Thursday, December 7th, 2017
Recorded in Sydney on the 24th November 2017
- The MACRO introduction – John Abernethy
- Direct Property – David Schwartz
- Fixed Income – Robert Camilleri
- Australian Listed Securities – Anthony Golowenko
- Asset allocation thoughts and International – John Abernethy
The MACRO Introduction
CManaging Director – Clime Asset Management
John delves into his macro view of the world including today’s macro landscape, key predictions for 2018 and asset class challenges.
Founding Director & Professional Property Director – Primewest, Perth
Unlisted property trusts can be a great source of income for investors. While providing exposure to a portfolio of commercial property assets, Primewest delivers strong risk-adjusted returns to income investors. David discusses his thoughts on the current property market and the pockets where Primewest seek to find value.
Founder and Investment Manager – Realm Investment House
Realm Investment House adopts an outward-looking investment approach that is underpinned by a market intelligence gathering process, akin to good old fashioned detective work. While bond markets offer little yield to investors at present, Realm’s contrarian investment style identifies and exploits market inefficiencies to deliver strong risk-adjusted income returns.
Australian Listed Securities
Head of Investments – Clime Asset Management
Anthony introduces audiences to a fit-for-purpose investment and capital management framework, and specifically, how this assists in aligning portfolio objectives with investor objectives. Clime’s approach of Grow, Guard, Generate aims to deliver strong risk-adjusted returns by implementing this framework across all of our investment strategies. In contrast, traditional investment approaches have become ‘lost in translation’ – focussing on traditional market indices as opposed to those objectives investors need to be secure in their retirement journey
Asset allocation thoughts and International
Managing Director – Clime Asset Management
John wraps up the briefing with a look at international markets, immigration, Australia’s burgeoning superannuation system and optimal asset allocation to deliver on individual goals through different stages of retirement.
Thank you for watching!
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