William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

Speaking at the 2022 IMAP Portfolio Management Conference, Jan de Vos (Resolution Capital) and Dan Cave (Zenith Investment Partners) consider the role of real estate and property in portfolios in an inflationary environment.

Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this part of the portfolio is particularly challenging. Andy Gardner (Fiera Atlas Global Companies), Alex Ventelon (Morgan Stanley), and Daniel Stojanovski (Centrepoint Alliance) discuss their approach to navigating uncertainty with this asset class.

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.

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.

As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting), Tim Murphy (Morningstar), and Trent Koch (First Sentier Investors) discuss the challenges and opportunities of real assets.