Independent Thought - Podcast Series

Image

IMAP Podcast Series - Independent Thought

Welcome to IMAP's new podcast series. that focuses on "Independent Thought" applied to the investment focus on the managed account sector from strategy, portfolio management, to asset allocation and more.

Please subscribe to IMAP's free emailing list to be notified when a new podcast is published featuring our speakers from the industry and enjoy the convenience of listening at your convenience where ever you are and when ever it suits you.

Latest Podcast Episode

Episode 10: Interest Rates and Portfolio Construction

Lukasz de Pourbaix of Lonsec Investment Solutions and Hamish Fitzsimons of Alliance Bernstein discuss the following points

  • How are you changing portfolios in response to rising inflation and interest rates?
  • Now that bond yields are over 3% are you reconsidering adding to fixed income in portfolios?
  • What other asset classes do you like in this environment?
  • Is it too late to sell long duration assets now or switch out of high growth managers?
  • How do you see rising inflation impacting equity markets?
  • What parts of the equity market do you prefer in an environment of rising rates and high inflation?
  • What sectors do you see as potential offering inflation protection?

Moderated by David McDonald,CFA IMAP Investment Specialist

Episode 9: Finding Sustainable Alpha in Global Equities

In this podcast Darren Beesley of Evidentia Group and Simon Steele of Fiera Capital will be discussing:

  • What are investors asking their adviser about?
  • What is the source of inflation – supply driven or labor market – which will prove significant in the long run?
  • How quickly will the Fed raise rates and what are they watching most closely?
  • How are investors reacting to rising interest rates?
  • How might market respond in 2022 to the current economic conditions?
  • What is the role of real assets in the portfolio?
  • What role do real asset play for Australian investors?
  • What are the implications of the Ukrainian conflict for investment markets?
  • Has the spike in energy prices accelerated the potential to include alternative energy sources in portfolios?

Moderated by David McDonald,CFA IMAP Investment Specialist

 

Additional Podcast material (Courtesy of Fiera Capital )
(Please click on the subject below to view)

www.fieracapital.com

 

Episode 8: The US economy and market outlook

In this podcast Chris Ogilvie of Investblue and Paul Eitelman of Russell Investments will be discussing:

  • What are investors asking their adviser about?
  • What is the source of inflation – supply driven or labor market – which will prove significant in the long run?
  • How quickly will the Fed raise rates and what are they watching most closely?
  • How are investors reacting to rising interest rates?
  • How might market respond in 2022 to the current economic conditions?
  • What is the role of real assets in the portfolio?
  • What role do real asset play for Australian investors?
  • What are the implications of the Ukrainian conflict for investment markets?
  • Has the spike in energy prices accelerated the potential to include alternative energy sources in portfolios?

Moderated by David McDonald, CFA - IMAP Investment Specialist

Additional Podcast material (Courtesy of Russell Investments)
(Please click on the subject below to view)

Market in review: Key takeaways for markets amid the Russian invasion of Ukraine

Building a managed portfolio for all seasons

Changing course amid the ‘perfect storm’

 

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Seven - Portfolio Management for the most important group of investors - SMSF and Managed Accounts

In this podcast John McIlroy of Crystal Wealth and Nicholas Ali of SuperConcepts will be discussing:
  •  Who is starting SMSFs and what are their motivations?
  • Who is making the investment decisions once the SMSF is established?
  • Relation of the SMSF strategy to the mandate for the managed account portfolios
  • Incorporation of other assets into the way the portfolio is managed
  • Role of ESG in SMSF portfolios 
  • Advantages of using managed accounts for SMSFs
  • What are main assets in SMSF and what is missing?

Moderated by David McDonald, CFA - IMAP Investment Specialist

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Six - Review of 2021 and outlook for markets in 2022

In this podcast Tim Murphy of Morningstar and Stephen Furness of MGD Wealth will be discussing:

The events of 2021:

  • Which asset classes/sectors did well and which ones didn't perform?
  • The reversal in the value vs growth story and performance of the tech sector
  • What happened in fixed income given inflation fears and expectations of rate rises?
  • For January 2022:
  • How did markets perform?
  • What have been the main drivers for this performance?
  • What concerns and questions did your clients have?
  • Is the "correction" over or we can expect continued volatility?

For 2022:

  • What you are recommending for portfolio positioning?
  • What are your expectations for interest rates and inflation?
  • What are major questions and concerns that clients might have?

