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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What I took away from the world’s ‘festival of private capital’

What I took away from the world’s ‘festival of private capital’

The on- and off-stage antics at the extravagant Milken Global Conference in Los Angeles tell us a lot about where institutional capital is right on the money – and where it is putting its head in the sand.

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