Perspectives - Autumn 2026

Speaking from a managed accounts perspective, Darren Beesley (Evidentia Group), Michael Karagianis (JANA), and Frank Danieli (MA Financial Group) examine where private credit is heading over the next few years.

In the 6 months to 31 December 2025 balance date, Funds Under Management (FUM) in Managed Accounts increased to $292.9 bn, (25.8 % annual increase on 31 December 2024 FUM of $232.7 bn)

Jeremy Butterworth (Wellington Management) & Kerry Craig (J.P. Morgan Asset Management) discuss the rise of U.S. exceptionalism & impact of geopolitics on portfolio construction

Demand for advice by Australians has never been greater, Sarah Abood (FAAA) and Patrick Hartney (AFCA) discuss how the advice environment can be improved and what to expect from ASIC’s review of the managed accounts sector

Danielle Menichella (Sands Capital), Tom King (Nanuk), and Joel Connell (Bell Asset Management) discuss global equities, including the rise of AI and investment opportunities outside of the mega-caps.

Malcolm Dorson (Global X) and Jonathan Ramsay (Trellia Wealth Partners) examine the growth of emerging markets and can they provide investors with the opportunities & diversification needed in an environment of global uncertainty? 

As the managed accounts industry continues to grow, so too is it evolving. Peter Panigiris (DASH) and Andrew Stewart (Mercer) discuss the emerging shape of managed accounts.

Seasons are inevitable. Change is constant. The challenge for investors is finding the investment, or investments, for the season. Factor investing may be the solution, says Cameron McCormack Portfolio Manager at VanEck.

Jeff Mitchell (Infocus) and Chris Willaton (Akambo) talk about the implementation and resourcing of a portfolio management capability both within and outside of an advice business

Mark Mazzarella, CFA — Head of Real Estate Securities at Dexus — and he will tell you that real estate investment trusts (REITs) are currently mispriced, creating genuine opportunities for investors.