IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024
IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.
Perspectives - Springtime 2024
Eyeing off the opportunities in property
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
Picking a good private credit option
Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit option
Managing the growth allocation
Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.
Bonds are back, but are less reliable
Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.
Three quarter time score check – 2024: Great returns despite constant recession fear mongering
"Despite continual threatning market messages - almost all of the main asset classes are doing well this year, beating inflation, and most are even doing better than their long-term averages", reports Ashley Owen
Going the distance with retirement portfolios
Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.
Managing the growth allocation
Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities
North focuses on customisation and flexibility with several new additions
North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices deliver portfolio customisation at scale
Five reasons why the RBA is not cutting rates like rest of the world
The RBA is getting a lot of political heat for not cutting interest rates like many other central banks around the world. Ashley Owen analyses whether the RBA is helping or ‘smashing the economy’.