Chaos in practice - not theory, and how you as advisers should be guiding your clients

You are invited to attend IMAP's Portfolio Conferences being held in Sydney and Melbourne 

Featuring a wide range of topics including:

• the geopolitics outlook and impact on client portfolios

• FAAA on the challenges for Advisers in 2026

• global growth opportunities integrating private market investments into portfolios    

‍Ioin the first IMAP Webinar series for 2026 and hear how 3 leading portfolio managers and 3 leading investment managers tell you how they are making sense of a confusing investment environment.

How are portfolio managers really grappling with allocation to developed markets and identifying the opportunities that will provide growth or at least reasonable protection in the face of a severe downturn?

How should you be communicating with your clients when every day the news tells them the world is uncertain?

Monday 2nd March 12PM AEDT featuring 
Andrew Gowan Bell Asset Management and Michael Karagianis JANA Investment Advisers  

• The Mag7 dominate the S&P 500 but the volatility of their share price means investors must be concerned - Is this an asset allocator’s view

• Is the US market going to continue to dominate global equity exposure in managed account portfolios?

• When USD$660bn in capital spending on AI this year alone is the most intensively examined investment thesis ever, are there still opportunities?

• How should investors optimise their global equity allocation? 

Tuesday 3rd March 12PM AEDT featuring
Andrew Pease - Russell Investments and Chad Hitzeman Global X
• Is this an inflection point as AI adoption delivers for US and global businesses?
• Will growth rates in the US of 2.5% and China 5% produce corporate earnings that can sustain these share prices?
• Are there better investment opportunities in Asia as populations grow richer and smarter?

Wednesday 4th March 12PM AEDT featuring
Andrew Stewart - Mercer and Tom King - Nanuk
• The US is early into a loosening cycle but fiscal policy shows no sign of returning to prudence
• Could Populist parties throughout Europe become powerbrokers? With what result?
• Electricity demand from the $600bn in AI and data centre investment - are there are identifyable long term trends that should guide investor decisions?
• If global equities are the driver of long term returns, what’s the right allocation

News, updates and perspectives on managed accounts

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