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Perspectives

News, updates and perspectives on managed accounts

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

19 November 2023

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?Is the local share market in terminal decline?...

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

19 November 2023

"Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are...

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

03 November 2023

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD...

Australia -vs- rest of the world on Inflation & Interest rates

Australia -vs- rest of the world on Inflation & Interest rates

26 October 2023

"The RBA is lagging has more work to do! In Sept 23 quarterly inflation rose from 0.8% to 1.2%, but cash rate's been sitting at 4.1% since June 23, after...

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

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

23 October 2023

"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

Allocating to property and infrastructure

Allocating to property and infrastructure

20 October 2023

William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

Infrastructure: A pathway of growth and returns

Infrastructure: A pathway of growth and returns

20 October 2023

Infrastructure — both listed and unlisted — is well positioned to tap into emerging investment themes and opportunities, says Justin Lannen (Maple-Brown Abbott) and Mark Murray (Mercer).

Sound fundamentals of property

Sound fundamentals of property

19 October 2023

Although there are challenges for the property sector over the short-term, both Damon Mumford (Dexus) and Mary Power (JANA Investment Advisers) believe the fundamentals for the Australian market are sound

Infrastructure: The risk/reward pay off

Infrastructure: The risk/reward pay off

04 October 2023

Nick Schoenmaker (Drummond Capital Partners), Rob da Silva (da Silva Consulting), Rafio Khan (Innova Asset Management), and Nick Langley (ClearBridge Investments) discuss the opportunities available to investors with infrastructure

Positioning portfolios for inflation

Positioning portfolios for inflation

03 October 2023

With inflation back in the headlines, Dr Isaac Poole (Oreana Portfolio Advisory), Jeff Mitchell (Infocus Securities), and Wayne Chatterjee (Morgan Stanley) discuss how to position portfolios in an inflationary environment.

Do alternatives still have a key role in portfolios?

Do alternatives still have a key role in portfolios?

03 October 2023

Is there value in private markets and how do you incorporate them into portfolios? Jonathan Ramsay (InvestSense), Steven Tang (Zenith Investment Partners), and Jason Horn (BlackRock) provide their perspectives on...

Property strategies in challenging times

Property strategies in challenging times

02 October 2023

Mary Power (JANA Investment Advisers), Louis Christopher (SQM Research), and Damon Mumford (Dexus) provide their views on the property market, including the implications of offshore trends for Australia.

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

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

02 October 2023

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...

‘Frankly my dear . . . we need to include Franking Credits in reporting and portfolio planning’ Here’s what they’re worth

‘Frankly my dear . . . we need to include Franking Credits in reporting and portfolio planning’ Here’s what they’re worth

02 October 2023

 "Franking credits on dividends on Australian shares can add more than 1% per year to returns for Australian shareholders," says Ashley Owen, "but many professionals don’t include the value of...

Fixed interest: Are bonds the key to portfolios again?

Fixed interest: Are bonds the key to portfolios again?

25 September 2023

Chris West (Context Capital), Michael Frearson (Real Asset Management), Chris Lioutas (Insight Investment Consultants), and Tim Hext (Pendal Group) provide their outlook for fixed interest over the next 12 months.

Australian equities: Is the market too optimistic?

Australian equities: Is the market too optimistic?

20 September 2023

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...

Illiquid assets: Selection and strategies

Illiquid assets: Selection and strategies

19 September 2023

What are the benefits of illiquid assets and how do you access them? discussed by Daniel Choo (Russell Investments), Matthew Swieconek (Findex), and Ryan Synnot (Arrow Private Wealth) at the...

Structuring the defensive part of the portfolio

Structuring the defensive part of the portfolio

19 September 2023

Brendan Paul (Atrium Investment Management), David Berthon-Jones (Aequitas Investment Partners), and Michael Frearson (Real Asset Management) explain their approaches to constructing the defensive part of the portfolio at the 2023...

Structuring the growth part of the portfolio

Structuring the growth part of the portfolio

19 September 2023

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...

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

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

17 September 2023

 "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

North extends investment menu with new functionality for advisers & their clients

North extends investment menu with new functionality for advisers & their clients

14 September 2023

North, one of Australia’s leading wrap investment platforms, has strengthened the breadth of its client offer with the addition of 6 new managed portfolios from global investment manager BlackRock.  says...

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?

10 September 2023

"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...

IMAP announces that Managed Account FUM reaches $161.7 bn as at 30 June 2023

IMAP announces that Managed Account FUM reaches $161.7 bn as at 30 June 2023

05 September 2023

IMAP jointly with Milliman reports that the latest Managed Accounts market data shows a total of $161.7 bn FUM for balance date 30 June 2023 in its 6 monthly long...

Market Monitor – end August 2023: 'Sticky inflation' + 'What’s keeping the AUD down'

Market Monitor – end August 2023: 'Sticky inflation' + 'What’s keeping the AUD down'

04 September 2023

"It's a confused picture this month with share markets lower across the board from profit taking, interest rate hikes slowing, inflation receding, central bankers warnings,and bond yields flat in most...

