IMAP Podcast Series - Independent Thought

Alex Ventelon (Morgan Stanley) discusses: Interest rates: are RBA and Fed finished. Have they gone too far - is recession likely Can inflation return to target soon or are we in for an extended period of 3-4% inflation (or higher) Asset allocation views at present Domestic vs international exposure in equities and bonds Expected returns for portfolios over the next few years Moderated by David Mcd...

Jenny Mulders - Chair of the IMAP Regulatory Group (Source Services), Jesse Vermiglio (Holley Nethercote) and Simon Carrodus (Hamilton Locke) from IMAPs Regulatory Group discuss: - Different obligations for different managed account structures - Complaints management - Target Market Determinations (TMDs)  Moderated by David McDonald, CFA -  IMAP 

Charles Hamieh (ClearBridge Investments) & Greg Pease (Evidentia Group) discuss:   How infrastructure performs under different economic conditions Prospects for dividend growth ESG implications  Defensive qualities of infrastructure Moderated by David McDonald, CFA (IMAP) 

Steve Hiscock of SG Hiscock discusses  Why active management works. What is active and what is passive? The role of ETFs and their increasing popularity  The rise of new methods of investing  The role of financial advisors and asset consultants and how this has changed Have client needs changed?  Residential property and the sharp rise in interest rates  Property sector - is it the end of the offi...

Dr Shane Oliver - Head of Investment Strategy and Economics and Chief Economist, AMP Investments discusses: - High inflation and its aftermath, how it affects expectations and the challenge of getting interest rates back down, along with lags in monetary policy impacts.  - Whether the RBA and other central banks have done enough is a judgement call. Upcoming retail sales and jobs data are critical...

This podcast examines; How alternatives perform during market volatility Whether private investors should be allocating to alternatives How to meet income needs with alternatives How alternatives can be accessed by retail investors Whether alternatives offer an uncorrelated option to bonds and equities How higher interest rates and inflation impact alternatives   Featuring Mathew Kaleel, Janus Hen...

This podcast discusses the Outlook for Markets in 2023. We ask;  What Asset Allocation decisions are you making? What is your view on bonds vs equities and domestic vs international? What will the RBA and Federal Reserve choose to do in 2023? What are the risk events in 2023? Australian equity outlook and sector views   Featuring: Victor Huang, Milliman Marcus Bogdan, Blackmore Capital Leon de Wet...

Presented by; Kieran Rooney, Evergreen Asset Management Leon de Wet, Elston Asset Management  Marcus Bogdan, Blackmore Capital Victor Huang, Milliman Moderated by David McDonald, CFA IMAP

Podcast Highlights - What will it take to serve retail investors in 202 3 This summarised  and short version of podcast episode 16 picks out the key challenges of servicing Retail investors' demands in 2023 What is your value proposition for different groups of clients and how to create a sustainable service option Technology to implement your proposition and communicate efficiently with clie...

This podcast examines the challenges of servicing Retail investors' demands in 2023 What is your value proposition for different groups of clients and how to create a sustainable service option Technology to implement your proposition and communicate efficiently with clients  ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients.  Ethical thin...

Andrew Garrett, CFA of Perpetual Private and David McDonald, CFA of IMAP discuss   Perpetual's views on current macro-economic and market issues Inflation, interest rates and geopolitics  Views on key asset classes. Equities v Bonds, alternatives. Offshore v domestic assets.  Volatility - is it expected to continue? Client communication with an emphasis on coping with volatility

Matthew Strotton of Real Asset Management discusses; Targeting the healthcare and essential services retail sectors Investing here in contrast to other asset classes Investment opportunities & considerations  Approaching investment in the sector Moderated by David McDonald, CFA of IMAP

Dan Miles of Innova Asset Management and Nat Webb of Dobbrick Financial Services discuss; Recent market volatility and outlook  Approaches to risk management What works for clients and the value of education Benefits of managed accounts and using external investment experts  Moderated by David McDonald, CFA of IMAP

Angela Ashton of Evergreen Consultants and Diana Mousina of AMP discuss Global and local inflation outlook Economic growth: Are we in for a recession, stagflation or neither The impact of growth and inflation on real assets What is worst outcome for real assets? Which real asset sub classes offer inflation protection and how? Liquidity issues and access to real assets for managed accounts The impa...

