Show Notes
Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.
So how should advisers and their client portfolio’s respond?
Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.
Captured at the annual Morgan Stanley Australia summit last week, this conversation covers:
Best Practices in APL review processes. Common mistakes advisers make during manager selection. Limitations of traditional 60/40 portfolios. Diversification benefits of alternatives.
Chapters: 00:00:00 Introduction 00:01:55 Smarter Fund Selection 00:07:00 What Drives Returns? 00:11:53 The AI CapEx Boom 00:14:09 Diversify Your Diversifiers 00:18:19 Why Underweight Australia 00:23:49 Earnings Over Valuations 00:24:38 Picking Alternative Managers 00:27:26 Private Markets Under Pressure 00:30:16 The Most Important Chart
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry Sign up to the Basis Points email
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours Knowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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