Praemium Podcasts
By Praemium
Praemium PodcastsMay 19, 2022
More than bricks and mortar: commercial real estate in a post-COVID world
The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home. Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change.
Is market volatility the new normal?
Praemium's Damian Cilmi is joined by Mark Landau, Joint Managing Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon.
Conversation highlights include why central banks are hamstrung by high inflation, investment opportunities that the market is missing, and how to implement an adaptable investment strategy that can allow for adjustments to market exposure.
Energy security, decarbonisation & going nuclear
Resources are the foundation of economies, being the natural capital out of which other forms of capital are made. Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.
Shifting to a managed accounts business mindset
Key Market Drivers for 2022
Please note that this podcast was originally hosted in live webinar format, and makes reference to slides and charts. If you'd like to watch the video from the webinar, including the slide deck, you can stream it here on vimeo: vimeo.com/718187330
Natural Capital: agriculture as a resilient asset class
Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.
Inflation, interest rates & why fixed income still matters
Providing value with successful client engagement
The emerging HNW investor and their key advice requirements
ESG - Mythconceptions, Methods and Client Engagement
Governance and the role it plays in professional model management
Harnessing technology for improved practice performance
Managed Accounts - what our clients have learnt
As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but importantly to clients and staff alike.