Moderated by David McDonald, CA - IMAP Investment Specialist

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Five - Global Value

In this podcast Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense will be discussing:

  • What value investing means to them
  • To what extent they use Growth and Value as inputs to their thinking about the amount invested in global equity markets
  • Whether they  have a target period to hold any particular investment
  • Their view on inflation and
  • Their view on the likely direction of rates in major markets

Moderated by Toby Potter, IMAP Chair

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Four - Responsible Infrastructure

In this podcast Angela Ashton of Evergreen Consultants and Rebecca Myatt of First Sentier Investors will be discussing: 

  • The different approaches to ESG across managers and whether they have changed over the years 
  • How to integrate ESG in the Responsible Listed Infrastructure fund 
  • Why the UN SDGs is chosen as part of your process rather than other metrics
  • Whether there has been an uptick in clients wanting ESG solutions 
  • Is net zero is achievable in listed infrastructure? What would that mean to portfolios and portfolio construction? 

 Moderated by Toby Potter, IMAP Chair 

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Three - A Multi Strategy approach to Alternatives

IMAP in conjunction with Janus Henderson and Oreana Portfolio Advisory Services present the 3rd podcast in the Independent Thought Series

In this podcast Mathew Kaleel of Janus Henderson and Isaac Poole of Oreana Portfolio Advisory Services will be discussing: 

  • Alternative strategies and how Managed Account portfolio managers think about them
  • The role of Alternatives in portfolios and the level of exposure appropriate in portfolios
  • Whether Alternative strategies be thought of as part of the way of managing volatility or as a return generator
  • Their short and medium term outlook for investment markets and how that colours their view of the use of Alternatives

 

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode Two - Serving Not for Profit Clients

IMAP in conjunction with Findex and Jana present the 2nd podcast in the Independent Thought Series

In this podcast Greg Barter of Findex and Michael Karagianis of JANA Investment Advisers will be discussing:

  • What are the key challenges in serving the NFP market?
  • What are the differences between NFP and taking on an individual client?
  • ESG or ethical considerations are obviously more likely to be significant. How do these tend to manifest in their requirements?
  • What pointers do you have for advice practices that would like to develop a NFP component to their business
Greg Barter, CFP
Greg Barter, CFPSenior Partner - Findex
Michael Karagianis
Michael Karagianis Senior Consultant - JANA Investment Advisers

TIP hover your mouse over & click on  Chapter Timestamp Selector 100w to select each topic start time

Episode One - ETFs

IMAP in conjunction with BetaShares and Lonsec present the first Podcast in the Independent Thought series .

Introduced by Toby Potter IMAP Chair, this Podcast features Lukasz de Pourbaix (Lonsec) and Peter Harper (BetaShares) who discuss:

  • What use is made of ETFs in managed account portfolios & is this changing as FUM in managed accounts grows?
  • What issues can this give rise to?
  • How are these issues addressed?
  • What are the roles of the various participants in particular the issuer and market makers?
  • What are the particular challenges of fixed interest ETFs?
  • How can a portfolio manager efficiently switch between similar ETFs?
Peter Harper
Peter Harper Co- Head of Distribution & Head of Capital Markets - BetaShares
Lukasz de Pourbaix
Lukasz de PourbaixExecutive Director & Chief Investment Officer - Lonsec

Disclaimer

This podcast series is not meant for retail investors and does not constitute general or personal advice, but instead is meant for financial advisers and investment professionals.

The information discussed is intended to provide general background information only. It is not a Product Disclosure Statement under the Corporations Act 2001 (Cth), nor does it constitute investment, tax, legal or any other form of advice, recommendation or opinion to be relied upon by any retail or wholesale investor when making an investment or other decision.

Any opinions and forecasts in this podcast reflect the judgment and assumptions of  the investment and finanical advice professionals on the basis of information available as at the date of publication, and may later change without notice.

The content of any podcast in this IMAP series does not constitute an offer or solicitation to subscribe for units in any investmetn, fund or an offer to buy or sell any financial product. Past performance is not a reliable indicator of future performance.

While reasonable care has been taken in the preparation of information in this series of podcasts, no representation or warranty is given as to the accuracy of any of the information provided, including any forecasts.

To the maximum extent permitted by law,  the guest presenters, IMAP,  its related bodies corporate, directors, employees and representatives are not liable and take no responsibility for the accuracy or completeness of any material. No investment should be made without fully reviewing the information, the disclosures and the disclaimers contained in the relevant product Issuers' disclosure documents.

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236