Equity markets: Red hot or red herring?
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After a stellar run in late 2023, global equity markets have assumed a holding pattern as they await rate cuts. Here at home, with CPI surprising to the upside, a soft landing seems not just possible but somewhat probable. On the other hand, equity markets are relatively expensive and recent positivity could serve as a red herring for investors. In this live webinar, Schroders Australia’s Head of Australian Equities Martin Conlon and Head of Multi-Asset Sebastian Mullins discuss the bifurcation of the commodities market; the outlook for Aussie banks; the impact of rate cuts on valuations; and the runway for the magnificent seven.
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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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