Infrastructure — both listed and unlisted — is well positioned to tap into emerging investment themes and opportunities, says Justin Lannen (Maple-Brown Abbott) and Mark Murray (Mercer).

Nick Schoenmaker (Drummond Capital Partners), Rob da Silva (da Silva Consulting), Rafio Khan (Innova Asset Management), and Nick Langley (ClearBridge Investments) discuss the opportunities available to investors with infrastructure

Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category

Can global equities continue to outperform, & which countries and sectors provide attractive opportunities for investors? Monik Kotecha (Insync Funds Management), Rob Makdissi (Akambo), Ashley Owen (Owen Analytics), and Dominic McCormick (Investment Consultant) take a deep dive into this asset class.

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.

As technology continues to reshape the advice landscape, a new wave of fintech is helping advisers to keep their clients’ goals at the centre of the advice relationship. Jacqui Henderson (Advice Intelligence) explains how this is being done.

Transitioning to net zero will be anything but smooth. John Woods (Australian Ethical) and James Kingston (iShares) talk about the challenges ahead when positioning portfolios for net zero and whether that transition offers investment opportunities.

"Nothing scares investors more than news of a ‘recession!’ But why? Recessions have mostly been good for Australian shares!" says Ashley Owen, "Contrary to the popular myth that recessions are bad for share markets, in the vast majority of economic ‘recessions’ in Australia over the past 150 years, the local share market has actually risen! "

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

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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

Ashley Owen's Market Monitor - a quick snapshot of key events affecting investors and investment markets, especially from an Australian perspective

"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well in 2024, beating inflation, & most did better than their long-term averages." says Ashley Owen

Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate!

"It's a confused picture this month with share markets lower across the board from profit taking, interest rate hikes slowing, inflation receding, central bankers warnings,and bond yields flat in most markets", says Ashley Owen

"Share markets are surging back toward their 2021 covid stimulus tech-bubble peaks! After a dozen rate hikes, inflation is easing, rate hikes are slowing, jobs & wages remain strong. What’s not to like? "says Ashley Owen

Ashley Owen provides his essential March 20241-page snapshot for Aussie investors – covering Australian and US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate.

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?
Is the local share market in terminal decline? Has it lost its mojo? Is it ever going to get back to growth? " questions Ashley Owen

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD since the start of 2020" explains Ashley Owen

"What happened in markets in Feb 2025 and why?" asks  Ashley Owen...talking about the monthly snapshot on global markets for Aussie investors, and the profit reporting season wrap-up plus share price winners & losers.