Perspectives - Springtime 2024

Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

Portfolio considerations outside listed markets

Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

 

Private markets provide investors with the opportunity to enhance returns, but illiquid strategies can be complex

Manager experience key in private markets

Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.

 

real assets offer investors diverse opportunities to access a range of assets that can deliver income, inflation protection

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

 

IMAP Ashey Owen - Owen Analytics

October 2024 snapshot: shares & bonds fall as Trump takes lead

Ashley Owen's snapshot on global markets for Aussie investors – including Top 5 factors moving markets & covering Australian & US share markets, short & long-term interest rates, plus the AUD/USD exchange rate

We unpack the 2024 U.S. election result and explore what this means for investment markets.

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

A synchronised approach to monetary policy

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.

 

how advisers and portfolio managers should manage the fixed income component of their portfolios

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

 

Adding global equities to a multi-asset portfolio provides investors with significantly greater opportunities

Navigating the headwinds of global equities

Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.

 

thoughts on investing in Australian equities in a sticky inflationary environment

A targeted approach to Australian equities

John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.

 

Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.

Alternatives: A portfolio diversifier

Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.

 

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