The Institute of Managed Account Professional's role (IMAP) is to be the industry organisation for advisers, managers, providers & businesses actively involved in offering or supporting Managed Accounts. Our goals are to assist managed account professionals by providing: - Information via news, email updates, website & articles- Education - through events, webinars, conferences, & podcast- Representation - to regulators such as ASIC and FASEA
Episode 12: Do real assets offer inflation protection?
Angela Ashton of Evergreen Consultants and Diana Mousina of AMP discuss
Global and local inflation outlookEconomic growth: Are we in for a recession, stagflation or neitherThe impact of growth and inflation on real assetsWhat 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 accountsThe impact of covid and work from home on office property
Episode 11: Changing Asia and implications for investment
Isaac Poole of Oreana Portfolio Advisory & Monik Kotecha of Insync discuss the following points
Demographic and generational trends in China and AsiaImplications for portfolio constructionChanges in Asia over past decade and whether geographic allocation is still validHow to achieve exposure - directly or indirectlySector specific issuesImplications of Asian trends for global growth
Episode 10: Interest Rates and Portfolio Construction
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 assets now or switch out of high growth managers?How do you see rising inflation impacting equity markets? What parts of the equity market do you prefer in an environment of rising rates and high inflation?What sectors do you see as potential offering inflation protection?
Episode 9: Finding Sustainable Alpha in Global Equities
Simon Steele of Fiera Capital and Darren Beasley of Evidentia discuss the following points
The impact of higher interest rates and inflation when selecting managersThe concept of style adjusted alphaWe'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 protection against inflation in the current environmentUkraine and Russia and any impact on growth Predicting long-term profitability and success of individual companiesRegional preferences within global equities and the importance of geographical exposure. The importance of valuation and short-term performance?
Episode 8: The US economy and market outlook
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 might market respond in 2022 to the current economic conditions?
What is the role of real assets in the portfolio?
What role do real asset play for Australian investors?
What are the implications of the Ukrainian conflict for investment markets?
Has the spike in energy prices accelerated the potential to include alternative energy sources in portfolios?
Moderated by David McDonald,CFA IMAP Investment Specialist
Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts
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 portfolios
Advantages of using managed accounts for SMSFs
What are main assets in SMSF and what is missing?
Moderated by David McDonald, IMAP Investment Specialist