Views on 2026

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Views on 2026

Steve BennettPatrick WilliamBen McVicarJohn Di MondaRudi Filapek VandyckMarc JocumLuke MooreJarrad StuartFilippo SciaccaRenny EllisJarrad HaynesChristopher TipperRobert GregoryCraig RobertsonJessica AmirGarreth Innes
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10 months ago

Views on 2026, our bite-sized series of investment insights with key industry professionals.


Disclaimer This podcast is for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of this podcast and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change such that the accuracy and reliability of their content may be affected.

Featuring

Steve Bennett, Charter Hall
Steve Bennett
Direct CEO, Charter Hall

Steve has over 25 years’ experience in funds management, banking, property, accounting and consultancy. Steve is CEO of the Direct property business within Charter Hall. In addition to overseeing approximately $9 billion of assets on behalf of self‑managed super funds, family offices, high‑net‑worth and direct investors, Steve manages a team of property and funds management professionals who are responsible for unlisted property funds across all the core real estate sectors. His day-to‑day responsibilities include overseeing asset management and tenancy services, managing the financial structure of the funds, stakeholder communications and raising equity capital. Steve is a past President of the Australian Property Funds Association and is currently the Vice-President of the Property Council of Australia’s New South Wales Divisional Council. Prior to joining Charter Hall, Steve worked for Macquarie Bank in Sydney and London. Steve holds a Bachelor of Business from the University of Technology Sydney, is a member of Chartered Accountants Australia and New Zealand, and is a Graduate of the Australian Institute of Company Directors.

Patrick William - Co-founder & Managing Director
Patrick William
Co-founder & Managing Director, Rixon Capital

Patrick is an experienced SME credit professional and investment banker. Prior to founding Rixon Capital, he was an Executive Director at an alternative asset manager where he led execution of their mid-market private credit strategy and broader corporate development initiatives. Previously, Patrick was a Senior Vice President at independent M&A advisor AquAsia where he was a founding member of their SME private fund. Patrick commenced his career at Macquarie Capital’s Technology, Media, Entertainment, and Telecommunications investment banking team in Sydney and Singapore. He has executed over $500m in Australian SME private credit lends and $10 billion in M&A across Australia, Indonesia, South Korea, and the Philippines.

Ben McVicar, Magellan Investment Partners
Ben McVicar
Co-Head of Infrastructure and Portfolio Manager, Magellan Investment Partners

Ben McVicar is the Co-Head of Infrastructure and a Portfolio Manager at Magellan, where he has spent over a decade shaping the firm’s global infrastructure strategies. With more than 15 years of investment experience, Ben brings deep expertise and insight to the infrastructure asset class.

John Di Monda - Chief Executive Officer and Fund Manager
John Di Monda
Chief Executive Officer and Fund Manager, GDA Group

John has been involved in the financial services industry since 2006 and has worked at both boutique firms and large-scale financial institutions, which has provided a broad perspective on the dynamic nature of the financial landscape. John has been with the GDA Group since 2006 and in addition of being CEO, he is also the Fund Manager of the GDA Diversified Property Trust, an open-ended unlisted property fund that has a track record of over 20 years.

Rudi Filapek Vandyck, FNArena
Rudi Filapek Vandyck
Editor & Founder, FNArena

Editor Rudi Filapek-Vandyck founded FNArena in June 2002, having successfully built up an online financial news service in the Netherlands. His active career extends beyond three decades, including as publisher of printed magazines and investigative reporter. Rudi is a popular market analyst whose straight-shooting, common sense analysis and outside-the-box thinking has gathered a loyal following throughout Australia. He’s a regular commentator on Sky Business and a consultant to boutique investment firms. Rudi regularly travels around the country to share his insights and analysis live on stage with investors. He is the architect of the All-Weather Performers concept, providing regular updates for paying subscribers at FNArena.

