investment strategy

• Tackling the issues of investment management

  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 BIG picture – China builds another ‘Sydney CBD’ every 3 days – with our rocks!

   "The 20-year Chinese property construction boom is over, but I’m still bullish on Aussie exports to China continuing to grow", says Ashley Owen

• The BIG picture – Chinese steel production – the ‘Sydney Harbour Bridge’ index

   "If I had to pick a single number that drives Australia’s economic growth, income, wealth, living standards, and overall investment returns so far this century - it would be: China’s steel production" says Ashley Owen

• The BIG picture – portfolios perform for the passive & patient

  "One of the most important, but difficult, aspects of long term investing is learning to not let day-to-day market chatter and scaremongering media headlines affect your long term strategies" says Ashley Owen - Owen Analytics in his monthly look at The Big Picture

• 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

   

• The Low Inflation era of great returns is over. Investing just got a whole lot harder!

  "Investors enjoyed unusually high returns in the past couple of decades because everyasset class posted above average returns in the low inflation era we have just enjoyed, but what now?" asks Ashley Owen. Find out more

• The role of alternatives in portfolios

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

   

• Thematic investing: A different approach

  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.

   

• This time is different’ – or is it? 123 reasons NOT to invest!

  "Every year there are ‘End of the world’, or ‘End of life as we know it’ crises and threats that scare investors into waiting and watching from the sidelines. Are the current batch of threats different this time?" asks Ashley Owen

• Three quarter time score check – 2024: Great returns despite constant recession fear mongering

  "Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages", reports Ashley Owen

• Update October 2023: Three quarter time score check: 2023 a low-scoring year

  "Despite constant doom and gloom in the media headlines this year, most asset classes are ahead in 2023, and most are ahead of inflation", says Ashley Owen

• We are Morgan Stanley - Licensee Category

  It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.

   

• What to cover when it’s time to review your Managed Account Program

  What should advice groups consider when reviewing their managed accout program to assess whether or not the program is still achieving its objectives and working as well as it should?

• Where Are We Now? – Global profits: recession or rebound?

  While media headlines warn of possible global recessions ahead, global profits are booming! There appear to be no obvious signs of impending recession in the latest profit results, or profit outlooks. "What is behind the numbers?" asks Ashley Owen

• Where are We Now? – US profits: recession or rebound?

  "The US is still critically important to the overall global picture as US companies make up 60% of the global stock market value. Are the latest US profits allowing for a slowdown?" asks Ashley Owen

• Why ETF investors are quietly beating the biggest super funds

  "While big super funds pour billions into stock picking, they’re still being beaten by investors with a portfolio of simple ETFs" says Chris Byrcki Founder & CEO of Stockspot