Our annual Investor Lunch brought together four specialist fund managers to share their outlook on generating income and growth in an increasingly complex world.

Across corporate bonds, private credit, global listed property and Australian small caps, a clear theme emerged: genuine diversification means accessing fundamentally different cash flow streams, not simply spreading capital across traditional asset classes.

Guests heard from Coolabah Capital on finding mispricing in corporate bond markets, Aura Group on the resilience of Australian private credit, Resolution Capital on the compelling recovery case for global REITs, and Maple Brown Abbott on the overlooked opportunity in Australian small caps where earnings growth is projected at double the rate of large caps.

With return targets ranging from 7% income in defensive credit to potential double-digit total returns in real estate and equities, the lunch reinforced Mont Wealth's commitment to building portfolios that perform across multiple economic scenarios.