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Video updates
2020 calendar year in review
January 2021
2020 was a year that challenged us all but ended with hope. MLC’s Portfolio Specialist John Owen provides a review of what happened in investment markets over the year.
Is portfolio diversification still effective?
August 2020
MLC Asset Management’s Chief Investment Officer Jonathan Armitage says that investment professionals are being required to think of new ways to achieve portfolio diversification.
2019-20 financial year in review
July 2020
MLC's Portfolio Specialist John Owen provides a review of what happened in investment markets over the financial year.
Share Market Valuations a reason for caution
June 2020
The investment environment is complicated. That’s why continue to emphasise intensive risk-management along with careful additions to portfolios. Jonathan Armitage, Chief Investment Officer at MLC Asset Management, discusses.
How we’re positioning the MySuper portfolio Watch now
How we're positioning the MySuper portfolio
June 2020
As we did through the most intensive period of the crisis – we’re continuing to balance caution with selective additions of risk assets.
Preparing investments for uncertainty
May 2020
Given the level of economic and business uncertainty ahead, we continue to emphasise intensive risk-management along with careful additions to portfolios.
Diversification across many dimensions
May 2020
At MLC, we’ve long believed in the importance of diversification across many dimensions, including diversification across mainstream as well as alternative assets, as Gareth Abley discusses.
Balancing caution with opportunity seeking
April 2020
There is both high uncertainty, as well as rising opportunity across investment markets. This means balancing intensive risk-management with carefully selected additions to portfolios as MLC’s CIO, Jonathan Armitage, explains.
High market uncertainty means caution is sensible
April 2020
Some recent strong market returns may have lulled some investors into thinking that a turning point has been reached. But as Jonathan Armitage, MLC’s Chief Investment Officer, comments, uncertainty remains high.
How we're carefully deploying client's capital in the current environment
April 2020
Good levels of portfolio liquidity are allowing us to carefully buy assets that have become more attractively valued. Al Clark, our Head of Investments, discusses.
How we're carefully deploying client's capital in the current environment Watch now
How our portfolios are playing 'defence' in the current environment
April 2020
“Derivatives strategies”, a form of investment insurance, has helped to cushion portfolios during this market event. Al Clark, our Head of Investments, discusses.
How our portfolios are playing 'defence' in the current environment Watch now
Balancing risk and return with different investment strategies
April 2020
Risk management is deep in MLC’s DNA. Al Clark, our Head of Investments, discusses.
Balancing risk and return with different investment strategies Watch now
Drivers of global share market volatility
April 2020
In terms of current market volatility, the thing to note is that volatility is normal. However, we are going through a period of time where volatility is quite elevated, and relative to history as elevated as it has ever been.
How business operations may change because of COVID-19
April 2020
Which global businesses are riding out the current crisis? Portfolio Manager, Myooran Mahalingam, discusses.
How business operations may change because of COVID-19 Watch now
Differences between current environment and 2008/09 Global Financial Crisis
April 2020
Current market volatility is distinctly different to the GFC. For one, banks will be part of the solution this time, not the problem. Portfolio Manager, Myooran Mahalingam discusses.
Differences between current environment and 2008/09 Global Financial Crisis Watch now
James Kim on the source of company value
October 2019
Intermede Investment Partners, Investment Analyst, James Kim talks about the company values have changed over the decades from being based tangible assets to intangible as the digital economy takes centre stage.
James Kim on the Intermede Global Equities Fund
October 2019
Intermede Investment Partners, Investment Analyst, James Kim talks to Stephen Barbarich about the investment philosophy of the Intermede Global Equities fund.
James Kim discusses investing in the technology space
October 2019
Intermede Investment Partners, Investment Analyst, James Kim discusses with Stephen Barbarich, his approach to investing in the technology space.
