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Perspectives

News, updates and perspectives on managed accounts

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...

Building a sustainable HNW client offering

Building a sustainable HNW client offering

03 August 2023

James Trude (Clime) and Michael Karagianis (JANA) take a look at the intricacies of building a sustainable HNW client offering, and explore the opportunity for advice practices from a growth...

Market Monitor – end July 2023: ‘Are you feeling lucky?’

Market Monitor – end July 2023: ‘Are you feeling lucky?’

01 August 2023

"Share markets are surging back toward their 2021 covid stimulus tech-bubble peaks! After a dozen rate hikes, inflation is easing, rate hikes are slowing, jobs & wages remain strong. What’s...

The BIG picture – portfolios perform for the passive & patient

The BIG picture – portfolios perform for the passive & patient

08 July 2023

"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...

Are we there yet? – on cash rates

Are we there yet? – on cash rates

08 July 2023

"Central banks have delivered the most aggressive rate hikes in a generation, but cash rates in Australia, US and elsewhere are still below pre-GFC levels. How high will interest rates...

How do we rate? – The Debt Olympics

How do we rate? – The Debt Olympics

08 July 2023

"Australia and Australians loaded up on debt in the GFC and again in Covid, but how do we stack up against other countries? The answer is probably very different to...

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

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

08 July 2023

"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...

Market Monitor - end June 2023

Market Monitor - end June 2023

08 July 2023

Ashley Owen's Market Monitor - a quick snapshot of key events affecting investors and investment markets, especially from an Australian perspective

Structural themes benefit real assets

Structural themes benefit real assets

05 July 2023

Mary Power (JANA Investment Advisers) and Shane Hurst (ClearBridge Investments) provide their thoughts on property and infrastructure, including the opportunities these assets provide for investors.

Interesting times for fixed income

Interesting times for fixed income

05 July 2023

With inflation remaining sticky and the threat of recession looming across many countries, Jonathon Costello, CFA (Western Asset Management) and Alex Cousley, CFA (Russell Investments) take stock of how fixed...

Mega themes driving equities

Mega themes driving equities

04 July 2023

Megatrends are providing opportunities for astute investors in both international & domestic equities. Monik Kotecha (Insync Funds Management), Hamish Tadgell (SG Hiscock & Company) and Brad Creighton (AMP North) share...

Investment management for High Net Worth clients

Investment management for High Net Worth clients

26 June 2023

High-net-worth (HNW) clients tend to be sophisticated investors with more complex investment needs. Alex Ventelon (Morgan Stanley) and Kyle Lidbury (Perpetual Private) discuss their approach to portfolio management for these...

Serving High Net Worth clients

Serving High Net Worth clients

26 June 2023

Do the needs of high-net-worth (HNW) clients really differ from retail investors, and is this cohort actually more profitable for an advice business? Drawing on their experience working with HNW...

Going active with fixed income - Independent Thought Roundtable

Going active with fixed income - Independent Thought Roundtable

13 June 2023

In a macro environment of rising risk and uncertainty, Amy Xie Patrick - Pendal Group believes that by being defensive, patient, but active, advisers can provide investors with the type...

Active vs passive: Portfolio construction in today’s environment - Independent Thought Roundtable

Active vs passive: Portfolio construction in today’s environment - Independent Thought Roundtable

13 June 2023

Diversification of assets, style and strategies are essential when constructing portfolios in today’s challenging environment, explains Veronica Klaus (Lonsec).

Opportunities for active management - Independent Thought Roundtable

Opportunities for active management - Independent Thought Roundtable

13 June 2023

Anu Ganti CFA (S&P DJI), David Wanis CFA (Longwave Capital Partners), and Veronica Klaus (Lonsec) discuss the role of active management in a volatile and challenging environment.

Australian equities: Is the market too optimistic?

Australian equities: Is the market too optimistic?

Perspectives - Spring 2023
on 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

Perspectives - Spring 2023
on 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

Perspectives - Spring 2023
on 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

Perspectives - Spring 2023
on 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!

Perspectives - Spring 2023
on 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

Perspectives - Spring 2023
on 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...

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