"The US share market is soaring on strong profit rebounds in the past year, with bullish future profit growth forecasts for the next couple of years. Bullish profit forecasts with bullish multiples gives us a ‘double-whammy’ of over-pricing." says Ashley Owen.
Read more: US Shares: ‘double-whammy’ of over-pricing, but how serious is it?
Are you considering an exposure to artificial intelligence (AI) in your portfolio? Cameron Gleeson (Betashares) & Monik Kotecha (Insync Funds Management) discuss how advisers can ride the AI tailwind.
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Glenn Calder (Viridian Financial Group) and James Wartho (Fifth Logic and FinTalkr) share their views on how AI will shape the future of financial advice, and how the rise of artificial intelligence (AI) and its implications for financial advice has some advisers worried and others excited.
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Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.
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"In January 2024, Australia’s population reached 27 million. This came 18 years sooner than the government planned and predicted just 22 years ago! Lets discuss why this is critical for investors and how it shapes our investment markets and outcomes." says Ashley Owen.
"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’.
Here are the Good, the Bad, and the Ugly asset classes for 2023." says Ashley Owen.
Read more: Patient Passive investors defy Panicking Professionals – again
Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.
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Read more: Managed accounts: The art of portfolio management
Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering
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Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment structure.
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Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios.
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Read more: Building portfolios: The active/passive continuum
Craig Lazzara (S&P DJI) provides his thoughts behind why active managers face severe and continuing performance challenges when investing.
IMAP jointly with Milliman reports that the latest Managed Accounts market data reports that managed accounts FUM reached $194.8 bn as at 31 December 2023 with reported $15bn of inflows and strong investment performance.
Read more: IMAP announces that Managed Account FUM reached $194.8 bn as at 31 December 2023
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