Investment Trends

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.

North, one of Australia’s leading wrap investment platforms, has strengthened the breadth of its client offer with the addition of 6 new managed portfolios from global investment manager BlackRock.  says AMP Group Executive of Platforms Edwina Maloney

North, one of Australia’s leading wrap investment platforms, has seen its managed portfolio range become the fastest growing in the market after it surpassed $11 billion in assets under management (AUM) says AMP Group Executive of Platforms Edwina Maloney

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.

As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with the vaccination rollouts, a rising U.S. Treasury yield and persistent sector rotation, Fidelity International’s Paras Anand identifies the key drivers in Asia for Q2. 

How do portfolio managers and advisers transition portfolios to a higher interest rate environment? Brad Matthews (Brad Matthews Investment Strategies), Brendan Paul (Atrium Investment Management), and David Cohen (Evergreen Consultants) discuss the implications of inflation and interest rate rises on portfolios.

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.

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.

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

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.

Mary Power (JANA Investment Advisers) and Shane Hurst (ClearBridge Investments) provide their thoughts on property and infrastructure, including the opportunities these assets provide for investors.

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

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

Dale Holmes (Spire Capital), Shane Hawke (Oreana Portfolio Advisory Service) and Brad Matthews (Brad Matthews Investment Strategies) examine the options and merits of allocating illiquid assets in managed accounts at the 2022 IMAP Portfolio Management Conference.

By understanding the world’s megatrends, financial advisers and portfolio managers can better equip themselves to build portfolios that meet the investment objectives of clients. Monik Kotecha (Insync Funds Management) shared his insights on these megatrends at the 2022 IMAP Portfolio Management conference

Speaking at the IMAP Portfolio Management Conference 2021, Al Clark (MLC), Piers Bolger (Infinity Asset Management/Viridian Advisory) and Michael Karagianis (JANA) explore the challenges of asset allocation in a low interest rate environment.

The net zero carbon transition is providing investors with a range of opportunities in the ethical and climate-responsible investing space. Leah Willis and Dr Stuart Palmer discuss the growing appetite by investors for this type of investing.

Andrew Mathie, Samantha Hawkins and Matt van Dijk discussed the latest findings from Praemium research, which was undertaken by Business Health, on the key drivers for success for advice practices.

"Investors enjoyed unusually high returns in the past couple of decades because everyasset class posted above average returns in the low inflation era we have just enjoyed, but what now?" asks Ashley Owen. Find out more

Nucleus Wealth’s proprietary software system - Proton - is helping to streamline the managed accounts offering at this Melbourne-based business. Its technology offering has taken out the Innovation category at the 2021 IMAP Managed Accounts Awards.