Episode 3: Optimism for the lucky country: Australian equities as a source of growth

After the sharp drawdown in March, the ASX200 is steadily regaining ground towards closing the calendar year out at flat or at a limited overall loss. Within the index, there have been bifurcations between the pandemic winners and losers with significant differences in performance. This session explores the challenges and opportunities posed by investing in domestic equities as Australia attempts to end lockdowns and resolve the coronavirus disruptions.

Speakers:
Leo Barry, portfolio manager, Fairview Equity Partners
Felicity Thomas, senior wealth adviser, Shaw and Partners
John Woods, portfolio manager, MLC
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial

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M&A and push to reduce fees driving great ‘investment menu clean-up’ 

M&A and push to reduce fees driving great ‘investment menu clean-up’ 

Advice and wealth management firms worldwide are undertaking a great “investment menu clean-up”, driven by M&A, a desire for stronger investment conviction and lower client fees and, in Australia, renewed regulatory scrutiny of product failures. 

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