News & Insights

Praemium's Damian Cilmi talks to Katie Hudson, Portfolio Manager and Head of Research at Yarra Capital about insights from the half-year earnings period, the outlook for Australian equities and what companies are likely to benefit in the current market environment. Touching on wage inflation and whether passive investing's dominance is likely to come to an end, it's a fantastic snapshot of the Australian stock market at this time.

A look at some of our listeners' favourite podcast episodes from 2022, covering advice practice management strategies, market updates, investment strategies, and alternatives. Listen here or anywhere podcasts are available.

The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home. Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change.

Praemium's Damian Cilmi is joined by Mark Landau, Joint Managind Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon.

Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.

The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest rates and how to position a portfolio in these market conditions.

Praemium's Chief Distribution Officer Martin Morris talks to Paul Forbes, CEO of the Australian Advice Network and RFS Advice about the journey to becoming a Managed Accounts focused advice firm. Martin and Paul discuss building a client value proposition, introducing clients to managed accounts, selecting models, business efficiencies and choosing the right technology partner. It's a fascinating insight into a successful advice practice.

Praemium's Damian Cilmi speaks with Steve Jarrott, a portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.

Damian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead.

Praemium's Matt van Dijk is joined by Blackrock's Steve Monnier and Nathan Hughes from Perpetual to unpack the different ways ESG is incorporated into portfolio management, and how advisers can use sound financial theory to engage current and future generations of clients.