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This information may constitute general advice. It has been prepared without taking account of an investor’s objectives, financial situation or needs and because of that an investor should, before acting on the advice, consider the appropriateness of the advice having regard to their personal objectives, financial situation and needs.

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.

Is portfolio diversification still effective? Watch now

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.

2019-20 financial year in review Watch now

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.

How we’re positioning the MySuper portfolio Watch now

Economic and market update

November 2020

Global share markets weakened in October on the back of rising COVID-19 infections in the northern hemisphere.

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.

Preparing investments for uncertainty Watch now


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.

Diversification across many dimensions Watch now

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.

Balancing caution with opportunity seeking Watch now

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.

High market uncertainty means caution is sensible Watch now

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.

Drivers of global share market volatility Watch now

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

Impact of falling oil price on share markets

April 2020

Why oil prices have fallen. And why this is actually good news for many. Portfolio Manager, Myooran Mahalingam, discusses.

Impact of falling oil price on share markets Watch now

Making sense of current volatility in global share markets

April 2020

Is moving into cash the right thing to do in the current environment? Portfolio Manager, Myooran Mahalingam, shares why maintaining perspective has never been more important.

Making sense of current volatility in global share markets Watch now

Market update, March 19 2020
Market update

March 2020

Supply and demand shocks are hitting the global economy. Together, they are amping up investor uncertainty. Jonathan Armitage, Chief Investment Officer at MLC, discusses.

Market update, March 19 2020 Watch now

Market update, March 19 2020
Market update

March 2020

Investors have tended to move to cash during past market events. But that’s not always a good idea. Jonathan Armitage, Chief Investment Officer at MLC, discusses.

Market update, March 19 2020 Watch now

Market update, March 16 2020
Market update

March 2020

We are continuing to see unprecedented volatility in equity markets and within the last 24 hours we have seen significant announcements from a number of central banks. Jonathan Armitage, Chief Investment Officer at MLC, discusses.

Market update, March 16 2020 Watch now

Market update, March 2020
Market update

March 2020

Both share markets and credit markets have had a particularly challenging month, and this has been driven by two factors: preventing the spread of COVID-19, and the sharp drop in the oil price. Dr Ben McCaw, Portfolio Manager at MLC, discusses.

Market update, March 2020 Watch now

Market update, March 2020
Market update

March 2020

Markets are continuing to be volatile as investors react to the news about economic growth and global trade being disrupted by the coronavirus and oil prices. Jonathan Armitage, Chief Investment Officer at MLC, discusses.

Market update, march 2020 Watch now

Market volatility update
Market volatility update

March 2020

How have investment markets reacted to the coronavirus outbreak and the reduction in oil prices? Myooran Mahalingam, Portfolio Manager at MLC, discusses.

Managing investments risks amid coronavirus Watch now

Managing investment risks amid coronavirus
Managing investment risks amid coronavirus

March 2020

The coronavirus is first and foremost a health issue. However, it's also a timely reminder that investment risks always exist. The strong market returns of the past decade may have caused some investors to forget this.

Managing investments risks amid coronavirus Watch now

Why Australian small caps?
Why Australian small caps?

February 2020

Fairview Equity Partners Portfolio Manager, Tim Hall, talks about why small caps present such a unique opportunity for investing.

Why Australian small caps? Watch now

The story of an Australian small-caps stock picker
The story of an Australian small-caps stock picker

February 2020

How do you end up managing an Australian small caps portfolio? Fairview Equity Partners Portfolio Manager, Leo Barry, shares why small cap investing is such an interesting space and how he ended up there.

The story of an Australian small-caps stock picker Watch now

MLC outlook for equity market returns 2020
MLC outlook for equity market returns, 2020

February 2020

MLC Chief Investment Officer Jonathan Armitage speaks to MLC Research Manager Rebecca Collins about what to expect from markets in 2020, the implications for the Australian economy following the bushfires and why MLC believe in portfolio diversification.

MLC outlook for equity market returns Watch now

2019 Calendar in review
2019 Calendar year in review

January 2020

Despite macro concerns, 2019 was a good year for investors. In early January, with 2019 behind us, MLC's Portfolio Specialist John Owen will provide you with a review of what happened in investment markets over the year.

2019 Calendar year in review Watch now

James Kim on the source of company value
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 Intermede company values Watch now

James Kim on the Intermede Global Equities Fund
James Kim discusses the equity market environment

October 2019

Intermede Investment Partners, Investment Analyst, James Kim talks about the current state of markets in which global tensions have never been higher.

James Kim discusses the equity market environment Watch now

James Kim on the Intermede Global Equities Fund
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 on the Intermede Global Equities Fund Watch now

James Kim discusses investing in the technology space
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.

James Kim discusses investing in technology Watch now

Kerry Gill, Assistant Portfolio Manager, MLC

Investing in a challenging investment environment

8 October 2019

Rebecca Collins, Research Manager, MLC sits down with Kerry Gill, Assistant Portfolio Manager, Capital Markets Research, MLC to discuss the challenges of investing in a changing environment. Kerry discusses some of these challenges, the sustainability of returns and how our portfolios are adapting.

Investing in a challenging investment environment Watch now

MLC on generating returns for clients in a challenging investment environment - Jonathan Armitage

MLC on generating returns for clients in a challenging investment environment

9 September 2019

MLC Chief Investment Officer Jonathan Armitage speaks with MLC Research Manager, Rebecca Collins about MLC's use of a range of asset classes to improve returns and diversification across its portfolios in what looks to be a challenging investment environment for returns going forward.

MLC on generating returns for clients Watch now

How MLC is managing its fixed income - MLC Portfolio Manager Nicholas Hofmeyr

How MLC is managing its fixed income

20 June 2019

MLC Portfolio Manager Nicholas Hofmeyr speaks to MLC Research Manager Rebecca Collins about the record low interest rate environment and why active management in fixed income portfolios is important.

How MLC is managing its fixed income Watch now

Adding value with derivatives - MLC Derivatives Manager, Clinton Guelfi

Adding value with derivatives

22 May 2019

MLC Derivatives Manager, Clinton Guelfi, speaks to MLC Research Manager, Rebecca Collins, about reshaping a portfolio’s risk-return profile using derivatives and how correlations between different assets allow for a range of strategies to be implemented that add value at little to no cost.

Adding value with derivatives Watch now

Portfolio management with derivatives - MLC Head of Derivatives, Cliff Bayne

Portfolio management with derivatives

22 May 2019

MLC Head of Derivatives, Cliff Bayne, speaks to MLC Research Manager, Rebecca Collins, about the design, implementation and oversight of risk mitigation strategies across MLC funds using a range of exchange traded and OTC derivative products.

Portfolio management with derivatives Watch now

MLC Australian equities portfolio approach - MLC Portfolio Manager John Woods

MLC Australian equities portfolio approach

20 March 2019

MLC Portfolio Manager John Woods speaks to MLC Asset Management Portfolio Specialist Sinead Rafferty about its Australian equity market portfolio and how it reduces risk by diversifying beyond the concentration of the index in banking and materials.

MLC Australian equities portfolio approach Watch now

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