MLC Asset Management

MLC Asset Management has won the Multi-Asset - Diversified category at the prestigious 2024 Zenith Investment Partners Fund Awards for the second year in a row. The team were also nominated as a finalist in the Multi-Asset – Real Return categories, and also made it to the podium (top 3) for the overall Fund Manager of the Year award. This year also marked the 10th year in a row that MLC Asset Management has been nominated for at least one of the Multi-Asset categories at these awards. Commenting on the win, Chief Investment Officer Daniel Farmer said: “We are so pleased to be awarded best Multi Asset – Diversified for the second year in a row. As pioneers of the multi-manager investment approach in Australia, we’re focused on constructing diversified portfolios that deliver steady, long-term performance while managing risk across evolving market conditions. We’re proud to be able to leverage the scale and combined expertise of our team to continuously seek out opportunities to generate returns for advisers and their clients.” Thanks to Zenith Investment Partners for supporting industry excellence and innovation for the benefit of investors, and congratulations to the other award winners. #investing #multimanager #assetmanagement Grant Mizens OAM Ben McCaw

Join Daniel Farmer and Kerry Gill for an exclusive update on our multi-manger funds. In this session, Dan and Kerry will unpack key macro trends and future scenarios, equipping you with deep knowledge to improve your clients’ investment outcomes. Don’t miss this opportunity to stay ahead - submit your questions during registration or at the event: https://lnkd.in/g5ucRm35  Please note: These webinars are for licensed financial advisers and other wholesale clients (as defined under Corporations Act 2001 (Cth) in Australia) only and are not suitable for any other person including retail clients. #MLCAM #multimanagerfunds #adviserwebinar 

Is sector specialisation the catalyst to uncovering greater growth opportunities in private markets? Join Portfolio Manager David Chan as he argues the case for specialisation over a broad-based approach to private equity investing at The Inside Network's Alternatives Symposium. As a proud partner of The Inside Network, we look forward to engaging conversations from 18-19 November at Rydges Hunter Valley, NSW. #MLCAM #SectorSpecialisation #alternativessymposium https://lnkd.in/guztJGRC

PE buyout valuations are currently below 10-year-averages, but where are the ripest opportunities? Join Portfolio Managers Rachael Lockyer and David Chan as they dive into a couple of sectors and demonstrate why we believe sector specialisation has advantages in finding the answer.     Don’t miss this insightful Private Equity update. We welcome questions at registration or during the session: https://lnkd.in/gJDKYB9k     Please note: These webinars are for licensed financial advisers and other wholesale clients (as defined under Corporations Act 2001 (Cth) in Australia) only and are not suitable for any other person including retail clients.     #MLCAM #Globalprivateequity #PrivateEquity #adviserwebinar 

Despite the recent cut in US interest rates, it’s possible that a vicious economic cycle is already underway in America. Meanwhile, the Australian company reporting season gave investors plenty to mull over, including valuation expansion despite falling consensus earnings expectations. All up, it’s a complex brew delved into by Senior Portfolio Manager, Anthony Golowenko in his latest article. https://lnkd.in/gkPBQUZS For more news and insights from our team visit MLC AM – https://lnkd.in/gTB_RvTn and Investment Central – https://lnkd.in/gjnCbN4Q. Advisers wanting more information can contact us at advisoryrelationships@insigniafinancial.com.au #interestrates #australiansharemarket #activemanagement

With voting day fast approaching in the United States, our Chief Investment Officer Daniel Farmer, shared with ausbiz and Investment Magazine, respectively, his thoughts on the candidates’ policies, with an especially deep-dive into Donald Trump’s trade and tax proposals. https://lnkd.in/gCXn3dz2 https://lnkd.in/gfWyvKda #donaldtrump #kamalaharris #activemanagement

Keen to hear from the team behind the Financial Newswire/SQM Research ‘Managed Accounts Manager of the Year’? Join Anthony Golowenko and Brent Bevan for a quarterly update on our award-winning MLC Managed Account Strategies. You’ll hear our view on the market landscape, key macro themes, and their effects on portfolio positioning and performance. Plus real time Q&A with Anthony and Brent. Register today: https://lnkd.in/gp4GSFCY Please note: These webinars are for licensed financial advisers and other wholesale clients (as defined under Corporations Act 2001 (Cth) in Australia) only and are not suitable for any other person including retail clients.

Last year, MLC MultiSeries was upgraded to a ‘highly recommended’ rating by Zenith Investment Partners for consistent upper quartile performance, manager selection skills and an intuitive approach.   Chief Investment Officer Daniel Farmer explains, “We’ve been able to maximise our active allocations, and also access bespoke strategies, such as private equity, within a very competitive fee structure.”    MLC MultiSeries is now accessible to more advisers, with its addition to North and CFS Edge.   MLC MultiSeries forms part of our compelling range of multi-manager investment options, where we implement the very best of our investment team’s ideas.   Reach out to National Sales Manager Tanya Diaz and the team to learn more - https://lnkd.in/gmDtesM2 Paul Ruggeri, Andrew Nguyen CFP®, Tim Higgins, James Winder, Michael Carroll #investment #assetallocation #multiasset

The US election is looking like a close call and investors will need to be mindful of the the policies and promises of both Kamala Harris and former President Donald Trump.  In this special update our Senior Economist, Bob Cunneen, provides 'A guide for the perplexed', detailing the major economic policy differences between the two candidates. He goes on to explain that while US elections have "a history of dramatic twists and turns" political events "often prove to be just noise rather than the compelling signal that requires a response" by investors. https://lnkd.in/ewBmYy5C #economicpolicy #investing #uselection

Investors have been drawn to emerging markets for the last twenty years, lured by phenomenal growth rates in China and elsewhere, but there has been a more disappointing run over the last decade.   Investment Magazine spoke to Ben McCaw, our Co-Head of the Choice Diversified Portfolios, who said emerging markets can still act as a useful diversifier in growth portfolios because their “economies are at a different stage” of the economic cycle and there are “different drivers of growth” and different sector composition, and valuations are pretty cheap at the moment. But he cautioned that emerging markets’ growth would be inhibited if geopolitical frictions develop between China and the West.   Read on for more: https://lnkd.in/gR6mRiXM #portfolioconstruction #assetallocation #emergingmarkets