Episode 1: Resilience in uncertain times: private equity as a diversifier

Navigating investments in 2020 has been complicated in the face of sharp declines in GDP, volatility of listed equities and the low yields from traditional fixed income. Offering reduced correlation to listed assets, nimble governance and long-term management focus, this conversation considers how private equity might act as an attractive diversifier for wholesale investors.

Speakers
Serge Allaire, portfolio manager, MLC Asset Management
Jonathan Armitage, chief investment officer, MLC Asset Management
Paul Saliba, founder, Evolutionary Portfolio Services
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial

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Three down, one to watch: Navigating the 2026 tax reforms

Three down, one to watch: Navigating the 2026 tax reforms

The 50 per cent capital gains tax discount is gone, negative gearing has been quarantined, and SMSF property borrowing is all but finished but the measure that should be occupying advisers most hasn't even made it into a bill, writes Arthur Marusevich.

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