Building a better future – Nestle's CEO on leading the world's largest food and beverage business towards a healthier world.

In 2017, Mark Schneider left a leading role in healthcare to become CEO of Nestle, the world’s largest food company with over 150 year old history in providing nutritional products to markets around the globe. In this episode, Mark joins Hamish Douglass to discuss new strategic directions for the company as it takes on a leading role in global health and wellness. (Listening time: 44 mins)

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Global Equities Strategy Update

Hamish Douglass, MFG Asset Management’s Chairman and CIO, reflects on a remarkable 12 months since the pandemic shook global markets, he discusses portfolio performance over recent months and his view on the current state of the market including the recent volatility and trending investor exuberance. (Viewing time: 29 mins) 

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Insights

  • Global Equities Jun 2022
    global-equities

    Scarcity becomes common

    The impediments to supply are likely to last and disrupt growth and provoke inflation. (Reading time: 4 mins)

  • Global Equities May 2022
    global-equities

    Record high inflation could trigger a fresh eurozone financial crisis

    Any crunch would centre on Italy, have no obvious solution and remind that the euro’s frailties are unaddressed. (Reading time: 6 mins)

  • Global Equities Apr 2022
    global-equities

    InvestorDaily ESG Podcast: Big companies do care about the environment

    InvestorDaily podcast host David Stratford, is joined by Elisa Di Marco, MFG Core ESG Fund Portfolio Manager. In this episode, Elisa explains that companies with ESG aren’t just performing lip-service for better publicity, rather, they are genuinely concerned for proper compliance to globally-proven environmental policies.  Elisa also discusses the importance of engagement and management, as well as how ESG policies significantly reduce the element of risk when investing in a company of any scale. (listening time: 26 mins)

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