EPISODE · Dec 12, 2025 · 24 MIN
Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle
from IMAP Podcast Series - Independent Thought · host IMAP
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.
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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.
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Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle
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