Australian Equities Webinar: Reality Bites…
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Free money and zero to low interest rates created the 'everything bubble' - stocks with perceived high-growth prospects bubbled the most. Logic suggests stocks that rose the most against that backdrop would decline the most in a higher interest rate world, narrowing the gap between expensive and cheap stocks. That’s not the case in 2023. Behavioural factors and the perceived inflation protection offered by equities have helped stocks defy rising interest rates so far, making this reporting season an interesting one. Hear from Martin Conlon, and colleagues, explain why they believe this market bullishness can't last and how caution is driving their portfolio positioning.
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Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.
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Schroders
Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...
Expertise
Schroders
Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...
Expertise
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