Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.

Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is uncertain

Improving macro conditions and value-affirming opportunities in global REITs suggest a positive outlook for this sector. Mark Mazzarella (Dexus) considers the key drivers of future performance for global REITs.

Geopolitics are having a considerable impact on investment markets. Diana Mousina (AMP) and Dr Matt Gertken (BCA Research) discuss the geopolitical risks and opportunities for investors.

Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies (GARP)

Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council) discuss how investors can incorporate gold in a portfolio to improve its risk-return profile 

Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.

Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.

Veronica Klaus (Lonsec) and David Wilson (JANA Investment Advisers) discuss the pros and cons of in-house managed account portfolios, which can  building great investment solutions for clients & bringing efficiencies, but can come with challenges. 

Bill Bovingdon (Australian Ethical) examines the rise of green and sustainable bonds are helping to reshape the fixed income market by allowing people to invest with a social and environmental purpose, without sacrificing their return on investment

Investing attitudes of emerging investors - Leah Willis (Australian Ethical) discusses some of the key outtakes from the latest research examining the next generation of investors.

Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment markets

Joel Connell (Bell Asset Management) and Rakesh Bordia (Pzena Investment Management) explore opportunities in global SMID caps and emerging markets to consider for your investors looking for growth outside of Australia

For investors looking for growth opportunities offshore, June-Yon Kim (Lazard Asset Management) and Justin Lannen (Maple-Brown Abbott) recommend they look outside the Magnificent Seven and other well known names.

Caitriona Wortley (Drummond Capital Partners) and Cameron Gleeson (Betashares) discuss the use of core and satellite exposures within a managed accounts portfolio

Julian Lefcovitch (North), Matt Swieconek (Findex), and Simon Wu (Quest Asset Partners) discuss some of the key factors advice practices need to consider when selecting a managed account on platform or building their own managed account offering

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Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities.