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.

   

• Eyeing off the opportunities in property

  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

  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

   

• From discount to opportunity in global REITs

  Improving macro conditions and value-affirming opportunities in global REITs suggest a positive outlook for this sector. Mark Mazzarella (Dexus) considers the key drivers of future performance for global REITs.

   

• Geopolitics: Risks and opportunities

  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.

   

• Global Factors: The essential nutrients of portfolios

  Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies (GARP)

   

• Going for gold

  Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council) discuss how investors can incorporate gold in a portfolio to improve its risk-return profile 

• Going the distance with retirement portfolios

  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? 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

  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. 

   

• Income with purpose

  Bill Bovingdon (Australian Ethical) examines the rise of green and sustainable bonds are helping to reshape the fixed income market by allowing people to invest with a social and environmental purpose, without sacrificing their return on investment

• 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

  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

• Investment - Names your clients haven’t heard of

  Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth outside of Australia

   

• Investment - Opportunities in global markets

  For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.

   

• Making core and satellite work

  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

  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

  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) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities

   

• 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.