ASX Financial Adviser Day in partnership with Kaplan Professional

The results from the 2023 ASX Australian Investor Study are in and it showed that the number of new investors to the market has increased rapidly since COVID.

In this session, our panel of experts will take a look at some of the emerging trends and discuss ways in which you can take advantage to maximise returns in your client’s portfolios.

Presenter: Rory Cunningham (ASX)

What a year it has been for investors! Inflation, rising interest rates, volatile equity markets, and speculation of a possible recession are driving investor uncertainty. In this session, Vanguard’s Chief Asia-Pacific Economist Qian Wang will discuss how these factors and more may continue to play out in markets and what they mean for investors going forward.

Presenter: Qian Wang (Vanguard)

Global equities are an often overlooked asset by the average Australian investor. In this session, our speaker will review the global small and mid-cap market, and how you can implement them in your client’s portfolio.

Presenter: James Eisenman (Vaughan Nelson)

In this session, our panel of experts will give you a quick-fire rundown of what investment opportunites are available to you in 2023.

Panel: Jacinta Schlosser (ASX) | Anthony Doyle (Firetrail Investments) | Dania Zinurova (Wilson Asset Management) | James Holt (Perpetual)

Investors have experienced all four seasons in markets in the last 12 months and style concentration is akin to using a beach hat to protect you from the rain.  In this session, Elfreda Jonker from Alphinity will reveal 4 types of stocks that help build an all-weather portfolio that is both style neutral and concentrated in earnings leaders.

Presenter: Elfreda Jonker, (Alphinity)

Join our two experts who will outline how you can best utilize buy-write strategies to maximise your client’s portfolios.

Panel: Graham O’Brien (ASX) | Blair Hannon (Global-X ETFs)

Rapidly rising inflation and central bank interest rate increases are crippling the short-term performance of traditional fixed income assets. Join State Street’s Marie Tsang, Fixed Income Strategist, who will discuss how fixed income ETFs have been increasingly used in portfolio construction, to meet liquidity demands and to support the shift to in-house income management.

Presenter: Marie Tseng (StateStreet)

AI has certainly been the topic of much discourse over the past year and has the potential to transform the way we work and operate as we know it. Join Kieran Moore, Portfolio Manager with Munro Partners who will discuss what opportunities now exist in the investment landscape and what this groundbreaking technology can mean for the average investor.

Presenter: Kieran Moore (Munro Partners)

After ten years of being overlooked and unloved, the outlook for emerging markets has improved. However, investor positioning remains at record lows. Join Alex Smith from abrdn who will be addressing big questions about emerging market and how to generate alpha from this diverse and exciting asset class.

Presenter: Alex Smith (abrdn)

How do professional investors pick stocks? What level of research goes into their decision making? Join William Curtayne, Portfolio Manager from Milford Asset Management as he discusses how Milford are positioning their Australian equity portfolios, and three stocks they believe are well positioned for what lies ahead.

Presenter: William Curtayne (Milford)