Isaac Poole of Oreana Portfolio Advisory & Monik Kotecha of Insync discuss the following points Demographic and generational trends in China and Asia Implications for portfolio construction Changes in Asia over past decade and whether geographic allocation is still valid How to achieve exposure - directly or indirectly Sector specific issues Implications of Asian trends for global growth 

Lukasz de Pourbaix of Lonsec Investment Solutions & Hamish Fitzsimons of Alliance Bernstein discuss the following points How are you changing portfolios in response to rising inflation and interest rates? Now that bond yields are over 3% are you reconsidering adding to fixed income in portfolios? What other asset classes do you like in this environment? Is it too late to sell long duration ass...

Simon Steele of Fiera Capital and Darren Beasley of Evidentia discuss the following points The impact of higher interest rates and inflation when selecting managers The concept of style adjusted alpha We've seen a switch from growth equities to value. Is this likely to be a short-lived phenomenon or could higher bond rates dampen the performance of high growth stocks? The search for protectio...

In this podcast Chris Ogilvie of Investblue and Paul Eitelman of Russell Investments will be discussing:  What are investors asking their adviser about? What is the source of inflation – supply driven or labor market – which will prove significant in the long run? How quickly will the Fed raise rates and what are they watching most closely? How are investors reacting to rising interest rates? How...

In this podcast John McIlroy of Crystal Wealth and Nicholas Ali of SuperConcepts will be discussing:  Who is starting SMSFs and what are their motivations? Who is making the investment decisions once the SMSF is established? Relation of the SMSF strategy to the mandate for the managed account portfolios Incorporation of other assets into the way the portfolio is managed Role of ESG in SMSF portfol...

In this podcast Tim Murphy of Morningstar and Stephen Furness of MGD Wealth will be discussing:  The events of 2021: Which asset classes/sectors did well and which ones didn't perform? The reversal in the value vs growth story and performance of the tech sector What happened in fixed income given inflation fears and expectations of rate rises? For January 2022: How did markets perform? What h...

Nick Kirrage , Co-head Schroders value team & Jonathan Ramsay ,  Director InvestSense discuss; - What value investing means to them - To what extent they use Growth and Value as inputs to their thinking about the amount invested in global equity markets - Whether they  have a target period to hold any particular investment - Their view on inflation and - Their view on the likely direction of r...

In this podcast Angela Ashton of Evergreen Consultants and Rebecca Myatt of First Sentier Investors will be discussing:  How ESG is integrated into the Responsible Listed Infrastructure fund  The different approaches to ESG across managers and how they have changed over the years Why the UN Sustainable Development Goals are a natural "benchmark" Whether there has been an uptick in client...

In this podcast Mathew Kaleel of Janus Henderson and Isaac Poole of Oreana Portfolio Advisory Services will be discussing:  Alternative strategies and how Managed Account portfolio managers think about them The role of Alternatives in portfolios and the level of exposure appropriate in portfolios Whether Alternative strategies be thought of as part of the way of managing volatility or as a return...

Points that will be discussed in this podcast are:  ·         What are the key challenges in serving the NFP market? ·         What are the differences between NFP and taking on an individual client? ·         ESG or ethical considerations are obviously more likely to be significant. How do these tend to manifest in their requirements? ·         What pointers do you have for advice practices that...

IMAP in conjunction with BetaShares and Lonsec present the first Podcast in the Independent Thought series . In this Podcast Lukasz de Pourbaix (Lonsec) and Peter Harper (BetaShares) discuss  What use is made of ETFs in managed account portfolios and is this changing as FUM in managed accounts grows? What issues can this give rise to? How are these issues addressed?   What are the roles of the var...