Defensive

• Investors are being lulled into a false sense of security

  Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility during the COVID-19 recovery.

• Structuring the defensive part of the portfolio

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

• Thinking outside the box with non-traditional investment strategies

  Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of an IMAP series hosted by Michael Karagianis - a senior consultant at JANA Investment Advisers.....