The outlook for Australian equities is looking positive. David Wanis (Longwave Capital), Peter Bell (Bellmont Securities), Hamish Tadgell (SG Hiscock), & Andrew Garrett (Perpetual) provide their thoughts on the key themes and opportunities at the 2023 IMAP Independent Thought Conference

In a low interest rate environment, Brad Matthews (Brad Matthews Investment Strategies), Chris Lioutas (Insight Investment Consultants), Jerome Lander (Dynamic Asset/WealthLander) and Alan Logan (Marcona Partners) share their insights on growth opportunities for portfolios.

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

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 to global and Australian equities.

With continued market uncertainty and a challenging environment ahead for equities, Rick Schmidt (Harding Loevner) explains why quality stocks underperformed in 2022, and why they are likely to perform better in the current environment.

Victor Huang (Milliman), Geoff Greetham (Accordius) & Dermot Ryan (Renaissance Asset Management) discuss key elements to consider when structuring the growth part of a portfolio during their session at the 2023 IMAP Independent Thought Conference

There are a number of advantages to thematic investing, but also risks. Cameron Gleeson (BetaShares) explains how advisers can think about incorporating investment themes into a diversified portfolio.