As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Simon Redman of Invesco Global Real Estate. In this session we focus on the role of commercial property within client portfolios, the outlook for CBDs and retail assets and the differences between an institutional and retail approach to investing into real estate. General Advice Disclosure: This podcast is General Advice only. We have not considered investo ..read more

The Digitisation Theme is just beginning..... Microsoft CEO Satya Nadella was quoted in the middle of the pandemic saying that “Microsoft has seen two years’ worth of digital transformation in just two months”. And this was only at the beginning. Whether COVID-19 changes our lives completely is yet to be seen, what we do know now though, is that the digitization trend is only just beginning. This starts as simply as traditional retailers opening e-commerce stores, but expands into businesses operating in the cloud, video-conferencing via Zoom, using data analysis and artificial intelligence t ..read more

The post-pandemic recovery has seen a ramping up of environmentally conscious Government policy and business practices. The ECBs lauded $750 billion Recovery Package has been explicitly tied to individual countries aligning with the EUs ‘Green Deal’ to promote more sustainable business practices. On the other hand, presidential hopeful Joe Biden has outlined a $2 trillion renewable energy investment mandate and net zero carbon emission target for the US by 2050. In this session, we will discuss the wide-ranging opportunities for investors across renewable energy, industrial efficiency, artific ..read more

Has COVID-19 changed the way we live and work forever? Many parts of our daily lives will change. Be it working from home more, reducing travel or changing the way we consume goods and spend our time. This will have far reaching implications for the economy, but particularly traditional infrastructure assets like airports and toll roads. Yet with change comes opportunity. The way we consume energy, purchase goods and interact with each other has evolved much quicker than anyone expected. In this session, we will discuss the outlook for traditional infrastructure assets including electricity gr ..read more

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Nick Langley, Portfolio Manager at ClearBridge Investments, who has spent a career investing in the infrastructure sector. In a wide ranging conversation we discuss the income diversification benefit from infrastructure assets, assess the risk of inflation and understand the role of infrastructure in the decarbonisation of the global economy. General Advic ..read more

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Sophie Monsour and Rob Morrison of Barwon Investment Partners. In a wide ranging conversation we cover everything from the risk of relying solely on dividends for retirement income, the unique opportunity set in healthcare-related property and some of the technological and societal tailwinds supporting the sector. General Advice Disclosure: This podcast is ..read more

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Mark Smith, of NEO Super, who is best described as an SMSF ‘lifer’. Mark has been involved in the SMSF sector for several decades, assisting trustees and advisers to navigate the complex array of regulation whilst harnessing the benefits it affords in the form of transparency and control. General Advice Disclosure: This podcast is General Advice only. We ha ..read more

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Qiao Ma, Portfolio Manager of the Cooper Investors Asian Equities Fund. China has been at the centre of headlines throughout 2021, yet despite the volatility it stands out as the most likely source of long-term economic, earnings and capital growth. The discussion covers everything from the unique cultural differences required to understand the Asian markets ..read more

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with Andrew Lockhart, the founder of multibillion non-bank lender Metrics Credit Partners. In this session we focus on income and the unique diversification benefits afforded by the fast growing credit sector. The discussion covers the events of 2020 and their impact on dividends, the role of credit as an alternative source of income and the role of due diligence ..read more

As a change of pace in our third season, we will be taking a slightly different tack, discussing some of the biggest issues and concerns facing investors today, but with a particular tilt towards retirement. For this session we speak with the founder of Modern Monetary Theory, Professor William Mitchell. In a wide ranging discussion we discuss what may well be the most important input into retirement outcomes; government policy. The discussion covers the basics of MMT, debunking the fear of government debt and the investment implications for investors. General Advice Disclosure: This podcast ..read more