News & Insights

Uncover the opportunity of the overlooked equities in the Australian market with Dion Hershen from Yarra Capital Management, as he offers unparalleled insights into the ASX200's not-so magnificent seven - the big four banks and iron ore miners. We'll explore how these banks are experiencing stagnant earnings and dissect the implications of the market's dependence on such few sectors. Are these trends sustainable amidst Australia's slow economic growth and competitive pressures?

Ever wonder how water can become a tradable asset like gold or stocks? Euan Friday, Chair and CIO of Kilter Rural, shares his expert insights into the groundbreaking Australian water rights market on the Investment Leaders Podcast.

Damian and John discuss into the growing appeal of catastrophe bonds, especially in the face of rising reinsurance costs and increasing natural disasters in urban areas. Dr. Seo discusses the critical intersection of population growth, urban density, and significant financial stakes for insurers. The conversation also addresses inflation and interest rates' impact, driving demand for catastrophe coverage and diversification opportunities in investment portfolios.

Praemium’s Damian Cilmi hosted a panel discussion with Brett Lewthwaite from Macquarie, Andrew Dale from ECP Asset Management, and Nick Griffin from Munro Partners to understand what key themes will drive market performance in FY25 for Fixed Income, Australian and Global Equities market and the implications that ‘higher for longer’ interest rates will have across these sectors.

Damian Cilmi interviews Matt Sgrizzi, the Managing Director of LaSalle Investment Management. The conversations turns to the future of office leasing, the booming data centre sector, and the shift in retail real estate towards e-commerce. Matt's insights give a comprehensive picture of a sector undergoing fundamental change, where savvy investors can benefit from high yield income whilst protecting against inflation.

We look at how leveraging technology-driven strategies from the right platform partner can help foster enduring client relationships, strengthen referrals, and propel advice firms towards sustained success.

Damian Cilmi interviews Samantha Milner, Partner, Portfolio Manager the Managing Director of Ares Credit Group. The episode covers enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs.

Samantha Hawkins, General Manager at Allyhubshosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day.

Damian Cilmi interviews José Luis González Pastor, the Managing Director of Neuberger Berman's Private Equity Team. The episode covers the growing interest in private equity investments, the benefits of co-investments for investors, and the evolving dynamics of the private equity market.

Praemium's General Manager Samantha Hawkins, hosts SLF Lawyers on the AllyhubsAdvice Leaders Podcast. Rebecca Fahey, and Theresa Elhage discuss the importance of estate planning, especially for high net worth individuals. The conversation covers topics such as the significance of estate planning, initiating discussions with clients, key documents, complexities of family structures, tax planning, charitable giving, and the importance of collaboration between financial planners and legal professionals.