In a wide ranging discussion on real assets at the 2022 IMAP Portfolio Management Conference, John Julian (AMP Capital) and Dan Cave (Zenith Investment Partners) consider the role of infrastructure in portfolios, particularly as a defence against inflation.

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.

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.