Praemium Investment Leaders

Praemium's Damian Cilmi is joined by Mark Landau, Joint Managing Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon. Conversation highlights include why central banks are hamstrung by high inflation, i...

Resources are the foundation of economies, being the natural capital out of which other forms of capital are made. Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment.  James lays out current trends in supply and demand considering increasing activity...

The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest...

Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversifi...

Damian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portf...

Damian Cilmi, Head of Investment Managers & Governance at Praemium and CEO of Elston Asset Management, Nick Revis had a discussion on how the advancement of governance methodologies are enhancing the professionalism and quality of SMA models available to advisers in Australia. They also explored how governance principles at a platform and model manager level have developed, and are used, to en...

Praemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These p...

Antare's John Guadagnuolo discusses the changes that the Australian economy has gone through and the expected changes in a post-COVID world with Praemium's Damian Cilmi. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financ...

Praemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain finan...

Praemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk...

Praemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individu...

Praemium's Damian Cilmi talks to Nick Griffin of Munro Partners about identifying the corporate winners on a global scale and some of the key themes in global investing; digital payments, food revolution, high performance computing and digital enterprise. It's a fascinating listen with some great insights on the direction of global industries and opportunities for investors. Praemium Lim...

Damian Cilmi talks to Charles Jamieson, CIO of Jamieson Coote Bonds about the bond markets and whether negative yields can be a positive for investors in episode 3 of the Investment Leaders series. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do...

Damian Cilmi talks to Will Riggall of Ralton Asset Management about the benefits of SMAs for advisers and clients and the advantages of swift trading. Will and Damian also discuss growth vs value investment styles and whether the growth cycle is nearing an end. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and...

Damian Cilmi talks to Mike Martel, Head of Portfolio Management and Raf Choudry on the evolution of SMAs in the US and how global trends may translate in the Australian market. The interview also covers innovation in ETFs and incorporating thematic investing in ETFs. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes on...