Jeremy Butterworth (Wellington Management) & Kerry Craig (J.P. Morgan Asset Management) discuss the rise of U.S. exceptionalism & impact of geopolitics on portfolio construction
Demand for advice by Australians has never been greater, Sarah Abood (FAAA) and Patrick Hartney (AFCA) discuss how the advice environment can be improved and what to expect from ASIC’s review of the managed accounts sector
Danielle Menichella (Sands Capital), Tom King (Nanuk), and Joel Connell (Bell Asset Management) discuss global equities, including the rise of AI and investment opportunities outside of the mega-caps.
Ari Rajendra (S&P Dow Jones Indices) and Toby Potter (IMAP) discuss the ways in which private markets can be measured and assessed to create greater transparency in these assets.
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