While much ado is made of the science that goes into fund manager research, real assessment puts comparable weight on the art as well according to investment leaders.
While financials and materials dominated trades leading into 2024, the popularity of other sectors like healthcare and information technology followed generational, and even demographic, lines.
Webinars you don’t want to miss
RARE Infrastructure
Traffic-reliant infrastructure assets have been among the hardest hit during the COVID-19 crisis as global trade and people movement ground to a halt. Yet signs of a tepid recovery are offering some hope for the sector, as the global economy begins its rebound. In this session, RARE Infrastructure puts forward the case to replace lost income from less-volatile sources like electricity, rail and telecommunications infrastructure, while retaining the flexibility to adjust portfolios by focusing on listed markets. Register here
Title: Income streams that continue to grow during times of crisis
Date: Thursday, 6 August 2020
Time: 11.00am
Speaker/s: Shane Hurst, Portfolio Manager
Vanguard Investments
The $9 trillion dollar pioneer of index (or passive) investing is running a webinar on the 5th of August covering the key differentiating point of its strategy: fees. With competitors flooding the market, Vanguard Investments is suggesting advisers look beyond cost and offer insights into how to assess passive index managers in a time of heightened volatility. Register here
Title: Looking beyond cost: how to choose an index fund manager
Date: Wednesday, 5 August 2020
Time: 12.00pm
Moderator: Tom Wilson, Senior Investment Specialist, Vanguard Australia
Ausbil Investment Management
Ausbil is hosting a number of updates for investors across its $11 billion suite of domestic and global funds. The series begins on the 13th of August, with an update on the Global Natural Resources strategy, following an incredible start to the year for both energy and iron ore prices; albeit at different ends of the spectrum. The session on the 27th of August looks to be the highlight, with the Global Small Cap managers Tobias Bucks and Simon Wood offering insight into finding the next Google or Amazon in smaller companies. Register for each session here.
Title: Global Natural Resources
Date: Thursday, 13 August 2020
Time: 12.00pm
Speaker/s: Luke Smith, James Stewart
Title: Global Essential Infrastructure
Date: Thursday, 20 August 2020
Time: 12.00pm
Speaker/s: Tim Humphreys, Jonathan Reyes
Title: Global Small Cap
Date: Thursday, 27 August 2020
Time: 12.00
Speaker/s: Simon Wood, Tobias Bucks
