Episode 39: The IMAP Australia's Best - Managed Account Award Winner Series: Holding Your Nerve in Narrow Markets
IMAP Podcast Series - Independent Thought
Chapters
1:10
View of performance of global share market indices
5:28
Is it harder to find good opportunities or are volatility and dispersion creating opportunities?
8:20
What businesses or themes are looking compelling in the current environment ?
13:13
What risks perspectives are feeding into your portfolio construction process?
15:01
Assessing opportunities and weightings for USA and international equities
17:05
Looking into your crystal ball where do you think markets are going ?
IMAP Podcast Series - Independent Thought
Episode 39: The IMAP Australia's Best - Managed Account Award Winner Series: Holding Your Nerve in Narrow Markets
Nov 19, 2025
Episode 39
IMAP
Delian Entchev & Alasdair Kingham from Aoris Investment Management join our host Emily Barlow (Perpetual Private) to discuss International Equities:
- What’s Driving Markets
- Aoris’s Lens on Quality and Valuation
- Where Aoris is Finding Value
- Investor Behaviour and Outlook
Aoris Investment Management are the winners of the 2025 IMAP Managed Account award for International equities.
