Mark Mazzerella, Portfolio Manager at APN Property Group, provides the key attractions of global property REITs for income focused investors, and the unique opportunities presented by the recent pandemic.

Arnaud Brillois, Managing Director and Portfolio Manager/Analyst on the Lazard Global Convertibles team, shares his knowledge on convertible bonds and how they differ from vanilla equity or debt. Learn about the benefits of convexity, and how you can protect your investment portfolio from volatility. 

Adam Grotzinger, Managing Director and Senior Portfolio Manager at Neuberger Berman, provides his outlook for 2021, why he is bullish on US and global trends, and how we could be expecting the strongest growth years since the pre-GFC era. Adam outlines some current market opportunities for investors wanting a regular and durable income whilst sharing his insights into the current low interest environment, inflationary pressures and the growing dominance of fiscal policy.

In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes. 

In this episode, Matt Sherwood, Head of Investment Strategy at Perpetual joins us discuss the outlook for the Australian and global economy, the potential impact of broadening import bans in China and how investors can generate positive returns in risk markets.

In this episode, Nicholas Cregan, Portfolio Manager and Partner at Fairlight Asset Management joins us to discuss the recent performance and outlook for global mid and small-cap equities, how they differ from Australian equities and why more investors should consider a global mid and small-cap strategy in their portfolio.

In this episode, David Bassanese, Chief Economist at BetaShares joins us to discuss the potential impact of the US election on global markets, how China's trade restrictions might impact the Australian economy, the opportunities for investors in value investing and an outlook for Australian equities.

In this episode, Rhett Kessler, Fund Manager of Pengana's Australian Equities Fund joins us to discuss the recent performance of Australian equities, what to expect from the sector in 2021 and where investors might look for opportunities in the current environment.

In this episode, Dr Laura Ryan, Head of Research at Ardea joins us to discuss fixed interest and specifically whether duration strategies can still provide diversification in portfolios in the current ultra-low interest rate environment.

In this episode, Marlena Lee, Head of Investment Solutions at Dimensional joins us to discuss the role that environment, social and governance (ESG) investing can play when building a fixed interest portfolio and why investors shouldn't have to sacrifice returns to meet their ethical objectives. Marlena also shares her views on how the markets might react to the upcoming US Presidential election.