Jacob Mitchell, CIO and Lead Portfolio Manager
The 2022 Pinnacle Investment Summit captures all our major asset classes, best ideas, key Insights and outlook from 9 of Australia’s leading Fund Managers.
ACTIVE ETFS AND LICS - WHICH LISTED FUND FOR YOUR PORTFOLIO?
Andrew Tang, Fund Strategist at Morgans Financial; Daryl Wilson, CIO of Affluence Funds Management
Andrew and Daryl share their views on the pros and cons of seven of Pinnacle’s active ETFs and LICs and where they fit in a client’s portfolio.
Pinnacle Summit Series - Latest Strategies (July 2022)
New solutions, new opportunities
Whether it’s the search for better portfolio diversification, ESG considerations, or simply a desire for performance and aligned management, new investment strategies can be a strong solution for all types of investors. The Pinnacle Summit Series Latest Strategies event, held during July 2022, showcased a suite of new strategies - lifting the lid on the unique processes, the management teams and how they’re thinking about the outlook for domestic and global markets in FY23. Watch all the highlights below.
Pinnacle Summit Series - Alternatives (May 2022)
They key to new-world portfolios?
It’s no surprise alternatives are prompting a re-think of traditional 60/40 investment portfolios. At this event held during May 2022, we showcased six solutions that aim to help investors gain exposure to truly uncorrelated returns to those offered by traditional equities and cash. The event provided exclusive insights into the unique asset classes, the investment strategies, and perspectives on the outlook for the respective sectors. Watch all the highlights below.