Marc Jocum, Global X
Marc Jocum
Senior ETF Strategist, Global X

Marc joined Global X in 2023 and is a key contributor to the Product, Strategy and Research teams, with responsibilities including investment research and ETF analysis to facilitate market insights, product development, investment strategy and portfolio construction. Marc has a decade of experience in the industry, previously working at Stockspot, Morgan Stanley, AMP and KPMG. Marc holds a Bachelor of Business from the University of Technology, Sydney (UTS), a Diploma of Financial Planning, and has completed CFA Level 1.

Luke Moore, Oreana Investments
Luke Moore
CEO, Oreana Investments

Luke Moore has over two decades of experience building and managing institutional-quality investment portfolios. At Oreana, he leads the firm’s innovative funds platform, combining institutional governance with entrepreneurial insight to deliver resilient outcomes for investors.

Jarrad Stuart, Sharpbridge Funds Management
Jarrad Stuart
Portfolio Manager, Sharpbridge Funds Management

Jarrad is a Founder, Director, Portfolio Manager and Senior Broker at Sharpbridge Funds Management & Sharpbridge Finance (Group). He has been in the Finance industry since 2012. He holds a Bachelor of Commerce and Bachelor of Economics from the University of Queensland with Majors in Accounting, Finance & Quantitative Methods. He also has a Master of Applied Finance from Kaplan Professional with Majors in Investment Management and Corporate Finance. Jarrad has worked as a Senior Manager at major financial institutions including Commonwealth bank, Colonial First State, Suncorp and Ernst and Young. His financial experience and qualifications allow him to build enduring client relationships and a wealth of knowledge around stock picking. Jarrad is also a Justice of the Peace (Qualified) and a Responsible Manager. Jarrad enjoys spending quality time with his family and contributes to the community as the Treasury and Committee Member of the local Not for Profit Early Educations Centre.

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Filippo Sciacca
Executive Director - Investor Relations, Asset Management and Compliance, Australian Secure Capital Fund Ltd

Renny Ellis, Arculus Funds Management
Renny Ellis
Director & Head of Portfolio Management, Arculus Funds Management

Renny founded the business in 2013 and has managed capital on an absolute return basis across fixed income and credit for more than 30 years, for insurers, corporations, wealth managers, individuals and public unit trusts. His background spans economics, derivatives, quantitative and corporate finance, applied to one consistent view: preserve capital first, then earn the return. Renny is the Responsible Manager and Key Person on the group's AFSLs.

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Jarrad Haynes
Managing Director, CapPru

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Christopher Tipper
Chief Economist & Strategist, Ainslie Wealth Pty Ltd

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Robert Gregory
Portfolio Manager & Founder, Glenmore Asset Managment

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Craig Robertson
CEO, Trivesta Funds

Jessica Amir, Moomoo
Jessica Amir
Market Strategist, MooMoo

Jessica Amir is a market strategist with trading platform moomoo, a Tencent-backed Nasdaq-listed company committed to reimagining the online share trading experience for Australians through AI-powered innovation. She joined the group with 17 years of experience in markets. Given she has had the benefit of working as an adviser, market analyst and TV and radio journalist, she knows what investors need to hear. She worked with Saxo, Bell Direct and Sequoia Financial Group (SEQ) in the investment world and held financial advising roles with AMP and CBA. She also worked as a journalist with the likes of ABC, Nine and Sky News Business. She is currently studying Master’s of Applied Finance and has a Graduate Diploma in Applied Finance.

Garreth Innes - Head of Unit Trusts – Fixed Income
Garreth Innes
Head of Unit Trusts – Fixed Income, MST Financial Services Pty Limited

Garreth joined MST in 2025 as the Head of Unit Trusts – Fixed Income. He brings over 15 years of extensive experience in financial markets, including portfolio management roles with multi-asset class exposure. As Head of Fixed Income at Aberdeen Asset Management, he managed significant institutional capital across both domestic and global bond strategies, while leading a team of analysts and strategy specialists. Garreth has also served on internal and external Tactical Asset Allocation committees, and successfully launched and managed an Australian Dollar Income Bond Fund for clients of Asian private banks. He holds a Master’s degree in Finance from UNSW and is a CFA charterholder.

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