Perspectives - Spring 2025

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

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.

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 

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)

Alan Kirkland (ASIC) & Toby Potter (IMAP) discuss ASIC’s 2025-26 Corporate Plan in relation to managed accounts, including conflicts of interest, a governance framework, and assessing consumer outcomes

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.

Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital)

discuss their approaches to providing investors with solutions to access opportunities in private market equities.

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

LAB Managed Portfolio Solution - a collaboration between 3 companies (Entireti (the parent company of advice businesses, including Akumin, Fortnum Private Wealth, Personal Financial Services, and Entireti Alliances) has taken out the Innovation category in the 2025 IMAP Managed Account Awards

Lonsec Investment Solutions tops the Australian Equities category of the 2025 IMAP Managed Account Awards. Nathan Lim (Evidentia) & Brad Matthews (Brad Matthews Investment Strategies) discuss Lonsec’s philosophy and approach to investing.