Equities still have more room to run
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.
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