investing

  • Emerging markets: A once in a generation opportunity

    Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments

    Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.

     

  • Eyeing off the opportunities in property

    The outlook for property in the real asset category of investments

    Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

     

  • Fixed income in a period of uncertainty

    how advisers and portfolio managers should manage the fixed income component of their portfolios

    Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is uncertain

     

  • Geopolitics: Risks and opportunities

    Diana Mousina (AMP) and Dr Matt Gerten (BCA Research) discuss the geopolitical risks and opportunities for investors.

    Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.

     

  • Going the distance with retirement portfolios

    Building portfolios for retirees that can withstand market volatility in a fluid market environment,

    Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.

     

  • Illiquid investments: The risks and opportunities

    Should retail investors consider an allocation to illiquid investments? John Julian (Dexus) and Michael Karagianis (JANA Investment Advisers)

    Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.

     

  • In-house managed account portfolios - Pros and Cons

    Pros and cons of in-house managed accounts

    Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bringing efficiencies, but can come with challenges. 

     

  • Investing attitudes of emerging investors

    Leah Willis,Head of Distribution - Australian Ethical spoke about Investing attitudes of emerging investors

    Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.

     

  • Investing post the U.S. Presidential election

    We unpack the 2024 U.S. election result and explore what this means for investment markets.

    Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment markets

  • Making core and satellite work

    core and satellite investments in managed accounts

    Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio

     

  • Managed accounts: Platforms and administration

    IMAP Specialist Webinar Series on ‘managed accounts platforms and administration

    Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

  • Manager experience key in private markets

    Private markets provide investors with the opportunity to enhance returns, but illiquid strategies can be complex

    Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.

     

  • Managing the growth allocation

    Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities

    Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities

     

  • Managing the growth allocation

    the issues and opportunities investors should consider when allocating to global and Australian equities

    Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.

     

  • Managing the program

    strategies for developing and overseeing a successful managed accounts program

    John Burton (Lonsec), Mark Smith (Elston), and David Hutchison (North) discuss strategies for developing and overseeing a successful managed accounts program.

     

  • Navigating the headwinds of global equities

    Adding global equities to a multi-asset portfolio provides investors with significantly greater opportunities

    Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.

     

  • No retirement for investments

     Kris Walesby - ETF Securities

    Managing a retirement portfolio for income and growth can be tricky in a low return market, especially if you are reliant on that income. Kris Walesby believes a diversified approach to investing will assist with both growth and income.

  • Picking a good private credit option

    insights into portfolio construction when picking a good private credit option

    Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit option

     

  • Portfolio considerations outside listed markets

    Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

    Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

     

  • Portfolio customisation: Models with tailoring

    Portfolio customisation: Models with tailoring

    Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

     

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