• Property strategies in challenging times

    and markets within our capital cities, which makes the value proposition for property compelling.” Speaking at the 2023 IMAP Independent Thought Conference in Sydney, Damon says in terms of the interest rate cycle and what that means for investors...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • International equities: Do they remain a key driver of returns?

    to equities. He believes one of these key fundamentals is that earnings drive up equity returns. Speaking at the 2023 IMAP Independent Thought Conference in Sydney, Monik refers to Insync’s investment process, which is built around identifying stocks...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Fixed interest: Are bonds the key to portfolios again?

    “So, we are seeing significant flows into the fixed interest sector.” As moderator of a fixed interest session at the 2023 IMAP Independent Thought Conference in Sydney, Tim says as a defensive asset, the focus on bonds reflects the concerns of...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Australian equities: Is the market too optimistic?

    Tadgell (SG Hiscock), & Andrew Garrett (Perpetual) provide their thoughts on the key themes and opportunities at the 2023 IMAP Independent Thought Conference By Jayson Forrest With inflation receding and interest rates peaking, the outlook for...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Structuring the defensive part of the portfolio

    Frearson (Real Asset Management) explain their approaches to constructing the defensive part of the portfolio at the 2023 IMAP Independent Thought Conference By Jayson Forrest Brendan Paul (Atrium Investment Management), David Berthon-Jones (Aequitas...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Structuring the growth part of the portfolio

    discuss key elements to consider when structuring the growth part of a portfolio during their session at the 2023 IMAP Independent Thought Conference By Jayson Forrest With market volatility easing and inflation receding, it’s an ideal time to...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Illiquid assets: Selection and strategies

    by Daniel Choo (Russell Investments), Matthew Swieconek (Findex), and Ryan Synnot (Arrow Private Wealth) at the 2023 IMAP Independent Thought Conference By Jayson Forrest What are the benefits of illiquid assets and how do you access them? These were...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Spring 2023

  • Higher inflation equals lower real returns on all assets

    "Higher inflation in future means lower nominal (headline) returns on asset classes & portfolios, and lower real (inflation-adjusted) returns. A big change from the past 30 years", says Ashley Owen "How will asset classes and investment portfolios...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Differentiating your advice service

    practices nationwide to look at what successful advice practices were doing differently in their businesses. Speaking at the IMAP Advice in Action 2023 Conference, Andrew Mathie — General Manager Distribution, NSW & ACT at Praemium — revealed the...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Talking ESG to clients

    investing aligned seamlessly with her own values, making it much easier for her to talk to clients about. Speaking at the IMAP Advice in Action 2023 Conference, Jessica says ESG and sustainability is the direction investing is going, which makes it a...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Earning tomorrow’s clients

    Australian population speak a language other than English, and 48 per cent having a parent born overseas. Speaking at the IMAP Advice in Action 2023 Conference, James says demographics are rapidly changing across Australian society, including the...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Building a sustainable HNW client offering

    their parents’ existing adviser, while 47 per cent of the kids decide to manage the inheritance themselves.” Speaking at the IMAP Advice in Action 2023 Conference about building sustainable HNW client offerings, James believes there are five key factors...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Structural themes benefit real assets

    and the ability to capitalise on significant long-term structural growth drivers happening in the economy. Presenting at an IMAP Specialist Webinar Series on physical assets and infrastructure, Shane Hurst — Managing Director, Senior Portfolio Manager...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Interesting times for fixed income

    there is light at the end of the tunnel, as some positive signs suggest inflation may be nearing its peak. Speaking at an IMAP Specialist Webinar Series on fixed income, Client Service Executive Officer at Western Asset Management, Jonathon Costello,...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Mega themes driving equities

    earnings growth over time, regardless of market conditions over the short-term. In providing an update on equities at an IMAP Specialist Webinar Series, Monik says Insync looks for the following two factors when identifying businesses with sustainable...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Investment management for High Net Worth clients

    exceed $10 million. This makes high-net-worth (HNW) clients a core part of the Morgan Stanley offering. In addressing an IMAP Specialist Webinar Series on ‘Investment management for high-net-worth clients’, Alex says HNW individuals are generally more...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Serving High Net Worth clients

    works closely alongside other aligned professionals, like accountants and lawyers, on behalf of the client. Speaking at an IMAP Specialist Webinar Series on ‘Serving the High-Net-Worth Client’, Will Howard — Senior Adviser at Fitzpatricks Private Wealth...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Going active with fixed income - Independent Thought Roundtable

    higher inflationary world continue to affect the macro environment, creating greater economic volatility. Speaking at an IMAP Independent Thought Roundtable, Amy Xie Patrick — Head of Income Strategies at Pendal Group — believes the current environment...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Active vs passive: Portfolio construction in today’s environment - Independent Thought Roundtable

    with market volatility likely to continue moving forward. So, what does this mean for portfolio construction? Speaking at an IMAP Independent Thought Roundtable (in association with S&P DJI), Veronica believes the current volatile environment makes it...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023

  • Opportunities for active management - Independent Thought Roundtable

    results. So, why is active management so difficult? As part of a wide-ranging discussion on active management at an IMAP Independent Thought Roundtable (in association with S&P DJI), Anu believes there are four core reasons as to why active management...

    • Type: Article
    • Author: Super User
    • Category: Perspectives - Winter 2023
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