Developed market equities have begun to price-in a less bullish outlook and potential policy mistake. With 11 out of 14 previous Fed hiking cycles ending in a recession, will this cycle be different? With the backdrop of geopolitical instability, higher oil prices, inflation and rates remaining higher for longer, we invite you to join Bruce Apted, Head of Portfolio Management and Michael Lin, Investment Strategist to debate:
- Why developed market equities peaked in early August, and what will drive the narrative and equity pricing into year end
- The outlook for Australia and US company earnings
- Which sectors look attractive as the macro environment weakens
We are pleased to offer CPD points to those that attend the entirety of the presentation.
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