Perspectives - Autumn 2024

IMAP Ashey Owen - Owen Analytics - Active fund managers and value

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.

Lachlan Brumby (Russell Investments) and Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective

Alternatives: a hedge against inflation

Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.

 

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

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.

 

Should retail investors consider an allocation to illiquid investments? John Julian (Dexus) and Michael Karagianis (JANA Investment Advisers)

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.

 

IMAP Ashey Owen - Owen Analytics

Market Monitor – April 2024 snapshot – shares fall as rate cut hopes finally dashed – is this the ‘Big one?

Ashley Owen provides his essential 1 page 30th April snapshot for Aussie investors – covering what happened and why?? with the Australian & US share markets, short- and long-term interest rates, inflation, and the AUD/USD exchange rate!

AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices

AMP, BlackRock & Lonsec combine in powerful managed account initiative

AMP Advice has launched Australia-first solution for democratising access to managed portfolios

AMP North Platform Assets under management Q1 2024

AMP announces the North platform reached $14.9 bn of managed account portfolio assets under management as at 31 March 2024

AMP Ltd has released its Q1 2024 cashflows and latest AUM figures showing that North managed portfolios assets reached $14.9 bn as at end of Q1 2024

IMAP Ashey Owen - Owen Analytics Australia's population growth

The Low Inflation era of great returns is over. Investing just got a whole lot harder!

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

Deanne Baker (Lonsec) and Lin Ngin (JANA) discuss key structural drivers in 2024 that will impact portfolios over the long-term

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.

 

Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets

The role of alternatives in portfolios

Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio

 

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