investment strategy

• Building a digital first business

  Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides insights into how to build a digital first culture within an advice business.

   

• Building portfolios using alternatives: The researcher’s view

  Alternatives' is a catchall for a huge range of investment opportunities designed to improve returns or reduce risk in portfolios. Daniel Stojanovski (Centrepoint Alliance) talks to three research house experts - Deanne Baker (Lonsec), Steven Tang CFA (Zenith Investment Partners) and Tim Murphy CFA (Morningstar) - about their views on using alternatives in portfolios

   

• Building portfolios: The active/passive continuum

  Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios.

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• Can infrastructure protect against persistent inflation?

  John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection on earnings.

   

• CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

  Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by market value, for being the most over-priced bank in the world, and also for having the most mysterious share price surge this year.

• Do alternatives still have a key role in portfolios?

  Is there value in private markets and how do you incorporate them into portfolios? Jonathan Ramsay (InvestSense), Steven Tang (Zenith Investment Partners), and Jason Horn (BlackRock) provide their perspectives on the role of alternatives in portfolios

• Five reasons why the RBA is not cutting rates like rest of the world

  The RBA is getting a lot of political heat for not cutting interest rates like many other central banks around the world. Ashley Owen analyses whether the RBA is helping or ‘smashing the economy’.

• Fixed interest: Are bonds the key to portfolios again?

  Chris West (Context Capital), Michael Frearson (Real Asset Management), Chris Lioutas (Insight Investment Consultants), and Tim Hext (Pendal Group) provide their outlook for fixed interest over the next 12 months.

• 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: A new global policy consensus- Independent Thought Roundtable

  To better navigate the complexities of geopolitics, investors need to anchor themselves in the big trends taking place globally. Matt Gertken (BCA Research) explains how to apply geopolitical thinking to the macro environment

• 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.

   

• 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)

   

• Global Infrastructure: Building for the future

  Mega themes – such as decarbonisation, digitalisation and transport mobility – all require heavy investment into new and existing infrastructure. Justin Lannen (Maple-Brown Abbott) discusses which investments are poised to benefit from these trends

   

• Going active with fixed income - Independent Thought Roundtable

  In a macro environment of rising risk and uncertainty, Amy Xie Patrick - Pendal Groupbelieves that by being defensive, patient, but active, advisers can provide investors with the type of protection and growth they are seeking in their portfolios.

• 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.

   

• 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.

   

• Higher inflation equals lower real returns on all assets

  "Higher inflation in future means lower nominal (headline) returns on asset classes & portfolios, and lower real (inflation-adjusted) returns. A big change from the past 30 years", says Ashley Owen

• How do we rate? – The Debt Olympics

  "Australia and Australians loaded up on debt in the GFC and again in Covid, but how do we stack up against other countries? The answer is probably very different to what you thought. " says Ashley Owen

• How Do You Benchmark a Multi-Asset Fund?

  The new Morningstar® Target Allocation Indexes aim to set a standard and create a clear and consistent measuring stick for multi-asset strategies