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 Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia’s cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation’s journey towards net zero emissions.
In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement.
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina take a look at the Reserve Bank’s unanimous decision to leave rates on hold on Melbourne Cup Day and whether future cuts are still on the cards.
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year.
