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Expect the unexpected: why market volatility is the new normal

25/10/2022 - Podcasts
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.
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A new era for resources: energy security, decarbonisation & going nuclear

05/08/2022 - Podcasts
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.
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Key Market Drivers for 2022

08/06/2022 - Podcasts
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.
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Natural Capital: agriculture as a resilient asset class

01/06/2022 - Podcasts
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.
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Inflation, interest rates & why fixed income still matters

19/05/2022 - Podcasts
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.
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ESG – Mythconceptions, Methods and Client Engagement

25/11/2021 - Podcasts
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.
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Governance & the role it plays in model management

10/11/2021 - Podcasts
We talk to Elston about how the advancement of governance methodologies are enhancing the professionalism and quality of SMA models available to advisers in Australia.
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Webinar - Key market drivers for 2021

23/06/2021 - Podcasts
Damian Cilmi hosts a panel discussion with Tim Hext of Pendal, Kate Howitt of Fidelity and Jonas Palmqvist of Alphinity on the key market drivers for bonds, global and domestic equities for the remainder of 2021. The panel discusses the outlook for the asset classes, inflation and interest rates, bringing you the most up to date investment thinking, ideas and outlook for the second half of 2021 with insights on what might impact your client’s portfolios in the coming months.
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Praemium Investment Leaders - SG Hiscock

27/04/2021 - Podcasts
Praemium's Damian Cilmi talks to Grant Berry about the changes to the property sector post-COVID and the expected movements moving forward.
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Praemium Investment Leaders - Antares

06/04/2021 - Podcasts
Praemium's Damian Cilmi talks to John Guadagnuolo about the stocks that have been hidden winners as a result of COVID and the outlook for Afterpay.
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