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Insights

Webinar recording: What do rising interest rates and inflation mean for Australian equities?

Market Insight
March 22, 2022

Coping with volatility is normal for investors, especially with the current challenges of persistent inflation, rising interest rates and the global impact from Russia’s decision to invade Ukraine influencing today’s markets. With no shortage of uncertainty to worry investors we believe it is critical to be well-diversified. As style and cycle neutral investors, we evaluate investments using proprietary Sage Groups − grouping companies by how they tend to perform in different market conditions to help control macroeconomic risks to produce a portfolio that has the potential to perform well, no matter where we are in the market cycle.

Chief Investment Officer, Sean Fenton and Portfolio Manager, James Delaney discuss how the current market backdrop is impacting Australian equities, including the sectors well positioned for the year ahead.

Topics covered

  • The Russian-Ukraine conflict and the impact on commodity prices and inflation
  • Rising interest rates and the impact on style, sectors and valuations
  • The implications of higher inflation with respect to economic growth, consumer confidence and wages
  • Portfolio positioning and performance for CC Sage Capital Absolute Return Fund (market neutral) and CC Sage Capital Equity Plus Fund (150/50 active extension) and the outlook for 2022
This information is for professional and wholesale investors only and has been prepared by Sage Capital Pty Ltd ACN 632 839 877 AR No. 001276472 (‘Sage Capital’). Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the responsible entity and issuer of units in the CC Sage Capital Equity Plus Fund ARSN 634 148 913 and the CC Sage Capital Absolute Return Fund ARSN 634 149 287 (collectively ‘the Funds’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (‘Channel’) provides investment infrastructure services for Sage Capital and is the holding company of CIML. This information is supplied on the following conditions which are expressly accepted and agreed to by each interested party (‘Recipient’).
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This information contains general financial product advice only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. It is intended solely for wholesale clients (including sophisticated investors) as defined under sections 761G and 761GA of the Corporations Act 2001 (Cth).

The information provided should not be considered personal advice, a recommendation, or an offer to invest in the Funds. Recipients should not rely on this information in making investment decisions. A Recipient should, before making any investment decisions, consider the appropriateness of the information, and seek professional advice.

Neither Sage Capital, Channel, CIML or their representatives and respective employees or officers (collectively, ‘the Beneficiaries’) make any representation or warranty, express or implied, as to accuracy, reliability or completeness of this information or subsequently provided to the Recipient or its advisers by any of the Beneficiaries, including, without limitation, any historical financial information, the estimates and projections and any other financial information derived there from, and nothing contained in this information is, or shall be relied upon, as a promise or representation, whether as to the past or the future. All investments contain risk. Past performance is not a reliable indicator of future performance.

For further information and before investing, please read the Product Disclosure Statement and Target Market Determination which is available from www.channelcapital.com.au
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