portfolio managment
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A synchronised approach to monetary policy
Grant Feng (Vanguard) shares some of the latest insights from Vanguard in relation to its global economic and market outlook.
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Artificial intelligence: Friend or foe?
Glenn Calder (Viridian Financial Group) and James Wartho (Fifth Logic and FinTalkr) share their views on how AI will shape the future of financial advice, and how the rise of artificial intelligence (AI) and its implications for financial advice has some advisers worried and others excited.
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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
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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.
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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
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Managed accounts: The art of portfolio management
Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.
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Real assets: A positive long-term story
Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios
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Responsible investing: What’s on the horizon?
Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.
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Riding the AI tailwind
Are you considering an exposure to artificial intelligence (AI) in your portfolio? Cameron Gleeson (Betashares) & Monik Kotecha (Insync Funds Management) discuss how advisers can ride the AI tailwind.
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