investing

  • Manager experience key in private markets

    Private markets provide investors with the opportunity to enhance returns, but illiquid strategies can be complex

    Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.

     

  • Managing the growth allocation

    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

    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

     

  • Managing the growth allocation

    the issues and opportunities investors should consider when allocating to global and 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.

     

  • Navigating the headwinds of global equities

    Adding global equities to a multi-asset portfolio provides investors with significantly greater opportunities

    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.

     

  • No retirement for investments

     Kris Walesby - ETF Securities

    Managing a retirement portfolio for income and growth can be tricky in a low return market, especially if you are reliant on that income. Kris Walesby believes a diversified approach to investing will assist with both growth and income.

  • Picking a good private credit option

    insights into portfolio construction when picking a good private credit option

    Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit option

     

  • Portfolio considerations outside listed markets

    Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

    Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

     

  • Portfolio customisation: Models with tailoring

    Portfolio customisation: Models with tailoring

    Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

     

  • Practical implementation of managed accounts

    practical considerations about implementing managed accounts in a financial advice business.

    Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

     

  • Private markets: A way to optimise portfolios

    Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at private equity & private credit.

    Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.

     

  • Real assets: A positive long-term story

    real assets offer investors diverse opportunities to access a range of assets that can deliver income, inflation protection

    Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios

     

  • Risk isn’t always a bad thing

    The implementation of risk management strategies in managed account portfolios can be challenging.

    Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management.

     

  • Structural themes to drive portfolio returns

    Deanne Baker (Lonsec) and Lin Ngin (JANA) discuss key structural drivers in 2024 that will impact portfolios over the long-term

    Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.

     

  • Tackling the issues of investment management

    Tackling the issues of investment management for managed accounts

    Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future holds.

     

  • The contrarian mindset: The battle against behavioural biases

    Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio

    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

     

  • The Holy Grail of private markets for managed accounts

    As an asset class, private markets present a compelling case for investors

    Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path

     

  • The role of advisers in monitoring underperformance

    ASIC The role of advisers in monitoring underperformance

    Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

     

  • The role of alternatives in portfolios

    Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets

    Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio

     

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