Relative Return: Will it be a boom year for Aussie equities?
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--5o3pZzDs--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/matthew-haupt-mm_hbuzpb.jpg?itok=627CtW55)
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--5o3pZzDs--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/matthew-haupt-mm_hbuzpb.jpg?itok=627CtW55)
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.
Recommended for you
In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts.
In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement.
In this week’s episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running his own business, ESG, and global equities.
In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds.
Add new comment