global equities

• 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.

   

• Aussie retirement funds have the highest ‘growth/defensive’ asset mix in the world – Does this mean they are highest risk?

  "Aussie retirement funds have the highest ‘growth/defensive’ asset mix in the world – does this mean they are highest risk?  What is the best or ideal asset allocation for long term investment funds, including retirement/pension funds?" asks Ashley Owen

• Global Factors: The essential nutrients of portfolios

  Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies (GARP)

   

• Have we seen the end of globalisation? - IMAP Independent Thought

  A war in Ukraine, rising tensions over China, and political events worldwide have caused a sharp jump in risk levels for financial markets. Jonathon Costello (Western Asset), Chris Carrodus (Evidentia), David Berthon-Jones (Aequitas), Matthew Swieconek (Findex), and Brett Sanders (Philo Capital Advisers) discuss these rising risks when constructing portfolios.

   

• IMAP's Independent Thought - Podcast Series for Advisers about Managed Accounts, Investments, practical applications.
• Inflation and the impact on global equities

  Katie Petering (BlackRock) and Alex Donald (Ironbark) discuss how inflation could hurt long duration growth stocks, and how global equity portfolios should reposition for this new environment.

   

• International equities: Do they remain a key driver of returns?

  Can global equities continue to outperform, & which countries and sectors provide attractive opportunities for investors? Monik Kotecha (Insync Funds Management), Rob Makdissi (Akambo), Ashley Owen (Owen Analytics), and Dominic McCormick (Investment Consultant) take a deep dive into this asset class.

• Investment - Opportunities in global markets

  For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.

   

• 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

   

• 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.

   

• Navigating uncertainty with global equities

  Alex Cousley (Russell Investments), Monik Kotecha (Insync Funds Management), Pruksa Iamthongthong (abrdn), and Paul Saliba (Evolutionary Portfolio Services) discuss where advisers should be looking for opportunities in global equities.

   

• 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

   

• The contrarian mindset: The battle against behavioural biases

  Going against our behavioural instincts is difficult and it’s no different for contrarian investing. Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio