Asset Allocation Videos

Roger Montgomery discusses the current economic backdrop and factors driving markets. He highlights two asset classes where he sees significant opportunities for investors: innovative quality small companies and Australian private credit.

Roger Montgomery provides us with an overview of current investment markets, identifies trends, key economic indicators and outlines the impact for investors. He talks us through the small cap opportunity both domestically and global plus provides a recap of what private credit is and the opportunities for investors.

Designed to leverage our contrarian approach, the Allan Gray Australia Balanced Fund combines the performance clients may be looking for with the flexibility and ability to go against consensus that they need to drive results. Chris Hestelow is an Investment Specialist at Allan Gray. Chris joined Allan Gray in 2019 as a Research Associate, before moving into the Relationship Manager role in 2020.

Private Equity as an asset class has delivered stronger returns than other asset classes. But also may be considered higher risk because of the lack of liquidity, long time horizon, the leverage involved, and its focus on private businesses.

Craig Bannister from Pallas Capital presents 'Every balanced portfolio should include CRE Debt' at InvestmentMarkets November 2023 Virtual Investor Webinar

The Swell Global Portfolio is a carefully selected portfolio of international equity investments listed in developed markets. The principal objective is capital preservation, therefore there is a greater emphasis on preventing losses than reaching for higher returns. Lachlan Hughes founded Swell Asset Management in 2014. He is the CIO with responsibility for investment decisions. Lachlan’s career spans over 22 years in legal and analytical roles, with 15 years in investment management.

Thanks to the Asian region's growth potential and better management of the pandemic, it has become a core asset with superior long-term growth characteristics. More recently, demographics and digitalisation helped fuel economic and business expansion and played an important role in the region’s resilient economy… and yet it’s an investment sector that we hear very little about.

Sam Mirls from Channel Capital presents 'Sage Capital — A long/short equity fund manager' at InvestmentMarkets March 2023 virtual investor seminar.