Grant Feng (Vanguard) shares some of the latest insights from Vanguard in relation to its global economic and market outlook.
John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.
Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.
Cameron Gleeson (Betashares) and Glen Foster (Atrium Investment Management) discuss why investors should focus on real returns in times of inflation
Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.
Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.
Can investors protect their portfolios against the dual risks of inflation and recession? Kieran Canavan (Centric Wealth) and Andy Gardner (Fiera Capital) consider suitable strategies.
Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.
Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides nsights into how to build a digital first culture within an advice business.
Craig Lazzara (S&P DJI), Nathan Lim (Lonsec), Duncan Burns (Vanguard), & Clive Maguchu (State Street Global Advisors) discuss how active and passive strategies can be combined in investment portfolios.
.
John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection on earnings.
Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.
Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward
Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios in an environment where inflation is uncertain
Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.
Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.
Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.
Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.
Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment markets
Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering
Page 1 of 2