Insights

What’s Driving Markets and Performance?



The first quarter of 2022 has been an eventful one. Financial markets have had to digest a range of new risks, so in this session we look at the implications for the Australian equity market. Bruce Apted, Head of Portfolio Management – Australia and Michael Lin, Investment Strategist will share how:

  • The exogenous shocks have impacted risk preferences
  • How inflation is pervading all sectors and shifting the outlook for many companies
  • The winners and losers in the evolving market
  • Latest Fund positioning and performance update.

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