Investment Perspectives Forum 2024 | Brisbane

As credit markets evolve, a key question emerges: are investors being adequately rewarded for the risks they’re taking?

While some segments of the credit market remain resilient, others, such as parts of the private credit universe, are facing mounting headwinds. Slowing economic growth and rising impairments are increasing risk across this sector. A more dynamic and diversified approach to credit allocation—one that taps into the full depth of Australia’s $1.8 trillion credit market, including both public and private credit—may help investors better navigate market volatility and improve risk-adjusted returns.

This discussion will explore how liquid Australian investment-grade credit can balance offence and defence in today’s environment, delivering equity-like returns while actively managing downside risk. It challenges the traditional risk– return trade-off and underscores the importance of maintaining portfolio liquidity and diversification beyond private credit alone.

Equity market concentrations are in flux as markets experience sell-offs, placing previous market leading positions in jeopardy.

Our speaker in this session explores the forces driving this shift towards broadening equity market leadership. Investors face increased volatility from a complex mix of geopolitical tensions, rising inflation and interest rates, the impact of tariffs, and fundamental changes like accelerated AI development. We analyse how these factors are reshaping the equity landscape and discuss strategies for navigating this evolving environment to identify new opportunities and manage risk.

Despite Trump’s best efforts, the world remains reliant on global trade – so are are you overlooking the essential arteries of commerce?

As traditional finance undergoes bank disintermediation, our speaker in this session challenges you to reconsider your portfolio’s exposure. We’ll explore how these large-ticket, long-term leased transportation assets offer more than just diversification; an asset that generates yields like private credits but with built-in inflation protection.

Are you truly prepared for the coming shifts in the investment landscape, or are you missing the resilient income and strategic value of these mission-critical assets?

What drives long-term share prices? Earnings, fueled largely by revenue growth, are undoubtedly the key. But for Australian equity markets, can heavyweights like CBA, BHP, and WOW—companies often constrained by domestic GDPdriven growth due to their saturation and size—forge ahead? And should a strategic pivot towards mid-cap businesses with stronger ties to global growth, particularly in the U.S. be considered within portfolios? Can mid-caps unlock greater potential within your Australian Equities allocation?

With the explosion of alternatives and private markets assets for the wealth industry, how do you determine a good investment from a great investment?

In this session, our speaker will cover a wide range of topics from a guide to investing in private markets, to providing a macro overview and feedback on how HNW investors are allocating to the private markets from around the world, allowing our audience to benchmark their own approaches. We will also discuss the concept of evergreen fund structures and the questions advisors need to be asking managers, when conducting their diligence on these types of funds.

Despite near-term market turbulence caused tariffs, trade disputes and macroeconomic headwinds, the long-term outlook for global equities remains compelling

This session will delve into how investors can position their portfolios to capture future growth with our speaker covering the impact of current challenges – including tariffs and geopolitical risks – on various sectors and identify areas where valuations offer a margin of safety. A session to provide insights on how fundamental research and stock selection can deliver long-term capital appreciation, even in the face of ongoing market volatility

In an era of rapid technological transformation, financial service practices must evolve or risk obsolescence. This session delivers a pragmatic blueprint for integrating AI and cutting-edge technologies, moving beyond theoretical discussion to real-world implementation.

Through practical insights and lived experiences, we’ll explore how strategic tech adoption can revolutionise communication, streamline reporting, and enhance compliance. Featuring a hands-on demonstration of implemented technology, attendees will gain actionable strategies to future-proof their practice and unlock unprecedented operational efficiency.