investment strategy

• Market Monitor – March 2024 snapshot – Fed + RBA warn inflation not yet contained, but shares keep surging

  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.

• Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

  "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

• Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

  "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

• Market Monitor: February 2025 snapshot: Trump bump turns into slowdown fears – What moved markets and why?

  "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.

• Mega funds: Do they offer ideas for private investors?

  Mega funds, like the Future Fund, are accessing a variety of illiquid asset classes and benefiting from the illiquidity premium. Michael Karagianis (JANA Investment Advisers), David Blunt (Perpetual Private), and James Edmonds (Praemium) discuss the opportunities available to retail investors with alternatives.

   

• Most active fund managers continue to destroy value and line their pockets with your money – why do we let them? harder!

  "For the past 20 years, global index provider S&P Global has published regular surveys of active fund performance in Australia & other major world markets called ‘SPIVA’ (‘S&P Index Versus Active’). Lets look at the results" says Ashley Owen.

• Navigating uncertainty with global equities

  Alex Cousley (Russell Investments), Monik Kotecha (Insync Funds Management), Pruksa Iamthongthong (abrdn), and Paul Saliba (Evolutionary Portfolio Services) discuss where advisers should be looking for opportunities in global equities.

   

• October 2024 snapshot: shares & bonds fall as Trump takes lead

  Ashley Owen's snapshot on global markets for Aussie investors – including Top 5 factors moving markets & covering Australian & US share markets, short & long-term interest rates, plus the AUD/USD exchange rate

• One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients

  We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested, through all market conditions. In the Australian market, Milliman's SmartShield stands unique among more than 3,700 funds management products.

   

• Opportunities for active management - Independent Thought Roundtable

  Anu Ganti CFA (S&P DJI), David Wanis CFA (Longwave Capital Partners), and Veronica Klaus (Lonsec) discuss the role of active management in a volatile and challenging environment.

• Positioning portfolios for inflation

  With inflation back in the headlines, Dr Isaac Poole (Oreana Portfolio Advisory), Jeff Mitchell (Infocus Securities), and Wayne Chatterjee (Morgan Stanley) discuss how to position portfolios in an inflationary environment.

• Private markets: A way to optimise portfolios

  Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.

   

• Property strategies in challenging times

  Mary Power (JANA Investment Advisers), Louis Christopher (SQM Research), and Damon Mumford (Dexus) provide their views on the property market, including the implications of offshore trends for Australia.

• Quality and growth investing: Where to from here?

  With continued market uncertainty and a challenging environment ahead for equities, Rick Schmidt (Harding Loevner) explains why quality stocks underperformed in 2022, and why they are likely to perform better in the current environment.

   

• Risk isn’t always a bad thing

  Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management.

   

• Sound fundamentals of property

  Although there are challenges for the property sector over the short-term, both Damon Mumford (Dexus) and Mary Power (JANA Investment Advisers) believe the fundamentals for the Australian market are sound

• Strong stewardship delivers results - Multi Asset Category

  A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.

   

• Structural themes to drive portfolio returns

  Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.

   

• Structuring the defensive part of the portfolio

  Brendan Paul (Atrium Investment Management), David Berthon-Jones (Aequitas Investment Partners), and Michael Frearson (Real Asset Management) explain their approaches to constructing the defensive part of the portfolio at the 2023 IMAP Independent Thought Conference

• Structuring the growth part of the portfolio

  Victor Huang (Milliman), Geoff Greetham (Accordius) & Dermot Ryan (Renaissance Asset Management) discuss key elements to consider when structuring the growth part of a portfolio during their session at the 2023 IMAP Independent Thought Conference