All Episodes
IMAP Podcast Series - Independent Thought — 52 episodes
Episode 50: What does owning the S&P500 actually mean in 2026?
Ep 49: Portfolio construction in the decade of uncertainty
Episode 48: Disruption in Defensive Assets
Episode 47: Rethinking the role of listed infrastructure in portfolios
Episode 46: The IMAP Australia's Best - Managed Account Award Winner Series: Navigating Politics and Performance Pressures in RI Portfolios
Episode 45: Bringing Transparency to Private Markets
Episode 44: The IMAP Australia's Best - Managed Account Award Winner Series: The Backbone of Effective MDAs
Episode 43: The elite few behind global growth
Episode 42: Geopolitics, The New Risk Factor
Episode 41: The IMAP Australia's Best - Managed Account Award Winner Series: Positive trends in SMIDs - are they sustainable?
Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle
Episode 39: The IMAP Australia's Best - Managed Account Award Winner Series: Holding Your Nerve in Narrow Markets
Episode 38: The IMAP Australia's Best - Managed Account Award Winner Series: "Navigating Australian Fixed Income: Hybrids, Credits and Bonds"
Episode 37: REITs in focus - why listed property matters
Episode 36: Private Credit - It’s in the way you use it!
Episode 35: How should Advice be improved? – the Politician’s view and the Adviser’s view
Episode 34: Key Considerations when Benchmarking Managed Accounts
Episode 33: Blending active and passive
Episode 32: Optimising Portfolios for Risk
Episode 31: Goals-based Investing and the Implications for Portfolio Construction
Episode 30: New Perspectives on Fixed Interest
Episode 29: Headwinds in the Global Equity Markets
Episode 28: How to run the best advice practice
Episode 27: Why it is hard for active managers to outperform
Episode 26: Tomorrow's Clients
Episode 25: Talking to clients about philanthropy
Episode 24: The challenges of managing investments for HNW clients
Episode 23: Positioning Portfolios for Tough Times
Episode 22: Ongoing DDO obligations for Managed Account providers
Episode 21: Infrastructure Investing in Volatile Markets
Episode 20: Lessons from 30 years of Investing
Episode 19: Is the Economy Headed For a Repeat of Past Policy Mistakes
Episode 18: Global alternatives in volatile markets
Independent Thought Highlights: Preparing for 2023 Markets
Episode 17: Preparing for 2023 Markets
Independent Thought Highlights: What will it take to serve retail investors in 2023
Episode 16: What will it take to serve retail investors in 2023?
Episode 15: Will 2023 bring stability for markets?
Episode 14: Real Estate and Property in the Current Environment
Episode 13: The importance of communication in managing risk
Episode 12: Do real assets offer inflation protection?
Episode 11: Changing Asia and implications for investment
Episode 10: Interest Rates and Portfolio Construction
Episode 9: Finding Sustainable Alpha in Global Equities
Episode 8: The US economy and market outlook
Episode 7: Portfolio Management for the most important group of investors - SMSF and Managed Accounts
Episode 6: Review of 2021 and outlook for markets in 2022
Episode 5: Global Value
Episode 4: Responsible Investing & Infrastructure
Episode 3: A Multi Strategy approach to Alternatives
Episode 2: Serving NFP Clients
Episode 1: What use is made of ETFs in managed account portfolios