The past six months have been some of the most dramatic for the Australian property investment industry in a long time. A number of prominent property managers and their products appear to be hitting the wall – something we’ve not seen for many a year.

Today, we’ll be meeting Matthew Chun, Head of Funds Management for Becton Property Group. We'll learn why in its view, Becton has avoided the problems being experienced by some property managers, and why those problems are not indicative of poor property fundamentals. We’ll discuss Becton’s direct property investment philosophy and style, and why it believes direct property continues to play an invaluable role in a portfolio.
 

So let's Meet the Manager >
 

In volatile investment markets, and even more when you take into global exchange rates, a flight to safety often becomes the catch cry. There's an argument that global infrastructure gives you the best of both worlds, equity-like returns in the good times and bond-like returns in down markets.

Today we meet Dennis Eagar, Portfolio Manager of the Magellan Infrastructure Fund. We discuss Magellan's infrastructure investment philosophy and style, how it's different and why Magellan believes global infrastructure plays an invaluable role in a portfolio.
 

So let's Meet the Manager >
 

Global emerging markets have come a long way since their melt-down in the 1990s. These days, emerging market equity and debt are widely accepted as essential components of a quality investment portfolio.

Today we meet Alan Conway, London-based global head of emerging market equities for Schroders. We'll learn more about the changing structural and cyclical dynamics of emerging markets and their prospects in the near and longer-term. 

So let's Meet the Manager >
 

For the last few years, boutique fund managers have been all the rage. However, it's rare to meet a boutique manager which is starting out by offering a global fund managed from Australia.

Today we meet Hamish Douglass and Chris Mackay, Chairman and CIO respectively, of newly established, "next generation boutique " Magellan Financial Group.

So let's Meet the Manager >
 

The traditional view is that it is impossible to predict currency movements, let alone consistently generate alpha through active currency management.

Today we talk with Bruno Crastes, London-based CIO of Credit Agricole - not yet a well known investment house here in Australia, but one of the world's largest fixed interest houses - about how it does in fact do the so-called impossible task of consistently generating alpha via active currency management.

So let's Meet the Manager >