In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments. Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function. In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability. The pair discuss ..read more

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is Australians’ money, not the government’s. The shadow treasurer shares his belief that the answer ..read more

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practices that not only promise returns but also ensure alignment with ethical standards and values. Listen as she discusses: The increasing demand among Australians for their investments to reflect their ..read more

In the latest episode of InvestorDaily Uncut, we delve into the burgeoning world of private credit, a sector that has captured the attention of investors globally. Gerard Hargraves, the head of real estate lending, fixed income at Challenger, joins us to shed light on the intricacies of private credit, its growth and challenges. Hargraves, with a rich background spanning almost three decades in engineering, project management, and finance, brings a unique perspective to the table. He talks about regulatory changes and investor appetite driving the shift towards private debt, as well as why he ..read more

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he’s learnt in a decade of running a firm. Listen as they discuss: His previous career at the Treasury. The challenging divide between running a business and managing portfolios. The importance of manager alignment and backing your own funds. Not “sweating the small stuff” when it comes to portfolio decisions. Opportunities in small-cap equities ..read more

In this episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Mark Power, head of income credit at Qualitas, to delve into the rapid expansion of the real estate private credit market. Power’s extensive experience in real estate finance sheds light on the evolving landscape of private real estate credit. The pair explore the regulatory changes post-Global Financial Crisis that catalysed the emergence of private lenders, filling a crucial capital gap left by traditional financiers. Power highlights the allure of private real estate credit, citing its flexibility a ..read more

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his firm ensures properties are evaluated correctly. Listen as they discuss: The ins and outs of getting a property properly evaluated. The nuance required to understand specific and unique markets. How re ..read more

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team. Listen as they discuss: The preparations and planning before the launch of Blackwattle. Why the firm wanted to launch multiple funds. What he has learnt in the firm’s first year. His transition from engineering to finance. The firm’s future plans in the asset management space.  ..read more

In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space. Listen as they discuss: The evolving financial services landscape since the Hayne royal commission. Strategic acquisitions and developments to help the space. Money Management’s fund performance coverage via Investment Centre. The importance of financial advice to Australians. Momentum Media’s inaugural Australian Wealth Management Summit. Momentum Media’s strategic partnership with Lonsec for the Fund Manag ..read more

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the drafting of the bill an “embarrassing blunder”. However, given the efforts of the previous government, is it a case of the right message but the wrong messenger? In this podcast, Maja and Keith discuss: Criticisms of the government’s implementation of ..read more