investing in game studios, how they differ from tech startups, and the trends shaping the future of the gaming industry. 00:00 Introduction to Game Studios vs. Tech Startups 01:44 Meet Our Guest: Bibbi Wikman, founder at PlayCap 02:23 Bibbi's Journey into the Games Industry and why she founded a women’s angel network for games. 05:23 What exactly is a game studio, and how does it differ as an investment from a tech startup? 08:01 How do publishers differ from VCs or platforms like Epic and Unity? 09:11 Why Invest in Games Startups? 09:56 AI Disruption in the Gaming Industry 11:23 Evaluating Gaming Startups for Investment 15:51 How the women-only PlayCap Network Works and Invests in Gaming Startups 17:39 Red Flags when Investing in Studios and Tech Startups in Games 20:20 Trends in the Gaming Industry in 2025 22:26 Key Tips for Angel Investing in Games Startups Tune in for valuable insights and advice for investors in the studios and gaming industry! NEW TO THE SHOW? * The Investing and Other Stories Podcast is brought to you by ⁠⁠Finance Latte.⁠⁠ * Follow our social media accounts: LinkedIn [https://www.linkedin.com/in/margarita-triantafyllidou/], Instagram [http://www.instagram.com/financelatte], and YouTube [https://www.youtube.com/@FinanceLatte].      🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ [https://finchat.io/?via=financelatte], your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

14: Managing Risk and Diversifying Your Portfolio with Julia Axelsson

Today on the Investing & Other Stories Podcast your host ⁠Margarita Triantafyllidou, CFA⁠ [https://www.linkedin.com/in/margarita-triantafyllidou/] welcomes Julia Axelsson, Portfolio Manager at Swedbank Robur.   They cover crucial topics such as managing risk, asset allocation decisions, and thematic investing in today's volatile market. Learn about unique asset classes like listed infrastructure and market neutral strategies. Get inspired by Julia’s journey into asset management, her views on sustainable investing, and the initiatives she’s partof to promote women in the industry. Don't miss out on Julia's rich experience and valuable tips!   00:00 Understanding Market Volatility and Diversification 02:20 Meet Julia Axelsson, Portfolio Manager at Swedbank Robur. 03:54 Julia's Unconventional Journey from Linguistics to Finance 06:53 What is Asset Allocation and Manager Selection? 09:00 How Diversification Can Be Elusive When You Need It. 12:52 Learn About Thematic Investing: Beyond Traditional Sectors 17:50 Navigating Market Volatility and Diversification Strategies 25:55 Promoting Women in Asset Management - Kvinnorkapital 30:54 Ethical and Sustainable Investing – Pitfalls to Avoid 35:55 Explore Liquid Alternatives: Listed Infrastructure, Listed Real Estate & Market Neutral Strategies.    NEW TO THE SHOW?    ·      The Investing and Other Stories Podcast is brough to you by ⁠⁠⁠Finance Latte.⁠⁠⁠ [financelatte.com] ·      Follow our social media accounts: ⁠LinkedIn⁠ [https://www.linkedin.com/in/margarita-triantafyllidou/], ⁠Instagram⁠ [http://www.instagram.com/financelatte], and ⁠YouTube⁠ [https://www.youtube.com/@FinanceLatte].     ·      Get the latest news on stocks, funds and ETFs with our weekly ⁠newsletter⁠ [https://financelatte.com/newsletter]. ·       Download our free ⁠guide⁠ [https://financelatte.com/free-guides-investments/] with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠ [https://finchat.io/?via=financelatte], your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.

13: Exploring Bonds & Trends in Fixed Income – with Tina Adatia

Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA [https://www.linkedin.com/in/margarita-triantafyllidou/] welcomes Tina Adatia, FixedIncome Global Client Portfolio Manager at Goldman Sachs.   In this episode, we explore the dynamic world of bonds and fixed income bust common myths—like the idea that bonds are just for retirees. We break down the role of a Client Portfolio Manager and discuss the complexities and allure of the bond market. You'll also hear insights on the current market outlook for bonds and interest rates, exciting trendsshaping fixed income products like Active ETFs and Sustainability-linked Bonds, and the growing impact of AI in asset management.   00:00 Introduction to AI in Asset Management 00:18 Myth Busting: Are Bonds Just for Retired People? 01:17 Tina Adatia’s Career Progression from Investment Consultingto Bonds 06:15 Breaking Down the Role of a Client Portfolio Manager 10:42 The Complexities and Appeal of Bonds 16:42 Market Outlook Bonds and Interest rates 21:00 Trends in Fixed Income: Active ETFs and Sustainable Bonds 31:18 AI's Role in Asset Management: Not a Disruption but anEnabler 34:58 Encouraging Women in Asset Management   Tune in for valuable insights on bond investing!    NEW TO THE SHOW?    ·      The Investing and Other Stories Podcast is brough to you by ⁠⁠Finance Latte.⁠⁠ [financelatte.com] ·      Follow our social media accounts: LinkedIn [https://www.linkedin.com/in/margarita-triantafyllidou/], Instagram [http://www.instagram.com/financelatte], and YouTube [https://www.youtube.com/@FinanceLatte].     ·      Get the latest news on stocks, funds and ETFs with our weekly newsletter [https://financelatte.com/newsletter]. ·       Download our free guide [https://financelatte.com/free-guides-investments/] with the 7 Steps to Create Your Unique Investment Strategy 🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content! 🌟 A big thank you to our episode's sponsor ⁠⁠Finchat.io⁠⁠ [https://finchat.io/?via=financelatte], your go-to-place for stock analytics, KPIs and AI tools. Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing. The views and opinions that Tina Adatia expressed are her own and are for informational purposes only and do not constitute a recommendation by Goldman Sachs AssetManagement for you to take any action.