Russell Investments Australian Podcast
Managed Portfolio and Market Update (February 2024)
Managed Portfolio and Market Update (February 2024) 5:03 How rising inflation is affecting ESG strategies 22:24 Market movements and opportunities - What keeps an investment strategist awake at night? 11:29 Netwealth and Tim Cook: The evolution of ESG investment strategies 53:27 10 Key insights on trading and implementation in the Australian share market 10:26 XY Adviser and Neil Rogan on Value of an Adviser 2021 41:09 XY Adviser - Sponsored Ethical Investment Series: Episode 5 48:54 XY Adviser - Sponsored Ethical Investment Series: Episode 4 50:05 XY Adviser - Sponsored Ethical Investment Series: Episode 3 41:57 XY Adviser - Sponsored Ethical Investment Series: Episode 2 42:47 XY Adviser - Sponsored Ethical Investment Series: Episode 1 58:29 A focus on clients and the advice landscape with Jonathan Philpot, Partner, Wealth Management - HLB Mann Judd 27:33 Business planning, opportunities and challenges - Simon Backman, General Manager, Wahlstrom Financial Services 28:49 Lessons learnt from 2020 with Financial Adviser, Ben Graham from Blue Summit Financial Solutions 10:52 Jodie Hampshire on investing in a good life 34:05 The new year outlook for ethical investing 16:47 T = Tax-effective Investing (Be Tax Savvy) 11:02 How much value do IFAS deliver to clients? 20:51 E = Expertise in additional wealth management services 8:26 C = Cost of cash 7:32 B = Behavioural Mistakes - How much value comes from prevention? 9:53 A = Appropriate Asset Allocation 6:56 Value of an Adviser 2020 14:06 Client Engagement Road Map - tried and tested for the times 9:07 Optimising your Client Experience through WOW moments 13:25