Lonsec Webinar Series

Managing equity portfolios in these volatile times

The speed and scale of March’s sell-off has left the market reeling, reinforcing the need for a strong risk management component in your portfolios. Our panellists discuss approaches to risk management that can improve performance through volatility spikes in both a domestic and global setting.

• Ben Treacy, Institutional Portfolio Manager, Fidelity (Boston, US)
• Roy Maslen, CIO of Australian Equities, AllianceBernstein
• David Wilson, Senior Investment Consultant, Lonsec

Watch On-Demand.

Income in a very low rate environment

Rates are at historic lows and heading lower, while around the world banks are slashing dividends or scrapping them altogether. Our panellists share their best ideas for generating income during the crisis, and how you can help retirees meet their income and cash flow objectives.

• Vimal Gor, Head of Bond, Income and Defensive Strategies, Pendal
• Amy Xie Patrick, Portfolio Manager, Pendal
• Anton Tagliaferro, Investment Director, Investors Mutual Limited
• Michael O’Neill, Portfolio Manager, Investors Mutual Limited
• Brook Sweeney, Senior Investment Consultant, Lonsec

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Illiquid real assets: How the coronavirus is challenging super funds, fund managers and investors

Are listed markets more prone to emotion, or are funds underestimating the fall in value in their unlisted holdings? What does this mean for liquidity, super fund redemptions, and the rush to access cash? We tackle this thorny issue from a super fund, fund manager and A-REIT perspective.

• Ash Reid, Portfolio Manager, Martin Currie (a Legg Mason affiliate)
• Kirby Rappell, Executive Director, SuperRatings, Lonsec Group
• Kevin Prosser, Research Manager – Direct Assets, Lonsec

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How not to follow the herd: Differentiated strategies that offer true diversification

As Australia and the world head into recession, investors must look beyond traditional portfolio construction methods to gain true diversification through exposure to different investment strategies. We talk with two managers with their own unique strategies and share innovative solutions for challenging times.

• Gopi Karunakaran, Portfolio Manager, Ardea Investment Management (Fidante)
• Chad Padowitz, Chief Investment Officer, Talaria
• Veronica Klaus, Head of Investment Consulting, Lonsec

Sustainability versus ESG – what is your client really looking for?

As many sustainable funds seem to have outperformed during the recent correction, is now the time to ramp up your understanding of what sustainable really means? We discuss how advisers can help their clients cut through the terminology and find solutions that truly align with their values and preferences.

• Richard Brandweiner, CEO, Pendal
• Tony Adams, Head of Sustainable Investment Research, Lonsec