Portfolio Manager, Kelli Meagher and Chief Investment Officer, Sean Fenton provide an update on the Australian equities market and the outlook for 2022.
- China and the outlook for commodities
- What affect do rising interest rates have on an Australian equity investor’s portfolio and market returns?
- A look at how the Sage Capital investment team has successfully positioned its two long short strategies to deal with style and cycle rotation with tight risk controls.
- Portfolio positioning and performance
- Market outlook for 2022