Relative Return: Selecting defensive Aussie equities

Podcast Relative Return Lazard australian equities

27 July 2023
| By Laura Dew |
expand image

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs.

Listen as they examine:

  • His strategy running the $537 million Australian equity fund
  • Why its defensiveness is appealing for retirees
  • The Aussie equity sectors that have performed well in FY2022–23
  • The potential impact of rising interest rates on equity markets and how it poses both risks and opportunities for investors
  • How he put a 20 per cent cash weighting to use


Read more about:


Add new comment

The content of this field is kept private and will not be shown publicly.

Recommended for you



sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

adviser losses will be less severe in 2024, yes because there are next to none left. ...

2 days 2 hours ago

What does he do after three years???.He sits FEW EXAMS GETS THEM RIGHT ONCE and he can apply again promising to be a go...

3 days 21 hours ago
Ross Smith

I have been making this advocation for more than 10 years, that banning a financial adviser like this is hopeless like a...

3 days 21 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 3 weeks ago