Relative Return

Editorial

Relative Return: Selecting defensive Aussie equities

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is...

Editorial

Relative Return: Choosing the next thematic

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Blair Hannon, head of investment strategy at Global X, to discuss the rise of thematic ETFs as th...

Editorial

Relative Return: Democratising access to top-tier global private markets

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Russel Pillemer, co-founder and chief executive at Pengana Capital Group, to discuss how the firm...

Editorial

Relative Return: Solving the retirement problem

In this episode of Relative Return, host Phil Tarrant chats to Simon Aboud, chief product and marketing officer at Allianz Retire+, to discuss innovation in the retiremen...

Editorial

Relative Return: Australia ‘light years ahead’ in property ESG

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Ross Lees, Head of Funds Management at Centuria, about their specialist property investments and ...

Editorial

Relative Return: Lifting the mystery around mortgage trusts

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Philip Ryan, managing director of Trilogy Funds, on the role mortgage trusts play in portfolios, ...

Editorial

Relative Return: The smell test for ESG investment

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to John Woods, Deputy Chief Investment Officer at Australian Ethical, to discuss how advisers can em...

Editorial

Relative Return: Smooth sailing for sustainable manager

In this episode of Relative Return, host Phil Tarrant chats to Tom King OAM, chief investment officer at Nanuk Asset Management, to discuss why he dislikes the term ‘ESG’...

Editorial

Relative Return: Lessons from the UK adviser landscape

In this episode of Relative Return, host James Mitchell chats to Nick Eatock, chief executive of Intelliflo. The pair discuss Intelliflo’s move into the Australian market...

Editorial

Relative Return: Rebuilding Magellan

In this episode of Relative Return, host James Mitchell chats to David George, chief executive of Magellan Financial Group, to discuss how he is hoping to grow the asset ...

Editorial

Relative Return: The prisoner’s dilemma of financial markets

In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment bankin...

Editorial

Relative Return: Welcome to a new era of structural inflation

In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will tr...

Funds management

Property growth is dead for the next decade: Milford

A leading fund manager says the structural deflation that made Australians real estate millionaires is over and investors should get ready for a decade of little to no ca...

Editorial

Relative Return: Super funds have the fear

In this week’s episode of Relative Return, Mayflower Consulting’s CEO, Sarah Penn, chats with host James Mitchell about structural issues in the Australian superannuation...

Editorial

Relative Return: Calling out the BS in ESG

In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the market...