Relative Return: Will it be a boom year for Aussie equities?
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Matthew Haupt, lead portfolio manager of WAM Leaders, to discuss the stage three tax cuts and their impact on Australian equities.
Listen as they discuss:
- The recent stage three tax cuts announcement.
- What a move to monetary easing will mean for equities and bonds.
- The collapse of Evergrande property developer in China and the country’s relations with Australia.
- Whether Trump could be re-elected in the US presidential election.
- How he is positioning the WAM Leaders portfolio.
AUTHOR
Laura Dew
Recommended for you
In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more.
In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he’s learnt in a decade of running a firm.
In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team.
In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space.
Add new comment