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

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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