Find partners
IMAP Podcast Series - Independent Thought

IMAP Podcast Series - Independent Thought

Hosted by IMAP

Episodes

49

Latest episode

May 2026

Language

EN-US

About the show

The Institute of Managed Account Professional's role (IMAP) is to be the industry organisation for advisers, managers, providers & businesses actively involved in offering or supporting Managed Accounts. Our goals are to assist managed account professionals by providing: - Information via news, email updates, website & articles- Education - through events, webinars, conferences, & podcast- Representation - to regulators such as ASIC and FASEA

Listen to episodes

49 recent
May 19, 2026Episode 4822 min

Episode 47: Rethinking the role of listed infrastructure in portfolios

Join our host Emily Barlow (Evidentia Group) and Ben Morton, Head of Listed Infrastructure at Cohen & Steers as they discuss how global forces are reshaping the opportunity set for listed infrastructure investorshow to think about this asset class in a world of faster technological and policy changeswhether infrastructure investments tend to provide equity-like returns at presentwhat the outlook is for listed infrastructure investments

May 7, 2026Episode 4616 min

Episode 46: The IMAP Australia's Best - Managed Account Award Winner Series: Navigating Politics and Performance Pressures in RI Portfolios

Our host Emily Barlow is joined by James Harwood of Russell Investments to discuss:How political pressures have driven an ESG rollbackTesting RI strategiesHow rising conflict risk has pressured RI portfolios, prompting some investors to reallocate awayHow AI and unprofitable tech have been a mixed blessing for RI strategiesGeopolitics helping clients reframe their long-term RI expectations

April 17, 2026Episode 4516 min

Episode 45: Bringing Transparency to Private Markets

Join our host Emily Barlow (Perpetual Private) and Ari Rajendra, Head of Private Markets Indices at S&P Dow Jones Indices, as they discuss how: Private market demand has surged in private wealth, with growing (but uneven) global vs Australian adoption  Structural shifts are improving access for wealth and wholesale investors  Traditional performance measures (IRRs, peer groups) have limitations and create challenges for advisers  Advances in data and indexing are making private market benchmarks more credible and investable  Greater transparency, potential ETFs, improved measurement, reporting and access for investors will improve the outlook for the futureS&P Dow Jones Indices is an independent third party provider of investable indices. S&P Dow Jones Indices does not sponsor, endorse, sell or promote any investment fund or other vehicle that is offered by third parties. The views and opinions of any third party speaker are his/her own and may not necessarily represent the views or opinions of S&P Dow Jones Indices or any of its affiliates.For more information: https://www.spglobal.com/spdji/en/landing/investment-themes/private-markets/

March 23, 2026Episode 4424 min

Episode 44: The IMAP Australia's Best - Managed Account Award Winner Series: The Backbone of Effective MDAs

This episode join our host Emily Barlow (Perpetual Private) with Michael Karagianis (JANA) and Adrian Vidotto (Strategic Wealth) as they discuss:The partnership between JANA and Strategic Wealth Why MDA's have become central to Strategic Wealth's modelEmerging themes shaping their advice approach

March 6, 2026Episode 4316 min

Episode 43: The elite few behind global growth

Join our host Emily Barlow (Perpetual Private) and Diana Phillips (Baillie Gifford) as they discuss;Identifying rare companies capable of delivering outsized long-term growthWhether the recent broadening of market leadership beyond mega-caps is changing opportunity setsThe gap between AI’s productivity promise and its real-world impact on businessesThe recent software sell-off and debate around AI disrupting traditional SaaS modelsHow geopolitical tensions and market rotations may shape long-term global equity opportunities

February 24, 2026Episode 4224 min

Episode 42: Geopolitics, The New Risk Factor

Join our host Emily Barlow (Perpetual Private) & Geopolitical Strategist Thomas Mucha (Wellington Management) as they discuss: How geopolitics is now a major driver of markets and portfolio riskCompeting global blocs, especially US–China tensions, and how they are reshaping asset allocationHow US regional focus and supply-chain shifts are changing emerging market dynamicsKey market influences such as Europe, energy security and climate policyRising geopolitical risk and how it is renewing focus on active management

December 23, 2025Episode 4118 min

Episode 41: The IMAP Australia's Best - Managed Account Award Winner Series: Positive trends in SMIDs - are they sustainable?

Join our host Emily Barlow (Perpetual Private) and Chris Adams (Infinity Asset Management) as they discuss: The Return of Small and Mid CapsFinding Opportunity Beyond Large CapsIncome, Franking and Growth Trade-offsWhere Small Cap Value Is AppearingManaging Volatility and Future RisksInfinity Asset Management are the winners of the 2025 IMAP Managed Account award for best Australian Equities Small Cap manager

December 12, 2025Episode 4024 min

Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle

Join our host Emily Barlow (Perpetual Private) and Alex Ventelon (Morgan Stanley) as they discuss: From Assumptions to Action – Inside the Investment ProcessPositioning for Today’s MarketsWhen to Go Active and When to Stay PassiveThe Role of AlternativesTurning local - AustraliaOutlook for 2026Morgan Stanley are the winners of the 2025 IMAP Managed Account award for Licensee and Multi-asset categories.

November 19, 2025Episode 3917 min

Episode 39: The IMAP Australia's Best - Managed Account Award Winner Series: Holding Your Nerve in Narrow Markets

Delian Entchev & Alasdair Kingham from Aoris Investment Management join our host Emily Barlow (Perpetual Private) to discuss International Equities:What’s Driving MarketsAoris’s Lens on Quality and ValuationWhere Aoris is Finding ValueInvestor Behaviour and OutlookAoris Investment Management are the winners of the 2025 IMAP Managed Account award for International equities.

November 19, 202522 min

Episode 38: The IMAP Australia's Best - Managed Account Award Winner Series: "Navigating Australian Fixed Income: Hybrids, Credits and Bonds"

Join our host Emily Barlow (Perpetual Private) and Charlie Callan (BondAdviser) our Fixed Interest Category Winner at the IMAP Managed Account Awards 2025.  They discuss;The key changes they are seeing in the Australian fixed interest market right now AT1 hybrids are trading at post-GFC tights, with Big Four margins around +185bps. What’s driving this demand-supply imbalance?How investors think about liquidity and volatility riskTier 2 spreads have compressed too far, partly due to ETFs making up about 8% of the universe. What’s your advice on positioning in this context?BondAdviser has noted wave of issuance recently; is this just post-reporting season activity, or a sign of deeper appetite for A$ credit?Will international names continue dominating issuanceLonsec recently downgraded Metrics’ flagship fund. Should investors read this as a broader signal for the private credit space?Private Credit as an asset class and the way investors should assess risk in this part of the market

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts