Asset Allocation Virtual Series

Think beyond the traditional

Capturing opportunities in ever-changing markets

Thank you for joining us for Channel Capital’s virtual event series in November 2020.

We heard from eight asset managers and four asset allocators from Australia and abroad across impact investment, clean energy infrastructure, market neutral and private equity, global small and mid-cap equities, global emerging and frontier market equities, private debt and high grade bonds. Each session discussed some of the portfolio construction issues that investors are facing as well as the role that non-traditional asset classes can play to help with diversification, risk mitigation and enhanced return potential.

Session Replays

Global Equities:  Considering the virtues of specialisation

Global small and mid cap and emerging and frontier market equities

Finding attractive investment opportunities in the current market environment is no easy matter, particularly in the case of large-cap, developed market equities. This session provides guidance on the rationale for looking further afield within a global equities portfolio toward the likes of emerging markets and global small and mid-caps. The panel discusses the growing risks in expensive mega-cap growth stocks and how investors can benefit from diversifying via specialist sub-sector strategies. 

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Speakers

Fixed Income: Rethinking fixed income in a low yield world

Domestic/global bonds and private debt

Given client demands for defensiveness, income, liquidity and diversification, fixed income allocations have become more complex. This session looks at how we can balance these competing objectives to structure fixed income portfolios to meet client objectives, in the current low yield environment.

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Speakers

Real Assets: Constructing purposeful portfolios both at home and abroad

Developed market clean energy infrastructure and domestic focused impact investments

This session explores two strategies − developed market clean energy infrastructure and domestic focused impact investment. It builds an understanding of the opportunities real assets offer, the role they can play in a portfolio and the range of choices investors face when investing for the benefit of society and the environment.

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Speakers

Completing the alternative investments puzzle: Alternative public and private equity allocations in a low growth world

Private Equity and Long Short Market Neutral Equities

This discussion helps to clarify some of the misconceptions around liquid market neutral and private equity investment strategies. The panel explores the important factors investors must consider when making an allocation to growth alternatives such as understanding the unique risk and return characteristics and how they can help diversify away from traditional public market equities and private market growth exposures but in very different ways.

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Speakers

Contact Us

If you are interested in our approach to investing but unable to attend, please provide your details below and one of our team will be in touch.

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FINANCIAL Adviser & wholesale investor Enquiries

Byron Slessar
Distribution Director - ACT | NSW | QLD
T:
+612 8669 3916
M:
+61 400 592 592
Luke Mandekic
Distribution Director – VIC | SA | WA | TAS
T:
+613 8580 0006
M:
+61 466 772 444
James Biggins
Distribution Director – VIC | SA | WA | TAS
T:
+61 3 8580 0009
M:
+61 419 093 082

Institutional & family office Enquiries

Andrew King
Head of Distribution, National Institutional and Family Office
T:
+612 8669 3912
M:
+61 499 783 701

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Angela Dovitsas
Head of Marketing, Communications and Content
M:
+61 417 277 683

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