News, updates and perspectives on managed accounts
Big changes in the world since Trump 1.0 – Part 1: Growth picture
Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.
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.
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: 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
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...
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...
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.
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...
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.
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.
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.
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.
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...
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...
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.
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.
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",...
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...
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...
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
The Holy Grail of private markets for managed accounts
Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets...
Portfolio customisation: Models with tailoring
Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.
The role of advisers in monitoring underperformance
Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance
Practical implementation of managed accounts
Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.
Accommodating illiquid assets for clients
Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.
Building a digital first business
Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides nsights into how to build a...
CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?
Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by...
Another good financial year for lazy investors! How did your returns stack up?
Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange...
Risk isn’t always a bad thing
Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management....
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’)....
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.
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.
Big changes in the world since Trump 1.0 – Part 1: Growth picture
Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.
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.
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: 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
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...
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...
