INSight #209 with Anthony Kapetanovic from Akambo Financial Group
Anthony Kapetanovic from Akambo Financial Group shares insights with James Dunn from The Inside Network on why accounting and advisory firms are partnering with Akambo.
Uncategorized
Monday 25th July 2022
Share
Asset allocation after the easy decade
In a more volatile and fragmented world, disciplined asset allocation is becoming the primary driver of investment outcomes.
Turning fear into function: Why allocating to volatility can reinforce portfolios
For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Keep calm and carry on: The risks associated with misreading the inflation mirage
Why advisers should look past the inflation panic and help clients stay the course as the RBA risks fighting shadows, not fire.
Global real estate: income and the contrarian case with David Kruth from Dexus
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
The PE puzzle with Nick Miller from Fortitude Investment Partners
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...