Equities still have more room to run

Livewire Exclusive

Livewire Markets

Equities have been the place to be for the last 12 months. Since May 2020, the Australia All Ordinaries is up more than 34%... not too shabby. But if investors have learnt one thing in this time, it's the importance of owning a diversified portfolio with downside protection. With bond yields flying and whispers of interest rates rising, do equities still have more room to run? 

According to Andrew McAuley, chief investment officer at Credit Suisse Private Banking, yes they do, and they deserve a spot in your portfolio. The performance of equities over recent months has encouraged McAuley to increase his exposure to equities and as a result, reduce his exposure to fixed income, notably bonds. 

In this short video, McAuley explains why equities are still a promising place to be, he discusses his current asset allocation and explores the idea of thematic investing. McAuley also shares what he thinks is the biggest thematic to shake future markets. 

Learn more

Credit Suisse Private Banking specialises in asset diversification, holistic wealth planning, next generation training, succession planning, trust and estate advisory, philanthropy. For further information on how they can help you, click the contact button below.

........
Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.