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IMAP Specialist Series - International Equities
IMAP is delighted to have Nathan Lim, Head of Wealth Management Research, at Morgan Stanley Australia moderating the series. Morgan Stanley was IMAP’s 2020 winner of the Licensee Managed Account award.

Session 1: Monday 26th October 12pm AEDT
Considerations for licensees in international investing
- Types of securities each firm uses in its portfolios
- How to serve different segments of the client base
- Challenges of developing consistent portfolios
- Platform constraints and functionality
- Approach to currency

Session 2: Wednesday 28th October 12pm AEDT
Macro State of Play
- Multipolar world: Not just the Washington consensus anymore
- Implications of the coming US elections
- China's geopolitical ambitions and what it means for markets
- The legacy of QE and implications for inflation
- Lower for longer interest rates what it means for portfolios
- The presenters' key stock ideas

Session 3: Friday 30th October 12pm AEDT
Micro Insights
- Trump – Who is going to win and under this scenario how your portfolio should be positioned
- China – Friend or Foe? What are the opportunities?
- ESG – Trends now in the market
- Stock picking methodology
- How to manage and deal with risks
- The low rate environment and its impact on investment approach

This webinar series is FASEA CPD Accredited
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