Multi-Asset Portfolio Manager Daniel Choo and APAC Investment Strategist Alex Cousley discuss key market themes, performance and positioning for the portfolios in the month of February 2023.

In this episode, Senior Portfolio Manager, James Harwood chats with David Stratford from Investor Daily on how inflationary pressures and higher interest rates are impacting ESG solutions.

John Venardos Head of Implementation Services talks to Investment Strategist Alex Cousley on the Market Outlook and implications for Implementation. Alex provides his views on cash rates locally and globally and the implications on implementation, emerging markets, vs developed markets, fixed income and equity markets and what keeps him up at night...

Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for long-term sustainable growth that is align to their personal values. However, the management of ESG strategies varies significantly from active and passive strategies to negative and positive asset screens. In this episode, Tim Cook, Head of Client Strategy will break down the global trends in ESG and look at how investors can better define and align their ESG integration and investment process.

John Venardos, Managing Director, Head of Implementation Asia-Pacific and Andrew Zenonos, Portfolio Manager take us through 10 key insights in 10mins on what to consider when trading in Australian Shares and the impacts on implementation. What styles and sectors are on the radar, venues traded through, how liquidity is being treated and what to look out for when managing volatility in the market.

Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the “2021 Value of an Advisor Study“, and break down the elements of “The Value of an Advisor formula”.

In this final episode XY Adviser wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?

In this episode XY Adviser dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them.

In this episode James Harwood and XY Adviser talk all about the “50 Shades of Green”.

In this episode XY Adviser discuss if there’s “actually” a need for ESG investing, and why it’s a thing in the first place.

In this episode XY Adviser talk with investment experts about the marketing messages around ethical investing, and why ESG investing is “so hot right now”.

Jonathan Philpot from HBL Mann Judd chats with Bronwyn Yates on wealth management and offering full-service wealth management to clients. Jonathan discusses managing expectations and preparing clients during COVID-19 and the changing landscape of advice.

Simon Backman, General Manager, Wahlstrom Financial chats to Bronwyn Yates, Head of Business Solutions on running a business, planning, opportunities in the industry and looking ahead to 2021. Simon also touches on how Wahlstrom managed through the peak of COVID-19 and lessons to implement for the future.

Bronwyn Yates, Head of Business Solutions chats with Ben Graham from Blue Summit Financial Solutions. They discuss lessons learnt from 2020, insights on how Ben interacted with clients this year and what lessons we can take from 2020 into 2021.

Tilly Money is here to start telling women’s money stories.  They chat with industry leaders, entrepreneurs, politicians & everyday women about building a financially secure & thriving life.Jodie Hampshire is the Managing Director of Russell Investments, a breast cancer survivor and mother of four adopted children. Jodie charts the course of her life from small town NSW to the big smoke of Sydney, climbing the ladder within the finance industry before setting sail for London & Dubai. Jodie's life has presented many challenges but she shares her insights on how to persevere, the tools she uses to maintain equilibrium and her insights on the sharemarket.

Joe Biden’s election as president of the United States is set to have significant implications for the ESG investing sector in 2021. In this episode of The ifa Show, James Harwood outlines what a Biden presidency will mean for markets as the COVID pandemic continues to evolve in the new year.  James also discusses how client and adviser demand for ESG investment offerings has reached a tipping point in 2020 and offers tips for advisers looking to select the right ethical funds for their clients’ needs.

In this episode of the IFA Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.

Advisers need to continuously work on closing the value gap and articulate the different components that underpin their advice to help clients understand the true value their adviser delivers. One area we see as a key opportunity for Advisers to showcase their value with their clients is in proactively managing a client’s investment tax experience.Join Bronwyn Yates and Tanya Hoshek as they discuss insights about being tax savvy.

When you position your expertise and additional services to your clients, be intentional. Expertise in bringing a plan together and done correctly, is not a one-time step. It’s an ongoing process that keeps investors on track. How much is that worth?

More than just return seeking, advisers are experienced at working with a client to closely identify their needs, with the ability to manage planned, unplanned or unforeseen expenditures. Advisers can help keep the portfolio invested where appropriate to grow assets for future spending needs and finding the best source and process for accessing capital on behalf of their clients when required. Join Bronwyn Yates and Tanya Hoshek as they discuss insights around cash drag.