Independent Thought

  • BlackRock - Back to a volatile future - IMAP Independent Thought

    Katie Petering - Director & Head of Investment Strategyexplains the BlackRock Investment Institute’s latest views on tactical asset allocation, including the three key investment themes it expects will play out over the next six months.

     

  • Bonds are now an option for Portfolios - From IMAP Independent Thought

    With the global economy slowing and recessionary pressures growing, how should advisers and portfolio managers respond to their fixed income settings? Adam Bowe (PIMCO), Dr Isaac Poole (Oreana Portfolio Advisory), Lukasz de Pourbaix (Lonsec), and Michael Karagianis (JANA Investment Advisers) discuss the role of fixed income in portfolios.

     

  • Getting the benefits of real assets for retail investors - IMAP Independent Thought

    How necessary are real assets and private equity as a component of portfolios for retail investors, and how can they access these assets? This was one of the questions considered by Dale Holmes (Spire Capital), Robert Talevski (Activus Investment Advisors), and Tom Schubert (Drummond Capital Partners)

     

  • Has inflation peaked? - IMAP Independent Thought

    Inflation underpins every asset class. But have we seen the peak of inflation? Jay Sivapalan (Janus Henderson), Hugh Dive (Atlas Funds Management), Kieran Rooney (Evergreen Consultants), and Chamath De Silva (BetaShares) discuss the implications of inflation on portfolio construction and asset allocation.t.

     

  • Have we seen the end of globalisation? - IMAP Independent Thought

    A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia), David Berthon-Jones (Aequitas), Matthew Swieconek (Findex), and Brett Sanders (Philo Capital Advisers) discuss these rising risks when constructing portfolios.

     

  • How to deal with increasingly volatile markets - IMAP Independent Thought

    When talking about risk, it’s generally referred to in relation to volatility and the potential for capital loss. Raf Choudhury (abrdn), William Higgins (DFS Portfolio Solutions), Glen Foster (Atrium), and Victor Huang (Milliman) discuss their approach to risk and how they deal with portfolio construction in an increasingly volatile environment.

     

  • IMAP's Independent Thought - Podcast Series informing on Managed Accounts, Investment Strategies, and the Investment Environment

  • Improving client relationships with philanthropy - From IMAP Independent Thought

    Caitriona Fay - Managing Partner, Community & Social Investment explains Perpetual Private’s approach to improving client relations with philanthropy and explains the 3 primary philanthropic structures that can be used in Australia

     

  • Navigating uncertainty with global equities - From IMAP Independent Thought

    Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this part of the portfolio is particularly challenging. Andy Gardner (Fiera Atlas Global Companies), Alex Ventelon (Morgan Stanley), and Daniel Stojanovski (Centrepoint Alliance) discuss their approach to navigating uncertainty with this asset class.

     

  • Rethinking private markets - From IMAP Independent Thought

    While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without their risks. Adrian Mackenzie (Five V Capital), Andrew Lockhart (Metrics Credit Partners), Jonathan Ramsay (InvestSense), and Kyle Lidbury CFA (Perpetual Private) discuss the role of private markets in retail portfolios.

     

  • Setting the case for Aussie equities - From IMAP Independent Thought

    Despite a challenging and volatile investment environment, Martin Conlon (Schroders), Anthony Golowenko(MLC Asset Management), Chris Reynolds (Infinity Asset Management), and Peter Bell (Bellmont Securities) set the case for Australian equities.

     

  • The rise of ESG as an investment theme - IMAP Independent Thought

    The appetite by Australian investors for portfolios that meet their personal values, continues to rise steadily. And sitting at the heart of this is ESG. Leah Willis (Australian Ethical), James Harwood (Russell Investments), Michael Salvatico (S&P Global Sustainable1), and Deanne Baker (Lonsec) share their thoughts on how advisers can meet this demand, while still satisfying the financial goals of their clients.

     

  • Think local, go global - From IMAP Independent Thought

    As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting), Tim Murphy (Morningstar), and Trent Koch (First Sentier Investors) discuss the challenges and opportunities of real assets.

     

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