Investor Digest

Global markets were certainly challenged over the past financial year – with the war in Ukraine, the COVID-19 pandemic, supply chain disruption, high inflation, rising interest rates, big jumps in energy prices, and worries about a global recession. Join Ben Lam and George Lin of the Investments team as they reflect on these events, and provide some forward-looking insights into the year ahead.

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It’s been nothing short of an eventful year across the globe, and it doesn’t appear to be slowing down. So how has the Australian share market held up so far? Join Executive Director of Investments, Scott Tully and Senior Investment Manager, Ben Lam as they look at the key developments – from the thriving energy sector, the challenges of rising inflation, changes to how some of Australia’s top companies are listed on the ASX, and expected earnings growth.

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What are Alternatives and what role do they play in an investment portfolio? Aspect Capital’s co-founder and CEO, Anthony Todd joins Executive Director of Investments, Scott Tully to discuss how an allocation to alternative strategies can potentially improve diversification, reduce volatility and enhance the overall returns of your portfolio during these uncertain times.

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We look back at the first quarter of the year, which was dominated by Russia's invasion of Ukraine, soaring commodity prices and ongoing rising inflationary pressures. Join General Manager of Investments Scott Tully and Senior Investment Manager George Lin, as they highlight the key developments across financial markets.

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It’s been nothing short of an eventful start to 2022. In this episode, General Manager of Investments Scott Tully speaks with Senior Investment Manager George Lin about the latest geopolitical developments dominating headlines. From the Russian invasion of Ukraine to rising inflation, we explore the impact on investment markets.

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In this episode, General Manager of Investments Scott Tully speaks with Senior Investment Manager George Lin about the latest developments in investment markets. They discuss the reopening of economies, central banks tapering, a slow-down in China’s economy and more, finishing off with an outlook for the months ahead.

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In the latest episode of Investor Digest, Tamikah Bretzke is joined by Ben Lam, Leroy Qian and Daniel Cheang from the Investments team to discuss one of Australia’s favourite asset classes – property – and some of the longer-term and structural shifts occurring within listed and unlisted markets.

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What are some of the key indicators of inflation? Tune in as Tamikah Bretzke is joined by Scott Tully and George Lin of the Investments team for a June quarterly catch-up, where they discuss some of the key market drivers last quarter and explore inflation, its possible impacts on investments, and the signposts that may hint at the direction of inflation in future.

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There’s a lot of noise surrounding Bitcoin, and it generally falls into two schools of thought. In this episode, Tamikah Bretzke is joined by crypto enthusiasts Curtis Dwyer and Ketan Gulabdas for a bull versus bear debate, where they discuss some of the risks and opportunities of Bitcoin, and address some of the common misconceptions people have about this asset.

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How has portfolio construction evolved over time? Tune in to hear Curtis Dwyer, Peter Dymond and Ernest Kwok from the Investments team discuss the shift away from traditional 60/40 portfolios, and the evolution of strategic asset allocation in an ever-changing investment environment.

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