In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes private equity portfolio manager at MLC Asset Management, Laura Hotaling, to delve into the intricacies of private equity investing, particularly in the Australian market.

Hotaling explains that private equity offers a unique value proposition to investors, providing an avenue for diversification beyond what the public markets can offer.

While the private equity landscape has not been immune to the challenges posed by the recent economic environment, Hotaling explains why she remains optimistic about the opportunities that lie ahead for private equity investors.

The pair discuss:

• The significance of diversification across geography, sector, and strategy in portfolio construction.
• How co-investments allow for more targeted capital allocation while benefiting from lower fees and accelerated capital deployment.
• The recent slowdown in capital deployment and the adjustments in valuations.

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector.

They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent.

Listen as they discuss:

• The need for more structural change within the taxation system to provide a meaningful impact.
• Why the headline-grabbing inflation predictions could be little more than a mirage.
• The missed opportunities to make a difference for advisers and clients.

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms.

Listen as they discuss:

• Setting up his own firm at 30.
• How behavioural finance informs his investment process.
• Why the cryptocurrency hype isn’t a Ponzi scheme.
• The problem with “actively passive” funds.
• Opportunities in small-cap equities.

In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients.

Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’t need to come at the expense of work/life balance.

Listen as they discuss:

• The roadblocks to implementing a more streamlined approach to advice.
• Why advisers should go to their licensees with a plan to simplify their SOAs.
• How improving the advice profession can make advice more affordable for clients.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests.

McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don’t need to be constrained by the traditional buy-and-hold model.

Listen as they discuss:

• The importance of diversification and risk management.
• How SMSFs can utilise property investment funds.
• Navigating the complexities of the current market with an adaptable approach.

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class.

Listen as they discuss:

• Demystifying cash as an asset class.
• Uncovering better rates on offer.
• The pitfalls of early “teaser rates”.
• Factoring in the impact of currency exchange.
• Alternative options to utilise cash.

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments.

Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function.

In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability.

The pair discuss:

• The defensive characteristics of infrastructure investments, which include consistent returns with low volatility, long-term income yields with inflation protection, and diversification benefits.
• How investors can approach infrastructure investment through direct investments in unlisted assets or via listed infrastructure securities, each offering unique advantages and challenges.
• The emerging trends in infrastructure investment, such as evolving definitions of infrastructure assets.
• Optimism about the resilience of infrastructure investments in the face of economic volatility.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax.

Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is any chance that there will be substantial changed to the current form of the legislation.

Listen as they discuss:

• Some of the criticisms of division 296.
• The likely increase of the transfer balance cap to $2 million.
• What CA ANZ expects to see from the upcoming federal budget.