Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle
IMAP Podcast Series - Independent Thought
IMAP Podcast Series - Independent Thought
Episode 40: The IMAP Australia's Best - Managed Account Award Winner Series: Portfolio Construction Insights for a Shifting Cycle
Dec 12, 2025
Episode 40
IMAP
Join our host Emily Barlow (Perpetual Private) and Alex Ventelon (Morgan Stanley) as they discuss:
- From Assumptions to Action – Inside the Investment Process
- Positioning for Today’s Markets
- When to Go Active and When to Stay Passive
- The Role of Alternatives
- Turning local - Australia
- Outlook for 2026
Morgan Stanley are the winners of the 2025 IMAP Managed Account award for Licensee and Multi-asset categories.