Last time we had an inflation-busting rate-hike recession – shares surged!   This Time is Different - or is it?

Last time we had an inflation-busting rate-hike recession – shares surged! This Time is Different - or is it?

27 August 2023

"Nothing scares investors more than news of a ‘recession!’ But why? Recessions have mostly been good for Australian shares!" says Ashley Owen, "Contrary to the popular myth that recessions are...

Higher inflation equals lower real returns on all assets

Higher inflation equals lower real returns on all assets

22 August 2023

"Higher inflation in future means lower nominal (headline) returns on asset classes & portfolios, and lower real (inflation-adjusted) returns. A big change from the past 30 years", says Ashley Owen

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

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

18 August 2023

"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...

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

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

15 August 2023

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...

North’s managed portfolio AUM passes $11 billion as investment menu expands

North’s managed portfolio AUM passes $11 billion as investment menu expands

15 August 2023

North, one of Australia’s leading wrap investment platforms, has seen its managed portfolio range become the fastest growing in the market after it surpassed $11 billion in assets under management...

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

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

05 August 2023

 "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...

Differentiating your advice service

Differentiating your advice service

04 August 2023

Andrew Mathie (Praemium) reveals key insights from Praemium’s latest research to explain why using managed accounts can help differentiate an advice service

Talking ESG to clients

Talking ESG to clients

04 August 2023

With interest and growth in ESG investing showing no signs of abating, Jessica Harris - Financial Adviser (MGD Wealth) explains her approach when talking to clients about this style of...

Earning tomorrow’s clients

Earning tomorrow’s clients

04 August 2023

Advisers are increasingly recognising that the rules around investing don’t apply to the next generation of clients, so to attract the next generation of clients, advisers will need to rethink...

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Market Monitor – Nov 2023 Australian share market has gone nowhere for 16 years? Is it ‘broken’? Has it lost its mojo?

Perspectives - Spring 2023
on 19 November 2023

"The All Ordinaries index hit a peaked of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why?Is the local share market in terminal decline?...

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Australia’s bounty – 400 years of exports. Is it just ‘luck’? Or masterful ability to adapt and pivot? Will our commodities bounty run out one day?

Perspectives - Spring 2023
on 19 November 2023

"Commodities matter! Raw commodities exports made, and continue to make, Australia the richest country per capita on earth. More than half of the 2,200+ companies listed on the ASX are...

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Market Monitor – October 2023 wrap-up: Central banks not done yet with rate hikes, military tensions rise

Perspectives - Spring 2023
on 03 November 2023

"Welcome to the Monthly Market Monitor for October 2023. First, here is our quick snapshot of Australian and US share markets, short- and long-term interest rates, inflation, and the AUD...

Australia -vs- rest of the world on Inflation & Interest rates

Australia -vs- rest of the world on Inflation & Interest rates

Perspectives - Spring 2023
on 26 October 2023

"The RBA is lagging has more work to do! In Sept 23 quarterly inflation rose from 0.8% to 1.2%, but cash rate's been sitting at 4.1% since June 23, after...

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

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

Perspectives - Spring 2023
on 23 October 2023

"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

Allocating to property and infrastructure

Allocating to property and infrastructure

Perspectives - Spring 2023
on 20 October 2023

William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

Next Events

IMAP Specialist Webinar Series Making a Success of Introducing a Managed Account Program : Lessons from Experience November 2023

IMAP Specialist Webinar Series - Making a Success of Introducing a Managed Account Program : Lessons from Experience

This IMAP Specialist Webinar Series brings together 3 great panels of speakers who will talk about lessons learned and right ways to make a success of introducing a Managed Account. This will be of interest to newbies and those wantign insights on how to develop their existing managed acccount service offering..
This IMAP Webinar Series is CPD Accredited for 3 hours approx

 Monday 27th November 12PM AEDT

Managed Account Fundamentals

‍Jaime Johns

Series Moderator

‍Brett Sanders

Philo Capital Advisers

Will Riggall circle

‍Will Riggall

Clime Asset Management

 

Wednesday 29th November 12PM AEDT

Managed Account: Platform and Administration

‍Julian Lefcovitch

North

Matt Swieconek

Findex

Simon Wu

Quest Asset Partners

 

Friday 1st December 12PM AEDT

Managed Account Portfolio Management

‍Mark Smith

Elston

‍Marc Hraiki

Lonsec

‍Victor Huang

Milliman

IMAP's Portfolio Management Conference 2024 Optimising Clients' Portfolios in 2024

Optimising Clients' Portfolios in 2024

IMAP's Portfolio Management Conference looks at optimising clients' Portfolios and finding the right path to achieve investment goals in 2024 
 
get more information and the conference program usign the Register button below

Melbourne Monday 18th March 2024
Sydney Thursday 21st March 2024

Contact us

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Phone
0414 443 236