Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as three seasoned professionals—Jamie Nemtsas of Wattle Partners, Will Hamilton of Hamilton Wealth Partners, and Peter Johansson of JCE Advisory—discussed, the reality is far more complex.
An audience of advisers, researchers, and asset allocators gathered in Sydney last week for an intimate discussion with Haran Karunakaran, dissecting the unique opportunities and challenges facing fixed income investing today. Against a backdrop of economic uncertainty, where inflationary pressures, central bank policies and liquidity concerns intersect, Karunakaran, fixed income investment director at Capital Group, painted a nuanced picture of an asset class that is experiencing a renaissance — albeit one with caveats.
The real estate sector has long been a cornerstone of wealth generation in Australia, offering stable, income-generating assets that hold intrinsic value due to the finite nature of land. At The Inside Network Alternatives Symposium, Julian Biggins, co-CEO of MA Financial, outlined why advisers should be paying close attention to the opportunities emerging in the real estate market.
