Perspectives - Autumn 2024

hn Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge

Can infrastructure protect against persistent inflation?

John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection on earnings.

 

Cameron Gleeson (Betashares) and Glen Foster (Atrium Investment Management) discuss why investors should focus on real returns in times of inflation

Achieving real portfolio returns in inflationary times

Cameron Gleeson (Betashares) and Glen Foster (Atrium Investment Management) discuss why investors should focus on real returns in times of inflation

 

Leah Willis,Head of Distribution - Australian Ethical spoke about Investing attitudes of emerging investors

Investing attitudes of emerging investors

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.

 

Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio

The contrarian mindset: The battle against behavioural biases

Going against our behavioural instincts is difficult and it’s no different for contrarian investing. Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio

 

Diana Mousina (AMP) and Dr Matt Gerten (BCA Research) discuss the geopolitical risks and opportunities for investors.

Geopolitics: Risks and opportunities

Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.

 

IMAP Ashey Owen - Owen Analytics

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.

IMAP iBalancing portfolio risk against returns

Balancing portfolio risk against returns

Can investors protect their portfolios against the dual risks of inflation and recession? Kieran Canavan (Centric Wealth) and Andy Gardner (Fiera Capital) consider suitable strategies.

 

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