Tuan Luu's extensive experience in absolute-return strategies is paying off for the Investors Mutual Private Portfolio Fund.
Staff-led values and practices, combined with strong investment management skills, have enabled First Sentier Investors to emerge from a hectic few years in a strong position.
Cryptocurrencies should be added to new alternative defensive portfolios as global government bonds have lost their value, says Pendal Group's Vimal Gor.
There is a case for a standalone allocation to Chinese equities, as part of a well-balanced portfolio, given that market's vast opportunity set.
Alarmed at rising inflation, funds are bailing on high-growth stocks. But Lachlan Hughes says he's hanging on to companies like Netflix and Amazon because of their remarkable pricing power.
While super funds are offering big salaries for specialists, Frontier chief executive Andrew Polson urges young investment talent to look for broader investment experience. A career is a marathon, not a sprint and it will pay off in the long run.