Webinars

2024 Global Market Outlook | Positioning the Pieces

In 2024, we anticipate uncertainty to persist, with sub-trend growth projected across global economies. While the path to a soft landing appears viable, 2024 will likely be a year in flux with many factors pressuring the path to recovery.

During the webinar, Global Chief Economist Simona Mocuta and other senior investment professionals will discuss:

• Our global macroeconomic outlook for 2024, including monetary policy and disinflationary trends.
• Key investment themes, including asset class opportunities in fixed income, equities and emerging markets; and the risks we see ahead.
• Portfolio implementation decisions in a world of uncertainty.
  

In such challenging markets, it is critical to strike the appropriate balance, get portfolio implementation right, and stay nimble as clearer signals develop.

1 hour | 1 CPD credits

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

36 Minutes | 0.50 CPD credits

As central bank guidance on rate hikes shifts, worries of a monetary policy mistake threatens the fragile balance of all markets. As we move from a period of “Great moderation” to a period of “Great volatility”, what are the implications for defensive investors?

During the webinar, Simon Mullumby, Head of Australian Cash & Bonds and Clive Maguchu, Senior Strategist examine topics including:

• Is the risk of an inflation wage spiral real? What signals should we look for to be confident that inflation has been tamed?
• What is the interest rate outlook globally and in Australia?
• The role of duration with higher terminal rates expected
• How to balance the income needs of investors with credit risk, as the macro environment adjusts to higher rates

44 Minutes | 0.75 CPD Credits

As there are many shades of “green” the process of managing carbon risk and building a low carbon and climate resilient portfolio can be confronting. As climate aware investing rapidly evolves advisers have the opportunity help manage carbon risk and contribute to their client's long-term outcomes.

During this webinar Yvette Murphy, Senior Portfolio Strategist discusses:

• The magnitude of carbon risk for all investors and how institutional investors are approaching it.
• Considerations when establishing a carbon and climate aware approach in your practice.
• Practical guidance of how to begin the climate conversation with clients.

31 Minutes | 0.50 CPD Credits